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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 $3.78B in total; no superinvestor holds it.

13F holders, Q2 2021

Institutional positions in Appfolio Inc as of Jun 30, 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
160
+2 vs. Q1 2021
Shares held
16.2M
+66.0K (+0.4%) vs. Q1 2021
Total value
$2.29B
+$5.76M (+0.3%) vs. Q1 2021
New holders
22
59 more added
Sold out
20
52 more reduced

Compare with Q1 2021: 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.

Institutional holdersQ2 2021: 160 institutions
Q1 2021: 158 institutionsQ2 2021: 160 institutionsQ3 2021: 155 institutionsQ4 2021: 150 institutionsQ1 2022: 174 institutionsQ2 2022: 156 institutionsQ3 2022: 163 institutionsQ4 2022: 188 institutionsQ1 2023: 193 institutionsQ2 2023: 214 institutionsQ3 2023: 246 institutionsQ4 2023: 296 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 heldQ2 2021: $2.29B
Q1 2021: $2.29BQ2 2021: $2.29BQ3 2021: $1.93BQ4 2021: $1.95BQ1 2022: $6.67BQ2 2022: $1.46BQ3 2022: $1.70BQ4 2022: $1.67BQ1 2023: $2.05BQ2 2023: $2.78BQ3 2023: $3.04BQ4 2023: $3.15BQ1 2024: $5.18BQ2 2024: $4.71BQ3 2024: $4.54BQ4 2024: $4.70BQ1 2025: $4.39BQ2 2025: $4.75BQ3 2025: $5.53BQ4 2025: $4.88BQ1 2026: $3.41BQ2 2026: $3.78B
Institutions holding APPF and their total value by quarter
QuarterHoldersValue
Q2 2026394$3.78B
Q1 2026399$3.41B
Q4 2025404$4.88B
Q3 2025411$5.53B
Q2 2025385$4.75B
Q1 2025381$4.39B
Q4 2024388$4.70B
Q3 2024385$4.54B
Q2 2024391$4.71B
Q1 2024366$5.18B
Q4 2023296$3.15B
Q3 2023246$3.04B
Q2 2023214$2.78B
Q1 2023193$2.05B
Q4 2022188$1.67B
Q3 2022163$1.70B
Q2 2022156$1.46B
Q1 2022174$6.67B
Q4 2021150$1.95B
Q3 2021155$1.93B
Q2 2021160$2.29B
Q1 2021158$2.29B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q1 2021.

