Public record / Tickers / APPF

APPF — APPFOLIO INC

Both disclosure regimes on one name: who in Congress filed about APPF, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
14
all PTR rows naming APPF
Members · 12m
2
1 buys · 3 sells · by trade date
Latest PTR
03-09
filed 2026-03-09
13F holders
354
top-354 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Gilbert Ray Cisneros, Jr. · $1.0K–$15.0K

Sale · traded 2026-02-18 → filed 2026-03-09. Ranked over every APPF row by the provable lower bound, never a point estimate.

2 members · 1 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

10 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 10 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING APPF · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning APPF
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-03-09Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 02-18 +19d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 08-13 +30d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 14 ↗

Members active in APPF

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing APPF in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Gilbert Ray Cisneros, Jr. D–CA-311−$15.0K to −$1.0K2

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · APPF

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $2.9M held
Trimming
1 Bridgewater Associates $2.9M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · APPFOLIO INC

Merged timeline of congressional filings and notable-manager moves on APPF
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+12,355 sh
2026-05-15Bridgewater Associates 13Ftrim−24,180 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of APPF for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$402M1
2PRINCIPAL FINANCIAL GROUP INC$238M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$234M1
4VANGUARD CAPITAL MANAGEMENT LLC$165M1
5Ashe Capital Management, LP$165M1
6STATE STREET CORP$114M1
7WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$102M1
8Nellore Capital Management LLC$100M1
9ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$60.7M1
10JACOBS LEVY EQUITY MANAGEMENT, INC$57.9M1
11BANK OF AMERICA CORP /DE/$54.5M1
12Keenan Capital, LLC$52.8M1
13Caledonia (Private) Investments Pty Ltd$51.8M1
14MORGAN STANLEY$48.5M1
15DIMENSIONAL FUND ADVISORS LP$46.8M1
16Greenstone Partners & Co., LLC$43.2M1
17NORTHERN TRUST CORP$42.0M1
18GILDER GAGNON HOWE & CO LLC$41.9M1
19RENAISSANCE TECHNOLOGIES LLC$35.9M1
20Fiera Capital Corp$34.8M1
21Lead Edge Capital Management, LLC$33.2M1
22LONG WALK MANAGEMENT LP$32.3M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$26.0M1
24VANGUARD FIDUCIARY TRUST CO$24.2M1
25CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$24.1M1
26MILLENNIUM MANAGEMENT LLC$22.4M1
27Sone Capital Management, LLC$21.1M1
28FMR LLC$20.3M1
29TWO SIGMA INVESTMENTS, LP$19.6M1
30FIRST TRUST ADVISORS LP$19.4M1
31BROWN CAPITAL MANAGEMENT LLC$17.1M1
32Invesco Ltd.$16.7M1
33RAYMOND JAMES FINANCIAL INC$16.4M1
34UBS Group AG$15.8M1
