Public record / Tickers / APPF

APPF — APPFOLIO INC†

Both disclosure regimes on one name: who in Congress filed about APPF, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
14
all PTR rows naming APPF
Members · 12m
2
1 buys · 3 sells · by trade date
Latest PTR
03-09
filed 2026-03-09
13F holders
354
top-354 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Gilbert Ray Cisneros, Jr. · $1.0K–$15.0K

SELL · traded 2026-02-18 → filed 2026-03-09. Ranked over every APPF row by the provable lower bound, never a point estimate.

2 members · 1 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

10 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 10 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING APPF · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning APPF
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-03-09Gilbert Ray Cisneros, Jr. D–CA-31SELL partial (partial sale)Traded 02-18 +19d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 08-13 +30d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 14 ↗

Members active in APPF

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing APPF in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Gilbert Ray Cisneros, Jr. D–CA-311−$15.0K to −$1.0K2

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · APPF

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $2.9M held
Trimming
1 Bridgewater Associates $2.9M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · APPFOLIO INC

Merged timeline of congressional filings and notable-manager moves on APPF
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+12,355 sh
2026-05-15Bridgewater Associates 13FTRIM−24,180 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of APPF for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$402M1
2PRINCIPAL FINANCIAL GROUP INC$238M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$234M1
4VANGUARD CAPITAL MANAGEMENT LLC$165M1
5Ashe Capital Management, LP$165M1
6STATE STREET CORP$114M1
7WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$102M1
8Nellore Capital Management LLC$100M1
9ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$60.7M1
10JACOBS LEVY EQUITY MANAGEMENT, INC$57.9M1
11BANK OF AMERICA CORP /DE/$54.5M1
12Keenan Capital, LLC$52.8M1
13Caledonia (Private) Investments Pty Ltd$51.8M1
14MORGAN STANLEY$48.5M1
15DIMENSIONAL FUND ADVISORS LP$46.8M1
16Greenstone Partners & Co., LLC$43.2M1
17NORTHERN TRUST CORP$42.0M1
18GILDER GAGNON HOWE & CO LLC$41.9M1
19RENAISSANCE TECHNOLOGIES LLC$35.9M1
20Fiera Capital Corp$34.8M1
21Lead Edge Capital Management, LLC$33.2M1
22LONG WALK MANAGEMENT LP$32.3M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$26.0M1
24VANGUARD FIDUCIARY TRUST CO$24.2M1
25CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$24.1M1
26MILLENNIUM MANAGEMENT LLC$22.4M1
27Sone Capital Management, LLC$21.1M1
28FMR LLC$20.3M1
29TWO SIGMA INVESTMENTS, LP$19.6M1
30FIRST TRUST ADVISORS LP$19.4M1
31BROWN CAPITAL MANAGEMENT LLC$17.1M1
32Invesco Ltd.$16.7M1
33RAYMOND JAMES FINANCIAL INC$16.4M1
34UBS Group AG$15.8M1
35WELLS FARGO & COMPANY/MN$15.2M1
36Squarepoint Ops LLC$12.7M1
37Nuveen, LLC$12.2M1
38JENNISON ASSOCIATES LLC$12.0M1
39CROSSLINK CAPITAL INC$11.3M1
40CITADEL ADVISORS LLC$11.2M1
41SEI INVESTMENTS CO$11.1M1
