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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, 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: 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 heldQ2 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, 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
Susquehanna Fundamental Investments, LLC10,219$1.44M0.03%+776+8.2%Added
American International Group, Inc.10,501$1.48M0.01%+993+10.4%Added
Manufacturers Life Insurance Company, The10,898$1.54M0.00%+1,350+14.1%Added
Virginia Retirement Systems Et Al11,000$1.55M0.02%+1,300+13.4%Added
Legal & General Group Plc11,272$1.59M0.00%+361+3.3%Added
Squarepoint Ops LLC12,188$1.72M0.01%+12,188New
Credit Suisse AG12,483$1.76M0.00%+305+2.5%Added
Deutsche Bank AG12,670$1.79M0.00%−11,294−47.1%Reduced
Man Group plc13,387$1.89M0.01%−898−6.3%Reduced
Parametric Portfolio Associates LLC14,012$1.98M0.00%+2,641+23.2%Added
Goldman Sachs Group Inc15,481$2.19M0.00%+2,021+15.0%Added
Mission Wealth Management, LP15,643$2.21M0.12%+107+0.7%Added
Millennium Management LLC15,753$2.22M0.00%+15,753New
Wells Fargo & Company15,896$2.24M0.00%−3,398−17.6%Reduced
Holocene Advisors, LP17,720$2.50M0.02%−4,888−21.6%Reduced
Marshall Wace, LLP18,041$2.55M0.01%+11,547+177.8%Added
Capital Impact Advisors, LLC18,658$2.63M0.85%+9,000+93.2%Added
Rhumbline Advisers18,921$2.67M0.00%−255−1.3%Reduced
UBS Asset Management Americas Inc19,814$2.80M0.00%+1,443+7.9%Added
State of New Jersey Common Pension Fund D19,867$2.81M0.01%+19,867New
Janus Henderson Group PLC22,119$3.12M0.00%−573−2.5%Reduced
Alliancebernstein L.P.25,680$3.63M0.00%00.0%Unchanged
California State Teachers Retirement System25,821$3.65M0.00%+1,154+4.7%Added
Ingalls & Snyder LLC26,425$3.73M0.17%+220+0.8%Added
Jefferies Group LLC29,220$4.13M0.07%+29,220New
Swiss National Bank35,900$5.07M0.00%−1,300−3.5%Reduced
Luminus Management LLC50,000$7.06M1.09%+50,000New
Castle Hook Partners LP50,000$7.06M0.57%+50,000New
Greenstone Partners & Co., LLC56,122$7.92M5.97%00.0%Unchanged
Eagle Asset Management Inc63,516$8.97M0.04%−1,381−2.1%Reduced
Nuveen Asset Management, LLC64,081$9.05M0.00%+2,974+4.9%Added
Russell Investments Group, Ltd.64,092$9.05M0.02%+18,321+40.0%Added
Blair William & Co68,446$9.66M0.03%+2,212+3.3%Added
Great West Life Assurance Co78,462$11.1M0.03%+98+0.1%Added
JPMorgan Chase & Co86,365$12.2M0.00%+68,173+374.7%Added
Polen Capital Management LLC92,614$13.1M0.03%+15,797+20.6%Added
Charles Schwab Investment Management Inc123,979$17.5M0.01%+7,766+6.7%Added
Long Walk Management LP132,540$18.7M12.86%+132,540New
Ranger Investment Management, L.P.139,593$19.7M1.03%−3,286−2.3%Reduced
Norges Bank139,623$19.7M0.00%+4,730+3.5%Added
Gobi Capital LLC147,974$20.9M1.26%00.0%Unchanged
Bank of New York Mellon Corp202,446$28.6M0.01%+1,432+0.7%Added
Northern Trust Corp206,242$29.1M0.01%+9,558+4.9%Added
Steadfast Capital Management LP209,109$29.5M0.32%−1040.0%Reduced
Dimensional Fund Advisors LP222,250$31.4M0.01%−9,110−3.9%Reduced
Capital World Investors262,842$37.1M0.01%00.0%Unchanged
Ownership Capital B.V.282,941$40.0M0.46%+6,897+2.5%Added
First Trust Advisors LP292,016$41.2M0.04%+24,048+9.0%Added
Geode Capital Management, LLC311,392$44.0M0.01%+30,415+10.8%Added
Echo Street Capital Management LLC345,346$48.8M0.38%−16,581−4.6%Reduced
State Street Corp389,568$55.0M0.00%+37,201+10.6%Added
Gilder Gagnon Howe & Co LLC402,794$56.9M0.28%−3,251−0.8%Reduced
New York State Common Retirement Fund531,295$75.0M0.08%+120,203+29.2%Added
Dynamo Internacional Gestao de Recursos Ltda.569,932$80.5M6.63%+99,838+21.2%Added
Morgan Stanley755,926$106.7M0.01%−477,041−38.7%Reduced
Capital Research Global Investors1,020,791$144.1M0.03%−4,664−0.5%Reduced
BlackRock Inc.1,219,521$172.2M0.00%+18,178+1.5%Added
Vanguard Group Inc1,560,249$220.3M0.01%+8,721+0.6%Added
Ashe Capital Management, LP1,975,577$279.0M17.20%+3620.0%Added
Brown Capital Management LLC3,395,644$479.5M3.63%+535,970+18.7%Added
Oberndorf William E0$00.00%−411,532−100.0%Sold out
Glynn Capital Management LLC0$00.00%−206,289−100.0%Sold out
Capital International Investors0$00.00%−54,000−100.0%Sold out
California Public Employees Retirement System0$00.00%−33,312−100.0%Sold out
Athanor Capital, LP0$00.00%−10,140−100.0%Sold out
Aviva PLC0$00.00%−8,660−100.0%Sold out
Prescott Group Capital Management, L.L.C.0$00.00%−2,500−100.0%Sold out
First Quadrant L P0$00.00%−2,427−100.0%Sold out
Mackay Shields LLC0$00.00%−2,300−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−1,943−100.0%Sold out
Bank of Montreal0$00.00%−992−100.0%Sold out
Eaton Vance Management0$00.00%−536−100.0%Sold out
Valeo Financial Advisors, LLC0$00.00%−280−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−220−100.0%Sold out
HM Payson & Co0$00.00%−191−100.0%Sold out
Sowell Financial Services LLC0$00.00%−81−100.0%Sold out
Wealthcare Advisory Partners LLC0$00.00%−40−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−20−100.0%Sold out
Lindbrook Capital, LLC0$00.00%−11−100.0%Sold out
Arlington Partners LLC0$00.00%−2−100.0%Sold out