Appfolio Inc
APPF- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001433195
In the last 90 days, Appfolio Inc insiders filed 0 open-market purchases and 24 sales; 394 institutions reported holding it in 13F filings for Q2 2026, worth $3.78B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Appfolio Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 394
- +1 vs. Q1 2026
- Shares held
- 23.6M
- +1.97M (+9.1%) vs. Q1 2026
- Total value
- $3.78B
- +$367.3M (+10.8%) vs. Q1 2026
- New holders
- 65
- 159 more added
- Sold out
- 64
- 135 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting APPF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 394 | $3.78B |
| Q1 2026 | 399 | $3.41B |
| Q4 2025 | 404 | $4.88B |
| Q3 2025 | 411 | $5.53B |
| Q2 2025 | 385 | $4.75B |
| Q1 2025 | 381 | $4.39B |
| Q4 2024 | 388 | $4.70B |
| Q3 2024 | 385 | $4.54B |
| Q2 2024 | 391 | $4.71B |
| Q1 2024 | 366 | $5.18B |
| Q4 2023 | 296 | $3.15B |
| Q3 2023 | 246 | $3.04B |
| Q2 2023 | 214 | $2.78B |
| Q1 2023 | 193 | $2.05B |
| Q4 2022 | 188 | $1.67B |
| Q3 2022 | 163 | $1.70B |
| Q2 2022 | 156 | $1.46B |
| Q1 2022 | 174 | $6.67B |
| Q4 2021 | 150 | $1.95B |
| Q3 2021 | 155 | $1.93B |
| Q2 2021 | 160 | $2.29B |
| Q1 2021 | 158 | $2.29B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,645,927 | $424.3M | 0.01% | +98,829+3.9% | Added |
| Principal Financial Group Inc | 1,605,135 | $257.4M | 0.13% | +99,253+6.6% | Added |
| Vanguard Portfolio Management LLC | 1,490,058 | $238.9M | 0.01% | +4,685+0.3% | Added |
| Ashe Capital Management, LP | 1,047,915 | $168.0M | 18.04% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 1,041,438 | $167.0M | 0.00% | −6,507−0.6% | Reduced |
| State Street Corp | 766,131 | $122.8M | 0.00% | +44,474+6.2% | Added |
| William Blair Investment Management, LLC | 721,826 | $115.7M | 0.35% | +78,595+12.2% | Added |
| London Co of Virginia | 703,151 | $112.8M | 0.64% | +703,151 | New |
| Price T Rowe Associates Inc | 700,358 | $112.3M | 0.01% | +186,917+36.4% | Added |
| Nellore Capital Management LLC | 654,865 | $105.0M | 11.66% | +18,563+2.9% | Added |
| Morgan Stanley | 581,826 | $93.3M | 0.00% | +274,536+89.3% | Added |
| Geode Capital Management, LLC | 509,837 | $81.8M | 0.00% | +3,548+0.7% | Added |
| Lead Edge Capital Management, LLC | 399,656 | $64.1M | 11.64% | +189,396+90.1% | Added |
| Neuberger Berman Group LLC | 394,158 | $63.2M | 0.04% | +392,652+26,072.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 351,847 | $56.4M | 0.18% | −102,616−22.6% | Reduced |
| Keenan Capital, LLC | 334,557 | $53.6M | 10.61% | 00.0% | Unchanged |
| Invesco Ltd. | 334,088 | $53.6M | 0.00% | +228,367+216.0% | Added |
| Dimensional Fund Advisors LP | 321,989 | $51.6M | 0.01% | +25,362+8.6% | Added |
| DF Dent & Co Inc | 318,951 | $51.1M | 0.97% | −1,561−0.5% | Reduced |
| Long Walk Management LP | 304,875 | $48.9M | 11.09% | +100,375+49.1% | Added |
| Bank of America Corp | 297,074 | $47.6M | 0.00% | −48,529−14.0% | Reduced |
| Caledonia (Private) Investments Pty Ltd | 290,462 | $46.6M | 1.59% | −37,815−11.5% | Reduced |
| Greenstone Partners & Co., LLC | 273,617 | $43.9M | 10.14% | +1200.0% | Added |
