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, 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 394 | $3.77B |
| Q1 2026 | 399 | $3.41B |
| Q4 2025 | 404 | $4.88B |
| Q3 2025 | 411 | $5.52B |
| Q2 2025 | 385 | $4.73B |
| Q1 2025 | 381 | $4.38B |
| Q4 2024 | 388 | $4.70B |
| Q3 2024 | 385 | $4.50B |
| Q2 2024 | 391 | $4.61B |
| Q1 2024 | 366 | $4.86B |
| Q4 2023 | 295 | $3.01B |
| Q3 2023 | 246 | $3.01B |
| Q2 2023 | 214 | $2.78B |
| Q1 2023 | 193 | $2.05B |
| Q4 2022 | 188 | $1.67B |
| Q3 2022 | 162 | $1.70B |
| Q2 2022 | 156 | $1.46B |
| Q1 2022 | 174 | $1.78B |
| Q4 2021 | 150 | $1.95B |
| Q3 2021 | 155 | $1.93B |
| Q2 2021 | 160 | $2.29B |
| Q1 2021 | 158 | $2.29B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1 | $0 | 0.00% | +1 | New |
| Newbridge Financial Services Group, Inc. | 3 | $0 | 0.00% | +2+200.0% | Added |
| Captrust Financial Advisors | 7 | $1.00K | 0.00% | −82−92.1% | Reduced |
| First Horizon Corp | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 23 | $3.00K | 0.00% | −30−56.6% | Reduced |
| Parallel Advisors, LLC | 19 | $3.00K | 0.00% | +1+5.6% | Added |
| GPS Wealth Strategies Group, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 22 | $3.00K | 0.00% | +22 | New |
| Signaturefd, LLC | 34 | $5.00K | 0.00% | −15−30.6% | Reduced |
| Berman Capital Advisors, LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 50 | $7.00K | 0.00% | +22+78.6% | Added |
| Rosenberg Matthew Hamilton | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 68 | $9.00K | 0.00% | −710−91.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 64 | $9.00K | 0.00% | −21−24.7% | Reduced |
| Panagora Asset Management Inc | 62 | $9.00K | 0.00% | +62 | New |
| Massmutual Trust Co FSB | 68 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 86 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 97 | $13.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 147 | $21.0K | 0.00% | −4,035−96.5% | Reduced |
| McIlrath & Eck, LLC | 154 | $22.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 165 | $23.0K | 0.00% | +165 | New |
| Nisa Investment Advisors, LLC | 200 | $28.0K | 0.00% | −500−71.4% | Reduced |
| US Bancorp | 213 | $30.0K | 0.00% | −87−29.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 216 | $30.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 261 | $37.0K | 0.00% | −16−5.8% | Reduced |
| Macquarie Group Ltd | 323 | $46.0K | 0.00% | −41−11.3% | Reduced |
| State of Wyoming | 385 | $55.0K | 0.03% | +382+12,733.3% | Added |
| Steward Partners Investment Advisory, LLC | 403 | $57.0K | 0.00% | −36−8.2% | Reduced |
| Cascade Investment Advisors, Inc. | 420 | $59.3K | 0.04% | +185+78.7% | Added |
| Tower Research Capital LLC (TRC) | 485 | $68.0K | 0.00% | −843−63.5% | Reduced |
| SRS Capital Advisors, Inc. | 485 | $68.0K | 0.01% | +485 | New |
| Quantbot Technologies LP | 616 | $86.0K | 0.01% | +616 | New |
| BNP Paribas Arbitrage, SA | 697 | $98.4K | 0.00% | −1,565−69.2% | Reduced |
| NEXT Financial Group, Inc | 1,052 | $149.0K | 0.01% | +267+34.0% | Added |
| O'Shaughnessy Asset Management, LLC | 1,152 | $163.0K | 0.00% | +81+7.6% | Added |
| STRS Ohio | 1,200 | $169.0K | 0.00% | −2,600−68.4% | Reduced |
| Advisory Services Network, LLC | 1,222 | $173.0K | 0.01% | +1,222 | New |
| Commonwealth Equity Services, LLC | 1,429 | $201.0K | 0.00% | −204−12.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,469 | $207.0K | 0.01% | +96+7.0% | Added |
| Jane Street Group, LLC | 1,575 | $222.0K | 0.00% | −4,584−74.4% | Reduced |
| Prudential Financial Inc | 1,679 | $237.0K | 0.00% | +200+13.5% | Added |
| Royal Bank of Canada | 1,730 | $243.0K | 0.00% | +216+14.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,767 | $250.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,795 | $253.0K | 0.02% | −35−1.9% | Reduced |
| Private Advisor Group, LLC | 1,814 | $256.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 1,976 | $279.0K | 0.00% | +318+19.2% | Added |
| The PNC Financial Services Group, Inc. | 2,064 | $291.0K | 0.00% | +79+4.0% | Added |