35WELLS FARGO & COMPANY/MN$15.2M1
36Squarepoint Ops LLC$12.7M1
37Nuveen, LLC$12.2M1
38JENNISON ASSOCIATES LLC$12.0M1
39CROSSLINK CAPITAL INC$11.3M1
40CITADEL ADVISORS LLC$11.2M1
41SEI INVESTMENTS CO$11.1M1
42Edgestream Partners, L.P.$11.1M1
43ENVESTNET ASSET MANAGEMENT INC$11.1M1
44UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$9.1M1
45Rockefeller Capital Management L.P.$9.1M1
46EULAV Asset Management$8.8M1
47Tensile Capital Management LP$8.4M1
48ROYAL BANK OF CANADA$8.3M1
49TFJ Management, LLC$8.2M1
50Y-Intercept (Hong Kong) Ltd$8.1M1
51Tidal Investments LLC$8.0M1
52BLAIR WILLIAM & CO/IL$8.0M1
53Quantinno Capital Management LP$8.0M1
54Granite Investment Partners, LLC$7.7M1
55Atika Capital Management LLC$7.5M1
56LPL Financial LLC$7.3M1
57Man Group plc$7.1M1
58Swiss National Bank$6.8M1
59XTX Topco Ltd$6.6M1
60Creative Planning$6.4M1
61ALLIANCEBERNSTEIN L.P.$6.1M1
62NORDEA INVESTMENT MANAGEMENT AB$5.7M1
63Quantum Capital Management, LLC / NJ$5.4M1
64D. E. Shaw & Co., Inc.$4.9M1
65Legal & General Group Plc$4.8M1
66Retirement Systems of Alabama$4.7M1
67Qube Research & Technologies Ltd$4.5M1
68Trexquant Investment LP$4.1M1
69Kerrisdale Advisers, LLC$3.5M1
70Advisors Capital Management, LLC$3.1M1
71FRANKLIN RESOURCES INC$3.1M1
72VANGUARD ASSET MANAGEMENT, Ltd$3.1M1
73Point72 Asset Management, L.P.$3.0M1
74Bridgewater Associates, LP$2.9M1
75Gotham Asset Management, LLC$2.9M1
76STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.9M1
77Davidson Kahn Capital Management, LLC$2.8M1
78MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.7M1
79CHANNEL WEALTH LLC$2.6M1
80Alamar Capital Management, LLC$2.5M1
81MISSION WEALTH MANAGEMENT, LP$2.5M1
82Baker Avenue Asset Management, LP$2.5M1
83EFG International AG$2.4M1
84AQR CAPITAL MANAGEMENT LLC$2.3M1
85STIFEL FINANCIAL CORP$2.2M1
86State of New Jersey Common Pension Fund D$2.0M1
87Alternative Investment Advisors, LLC.$2.0M1
88COMMERCE BANK$2.0M1
89Illinois Municipal Retirement Fund$2.0M1
90Orion Porfolio Solutions, LLC$1.9M1
91Cerity Partners LLC$1.9M1
92Vident Advisory, LLC$1.8M1
93JUPITER ASSET MANAGEMENT LTD$1.7M1
94PARNASSUS INVESTMENTS, LLC$1.7M1
95Vanguard Personalized Indexing Management, LLC$1.6M1
96Vanguard Global Advisers, LLC$1.6M1
97JOHNSON INVESTMENT COUNSEL INC$1.6M1
98Janus Henderson Group Ltd.$1.6M1
99Daiwa Securities Group Inc.$1.5M1
100Zurcher Kantonalbank (Zurich Cantonalbank)$1.5M1
101MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.5M1
102PRUDENTIAL FINANCIAL INC$1.5M1
103Connor, Clark & Lunn Investment Management Ltd.$1.4M1
104FIFTH THIRD BANCORP$1.4M1
105Schonfeld Strategic Advisors LLC$1.3M1
106STATE OF WISCONSIN INVESTMENT BOARD$1.3M1
107Ensign Peak Advisors, Inc$1.3M1
108KLP KAPITALFORVALTNING AS$1.3M1
109CITIGROUP INC$1.2M1
110LECAP ASSET MANAGEMENT LTD$1.2M1
111Quantum Portfolio Management LLC$1.1M1
112TWINBEECH CAPITAL LP$1.0M1
113AXQ CAPITAL, LP$1.0M1
114COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$962K1
115Universal- Beteiligungs- und Servicegesellschaft mbH$960K1
116ASSETMARK, INC$953K1
