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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 $3.77B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Appfolio Inc as of Mar 31, 2021. 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
158
No complete 13F data for Q4 2020
Shares held
16.2M
No complete 13F data for Q4 2020
Total value
$2.29B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 158 institutions
Q1 2021: 158 institutionsQ2 2021: 160 institutionsQ3 2021: 155 institutionsQ4 2021: 150 institutionsQ1 2022: 174 institutionsQ2 2022: 156 institutionsQ3 2022: 162 institutionsQ4 2022: 188 institutionsQ1 2023: 193 institutionsQ2 2023: 214 institutionsQ3 2023: 246 institutionsQ4 2023: 295 institutionsQ1 2024: 366 institutionsQ2 2024: 391 institutionsQ3 2024: 385 institutionsQ4 2024: 388 institutionsQ1 2025: 381 institutionsQ2 2025: 385 institutionsQ3 2025: 411 institutionsQ4 2025: 404 institutionsQ1 2026: 399 institutionsQ2 2026: 394 institutions
Value heldQ1 2021: $2.29B
Q1 2021: $2.29BQ2 2021: $2.29BQ3 2021: $1.93BQ4 2021: $1.95BQ1 2022: $1.78BQ2 2022: $1.46BQ3 2022: $1.70BQ4 2022: $1.67BQ1 2023: $2.05BQ2 2023: $2.78BQ3 2023: $3.01BQ4 2023: $3.01BQ1 2024: $4.86BQ2 2024: $4.61BQ3 2024: $4.50BQ4 2024: $4.70BQ1 2025: $4.38BQ2 2025: $4.73BQ3 2025: $5.52BQ4 2025: $4.88BQ1 2026: $3.41BQ2 2026: $3.77B
Institutions holding APPF and their total value by quarter
QuarterHoldersValue
Q2 2026394$3.77B
Q1 2026399$3.41B
Q4 2025404$4.88B
Q3 2025411$5.52B
Q2 2025385$4.73B
Q1 2025381$4.38B
Q4 2024388$4.70B
Q3 2024385$4.50B
Q2 2024391$4.61B
Q1 2024366$4.86B
Q4 2023295$3.01B
Q3 2023246$3.01B
Q2 2023214$2.78B
Q1 2023193$2.05B
Q4 2022188$1.67B
Q3 2022162$1.70B
Q2 2022156$1.46B
Q1 2022174$1.78B
Q4 2021150$1.95B
Q3 2021155$1.93B
Q2 2021160$2.29B
Q1 2021158$2.29B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Appfolio Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding APPF in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Arlington Partners LLC2$00.00%––
Arkadios Wealth Advisors3$00.00%––
State of Wyoming3$00.00%––
First Horizon Corp9$1.00K0.00%––
GPS Wealth Strategies Group, LLC20$2.00K0.00%––
Lindbrook Capital, LLC11$2.00K0.00%––
Parallel Advisors, LLC18$3.00K0.00%––
TCI Wealth Advisors, Inc.28$4.00K0.00%––
International Assets Investment Management, LLC20$4.00K0.00%––
Berman Capital Advisors, LLC36$5.00K0.00%––
Wealthcare Advisory Partners LLC40$6.00K0.00%––
Signaturefd, LLC49$7.00K0.00%––
FMR LLC53$8.00K0.00%––
Rosenberg Matthew Hamilton60$8.00K0.00%––
Massmutual Trust Co FSB68$10.0K0.00%––
Sowell Financial Services LLC81$11.0K0.00%––
Migdal Insurance & Financial Holdings Ltd.85$12.0K0.00%––
Sterling Investment Advisors, Ltd.86$12.0K0.00%––
Captrust Financial Advisors89$13.0K0.00%––
Rockefeller Capital Management L.P.97$13.0K0.00%––
McIlrath & Eck, LLC154$22.0K0.01%––
HM Payson & Co191$27.0K0.00%––
Healthcare of Ontario Pension Plan Trust Fund216$31.0K0.00%––
Total Clarity Wealth Management, Inc.220$31.0K0.02%––
Cascade Investment Advisors, Inc.235$33.2K0.02%––
Baillie Gifford & Co277$39.0K0.00%––
Valeo Financial Advisors, LLC280$40.0K0.00%––
US Bancorp300$42.0K0.00%––
Macquarie Group Ltd364$51.0K0.00%––
Steward Partners Investment Advisory, LLC439$62.1K0.00%––
Eaton Vance Management536$76.0K0.00%––