| Northern Trust Corp | 269,597 | $43.2M | 0.01% | +3,452+1.3% | Added |
| FMR LLC | 251,067 | $40.3M | 0.00% | +122,639+95.5% | Added |
| Gilder Gagnon Howe & Co LLC | 250,264 | $40.1M | 0.41% | −15,066−5.7% | Reduced |
| Jennison Associates LLC | 238,166 | $38.2M | 0.02% | +162,056+212.9% | Added |
| Arrowstreet Capital, Limited Partnership | 234,100 | $37.5M | 0.02% | −150,429−39.1% | Reduced |
| Wellington Management Group LLP | 224,904 | $36.1M | 0.01% | +224,904 | New |
| Renaissance Technologies LLC | 185,840 | $29.8M | 0.04% | −41,440−18.2% | Reduced |
| Natixis Advisors, L.P. | 172,167 | $27.6M | 0.03% | +137,982+403.6% | Added |
| Jones Financial Companies LLLP | 176,922 | $27.5M | 0.01% | +143,917+436.0% | Added |
| Charles Schwab Investment Management Inc | 165,025 | $26.5M | 0.00% | +383+0.2% | Added |
| Vanguard Fiduciary Trust Co | 154,922 | $24.8M | 0.01% | +1,440+0.9% | Added |
| Bank of New York Mellon Corp | 146,702 | $23.5M | 0.00% | −13,022−8.2% | Reduced |
| Wells Fargo & Company | 141,316 | $22.7M | 0.00% | +45,200+47.0% | Added |
| Caisse de Depot Et Placement du Quebec | 137,947 | $22.1M | 0.03% | −14,640−9.6% | Reduced |
| UBS Group AG | 137,692 | $22.1M | 0.00% | +37,555+37.5% | Added |
| First Trust Advisors LP | 128,660 | $20.6M | 0.01% | +5,634+4.6% | Added |
| Ameriprise Financial Inc | 128,132 | $20.5M | 0.00% | −2,240−1.7% | Reduced |
| Fiera Capital Corp | 126,117 | $20.2M | 0.07% | −94,240−42.8% | Reduced |
| GW&K Investment Management, LLC | 125,191 | $20.1M | 0.16% | −1,500−1.2% | Reduced |
| Federated Hermes, Inc. | 123,852 | $19.9M | 0.03% | +121,590+5,375.3% | Added |
| Sone Capital Management, LLC | 116,251 | $18.6M | 1.42% | −17,454−13.1% | Reduced |
| Royal Bank of Canada | 108,539 | $17.4M | 0.00% | +56,073+106.9% | Added |
| JPMorgan Chase & Co | 108,071 | $17.1M | 0.00% | −70.0% | Reduced |
| Point72 Asset Management, L.P. | 101,162 | $16.2M | 0.02% | +82,027+428.7% | Added |
| Brown Capital Management LLC | 99,549 | $16.0M | 3.19% | −8,585−7.9% | Reduced |
| Raymond James Financial Inc | 97,598 | $15.6M | 0.00% | −7,416−7.1% | Reduced |
| Norges Bank | 95,576 | $15.3M | 0.00% | +95,576 | New |
| Crosslink Capital Inc | 93,340 | $15.0M | 1.11% | +21,850+30.6% | Added |
| TenCore Partners, LP | 88,270 | $14.2M | 11.02% | −21,635−19.7% | Reduced |
| Envestnet Asset Management Inc | 87,957 | $14.1M | 0.00% | +17,912+25.6% | Added |
| Langdon Equity Partners | 85,000 | $13.6M | 7.62% | +49,750+141.1% | Added |
| HMI Capital Management, L.P. | 75,000 | $12.0M | 1.75% | +75,000 | New |
| Nuveen, LLC | 73,301 | $11.8M | 0.00% | −3,881−5.0% | Reduced |
| Tensile Capital Management LP | 73,000 | $11.7M | 1.62% | +20,000+37.7% | Added |
| Millennium Management LLC | 69,418 | $11.1M | 0.01% | −72,650−51.1% | Reduced |
| Goldman Sachs Group Inc | 66,103 | $10.6M | 0.00% | −44,806−40.4% | Reduced |
| Rhumbline Advisers | 63,170 | $10.1M | 0.01% | −1,078−1.7% | Reduced |
| New York State Common Retirement Fund | 62,335 | $10.0M | 0.01% | +1,867+3.1% | Added |
| Loomis Sayles & Co L P | 60,685 | $9.73M | 0.01% | −1,633−2.6% | Reduced |