117Arizona State Retirement System$950K1
118Evanson Asset Management, LLC$947K1
119STATE OF MICHIGAN RETIREMENT SYSTEM$931K1
120Verdence Capital Advisors LLC$892K1
121NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$860K1
122Vanguard Investments Australia, Ltd.$829K1
123XPONANCE LLC$828K1
124GUGGENHEIM CAPITAL LLC$827K1
125New Age Alpha Advisors, LLC$813K1
126TRUIST FINANCIAL CORP$805K1
127Aristides Capital LLC$789K1
128OREGON PUBLIC EMPLOYEES RETIREMENT FUND$777K1
129Weiss Asset Management LP$776K1
130BANK OF MONTREAL /CAN/$764K1
131FIRST CITIZENS BANK & TRUST CO$760K1
132Envestnet Portfolio Solutions, Inc.$758K1
133OPPENHEIMER ASSET MANAGEMENT INC.$737K1
134OCCUDO QUANTITATIVE STRATEGIES LP$730K1
135AZZAD ASSET MANAGEMENT INC /ADV$706K1
136Lighthouse Investment Partners, LLC$698K1
137Atria Investments, Inc$695K1
138Summit Trail Advisors, LLC$693K1
139TEACHER RETIREMENT SYSTEM OF TEXAS$678K1
140Index Technologies Group LLC$667K1
141HUSSMAN STRATEGIC ADVISORS, INC.$663K1
142INCEPTIONR LLC$638K1
143Brevan Howard Capital Management LP$625K1
144NorthCrest Asset Manangement, LLC$620K1
145Amundi$609K1
146Inspire Investing, LLC$601K1
147Resona Asset Management Co.,Ltd.$590K1
148KCM INVESTMENT ADVISORS LLC$586K1
149Blueshift Asset Management, LLC$580K1
150Pictet Asset Management Holding SA$570K1
151STANSBERRY ASSET MANAGEMENT, LLC$569K1
152LVZ, Inc.$556K1
153ABN AMRO INVESTMENT SOLUTIONS$546K1
154LAZARD ASSET MANAGEMENT LLC$537K1
155Engineers Gate Manager LP$537K1
156OP Asset Management Ltd$525K1
157M&T BANK CORP$506K1
158Baird Financial Group, Inc.$496K1
159Three Seasons Wealth, LLC$495K1
160Headlands Technologies LLC$488K1
161Callan Family Office, LLC$481K1
162Fieldview Capital Management, LLC$464K1
163Ashton Thomas Private Wealth, LLC$462K1
164FORA Capital, LLC$462K1
165&PARTNERS$460K1
166NEW YORK LIFE INVESTMENT MANAGEMENT LLC$458K1
167CANADA PENSION PLAN INVESTMENT BOARD$458K1
168ALPS ADVISORS INC$453K1
169BALYASNY ASSET MANAGEMENT L.P.$452K1
170Global Endowment Management, LP$451K1
171Pathstone Holdings, LLC$434K1
172DEUTSCHE BANK AG\$429K1
173Magnetar Financial LLC$418K1
174Cetera Investment Advisers$416K1
175BANK OF NOVA SCOTIA$411K1
176L2 Asset Management, LLC$408K1
177MML INVESTORS SERVICES, LLC$404K1
178AVIVA PLC$401K1
179MIRABELLA FINANCIAL SERVICES LLP$383K1
180TWO SIGMA SECURITIES, LLC$377K1
181AMERICAN CENTURY COMPANIES INC$374K1
182US BANCORP \DE\$372K1
183nVerses Capital, LLC$369K1
184FEDERATED HERMES, INC.$357K1
185Dynamic Technology Lab Private Ltd$354K1
186Kestra Investment Management, LLC$353K1
187SUSQUEHANNA INTERNATIONAL GROUP, LLP$352K1
188DIVERSIFY WEALTH MANAGEMENT, LLC$342K1
189VOYA INVESTMENT MANAGEMENT LLC$339K1
190Resonant Capital Advisors, LLC$333K1
191Freestone Grove Partners LP$327K1
192Third View Private Wealth, LLC$322K1
193Beacon Pointe Advisors, LLC$317K1
194Yorktown Management & Research Co Inc$308K1
195Caitlin John, LLC$304K1
196DRW Securities, LLC$300K1
197SECURIAN ASSET MANAGEMENT, INC$283K1
198MERCER GLOBAL ADVISORS INC /ADV$276K1