42Edgestream Partners, L.P.$11.1M1
43ENVESTNET ASSET MANAGEMENT INC$11.1M1
44UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$9.1M1
45Rockefeller Capital Management L.P.$9.1M1
46EULAV Asset Management$8.8M1
47Tensile Capital Management LP$8.4M1
48ROYAL BANK OF CANADA$8.3M1
49TFJ Management, LLC$8.2M1
50Y-Intercept (Hong Kong) Ltd$8.1M1
51Tidal Investments LLC$8.0M1
52BLAIR WILLIAM & CO/IL$8.0M1
53Quantinno Capital Management LP$8.0M1
54Granite Investment Partners, LLC$7.7M1
55Atika Capital Management LLC$7.5M1
56LPL Financial LLC$7.3M1
57Man Group plc$7.1M1
58Swiss National Bank$6.8M1
59XTX Topco Ltd$6.6M1
60Creative Planning$6.4M1
61ALLIANCEBERNSTEIN L.P.$6.1M1
62NORDEA INVESTMENT MANAGEMENT AB$5.7M1
63Quantum Capital Management, LLC / NJ$5.4M1
64D. E. Shaw & Co., Inc.$4.9M1
65Legal & General Group Plc$4.8M1
66Retirement Systems of Alabama$4.7M1
67Qube Research & Technologies Ltd$4.5M1
68Trexquant Investment LP$4.1M1
69Kerrisdale Advisers, LLC$3.5M1
70Advisors Capital Management, LLC$3.1M1
71FRANKLIN RESOURCES INC$3.1M1
72VANGUARD ASSET MANAGEMENT, Ltd$3.1M1
73Point72 Asset Management, L.P.$3.0M1
74Bridgewater Associates, LP$2.9M1
75Gotham Asset Management, LLC$2.9M1
76STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.9M1
77Davidson Kahn Capital Management, LLC$2.8M1
78MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.7M1
79CHANNEL WEALTH LLC$2.6M1
80Alamar Capital Management, LLC$2.5M1
81MISSION WEALTH MANAGEMENT, LP$2.5M1
82Baker Avenue Asset Management, LP$2.5M1
83EFG International AG$2.4M1
84AQR CAPITAL MANAGEMENT LLC$2.3M1
85STIFEL FINANCIAL CORP$2.2M1
86State of New Jersey Common Pension Fund D$2.0M1
87Alternative Investment Advisors, LLC.$2.0M1
88COMMERCE BANK$2.0M1
89Illinois Municipal Retirement Fund$2.0M1
90Orion Porfolio Solutions, LLC$1.9M1
91Cerity Partners LLC$1.9M1
92Vident Advisory, LLC$1.8M1
93JUPITER ASSET MANAGEMENT LTD$1.7M1
94PARNASSUS INVESTMENTS, LLC$1.7M1
95Vanguard Personalized Indexing Management, LLC$1.6M1
96Vanguard Global Advisers, LLC$1.6M1
97JOHNSON INVESTMENT COUNSEL INC$1.6M1
98Janus Henderson Group Ltd.$1.6M1
99Daiwa Securities Group Inc.$1.5M1
100Zurcher Kantonalbank (Zurich Cantonalbank)$1.5M1
101MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.5M1
102PRUDENTIAL FINANCIAL INC$1.5M1
103Connor, Clark & Lunn Investment Management Ltd.$1.4M1
104FIFTH THIRD BANCORP$1.4M1
105Schonfeld Strategic Advisors LLC$1.3M1
106STATE OF WISCONSIN INVESTMENT BOARD$1.3M1
107Ensign Peak Advisors, Inc$1.3M1
108KLP KAPITALFORVALTNING AS$1.3M1
109CITIGROUP INC$1.2M1
110LECAP ASSET MANAGEMENT LTD$1.2M1
111Quantum Portfolio Management LLC$1.1M1
112TWINBEECH CAPITAL LP$1.0M1
113AXQ CAPITAL, LP$1.0M1
114COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$962K1
115Universal- Beteiligungs- und Servicegesellschaft mbH$960K1
116ASSETMARK, INC$953K1
117Arizona State Retirement System$950K1
118Evanson Asset Management, LLC$947K1
119STATE OF MICHIGAN RETIREMENT SYSTEM$931K1
120Verdence Capital Advisors LLC$892K1
121NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$860K1
122Vanguard Investments Australia, Ltd.$829K1
123XPONANCE LLC$828K1
124GUGGENHEIM CAPITAL LLC$827K1
125New Age Alpha Advisors, LLC$813K1
126TRUIST FINANCIAL CORP$805K1
127Aristides Capital LLC$789K1
