Form 13-F position report

APPFOLIO INC

Reported by FRED ALGER MANAGEMENT LLC

APPF CUSIP 03783C100 Manager CIK 0000003520

Reported 0 shares, down 7,473 (100.0%) from the prior quarter.

Reported value -100.0%; share count -100.0% vs. the prior quarter.

Reduced
% of reported 13F value 0 This manager · Q2 2025
Shares 0 Quarter-end amount reported
Reported value $0 Fair value at quarter end
Consecutive quarters held 12 Through Q2 2025

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 Q2 2025.

Managers reporting APPFOLIO INC in Q2 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Reduced 2,403,717 -34,712 < 0.01% $553,527,951 41 qtrs
BlackRock Inc Reduced 2,356,065 -48,715 0.01% $542,554,648 4 qtrs
Ashe Capital Management LP Added 1,331,260 +195,148 23.89% $306,562,553 36 qtrs
PRINCIPAL FINANCIAL GROUP INC Added 832,891 +431,003 0.1% $191,806,467 29 qtrs
WILLIAM BLAIR INVESTMENT MANAGEMENT LLC Added 733,428 +310,834 0.45% $168,893,800 2 qtrs
STATE STREET CORPORATION Reduced 692,171 -21,883 < 0.01% $159,393,138 40 qtrs
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Reduced 686,460 -87,119 0.38% $158,078,009 3 qtrs
BROWN CAPITAL MANAGEMENT LLC Reduced 578,745 -33,084 3.88% $133,273,399 25 qtrs
FMR LLC Reduced 574,363 -271,815 < 0.01% $132,264,331 19 qtrs
GILDER GAGNON HOWE & CO LLC Reduced 525,334 -7,266 1.28% $120,973,971 26 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2025
Filed
August 14, 2025
Filing type
13F-HR
Position type
Equity

Voting authority reported

No voting-authority amounts were reported for this position. Voting authority is not required for reported call options.

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.