APPFOLIO INC

$APPF
Smart money positioned

6 of the Top-200 alpha managers hold $APPF as of the latest 13F snapshot.

13F holders
403
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

6 holders · Q1 2026

$APPF is held by 6 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.04%, with an average of 0.01% of portfolio. Largest holder: New Age Alpha Advisors, LLC at 0.04%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 403 · Source: 13F-HR
01
Hall Capital Management Co. Inc.
0.13% of portfolio
5,752,988 sh
02
Verger Capital Management LLC
20.74% of portfolio
1,047,915 sh
03
Marshall & Sullivan Inc.
0.25% of portfolio
734,256 sh
04
Axa S.a.
721,657 sh
05
State Street
0.01% of portfolio
685,656 sh
06
Immersion Capital LLP
0.34% of portfolio
643,231 sh
07
Waycross Partners, LLC
12.83% of portfolio
636,302 sh
08
Gilder Gagnon Howe & Co. LLC
1.45% of portfolio
517,750 sh
09
Bahl & Gaynor Inc.
401,940 sh
10
Caz Investments LP
0.03% of portfolio
384,529 sh
See all 403 13F holders · Pro →

Insider activity · last 90 days

45 transactions · 6 filers
24 Nov 2025
Eaton Timothy Mathias
▼ SOLD
517
$228.34
S
17 Nov 2025
Trigg William Shane
▼ SOLD
149
$247.35
S
17 Nov 2025
Trigg William Shane
▼ SOLD
80
$244.56
S
17 Nov 2025
Trigg William Shane
▼ SOLD
240
$243.63
S
17 Nov 2025
Trigg William Shane
▼ SOLD
280
$242.54
S
17 Nov 2025
Trigg William Shane
▼ SOLD
600
$241.65
S
17 Nov 2025
Trigg William Shane
▼ SOLD
894
$240.49
S
17 Nov 2025
Trigg William Shane
▼ SOLD
553
$239.42
S
17 Nov 2025
Trigg William Shane
▼ SOLD
711
$238.32
S
17 Nov 2025
Trigg William Shane
▼ SOLD
440
$237.31
S
14 Nov 2025
Pickering Evan
▼ SOLD
334
$243.67
S
15 Sep 2025
Mazza Matthew S
▼ SOLD
1,636
$276.98
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

5 disclosures · STOCK Act
House · California · Traded Feb 18
SOLD
$1K–$15K
Mar 9STOCK
House · Michigan · Traded Oct 31
SOLD
$1K–$15K
Nov 21STOCK
House · Michigan · Traded Oct 30
BOUGHT
$1K–$15K
Nov 21STOCK
House · Michigan · Traded Oct 30
SOLD
$1K–$15K
Nov 21STOCK
House · Michigan · Traded Aug 13
BOUGHT
$1K–$15K
Sep 12STOCK

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:18 UTC.