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 Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $86.31 M.
Top institutional holders include Renaissance Technologies (RenTech) and Steven Cohen.
Institutional sentiment is currently Bullish. This is evidenced by a $15.78 M net inflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 428.7%. Conversely, Cliff Asness reduced exposure by 49.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for AppFolio, Inc. (APPF)
Major holders include Renaissance Technologies (RenTech) ($29.8 M), Steven Cohen ($16.22 M), Joel Greenblatt ($8.97 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 399,352 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $15.78 M, with 3 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited APPF. The total reported sell value was $11.32 M.
Yes, 1 managers opened new positions in APPF, and 2 increased their existing holdings. The total reported buy value was $27.1 M.