128OREGON PUBLIC EMPLOYEES RETIREMENT FUND$777K1
129Weiss Asset Management LP$776K1
130BANK OF MONTREAL /CAN/$764K1
131FIRST CITIZENS BANK & TRUST CO$760K1
132Envestnet Portfolio Solutions, Inc.$758K1
133OPPENHEIMER ASSET MANAGEMENT INC.$737K1
134OCCUDO QUANTITATIVE STRATEGIES LP$730K1
135AZZAD ASSET MANAGEMENT INC /ADV$706K1
136Lighthouse Investment Partners, LLC$698K1
137Atria Investments, Inc$695K1
138Summit Trail Advisors, LLC$693K1
139TEACHER RETIREMENT SYSTEM OF TEXAS$678K1
140Index Technologies Group LLC$667K1
141HUSSMAN STRATEGIC ADVISORS, INC.$663K1
142INCEPTIONR LLC$638K1
143Brevan Howard Capital Management LP$625K1
144NorthCrest Asset Manangement, LLC$620K1
145Amundi$609K1
146Inspire Investing, LLC$601K1
147Resona Asset Management Co.,Ltd.$590K1
148KCM INVESTMENT ADVISORS LLC$586K1
149Blueshift Asset Management, LLC$580K1
150Pictet Asset Management Holding SA$570K1
151STANSBERRY ASSET MANAGEMENT, LLC$569K1
152LVZ, Inc.$556K1
153ABN AMRO INVESTMENT SOLUTIONS$546K1
154LAZARD ASSET MANAGEMENT LLC$537K1
155Engineers Gate Manager LP$537K1
156OP Asset Management Ltd$525K1
157M&T BANK CORP$506K1
158Baird Financial Group, Inc.$496K1
159Three Seasons Wealth, LLC$495K1
160Headlands Technologies LLC$488K1
161Callan Family Office, LLC$481K1
162Fieldview Capital Management, LLC$464K1
163Ashton Thomas Private Wealth, LLC$462K1
164FORA Capital, LLC$462K1
165&PARTNERS$460K1
166NEW YORK LIFE INVESTMENT MANAGEMENT LLC$458K1
167CANADA PENSION PLAN INVESTMENT BOARD$458K1
168ALPS ADVISORS INC$453K1
169BALYASNY ASSET MANAGEMENT L.P.$452K1
170Global Endowment Management, LP$451K1
171Pathstone Holdings, LLC$434K1
172DEUTSCHE BANK AG\$429K1
173Magnetar Financial LLC$418K1
174Cetera Investment Advisers$416K1
175BANK OF NOVA SCOTIA$411K1
176L2 Asset Management, LLC$408K1
177MML INVESTORS SERVICES, LLC$404K1
178AVIVA PLC$401K1
179MIRABELLA FINANCIAL SERVICES LLP$383K1
180TWO SIGMA SECURITIES, LLC$377K1
181AMERICAN CENTURY COMPANIES INC$374K1
182US BANCORP \DE\$372K1
183nVerses Capital, LLC$369K1
184FEDERATED HERMES, INC.$357K1
185Dynamic Technology Lab Private Ltd$354K1
186Kestra Investment Management, LLC$353K1
187SUSQUEHANNA INTERNATIONAL GROUP, LLP$352K1
188DIVERSIFY WEALTH MANAGEMENT, LLC$342K1
189VOYA INVESTMENT MANAGEMENT LLC$339K1
190Resonant Capital Advisors, LLC$333K1
191Freestone Grove Partners LP$327K1
192Third View Private Wealth, LLC$322K1
193Beacon Pointe Advisors, LLC$317K1
194Yorktown Management & Research Co Inc$308K1
195Caitlin John, LLC$304K1
196DRW Securities, LLC$300K1
197SECURIAN ASSET MANAGEMENT, INC$283K1
198MERCER GLOBAL ADVISORS INC /ADV$276K1
199Federation des caisses Desjardins du Quebec$261K1
200COLDSTREAM CAPITAL MANAGEMENT INC$261K1
201Linden Thomas Advisory Services, LLC$257K1
202Chemistry Wealth Management LLC$253K1
203HMS Capital Management, LLC$252K1
204Crossmark Global Holdings, Inc.$245K1
205Corient Private Wealth LLC$235K1
206Swiss Life Asset Management Ltd$231K1
207Brooklyn Investment Group$230K1
208Snowden Capital Advisors LLC$225K1
209Aquatic Capital Management LLC$224K1
210COMMONWEALTH EQUITY SERVICES, LLC$220K1
211Mach-1 Financial Group, LLC$218K1
212MQS Management LLC$217K1
213EP Wealth Advisors, LLC$215K1
214FIDUCIARY TRUST CO$215K1
215DnB Asset Management AS$206K1
216State of Wyoming$202K1
