APPFOLIO INC

Ticker: APPF CUSIP: 03783C100 Class: Common Stock

Note: Option positions (PUT/CALL) are excluded.

New Positions (46)

Increased Positions (145)

LONG WALK MANAGEMENT LP
Value ($000) $88,814 (+11.7%) Shares 381,750 (+32.3%)
Greenstone Partners & Co., LLC
Value ($000) $43,647 (+19.3%) Shares 187,609 (+41.3%)
Nellore Capital Management LLC
Value ($000) $123,234 (-5.9%) Shares 529,696 (+11.5%)
Capital Impact Advisors, LLC
Value ($000) $29,852 (+206.1%) Shares 128,314 (+262.7%)
TFJ Management, LLC
Value ($000) $8,414 (-10.3%) Shares 36,166 (+6.3%)
Hudson Way Capital Management LLC
Value ($000) $47,194 (-11.6%) Shares 202,853 (+4.8%)
Caledonia (Private) Investments Pty Ltd
Value ($000) $77,388 (+23.1%) Shares 332,635 (+45.9%)
Sone Capital Management, LLC
Value ($000) $15,016 (+64.4%) Shares 64,542 (+94.8%)
Kerrisdale Advisers, LLC
Value ($000) $3,726 (-8.5%) Shares 16,016 (+8.4%)
Edgestream Partners, L.P.
Value ($000) $8,557 (+664.7%) Shares 36,779 (+806.1%)
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
Value ($000) $148,487 (-2.4%) Shares 638,241 (+15.6%)
Nicholas Investment Partners, LP
Value ($000) $9,211 (-10.4%) Shares 39,591 (+6.2%)
JACOBS LEVY EQUITY MANAGEMENT, INC
Value ($000) $43,364 (+40.9%) Shares 186,393 (+67.0%)
Quent Capital, LLC
Value ($000) $1,170 (+19194.8%) Shares 5,030 (+22763.6%)
Y-Intercept (Hong Kong) Ltd
Value ($000) $2,854 (+527.9%) Shares 12,268 (+644.0%)
Fiera Capital Corp
Value ($000) $49,590 (+10.4%) Shares 213,151 (+30.9%)
State of Wyoming
Value ($000) $717 (+117.5%) Shares 3,082 (+157.7%)
TWO SIGMA INVESTMENTS, LP
Value ($000) $23,236 (+501.7%) Shares 99,876 (+612.9%)
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Value ($000) $25,622 (+256.3%) Shares 109,089 (+263.4%)
Alpha Wealth Funds, LLC
Value ($000) $921 (-13.3%) Shares 4,000 (+2.6%)

Decreased Positions (121)

Ashe Capital Management, LP
Value ($000) $250,777 (-31.7%) Shares 1,077,915 (-19.0%)
BROWN CAPITAL MANAGEMENT LLC
Value ($000) $35,391 (-62.5%) Shares 152,123 (-55.5%)
Insight Holdings Group, LLC
Value ($000) $10,365 (-75.4%) Shares 44,550 (-70.8%)
GILDER GAGNON HOWE & CO LLC
Value ($000) $97,581 (-31.6%) Shares 419,431 (-19.0%)
Virtue Capital Management, LLC
Value ($000) $487 (-42.8%) Shares 788 (-97.3%)
Quantum Portfolio Management LLC
Value ($000) $1,545 (-44.0%) Shares 6,640 (-33.6%)
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Value ($000) $121,096 (-28.6%) Shares 520,509 (-15.5%)
Bayforest Capital Ltd
Value ($000) $139 (-66.0%) Shares 596 (-59.7%)
MISSION WEALTH MANAGEMENT, LP
Value ($000) $9,098 (-32.9%) Shares 39,107 (-20.5%)
Jump Financial, LLC
Value ($000) $1,891 (-73.8%) Shares 8,126 (-68.9%)
BURNEY CO/
Value ($000) $267 (-87.9%) Shares 1,146 (-85.7%)
Blueshift Asset Management, LLC
Value ($000) $509 (-32.4%) Shares 2,188 (-19.9%)
NORDEN GROUP LLC
Value ($000) $344 (-60.6%) Shares 1,480 (-53.4%)
DANSKE BANK A/S
Value ($000) $23 (-99.8%) Shares 100 (-99.7%)
Portside Wealth Group, LLC
Value ($000) $374 (-48.8%) Shares 1,606 (-39.4%)
Horizon Investments, LLC
Value ($000) $168 (-93.4%) Shares 722 (-92.2%)
Moody Aldrich Partners LLC
Value ($000) $252 (-46.3%) Shares 1,085 (-36.4%)
Strategic Advocates LLC
Value ($000) $158 (-48.6%) Shares 669 (-39.8%)
Global Endowment Management, LP
Value ($000) $373 (-40.6%) Shares 1,603 (-29.6%)
FMR LLC
Value ($000) $60,409 (-55.7%) Shares 259,656 (-47.5%)

Exited Positions (62)