Institutions holding APPF in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Brown Capital Management LLC3,395,644$479.5M3.63%+535,970+18.7%Added
Ashe Capital Management, LP1,975,577$279.0M17.20%+3620.0%Added
Vanguard Group Inc1,560,249$220.3M0.01%+8,721+0.6%Added
BlackRock Inc.1,219,521$172.2M0.00%+18,178+1.5%Added
Capital Research Global Investors1,020,791$144.1M0.03%−4,664−0.5%Reduced
Morgan Stanley755,926$106.7M0.01%−477,041−38.7%Reduced
Dynamo Internacional Gestao de Recursos Ltda.569,932$80.5M6.63%+99,838+21.2%Added
New York State Common Retirement Fund531,295$75.0M0.08%+120,203+29.2%Added
Gilder Gagnon Howe & Co LLC402,794$56.9M0.28%−3,251−0.8%Reduced
State Street Corp389,568$55.0M0.00%+37,201+10.6%Added
Echo Street Capital Management LLC345,346$48.8M0.38%−16,581−4.6%Reduced
Geode Capital Management, LLC311,392$44.0M0.01%+30,415+10.8%Added
First Trust Advisors LP292,016$41.2M0.04%+24,048+9.0%Added
Ownership Capital B.V.282,941$40.0M0.46%+6,897+2.5%Added
Capital World Investors262,842$37.1M0.01%00.0%Unchanged
Dimensional Fund Advisors LP222,250$31.4M0.01%−9,110−3.9%Reduced
Steadfast Capital Management LP209,109$29.5M0.32%−1040.0%Reduced
Northern Trust Corp206,242$29.1M0.01%+9,558+4.9%Added
Bank of New York Mellon Corp202,446$28.6M0.01%+1,432+0.7%Added
Gobi Capital LLC147,974$20.9M1.26%00.0%Unchanged
Norges Bank139,623$19.7M0.00%+4,730+3.5%Added
Ranger Investment Management, L.P.139,593$19.7M1.03%−3,286−2.3%Reduced
Long Walk Management LP132,540$18.7M12.86%+132,540New
Charles Schwab Investment Management Inc123,979$17.5M0.01%+7,766+6.7%Added
Polen Capital Management LLC92,614$13.1M0.03%+15,797+20.6%Added
JPMorgan Chase & Co86,365$12.2M0.00%+68,173+374.7%Added
Great West Life Assurance Co78,462$11.1M0.03%+98+0.1%Added
Blair William & Co68,446$9.66M0.03%+2,212+3.3%Added
Russell Investments Group, Ltd.64,092$9.05M0.02%+18,321+40.0%Added
Nuveen Asset Management, LLC64,081$9.05M0.00%+2,974+4.9%Added
Eagle Asset Management Inc63,516$8.97M0.04%−1,381−2.1%Reduced
Greenstone Partners & Co., LLC56,122$7.92M5.97%00.0%Unchanged
Luminus Management LLC50,000$7.06M1.09%+50,000New
Castle Hook Partners LP50,000$7.06M0.57%+50,000New
Swiss National Bank35,900$5.07M0.00%−1,300−3.5%Reduced
Jefferies Group LLC29,220$4.13M0.07%+29,220New
Ingalls & Snyder LLC26,425$3.73M0.17%+220+0.8%Added
California State Teachers Retirement System25,821$3.65M0.00%+1,154+4.7%Added
Alliancebernstein L.P.25,680$3.63M0.00%00.0%Unchanged
Janus Henderson Group PLC22,119$3.12M0.00%−573−2.5%Reduced
State of New Jersey Common Pension Fund D19,867$2.81M0.01%+19,867New
UBS Asset Management Americas Inc19,814$2.80M0.00%+1,443+7.9%Added
Rhumbline Advisers18,921$2.67M0.00%−255−1.3%Reduced
Capital Impact Advisors, LLC18,658$2.63M0.85%+9,000+93.2%Added
Marshall Wace, LLP18,041$2.55M0.01%+11,547+177.8%Added
Holocene Advisors, LP17,720$2.50M0.02%−4,888−21.6%Reduced
Wells Fargo & Company15,896$2.24M0.00%−3,398−17.6%Reduced
Millennium Management LLC15,753$2.22M0.00%+15,753New
Mission Wealth Management, LP15,643$2.21M0.12%+107+0.7%Added
Goldman Sachs Group Inc15,481$2.19M0.00%+2,021+15.0%Added
Parametric Portfolio Associates LLC14,012$1.98M0.00%+2,641+23.2%Added
Man Group plc13,387$1.89M0.01%−898−6.3%Reduced
Deutsche Bank AG12,670$1.79M0.00%−11,294−47.1%Reduced
Credit Suisse AG12,483$1.76M0.00%+305+2.5%Added
Squarepoint Ops LLC12,188$1.72M0.01%+12,188New
Legal & General Group Plc11,272$1.59M0.00%+361+3.3%Added
Virginia Retirement Systems Et Al11,000$1.55M0.02%+1,300+13.4%Added
Manufacturers Life Insurance Company, The10,898$1.54M0.00%+1,350+14.1%Added
American International Group, Inc.10,501$1.48M0.01%+993+10.4%Added
Susquehanna Fundamental Investments, LLC10,219$1.44M0.03%+776+8.2%Added
Citigroup Inc9,470$1.34M0.00%−10,319−52.1%Reduced
AQR Capital Management LLC8,292$1.17M0.00%−950−10.3%Reduced
State Board of Administration of Florida Retirement System8,252$1.17M0.00%+1,187+16.8%Added
Price T Rowe Associates Inc7,974$1.13M0.00%+479+6.4%Added
Glenmede Trust Co NA7,713$1.09M0.01%+1,247+19.3%Added
United Capital Financial Advisers, LLC7,445$1.05M0.01%−50−0.7%Reduced
Voya Investment Management LLC7,221$1.02M0.00%+102+1.4%Added
Invesco Ltd.6,572$928.0K0.00%+1,964+42.6%Added
LPL Financial LLC6,380$901.0K0.00%−35−0.5%Reduced
Banco Santander, S.A.6,377$900.0K0.01%+6,377New
MetLife Investment Management6,290$888.1K0.01%00.0%Unchanged
Engineers Gate Manager LP6,254$883.0K0.06%+6,254New
Twinbeech Capital LP6,215$878.0K0.11%+6,215New
Evanson Asset Management, LLC6,000$847.0K0.09%00.0%Unchanged
Bank of America Corp5,776$815.0K0.00%−1,990−25.6%Reduced
Barclays PLC5,735$810.0K0.00%−10,089−63.8%Reduced
Duality Advisers, LP5,638$796.0K0.07%+5,638New
Metropolitan Life Insurance Co5,099$720.0K0.01%+831+19.5%Added
Illinois Municipal Retirement Fund5,082$718.0K0.03%00.0%Unchanged
ProShare Advisors LLC4,905$692.0K0.00%+508+11.6%Added
Mountain Capital Investment Advisors, Inc5,020$671.0K0.31%−258−4.9%Reduced
Arizona State Retirement System4,428$625.0K0.01%−314−6.6%Reduced
AlphaCrest Capital Management LLC4,300$607.0K0.03%−1,400−24.6%Reduced
Jump Financial, LLC4,289$606.0K0.06%+4,289New
Raymond James & Associates4,199$593.0K0.00%−1,737−29.3%Reduced
Summit Global Investments4,200$593.0K0.04%−35−0.8%Reduced
Oppenheimer Asset Management Inc.4,129$583.0K0.01%+1,039+33.6%Added
Ameriprise Financial Inc4,106$580.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.4,004$566.0K0.00%−1,007−20.1%Reduced
Envestnet Asset Management Inc3,598$508.0K0.00%−462−11.4%Reduced
Citadel Advisors LLC3,592$507.0K0.00%−22,878−86.4%Reduced
Amalgamated Bank3,539$500.0K0.00%+1,216+52.3%Added
Gotham Asset Management, LLC3,535$499.0K0.02%00.0%Unchanged
ETF Managers Group, LLC3,300$472.0K0.01%−289−8.1%Reduced
Qube Research & Technologies Ltd3,275$462.0K0.01%+3,275New
SG Americas Securities, LLC3,178$449.0K0.00%−21−0.7%Reduced
Winton Group Ltd3,018$426.0K0.02%−63−2.0%Reduced
Principal Financial Group Inc2,996$423.0K0.00%−484−13.9%Reduced
Spearhead Capital Advisors, LLC2,972$420.0K0.06%+363+13.9%Added
Handelsbanken Fonder AB2,900$409.0K0.00%00.0%Unchanged