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 |
|---|---|---|---|---|---|
| Pearl River Capital, LLC | 2,814 | $397.0K | 0.11% | −294−9.5% | Reduced |
| Public Employees Retirement Association of Colorado | 2,627 | $371.0K | 0.00% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,600 | $367.0K | 0.13% | 00.0% | Unchanged |
| Stifel Financial Corp | 2,560 | $361.0K | 0.00% | +2,560 | New |
| Voloridge Investment Management, LLC | 2,531 | $357.0K | 0.00% | +2,531 | New |
| Beacon Pointe Advisors, LLC | 2,500 | $353.0K | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 2,421 | $342.0K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 2,365 | $334.0K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 2,311 | $326.0K | 0.01% | +811+54.1% | Added |
| HighTower Advisors, LLC | 2,104 | $297.0K | 0.00% | +405+23.8% | Added |
| Victory Capital Management Inc | 2,066 | $292.0K | 0.00% | −58−2.7% | Reduced |
| 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 |
| Teacher Retirement System of Texas | 1,976 | $279.0K | 0.00% | +318+19.2% | Added |
| Private Advisor Group, LLC | 1,814 | $256.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,795 | $253.0K | 0.02% | −35−1.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,767 | $250.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,730 | $243.0K | 0.00% | +216+14.3% | Added |
| Prudential Financial Inc | 1,679 | $237.0K | 0.00% | +200+13.5% | Added |
| Jane Street Group, LLC | 1,575 | $222.0K | 0.00% | −4,584−74.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,469 | $207.0K | 0.01% | +96+7.0% | Added |
| Commonwealth Equity Services, LLC | 1,429 | $201.0K | 0.00% | −204−12.5% | Reduced |
| Advisory Services Network, LLC | 1,222 | $173.0K | 0.01% | +1,222 | New |
| STRS Ohio | 1,200 | $169.0K | 0.00% | −2,600−68.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,152 | $163.0K | 0.00% | +81+7.6% | Added |
| NEXT Financial Group, Inc | 1,052 | $149.0K | 0.01% | +267+34.0% | Added |
| BNP Paribas Arbitrage, SA | 697 | $98.4K | 0.00% | −1,565−69.2% | Reduced |
| Quantbot Technologies LP | 616 | $86.0K | 0.01% | +616 | New |
| 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 |
| Cascade Investment Advisors, Inc. | 420 | $59.3K | 0.04% | +185+78.7% | Added |
| Steward Partners Investment Advisory, LLC | 403 | $57.0K | 0.00% | −36−8.2% | Reduced |
| State of Wyoming | 385 | $55.0K | 0.03% | +382+12,733.3% | Added |
| Macquarie Group Ltd | 323 | $46.0K | 0.00% | −41−11.3% | Reduced |
| Baillie Gifford & Co | 261 | $37.0K | 0.00% | −16−5.8% | 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 |
| Nisa Investment Advisors, LLC | 200 | $28.0K | 0.00% | −500−71.4% | Reduced |
| Exchange Traded Concepts, LLC | 165 | $23.0K | 0.00% | +165 | New |
| McIlrath & Eck, LLC | 154 | $22.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 147 | $21.0K | 0.00% | −4,035−96.5% | Reduced |
| Rockefeller Capital Management L.P. | 97 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 86 | $12.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 68 | $10.0K | 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 |
| Rosenberg Matthew Hamilton | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 50 | $7.00K | 0.00% | +22+78.6% | Added |
| Signaturefd, LLC | 34 | $5.00K | 0.00% | −15−30.6% | Reduced |
| Berman Capital Advisors, LLC | 36 | $5.00K | 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 |
| Captrust Financial Advisors | 7 | $1.00K | 0.00% | −82−92.1% | Reduced |
| First Horizon Corp | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Oberndorf William E | 0 | $0 | 0.00% | −411,532−100.0% | Sold out |
| Glynn Capital Management LLC | 0 | $0 | 0.00% | −206,289−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −54,000−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −33,312−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −10,140−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −8,660−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −2,427−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −1,943−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −992−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −536−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |