Filing Research | APPF - AppFolio, Inc. Institutional Holdings

Snapshot holdings

50 / 65 loaded

#		Instrument	quantity
1	RIVERBRIDGE PARTNERS LLC	Shares	50.8KSH	$8.2M
2	Assenagon Asset Management S.A.	Shares	19.3KSH	$3.1M
3	Davidson Kahn Capital Management, LLC	Shares	18.9KSH	$3.0M
4	JOHNSON INVESTMENT COUNSEL INC	Shares	14.2KSH	$2.3M
5	MISSION WEALTH MANAGEMENT, LP	Shares	14.1KSH	$2.3M
6	ISTHMUS PARTNERS, LLC	Shares	12.0KSH	$1.9M
7	Police & Firemen's Retirement System of New Jersey	Shares	10.3KSH	$1.6M
8	FIRST CITIZENS BANK & TRUST CO	Shares	9.2KSH	$1.5M
9	Envestnet Portfolio Solutions, Inc.	Shares	9.2KSH	$1.5M
10	Louisiana State Employees Retirement System	Shares	7.0KSH	$1.1M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	6.6KSH	$1.1M
12	LVZ, Inc.	Shares	6.2KSH	$993.0K
13	Evanson Financial, LLC	Shares	6.0KSH	$962.1K
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	5.8KSH	$922.5K
15	NorthCrest Asset Manangement, LLC	Shares	4.0KSH	$692.5K
16	Y-Intercept (Hong Kong) Ltd	Shares	4.2KSH	$678.8K
17	Oak Thistle LLC	Shares	4.0KSH	$637.2K
18	ABN AMRO INVESTMENT SOLUTIONS	Shares	3.9KSH	$630.2K
19	SECURIAN ASSET MANAGEMENT, INC	Shares	1.8KSH	$322.4K
20	Chemistry Wealth Management LLC	Shares	1.9KSH	$301.3K
21	First Bank & Trust	Shares	1.6KSH	$261.1K
22	Linden Thomas Advisory Services, LLC	Shares	1.6KSH	$258.6K
23	Sequoia Financial Advisors, LLC	Shares	1.6KSH	$256.9K
24	HMS Capital Management, LLC	Shares	1.6KSH	$253.5K
25	BIRCH FINANCIAL GROUP, LLC	Shares	1.3KSH	$212.6K
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.8KSH	$151.9K
27	GAMMA Investing LLC	Shares	834SH	$133.7K
28	IFP Advisors, Inc	Shares	625SH	$100.2K
29	EXCHANGE TRADED CONCEPTS, LLC	Shares	473SH	$75.8K
30	SIGNATUREFD, LLC	Shares	468SH	$75.0K
31	Versant Capital Management, Inc	Shares	452SH	$72.5K
32	Blue Trust, Inc.	Shares	423SH	$67.8K
33	Farther Finance Advisors, LLC	Shares	313SH	$50.1K
34	Reyes Financial Architecture, Inc.	Shares	297SH	$47.6K
35	MassMutual Private Wealth & Trust, FSB	Shares	123SH	$19.7K
36	FIRST HORIZON CORP	Shares	92SH	$14.8K
37	Bogart Wealth, LLC	Shares	73SH	$11.7K
38	AMERICAN NATIONAL BANK & TRUST	Shares	69SH	$11.1K
39	WOLFF WIESE MAGANA LLC	Shares	42SH	$6.7K
40	EverSource Wealth Advisors, LLC	Shares	37SH	$5.9K
41	ELEVATION WEALTH PARTNERS, LLC	Shares	30SH	$4.8K
42	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	26SH	$4.2K
43	FARMERS & MERCHANTS INVESTMENTS INC	Shares	20SH	$3.2K
44	SBI Securities Co., Ltd.	Shares	17SH	$2.7K
45	SJS Investment Consulting Inc.	Shares	16SH	$2.6K
46	Physician Wealth Advisors, Inc.	Shares	16SH	$2.6K
47	Cape Investment Advisory, Inc.	Shares	13SH	$2.1K
48	HIGHLINE WEALTH PARTNERS LLC	Shares	12SH	$1.9K
49	AMALGAMATED BANK	Shares	11.4KSH	$1.8K
50	Handelsbanken Fonder AB	Shares	10.9KSH	$1.7K

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Manager changes2026-06-30 vs 2026-03-31

