APPFOLIO INC (APPF) research
APPFOLIO INC- Sector
- Technology
- Last price
- $204.25
- As of
Kresmion compiles this page from APPF's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
APPFOLIO INC (APPF): 5 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-07-23.
As of . Source: SEC EDGAR filings for APPF. Method and limitations.
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Preview the APPF dossierActive signals for APPF
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +241% to APPF (2026Q2)
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +212% to APPF (2026Q2)
- highCONSENSUS_SELL
3 tracked funds reduced APPF this 2026Q2, institutional consensus
- highINSTITUTIONAL_SURGE
Point72 Asset Management, L.P. added +429% to APPF (2026Q2)
- highINSTITUTIONAL_EXIT
MILLENNIUM MANAGEMENT LLC cut 51% of APPF (2026Q2)
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Every signal on APPF, as it fires
You are seeing 5 of 17 signals recorded on APPF since 2026-07-21.
The five above all landed on 2026-08-16. The other 12 were recorded on 2 other days. 11 of the 17 are institutional flow rows, which arrive in batches on filing days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in APPF (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLCCUSIP 03783C100 · 2026Q2 | $29.8M | 0.04% | , |
| Point72 Asset Management, L.P.CUSIP 03783C100 · 2026Q2 | $16.2M | 0.02% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 03783C100 · 2026Q2 | $11.1M | 0.00% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP 03783C100 · 2026Q2 | $2.6M | 0.00% | , |
| D. E. Shaw & Co., Inc.CUSIP 03783C100 · 2026Q2 | $618K | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, APPF
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
APPF against its peers
APPF's operating margin of 16.1% ranks in the 73rd percentile of 23 Technology sub-industry peers, fiscal periods ending between 2025-12-31 and 2026-03-31.
| Metric | APPF | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 951M USD | 981M USD | 41 | 22 |
| Gross margin | n/a | 76.6% | n/a | 18 |
| Operating margin | 16.1% | 0.4% | 73 | 23 |
| Net margin | 14.8% | 1.7% | 69 | 23 |
| Return on equity | 26.0% | 2.2% | 80 | 21 |
| P / E | 52.6x | 36.5x | 63 | 11 |
Peers (23): CIFR, DBX, NTSK, ZETA, DSGX, QLYS, QBTS, WULF, PATH, GDS, TTAN, GTLB, RNG, CVLT, RIOT, S, IDCC, PEGA, BB, BSY, ACIW, HUBS, KVYO. Left out: DOX (period gap), CORZ (no annual filing). Fiscal periods ending between 2025-12-31 and 2026-03-31. Every figure is one full fiscal year read from one annual filing (APPF: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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