13FBOX
APPFOLIO · 13F 机构持仓分析
期权收益计算器 机构排行
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APPFOLIO

APPFOLIO INCAPPF
持有机构数
398
机构合计市值 (Q2 2026)
$38.13亿
机构合计股数 (Q2 2026)
2,378.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+471.9万股
223 · 70 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-259.3万股
208 · 71 清仓 · ≈
⚖️ 净额
+212.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$38.13亿
持有机构数
398
新买入
70
加仓
153
减仓
137
清仓
71
持股不变
38
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
贝莱德BlackRock, Inc.
0.01%0.01%#157$4.24亿264.6万股$4.02亿254.7万股+9.9万股+3.88%加仓
信安金融集团PRINCIPAL FINANCIAL GROUP INC
0.13%0.13%#39$2.57亿160.5万股$2.38亿150.6万股+9.9万股+6.59%加仓
先锋领航组合管理VANGUARD PORTFOLIO MANAGEMENT LLC
0.01%0.01%#133$2.39亿149.0万股$2.34亿148.5万股+4,685股+0.32%加仓
Ashe Capital Management, LP
18.04%20.74%#1$1.68亿104.8万股$1.65亿104.8万股00.00%持仓不变
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#203$1.67亿104.1万股$1.65亿104.8万股-6,507股-0.62%减仓
道富集团STATE STREET CORP
<0.01%<0.01%#201$1.23亿76.6万股$1.14亿72.2万股+4.4万股+6.16%加仓
威廉·布莱尔投资管理WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
0.35%0.34%#26$1.16亿72.2万股$1.02亿64.3万股+7.9万股+12.22%加仓
伦敦公司(弗吉尼亚)LONDON CO OF VIRGINIA
0.64%#19$1.13亿70.3万股$00股+70.3万股新买入
普信集团PRICE T ROWE ASSOCIATES INC /MD/
0.01%0.01%#129$1.12亿70.0万股$8,103.2万51.3万股+18.7万股+36.40%加仓
Nellore Capital Management LLC
11.66%12.83%#2$1.05亿65.5万股$1.00亿63.6万股+1.9万股+2.92%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#175$9,329.6万58.2万股$6,731.1万24.4万股+33.8万股+138.28%加仓
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#180$8,177.1万51.0万股$7,992.1万50.6万股+3,548股+0.70%加仓
Lead Edge Capital Management, LLC
11.64%8.14%#3$6,408.5万40.0万股$3,318.3万21.0万股+18.9万股+90.08%加仓
纽伯格伯曼集团Neuberger Berman Group LLC
0.04%<0.01%#63$6,320.3万39.4万股$23.8万1,506股+39.3万股+26,072.51%加仓
Kayne Anderson Rudnick投资管理KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
0.18%0.21%#35$5,641.9万35.2万股$7,172.3万45.4万股-10.3万股-22.58%减仓
Keenan Capital, LLC
10.61%11.14%#6$5,364.6万33.5万股$5,280.0万33.5万股00.00%持仓不变
景顺Invesco Ltd.