| UBS Asset Management Americas Inc | 58,195 | $9.33M | 0.00% | +417+0.7% | Added |
| Zevenbergen Capital Investments LLC | 57,300 | $9.19M | 0.21% | +19,000+49.6% | Added |
| Ranger Investment Management, L.P. | 56,689 | $9.09M | 0.58% | −41,941−42.5% | Reduced |
| Gotham Asset Management, LLC | 55,947 | $8.97M | 0.02% | +37,798+208.3% | Added |
| EULAV Asset Management | 55,460 | $8.89M | 0.28% | +110.0% | Added |
| Quantinno Capital Management LP | 53,018 | $8.50M | 0.01% | +2,577+5.1% | Added |
| Riverbridge Partners LLC | 50,837 | $8.15M | 0.23% | −37,275−42.3% | Reduced |
| Royce & Associates LP | 49,159 | $7.88M | 0.06% | +49,159 | New |
| Granite Investment Partners, LLC | 47,738 | $7.65M | 0.39% | −1,036−2.1% | Reduced |
| Atika Capital Management LLC | 47,500 | $7.62M | 0.76% | 00.0% | Unchanged |
| Swiss National Bank | 46,360 | $7.43M | 0.00% | +3,000+6.9% | Added |
| Russell Investments Group, Ltd. | 43,792 | $7.02M | 0.01% | −75,507−63.3% | Reduced |
| Creative Planning | 40,300 | $6.46M | 0.00% | −242−0.6% | Reduced |
| Assenagon Asset Management S.A. | 38,606 | $6.19M | 0.00% | +38,606 | New |
| Blair William & Co | 37,389 | $6.00M | 0.02% | −13,207−26.1% | Reduced |
| Great West Life Assurance Co | 35,596 | $5.70M | 0.01% | +2,020+6.0% | Added |
| Legal & General Group Plc | 30,867 | $4.95M | 0.00% | +418+1.4% | Added |
| Squarepoint Ops LLC | 30,438 | $4.88M | 0.01% | −50,227−62.3% | Reduced |
| Balyasny Asset Management LLC | 28,239 | $4.53M | 0.01% | +25,378+887.0% | Added |
| Baker Avenue Asset Management, LP | 27,360 | $4.39M | 0.08% | +11,669+74.4% | Added |
| Jacobs Levy Equity Management, Inc | 26,708 | $4.28M | 0.02% | −340,420−92.7% | Reduced |
| Alliancebernstein L.P. | 26,851 | $4.24M | 0.00% | +519+2.0% | Added |
| California State Teachers Retirement System | 26,296 | $4.22M | 0.00% | +530+2.1% | Added |
| XTX Topco Ltd | 26,230 | $4.21M | 0.05% | −15,383−37.0% | Reduced |
| Nordea Investment Management AB | 26,183 | $4.14M | 0.00% | −10,553−28.7% | Reduced |
| Retirement Systems of Alabama | 24,854 | $3.99M | 0.01% | −4,980−16.7% | Reduced |
| State Board of Administration of Florida Retirement System | 23,899 | $3.83M | 0.01% | +5,773+31.8% | Added |
| Vanguard Asset Management, Ltd | 23,678 | $3.80M | 0.00% | +4,183+21.5% | Added |
| Los Angeles Capital Management LLC | 22,833 | $3.66M | 0.01% | +22,740+24,451.6% | Added |
| Advisors Capital Management, LLC | 20,176 | $3.24M | 0.03% | +352+1.8% | Added |
| Brinker Capital Investments, LLC | 19,187 | $3.08M | 0.02% | +6,889+56.0% | Added |
| Davidson Kahn Capital Management, LLC | 18,930 | $3.04M | 1.30% | +1,224+6.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 18,922 | $3.03M | 0.00% | +18,497+4,352.2% | Added |
| Franklin Resources Inc | 18,782 | $3.01M | 0.00% | −715−3.7% | Reduced |
| Virginia Retirement Systems Et Al | 18,731 | $3.00M | 0.02% | +4,500+31.6% | Added |
| Victory Capital Management Inc | 18,371 | $2.95M | 0.00% | −4,337−19.1% | Reduced |
| Alamar Capital Management, LLC | 17,950 | $2.88M | 1.46% | +1,925+12.0% | Added |
| Agf Management Ltd | 17,794 | $2.85M | 0.01% | −3,279−15.6% | Reduced |