50 / 71 loaded

#		Instrument
1	Assenagon Asset Management S.A. new	Shares	+19.3K	+$3.1M	$3.1M
2	ISTHMUS PARTNERS, LLC new	Shares	+12.0K	+$1.9M	$1.9M
3	FIRST CITIZENS BANK & TRUST CO added	Shares	+4.4K	+$715.5K	$1.5M
4	Envestnet Portfolio Solutions, Inc. added	Shares	+4.4K	+$714.2K	$1.5M
5	JOHNSON INVESTMENT COUNSEL INC added	Shares	+4.3K	+$711.1K	$2.3M
6	Oak Thistle LLC new	Shares	+4.0K	+$637.2K	$637.2K
7	LVZ, Inc. added	Shares	+2.7K	+$437.0K	$993.0K
8	Sequoia Financial Advisors, LLC new	Shares	+1.6K	+$256.9K	$256.9K
9	Davidson Kahn Capital Management, LLC added	Shares	+1.2K	+$235.5K	$3.0M
10	BIRCH FINANCIAL GROUP, LLC new	Shares	+1.3K	+$212.6K	$212.6K
11	Police & Firemen's Retirement System of New Jersey added	Shares	+805	+$153.0K	$1.6M
12	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+473	+$84.6K	$630.2K
13	NorthCrest Asset Manangement, LLC added	Shares	+2	+$72.2K	$692.5K
14	GAMMA Investing LLC added	Shares	+356	+$58.3K	$133.7K
15	Chemistry Wealth Management LLC added	Shares	+275	+$48.2K	$301.3K
16	Versant Capital Management, Inc added	Shares	+284	+$46.0K	$72.5K
17	SIGNATUREFD, LLC added	Shares	+256	+$41.6K	$75.0K
18	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$39.3K	$322.4K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+57	+$25.6K	$151.9K
20	Blue Trust, Inc. added	Shares	+135	+$22.4K	$67.8K
21	Bogart Wealth, LLC added	Shares	+55	+$8.9K	$11.7K
22	Reyes Financial Architecture, Inc. added	Shares	+46	+$8.0K	$47.6K
23	ELEVATION WEALTH PARTNERS, LLC new	Shares	+30	+$4.8K	$4.8K
24	BEACON INVESTMENT ADVISORY SERVICES, INC. new	Shares	+26	+$4.2K	$4.2K
25	MassMutual Private Wealth & Trust, FSB added	Shares	+18	+$3.2K	$19.7K
26	AMERICAN NATIONAL BANK & TRUST added	Shares	+14	+$2.4K	$11.1K
27	FIRST HORIZON CORP added	Shares	+12	+$2.1K	$14.8K
28	Cape Investment Advisory, Inc. new	Shares	+13	+$2.1K	$2.1K
29	Louisiana State Employees Retirement System trimmed	Shares	-100	+$1.9K	$1.1M
30	IFP Advisors, Inc unchanged	Shares	0	+$1.6K	$100.2K
31	Linden Thomas Advisory Services, LLC trimmed	Shares	-16	+$1.6K	$258.6K
32	HMS Capital Management, LLC trimmed	Shares	-16	+$1.5K	$253.5K
33	Physician Wealth Advisors, Inc. added	Shares	+7	+$1.1K	$2.6K
34	High Note Wealth, LLC new	Shares	+7	+$1.1K	$1.1K
35	WEST PACES ADVISORS INC. new	Shares	+5	+$802	$802
36	Handelsbanken Fonder AB added	Shares	+4.2K	+$691	$1.7K
37	Fortitude Family Office, LLC added	Shares	+4	+$644	$802
38	JFS WEALTH ADVISORS, LLC added	Shares	+4	+$644	$802
39	Activest Wealth Management new	Shares	+4	+$641	$641
40	Abound Wealth Management added	Shares	+2	+$331	$963
41	Hughes Financial Services, LLC added	Shares	+1	+$168	$641
42	Creative Capital Management Investments LLC new	Shares	+1	+$160	$160
43	LRI Investments, LLC new	Shares	+1	+$160	$160
44	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$51	$3.2K
45	AMALGAMATED BANK trimmed	Shares	-44	+$22	$1.8K
46	CoreCap Advisors, LLC unchanged	Shares	0	+$15	$962
47	State of Alaska, Department of Revenue added	Shares	+6	+$14	$872
48	Cromwell Holdings LLC unchanged	Shares	0	+$10	$641
49	Capital Advisors, Ltd. LLC trimmed	Shares	-3	-$1	$1
50	WOLFF WIESE MAGANA LLC trimmed	Shares	-1	-$52	$6.7K

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