<0.01%<0.01%#183$5,357.1万33.4万股$1,668.5万10.6万股+22.8万股+216.01%加仓
维度基金顾问DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#138$5,162.7万32.2万股$4,681.2万29.7万股+2.5万股+8.55%加仓
DF·登特公司DF DENT & CO INC
0.97%#16$5,114.4万31.9万股$00股+31.9万股新买入
LONG WALK MANAGEMENT LP
10.94%9.39%#5$4,888.7万30.5万股$3,227.4万20.5万股+10.0万股+49.08%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#210$4,763.6万29.7万股$5,454.3万34.6万股-4.9万股-14.04%减仓
Caledonia (Private) Investments Pty Ltd
1.59%1.51%#12$4,657.6万29.0万股$5,180.9万32.8万股-3.8万股-11.52%减仓
Greenstone Partners & Co., LLC
10.14%10.93%#7$4,387.4万27.4万股$4,316.3万27.3万股+120股+0.04%加仓
北方信托NORTHERN TRUST CORP
0.01%0.01%#171$4,323.0万27.0万股$4,200.3万26.6万股+3,452股+1.30%加仓
富达投资FMR LLC
<0.01%<0.01%#247$4,025.9万25.1万股$2,026.8万12.8万股+12.3万股+95.49%加仓
吉尔德·加尼翁·豪GILDER GAGNON HOWE & CO LLC
0.41%0.5%#24$4,013.0万25.0万股$4,187.4万26.5万股-1.5万股-5.68%减仓
詹尼森联营JENNISON ASSOCIATES LLC
0.02%0.01%#90$3,819.0万23.8万股$1,201.2万7.6万股+16.2万股+212.92%加仓
箭街资本ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
0.02%0.03%#107$3,753.8万23.4万股$6,068.6万38.5万股-15.0万股-39.12%减仓
惠灵顿管理集团WELLINGTON MANAGEMENT GROUP LLP
0.01%#158$3,606.3万22.5万股$00股+22.5万股新买入
文艺复兴科技RENAISSANCE TECHNOLOGIES LLC
0.04%0.06%#64$2,979.9万18.6万股$3,586.9万22.7万股-4.1万股-18.23%减仓
NATIXIS ADVISORS, LLC
0.03%0.01%#73$2,760.7万17.2万股$539.5万3.4万股+13.8万股+403.63%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%<0.01%#131$2,753.6万17.7万股$513.8万3.3万股+14.4万股+436.05%加仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#204$2,646.2万16.5万股$2,598.4万16.5万股+383股+0.23%加仓
先锋信托VANGUARD FIDUCIARY TRUST CO
0.01%0.01%#163$2,484.2万15.5万股$2,422.3万15.3万股+1,440股+0.94%加仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#194$2,352.4万14.7万股$2,520.8万16.0万股-1.3万股-8.15%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#200$2,266.0万14.1万股$1,516.9万9.6万股+4.5万股+47.03%加仓
魁北克储蓄投资集团(CDPQ)CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
0.03%0.04%#72$2,212.0万13.8万股$2,408.1万15.3万股-1.5万股-9.59%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#214$2,207.9万13.8万股$1,580.4万10.0万股+3.8万股+37.50%加仓
第一信托顾问FIRST TRUST ADVISORS LP
0.01%0.01%#124$2,063.1万12.9万股$1,941.6万12.3万股+5,634股+4.58%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#186$2,054.6万12.8万股$2,057.3万13.0万股-2,240股-1.72%减仓
Fiera资本Fiera Capital Corp
0.07%0.12%#46$2,022.3万12.6万股$3,477.7万22.0万股-9.4万股-42.77%减仓
GW&K Investment Management, LLC
0.16%0.18%#37$2,007.4万12.5万股$1,999.5万12.7万股-1,500股-1.18%减仓
Federated HermesFEDERATED HERMES, INC.
0.03%<0.01%#78$1,986.0万12.4万股$35.7万2,262股+12.2万股+5,375.33%加仓
Sone Capital Management, LLC
1.42%1.77%#14$1,864.1万11.6万股$2,110.1万13.4万股-1.7万股-13.05%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#220$1,740.5万10.9万股$828.0万5.2万股+5.6万股+106.87%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#277$1,709.5万10.8万股$1,684.1万10.8万股-7股-0.01%减仓
Point72资产管理Point72 Asset Management, L.P.
0.02%<0.01%#102$1,622.1万10.1万股$302.0万1.9万股+8.2万股+428.68%加仓
布朗资本管理BROWN CAPITAL MANAGEMENT LLC
3.19%2.42%#9$1,596.3万10.0万股$1,706.6万10.8万股-8,585股-7.94%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%0.01%#182$1,565.0万9.8万股$1,639.1万10.5万股-7,416股-7.06%减仓
挪威央行投资管理NORGES BANK
<0.01%0.01%#253$1,532.6万9.6万股$5,673.0万25.8万股-16.2万股-62.95%减仓

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