199Federation des caisses Desjardins du Quebec$261K1
200COLDSTREAM CAPITAL MANAGEMENT INC$261K1
201Linden Thomas Advisory Services, LLC$257K1
202Chemistry Wealth Management LLC$253K1
203HMS Capital Management, LLC$252K1
204Crossmark Global Holdings, Inc.$245K1
205Corient Private Wealth LLC$235K1
206Swiss Life Asset Management Ltd$231K1
207Brooklyn Investment Group$230K1
208Snowden Capital Advisors LLC$225K1
209Aquatic Capital Management LLC$224K1
210COMMONWEALTH EQUITY SERVICES, LLC$220K1
211Mach-1 Financial Group, LLC$218K1
212MQS Management LLC$217K1
213EP Wealth Advisors, LLC$215K1
214FIDUCIARY TRUST CO$215K1
215DnB Asset Management AS$206K1
216State of Wyoming$202K1
217QUADRANT CAPITAL GROUP LLC$200K1
218Caitong International Asset Management Co., Ltd$196K1
219Eurizon Capital SGR S.p.A.$161K1
220Cache Advisors, LLC$139K1
221Grandeur Peak Global Advisors, LLC$131K1
222WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$126K1
223VIRTUS ADVISERS, LLC$117K1
224Tower Research Capital LLC (TRC)$115K1
225Advisors Asset Management, Inc.$94.1K1
226Walleye Trading LLC$85.4K1
227EXCHANGE TRADED CONCEPTS, LLC$77.0K1
228Aster Capital Management (DIFC) Ltd$72.8K1
229BNP Paribas Asset Management Holding S.A.$67.1K1
230Steward Partners Investment Advisory, LLC$55.1K1
231OSAIC HOLDINGS, INC.$53.7K1
232Blue Trust, Inc.$45.5K1
233CWM, LLC$40.2K1
234Reyes Financial Architecture, Inc.$39.6K1
235Bayforest Capital Ltd$39.1K1
236Allworth Financial LP$33.6K1
237SIGNATUREFD, LLC$33.5K1
238UMB Bank, n.a.$30.9K1
239Optiver Holding B.V.$26.4K1
240Clearstead Advisors, LLC$23.4K1
241Bell Investment Advisors, Inc$17.0K1
242Silver Grove Financial Group, Inc.$15.5K1
243Addison Advisors LLC$13.9K1
244NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$13.7K1
245MAI Capital Management$10.6K1
246Parkside Financial Bank & Trust$10.4K1
247Pinnacle Wealth Planning Services, Inc.$9.3K1
248Mitsubishi UFJ Asset Management Co., Ltd.$8.8K1
249WOLFF WIESE MAGANA LLC$6.8K1
250Larson Financial Group LLC$6.6K1
251Smartleaf Asset Management LLC$6.0K1
252CANADA LIFE ASSURANCE Co$5.3K1
253WealthCollab, LLC$4.4K1
254Asset Dedication, LLC$3.6K1
255JPL Wealth Management, LLC$3.5K1
256Marquette Asset Management, LLC$3.3K1
257SJS Investment Consulting Inc.$3.3K1
258DANSKE BANK A/S$3.2K1
259FARMERS & MERCHANTS INVESTMENTS INC$3.2K1
260Kilter Group LLC$2.5K1
261Atlantic Union Bankshares Corp$2.5K1
262Bank of New Hampshire$2.1K1
263Kingdom Financial Group LLC.$1.9K1
264Richardson Capital Management LLC$1.7K1
265SHP Wealth Management$1.7K1
266Signature Equity Partners, LLC$1.7K1
267Treasurer of the State of North Carolina$1.5K1
268Physician Wealth Advisors, Inc.$1.4K1
269Acumen Wealth Advisors, LLC$1.4K1
270Rachor Investment Advisory Services, LLC$1.4K1
271CVA Family Office, LLC$1.4K1
272THRIVENT FINANCIAL FOR LUTHERANS$1.2K1
273Keating Financial Advisory Services, Inc.$1.1K1
274Vestcor Inc$1.1K1
275South Dakota Investment Council$1.1K1
276True Wealth Design, LLC$9471
277State of Alaska, Department of Revenue$8581
278Abound Wealth Management$6321