| Franklin Resources Inc | 2,061 | $291.0K | 0.00% | +284+16.0% | Added |
| Victory Capital Management Inc | 2,066 | $292.0K | 0.00% | −58−2.7% | Reduced |
| HighTower Advisors, LLC | 2,104 | $297.0K | 0.00% | +405+23.8% | Added |
| Versor Investments LP | 2,311 | $326.0K | 0.01% | +811+54.1% | Added |
| Allianz Asset Management GmbH | 2,365 | $334.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 2,421 | $342.0K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 2,500 | $353.0K | 0.01% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 2,531 | $357.0K | 0.00% | +2,531 | New |
| Stifel Financial Corp | 2,560 | $361.0K | 0.00% | +2,560 | New |
| Walter & Keenan Financial Consulting Co | 2,600 | $367.0K | 0.13% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,627 | $371.0K | 0.00% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 2,814 | $397.0K | 0.11% | −294−9.5% | Reduced |
| Handelsbanken Fonder AB | 2,900 | $409.0K | 0.00% | 00.0% | Unchanged |
| Spearhead Capital Advisors, LLC | 2,972 | $420.0K | 0.06% | +363+13.9% | Added |
| Principal Financial Group Inc | 2,996 | $423.0K | 0.00% | −484−13.9% | Reduced |
| Winton Group Ltd | 3,018 | $426.0K | 0.02% | −63−2.0% | Reduced |
| SG Americas Securities, LLC | 3,178 | $449.0K | 0.00% | −21−0.7% | Reduced |
| Qube Research & Technologies Ltd | 3,275 | $462.0K | 0.01% | +3,275 | New |
| ETF Managers Group, LLC | 3,300 | $472.0K | 0.01% | −289−8.1% | Reduced |
| Gotham Asset Management, LLC | 3,535 | $499.0K | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 3,539 | $500.0K | 0.00% | +1,216+52.3% | Added |
| Citadel Advisors LLC | 3,592 | $507.0K | 0.00% | −22,878−86.4% | Reduced |
| Envestnet Asset Management Inc | 3,598 | $508.0K | 0.00% | −462−11.4% | Reduced |
| Advisor Group Holdings, Inc. | 4,004 | $566.0K | 0.00% | −1,007−20.1% | Reduced |
| Ameriprise Financial Inc | 4,106 | $580.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,129 | $583.0K | 0.01% | +1,039+33.6% | Added |
| Raymond James & Associates | 4,199 | $593.0K | 0.00% | −1,737−29.3% | Reduced |
| Summit Global Investments | 4,200 | $593.0K | 0.04% | −35−0.8% | Reduced |
| Jump Financial, LLC | 4,289 | $606.0K | 0.06% | +4,289 | New |
| AlphaCrest Capital Management LLC | 4,300 | $607.0K | 0.03% | −1,400−24.6% | Reduced |
| Arizona State Retirement System | 4,428 | $625.0K | 0.01% | −314−6.6% | Reduced |
| Mountain Capital Investment Advisors, Inc | 5,020 | $671.0K | 0.31% | −258−4.9% | Reduced |
| ProShare Advisors LLC | 4,905 | $692.0K | 0.00% | +508+11.6% | Added |
| Illinois Municipal Retirement Fund | 5,082 | $718.0K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,099 | $720.0K | 0.01% | +831+19.5% | Added |
| Duality Advisers, LP | 5,638 | $796.0K | 0.07% | +5,638 | New |
| Barclays PLC | 5,735 | $810.0K | 0.00% | −10,089−63.8% | Reduced |
| Bank of America Corp | 5,776 | $815.0K | 0.00% | −1,990−25.6% | Reduced |
| Evanson Asset Management, LLC | 6,000 | $847.0K | 0.09% | 00.0% | Unchanged |
| Twinbeech Capital LP | 6,215 | $878.0K | 0.11% | +6,215 | New |
| Engineers Gate Manager LP | 6,254 | $883.0K | 0.06% | +6,254 | New |
| MetLife Investment Management | 6,290 | $888.1K | 0.01% | 00.0% | Unchanged |
| Banco Santander, S.A. | 6,377 | $900.0K | 0.01% | +6,377 | New |
| LPL Financial LLC | 6,380 | $901.0K | 0.00% | −35−0.5% | Reduced |
| Invesco Ltd. | 6,572 | $928.0K | 0.00% | +1,964+42.6% | Added |
| Voya Investment Management LLC | 7,221 | $1.02M | 0.00% | +102+1.4% | Added |
| United Capital Financial Advisers, LLC | 7,445 | $1.05M | 0.01% | −50−0.7% | Reduced |
| Glenmede Trust Co NA | 7,713 | $1.09M | 0.01% | +1,247+19.3% | Added |
| Price T Rowe Associates Inc | 7,974 | $1.13M | 0.00% | +479+6.4% | Added |
| State Board of Administration of Florida Retirement System | 8,252 | $1.17M | 0.00% | +1,187+16.8% | Added |
| AQR Capital Management LLC | 8,292 | $1.17M | 0.00% | −950−10.3% | Reduced |
| Citigroup Inc | 9,470 | $1.34M | 0.00% | −10,319−52.1% | Reduced |