Nisa Investment Advisors, LLC700$99.0K0.00%––
Simplex Trading, LLC778$110.0K0.01%––
NEXT Financial Group, Inc785$111.0K0.01%––
Bank of Montreal992$141.0K0.00%––
O'Shaughnessy Asset Management, LLC1,071$151.0K0.00%––
Tower Research Capital LLC (TRC)1,328$188.0K0.00%––
Ameritas Investment Partners, Inc.1,373$194.0K0.01%––
Prudential Financial Inc1,479$209.0K0.00%––
Versor Investments LP1,500$212.0K0.01%––
Royal Bank of Canada1,514$214.0K0.00%––
Commonwealth Equity Services, LLC1,633$230.0K0.00%––
Teacher Retirement System of Texas1,658$234.0K0.00%––
HighTower Advisors, LLC1,699$239.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)1,767$250.0K0.00%––
Franklin Resources Inc1,777$251.0K0.00%––
Private Advisor Group, LLC1,814$257.0K0.00%––
Mutual Advisors, LLC1,830$259.0K0.02%––
Los Angeles Capital Management LLC1,943$275.0K0.00%––
The PNC Financial Services Group, Inc.1,985$280.0K0.00%––
Victory Capital Management Inc2,124$300.0K0.00%––
BNP Paribas Arbitrage, SA2,262$319.9K0.00%––
Mackay Shields LLC2,300$325.0K0.00%––
Amalgamated Bank2,323$328.0K0.01%––
Allianz Asset Management GmbH2,365$334.0K0.00%––
American Century Companies Inc2,421$342.0K0.00%––
First Quadrant L P2,427$343.0K0.04%––
Prescott Group Capital Management, L.L.C.2,500$354.0K0.10%––
Beacon Pointe Advisors, LLC2,500$354.0K0.02%––
Walter & Keenan Financial Consulting Co2,600$368.0K0.13%––
Spearhead Capital Advisors, LLC2,609$369.0K0.05%––
Public Employees Retirement Association of Colorado2,627$371.0K0.00%––
Handelsbanken Fonder AB2,900$410.0K0.00%––
Winton Group Ltd3,081$436.0K0.02%––
Oppenheimer Asset Management Inc.3,090$437.0K0.01%––
Pearl River Capital, LLC3,108$440.0K0.14%––
SG Americas Securities, LLC3,199$452.0K0.00%––
Principal Financial Group Inc3,480$492.0K0.00%––
ETF Managers Group, LLC3,589$496.0K0.01%––
Gotham Asset Management, LLC3,535$500.0K0.02%––
STRS Ohio3,800$537.0K0.00%––
Envestnet Asset Management Inc4,060$574.0K0.00%––
Ameriprise Financial Inc4,106$580.0K0.00%––
UBS Group AG4,182$592.0K0.00%––
Summit Global Investments4,235$599.0K0.04%––
Metropolitan Life Insurance Co4,268$603.5K0.01%––
ProShare Advisors LLC4,397$622.0K0.00%––
Invesco Ltd.4,608$652.0K0.00%––
Arizona State Retirement System4,742$671.0K0.01%––
Advisor Group Holdings, Inc.5,011$710.0K0.00%––
Illinois Municipal Retirement Fund5,082$719.0K0.03%––
Mountain Capital Investment Advisors, Inc5,278$760.0K0.38%––
AlphaCrest Capital Management LLC5,700$806.0K0.04%––
Raymond James & Associates5,936$839.0K0.00%––
Evanson Asset Management, LLC6,000$848.0K0.13%––
Jane Street Group, LLC6,159$871.0K0.00%––
MetLife Investment Management6,290$889.5K0.01%––
LPL Financial LLC6,415$907.0K0.00%––
Glenmede Trust Co NA6,466$914.0K0.00%––
Marshall Wace, LLP6,494$918.0K0.00%––
State Board of Administration of Florida Retirement System7,065$999.0K0.00%––
Voya Investment Management LLC7,119$1.01M0.00%––
Price T Rowe Associates Inc7,495$1.06M0.00%––
United Capital Financial Advisers, LLC7,495$1.06M0.01%––
Bank of America Corp7,766$1.10M0.00%––
Aviva PLC8,660$1.23M0.01%––
AQR Capital Management LLC9,242$1.31M0.00%––
Susquehanna Fundamental Investments, LLC9,443$1.33M0.02%––
American International Group, Inc.9,508$1.34M0.01%––
Manufacturers Life Insurance Company, The9,548$1.35M0.00%––