Form 13-F position report

APPFOLIO INC

Reported by FRED ALGER MANAGEMENT LLC

APPF CUSIP 03783C100 Manager CIK 0000003520

Reported 15,535 shares, down 169,291 (91.6%) from the prior quarter.

Reported value -91.2%; share count -91.6% vs. the prior quarter.

Reduced
% of reported 13F value 0.02% This manager · Q4 2024
Shares 15,535 Quarter-end amount reported
Reported value $3,832,795 Fair value at quarter end
Consecutive quarters held 10 Through Q4 2024

Reported position value by 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.

Reported position value by 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.

12 quarters
Quarterly reported position history for APPFOLIO INC held by FRED ALGER MANAGEMENT LLC.
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

444 managers reported APPFOLIO INC for Q4 2024.

Managers reporting APPFOLIO INC in Q4 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 2,495,527 +91,174 0.01% $615,696,422 39 qtrs
BlackRock Inc Added 2,408,899 +184,009 0.01% $594,323,562 2 qtrs
Ashe Capital Management LP Reduced 1,089,919 -307,389 22.12% $268,904,816 34 qtrs
STATE STREET CORPORATION Added 696,891 +43,755 < 0.01% $171,936,948 38 qtrs
BROWN CAPITAL MANAGEMENT LLC Reduced 682,033 -122,612 3.9% $168,271,182 23 qtrs
AQR CAPITAL MANAGEMENT LLC Added 655,625 +197,700 0.21% $161,755,801 30 qtrs
FMR LLC Added 597,485 +536,591 < 0.01% $147,411,452 17 qtrs
GILDER GAGNON HOWE & CO LLC Added 572,917 +25,566 1.52% $141,350,144 24 qtrs
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC New 419,518 +419,518 0.24% $103,503,481 1 qtr
GEODE CAPITAL MANAGEMENT LLC Added 416,508 +3,476 < 0.01% $102,790,965 38 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2024
Filed
February 14, 2025
Filing type
13F-HR
Position type
Equity

Voting authority reported

Sole
15,535
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.