217QUADRANT CAPITAL GROUP LLC$200K1
218Caitong International Asset Management Co., Ltd$196K1
219Eurizon Capital SGR S.p.A.$161K1
220Cache Advisors, LLC$139K1
221Grandeur Peak Global Advisors, LLC$131K1
222WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$126K1
223VIRTUS ADVISERS, LLC$117K1
224Tower Research Capital LLC (TRC)$115K1
225Advisors Asset Management, Inc.$94.1K1
226Walleye Trading LLC$85.4K1
227EXCHANGE TRADED CONCEPTS, LLC$77.0K1
228Aster Capital Management (DIFC) Ltd$72.8K1
229BNP Paribas Asset Management Holding S.A.$67.1K1
230Steward Partners Investment Advisory, LLC$55.1K1
231OSAIC HOLDINGS, INC.$53.7K1
232Blue Trust, Inc.$45.5K1
233CWM, LLC$40.2K1
234Reyes Financial Architecture, Inc.$39.6K1
235Bayforest Capital Ltd$39.1K1
236Allworth Financial LP$33.6K1
237SIGNATUREFD, LLC$33.5K1
238UMB Bank, n.a.$30.9K1
239Optiver Holding B.V.$26.4K1
240Clearstead Advisors, LLC$23.4K1
241Bell Investment Advisors, Inc$17.0K1
242Silver Grove Financial Group, Inc.$15.5K1
243Addison Advisors LLC$13.9K1
244NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$13.7K1
245MAI Capital Management$10.6K1
246Parkside Financial Bank & Trust$10.4K1
247Pinnacle Wealth Planning Services, Inc.$9.3K1
248Mitsubishi UFJ Asset Management Co., Ltd.$8.8K1
249WOLFF WIESE MAGANA LLC$6.8K1
250Larson Financial Group LLC$6.6K1
251Smartleaf Asset Management LLC$6.0K1
252CANADA LIFE ASSURANCE Co$5.3K1
253WealthCollab, LLC$4.4K1
254Asset Dedication, LLC$3.6K1
255JPL Wealth Management, LLC$3.5K1
256Marquette Asset Management, LLC$3.3K1
257SJS Investment Consulting Inc.$3.3K1
258DANSKE BANK A/S$3.2K1
259FARMERS & MERCHANTS INVESTMENTS INC$3.2K1
260Kilter Group LLC$2.5K1
261Atlantic Union Bankshares Corp$2.5K1
262Bank of New Hampshire$2.1K1
263Kingdom Financial Group LLC.$1.9K1
264Richardson Capital Management LLC$1.7K1
265SHP Wealth Management$1.7K1
266Signature Equity Partners, LLC$1.7K1
267Treasurer of the State of North Carolina$1.5K1
268Physician Wealth Advisors, Inc.$1.4K1
269Acumen Wealth Advisors, LLC$1.4K1
270Rachor Investment Advisory Services, LLC$1.4K1
271CVA Family Office, LLC$1.4K1
272THRIVENT FINANCIAL FOR LUTHERANS$1.2K1
273Keating Financial Advisory Services, Inc.$1.1K1
274Vestcor Inc$1.1K1
275South Dakota Investment Council$1.1K1
276True Wealth Design, LLC$9471
277State of Alaska, Department of Revenue$8581
278Abound Wealth Management$6321
279Private Wealth Management Group, LLC$6321
280Cromwell Holdings LLC$6311
281Rakuten Securities, Inc.$6311
282Transamerica Financial Advisors, LLC$4731
283Virtu Financial LLC$3961
284GSA CAPITAL PARTNERS LLP$3681
285Cassaday & Co Wealth Management LLC$3161
286WPG Advisers, LLC$3161
287DekaBank Deutsche Girozentrale$2441
288Penserra Capital Management LLC$1631
289Manchester Capital Management LLC$1581
290JFS WEALTH ADVISORS, LLC$1581
291MV CAPITAL MANAGEMENT, INC.$1581
292KBC Group NV$911
293Employees Retirement System of Texas$331
294Capital Advisors, Ltd. LLC$21
295Jefferies Financial Group Inc.— value not disclosed1
296VANGUARD GROUP INC— value not disclosed1
297KING LUTHER CAPITAL MANAGEMENT CORP— value not disclosed1
298SouthState Bank Corp— value not disclosed1
299HSBC HOLDINGS PLC— value not disclosed1
300PANAGORA ASSET MANAGEMENT INC— value not disclosed1
