Reported 497,164 shares, up 428,479 (623.8%) from the prior quarter.
Reported value 628.4%; share count 623.8% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2022-09-30 | 7193000 |
| 2022-12-31 | 52391142 |
| 2023-03-31 | 60811965 |
| 2023-06-30 | 87732872 |
| 2023-09-30 | 104465638 |
| 2023-12-31 | 91538110 |
| 2024-03-31 | 113534944 |
| 2024-06-30 | 87772015 |
| 2024-09-30 | 43508040 |
| 2024-12-31 | 3832795 |
| 2025-03-31 | 1643313 |
| 2025-06-30 | 0 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q2 2025 | Reduced | 0 | -7,473 (-100.0%) | 0 | $0 | 2025-08-14 | |
| Q1 2025 | Reduced | 7,473 | -8,062 (-51.9%) | < 0.01% | $1,643,313 | 2025-05-16 | |
| Q4 2024 | Reduced | 15,535 | -169,291 (-91.6%) | 0.02% | $3,832,795 | 2025-02-14 | |
| Q3 2024 | Reduced | 184,826 | -174,057 (-48.5%) | 0.21% | $43,508,040 | 2024-11-14 | |
| Q2 2024 | Reduced | 358,883 | -101,257 (-22.0%) | 0.43% | $87,772,015 | 2024-08-14 | |
| Q1 2024 | Reduced | 460,140 | -68,249 (-12.9%) | 0.56% | $113,534,944 | 2024-05-15 | |
| Q4 2023 | Reduced | 528,389 | -43,618 (-7.6%) | 0.49% | $91,538,110 | 2024-02-14 | |
| Q3 2023 | Added | 572,007 | +62,347 (12.2%) | 0.6% | $104,465,638 | 2023-11-14 | |
| Q2 2023 | Added | 509,660 | +21,132 (4.3%) | 0.45% | $87,732,872 | 2023-08-14 | |
| Q1 2023 | Reduced | 488,528 | -8,636 (-1.7%) | 0.33% | $60,811,965 | 2023-05-15 | |
| Q4 2022 | Added | 497,164 | +428,479 (623.8%) | 0.28% | $52,391,142 | 2023-02-14 | |
| Q3 2022 | New | 68,685 | +68,685 (0.0%) | 0.04% | $7,193,000 | 2022-11-15 |
Who else reported the position
207 managers reported APPFOLIO INC for Q4 2022.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| BROWN CAPITAL MANAGEMENT LLC | Reduced | 2,800,675 | -354,841 | 4.88% | $295,135,132 | 15 qtrs |
| VANGUARD GROUP INC | Added | 1,834,444 | +47,026 | < 0.01% | $193,313,709 | 31 qtrs |
| Ashe Capital Management LP | Reduced | 1,639,403 | -336,174 | 18.96% | $172,760,288 | 26 qtrs |
| Echo Street Capital Management LLC | Added | 1,478,675 | +161,249 | 1.51% | $155,822,772 | 17 qtrs |
| BlackRock Inc | Added | 1,463,205 | +212,795 | < 0.01% | $154,192,544 | 27 qtrs |
| FRED ALGER MANAGEMENT LLC This report | Added | 497,164 | +428,479 | 0.28% | $52,391,142 | 2 qtrs |
| NEW YORK STATE COMMON RETIREMENT FUND | Added | 442,363 | +131 | 0.06% | $46,616,213 | 31 qtrs |
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA | Reduced | 432,618 | -315,991 | 6.14% | $45,589,301 | 10 qtrs |
| GILDER GAGNON HOWE & CO LLC | Added | 397,457 | +117 | 0.78% | $41,884,045 | 16 qtrs |
| STATE STREET CORPORATION | Reduced | 393,874 | -18,697 | < 0.01% | $41,506,442 | 30 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2022
- Filed
- February 14, 2023
- Filing type
- 13F-HR
- Position type
- Common
Voting authority reported
- Sole
- 497,164
- Shared
- 0
- None
- 0
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.