279Private Wealth Management Group, LLC$6321
280Cromwell Holdings LLC$6311
281Rakuten Securities, Inc.$6311
282Transamerica Financial Advisors, LLC$4731
283Virtu Financial LLC$3961
284GSA CAPITAL PARTNERS LLP$3681
285Cassaday & Co Wealth Management LLC$3161
286WPG Advisers, LLC$3161
287DekaBank Deutsche Girozentrale$2441
288Penserra Capital Management LLC$1631
289Manchester Capital Management LLC$1581
290JFS WEALTH ADVISORS, LLC$1581
291MV CAPITAL MANAGEMENT, INC.$1581
292KBC Group NV$911
293Employees Retirement System of Texas$331
294Capital Advisors, Ltd. LLC$21
295Jefferies Financial Group Inc.$01
296VANGUARD GROUP INC$01
297KING LUTHER CAPITAL MANAGEMENT CORP$01
298SouthState Bank Corp$01
299HSBC HOLDINGS PLC$01
300PANAGORA ASSET MANAGEMENT INC$01
301COMERICA BANK$01
302HM PAYSON & CO$01
303MOODY ALDRICH PARTNERS LLC$01
304BURNEY CO/$01
305TORONTO DOMINION BANK$01
306VIRGINIA RETIREMENT SYSTEMS ET Al$01
307PARK AVENUE SECURITIES LLC$01
308FIRST FOUNDATION ADVISORS$01
309CIBC Private Wealth Group LLC$01
310Insight Holdings Group, LLC$01
311Graham Capital Management, L.P.$01
312Altshuler Shaham Ltd$01
313ProShare Advisors LLC$01
314NORGES BANK$01
315Nicholas Investment Partners, LP$01
316Verition Fund Management LLC$01
317HighTower Advisors, LLC$01
318Johnson Financial Group, Inc.$01
319TWO SIGMA ADVISERS, LP$01
320Cambria Investment Management, L.P.$01
321Twin Tree Management, LP$01
322BANQUE PICTET & CIE SA$01
323Utah Retirement Systems$01
324Arax Advisory Partners$01
325Empowered Funds, LLC$01
326Sequoia Financial Advisors, LLC$01
327Capital Impact Advisors, LLC$01
328Gilbert & Cook, Inc.$01
329Mutual Advisors, LLC$01
330Independent Advisor Alliance$01
331Hudson Way Capital Management LLC$01
332Caption Management, LLC$01
333Arlington Financial Advisors, LLC$01
334Global Retirement Partners, LLC$01
335Sanctuary Advisors, LLC$01
336Maryland State Retirement & Pension System$01
337SteelPeak Wealth, LLC$01
338Kestra Advisory Services, LLC$01
339Spire Wealth Management$01
340Activest Wealth Management$01
341AlphaQuest LLC$01
342SageView Advisory Group, LLC$01
343Cape Investment Advisory, Inc.$01
344Dunhill Financial, LLC$01
345Portside Wealth Group, LLC$01
346NORDEN GROUP LLC$01
347denkapparat Operations GmbH$01
348Lewis Asset Management, LLC$01
349Rialto Wealth Management, LLC$01
350Alpha Wealth Funds, LLC$01
351Wealth Enhancement Trust Services, Inc.$01
352HFM Investment Advisors, LLC$01
353OPTIMA CAPITAL LLC$01
354Advocate Investing Services LLC$01
Truncated by Public Filings. The published aggregate ranks the top 354 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 3 sell
Congress net ($ bound)−$44.0K to $12.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on APPF

RETAINED WINDOW · ACTIVE HITS

Zero hits on APPF in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for APPF · financials and macro

Financials — as filed PLANNED

APPF's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: APPF on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing