Guru Ownership Trend
Guru Analysis for AppFolio, Inc. (APPF)
AppFolio, Inc. (APPF), a key player in the Technology sector, continues to attract institutional attention.
As of Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $43.38 M.
Top institutional holders include Renaissance Technologies and Ray Dalio.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $6.45 M net outflow during the quarter.
Recent activity highlights Jefferies Group who opened a new position. Conversely, Renaissance Technologies reduced exposure by 10.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for AppFolio, Inc. (APPF)
Major holders include Renaissance Technologies ($34.09 M), Ray Dalio ($9.87 M), Cliff Asness ($7.05 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 226,924 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $6.45 M, with 4 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited APPF. The total reported sell value was $8.87 M.
Yes, 1 managers opened new positions in APPF, and 3 increased their existing holdings. The total reported buy value was $2.42 M.