301COMERICA BANK— value not disclosed1
302HM PAYSON & CO— value not disclosed1
303MOODY ALDRICH PARTNERS LLC— value not disclosed1
304BURNEY CO/— value not disclosed1
305TORONTO DOMINION BANK— value not disclosed1
306VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
307PARK AVENUE SECURITIES LLC— value not disclosed1
308FIRST FOUNDATION ADVISORS— value not disclosed1
309CIBC Private Wealth Group LLC— value not disclosed1
310Insight Holdings Group, LLC— value not disclosed1
311Graham Capital Management, L.P.— value not disclosed1
312Altshuler Shaham Ltd— value not disclosed1
313ProShare Advisors LLC— value not disclosed1
314NORGES BANK— value not disclosed1
315Nicholas Investment Partners, LP— value not disclosed1
316Verition Fund Management LLC— value not disclosed1
317HighTower Advisors, LLC— value not disclosed1
318Johnson Financial Group, Inc.— value not disclosed1
319TWO SIGMA ADVISERS, LP— value not disclosed1
320Cambria Investment Management, L.P.— value not disclosed1
321Twin Tree Management, LP— value not disclosed1
322BANQUE PICTET & CIE SA— value not disclosed1
323Utah Retirement Systems— value not disclosed1
324Arax Advisory Partners— value not disclosed1
325Empowered Funds, LLC— value not disclosed1
326Sequoia Financial Advisors, LLC— value not disclosed1
327Capital Impact Advisors, LLC— value not disclosed1
328Gilbert & Cook, Inc.— value not disclosed1
329Mutual Advisors, LLC— value not disclosed1
330Independent Advisor Alliance— value not disclosed1
331Hudson Way Capital Management LLC— value not disclosed1
332Caption Management, LLC— value not disclosed1
333Arlington Financial Advisors, LLC— value not disclosed1
334Global Retirement Partners, LLC— value not disclosed1
335Sanctuary Advisors, LLC— value not disclosed1
336Maryland State Retirement & Pension System— value not disclosed1
337SteelPeak Wealth, LLC— value not disclosed1
338Kestra Advisory Services, LLC— value not disclosed1
339Spire Wealth Management— value not disclosed1
340Activest Wealth Management— value not disclosed1
341AlphaQuest LLC— value not disclosed1
342SageView Advisory Group, LLC— value not disclosed1
343Cape Investment Advisory, Inc.— value not disclosed1
344Dunhill Financial, LLC— value not disclosed1
345Portside Wealth Group, LLC— value not disclosed1
346NORDEN GROUP LLC— value not disclosed1
347denkapparat Operations GmbH— value not disclosed1
348Lewis Asset Management, LLC— value not disclosed1
349Rialto Wealth Management, LLC— value not disclosed1
350Alpha Wealth Funds, LLC— value not disclosed1
351Wealth Enhancement Trust Services, Inc.— value not disclosed1
352HFM Investment Advisors, LLC— value not disclosed1
353OPTIMA CAPITAL LLC— value not disclosed1
354Advocate Investing Services LLC— value not disclosed1
Truncated by Public Filings. Every one of the 294 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 3 sell
Congress net ($ bound)−$44.0K to $12.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on APPF

RETAINED WINDOW · ACTIVE HITS

Zero hits on APPF in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for APPF · financials and macro

Financials — as filed PLANNED

APPF's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: APPF on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing