Skip to main content

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, Q3 2021

Institutional positions in Appfolio Inc as of Sep 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
155
−4 vs. Q2 2021
Shares held
16.0M
−230.6K (−1.4%) vs. Q2 2021
Total value
$1.93B
−$364.9M (−15.9%) vs. Q2 2021
New holders
20
65 more added
Sold out
24
41 more reduced

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 155 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 heldQ3 2021: $1.93B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q2 2021.

Institutions holding APPF in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Brown Capital Management LLC3,307,273$398.2M3.26%−88,371−2.6%Reduced
Ashe Capital Management, LP1,975,577$237.9M14.30%00.0%Unchanged
Vanguard Group Inc1,658,217$199.7M0.00%+97,968+6.3%Added
BlackRock Inc.1,215,166$146.3M0.00%−4,355−0.4%Reduced
Capital Research Global Investors1,025,772$123.5M0.03%+4,981+0.5%Added
Dynamo Internacional Gestao de Recursos Ltda.697,611$84.1M8.41%+127,679+22.4%Added
Echo Street Capital Management LLC501,689$60.4M0.42%+156,343+45.3%Added
New York State Common Retirement Fund441,815$53.2M0.06%−89,480−16.8%Reduced
Gilder Gagnon Howe & Co LLC407,376$49.0M0.25%+4,582+1.1%Added
State Street Corp403,259$48.6M0.00%+13,691+3.5%Added
First Trust Advisors LP348,727$42.0M0.05%+56,711+19.4%Added
Geode Capital Management, LLC315,980$38.0M0.01%+4,588+1.5%Added
Ownership Capital B.V.292,212$35.2M0.40%+9,271+3.3%Added
Capital World Investors262,842$31.6M0.01%00.0%Unchanged
Long Walk Management LP261,527$31.5M23.81%+128,987+97.3%Added
Bank of New York Mellon Corp245,944$29.6M0.01%+43,498+21.5%Added
Dimensional Fund Advisors LP219,048$26.4M0.01%−3,202−1.4%Reduced
Northern Trust Corp198,765$23.9M0.00%−7,477−3.6%Reduced
Steadfast Capital Management LP197,432$23.8M0.30%−11,677−5.6%Reduced
Norges Bank159,823$19.2M0.00%+20,200+14.5%Added
Gobi Capital LLC147,974$17.8M0.96%00.0%Unchanged
Ranger Investment Management, L.P.136,058$16.4M0.87%−3,535−2.5%Reduced
Charles Schwab Investment Management Inc131,156$15.8M0.01%+7,177+5.8%Added
Polen Capital Management LLC100,342$12.1M0.02%+7,728+8.3%Added
Morgan Stanley91,967$11.1M0.00%−663,959−87.8%Reduced
Great West Life Assurance Co89,859$10.9M0.03%+11,397+14.5%Added
JPMorgan Chase & Co87,580$10.5M0.00%+1,215+1.4%Added
Blair William & Co69,145$8.32M0.03%+699+1.0%Added
Eagle Asset Management Inc63,397$7.63M0.03%−119−0.2%Reduced
Nuveen Asset Management, LLC60,146$7.39M0.00%−3,935−6.1%Reduced
Russell Investments Group, Ltd.59,104$7.12M0.01%−4,988−7.8%Reduced
Greenstone Partners & Co., LLC56,122$6.76M5.08%00.0%Unchanged
Goldman Sachs Group Inc50,455$6.07M0.00%+34,974+225.9%Added
Swiss National Bank37,700$4.54M0.00%+1,800+5.0%Added
Ingalls & Snyder LLC33,521$4.04M0.19%+7,096+26.9%Added
Alliancebernstein L.P.25,680$3.09M0.00%00.0%Unchanged
Mission Wealth Management, LP25,303$3.05M0.16%+9,660+61.8%Added
California State Teachers Retirement System24,156$2.91M0.00%−1,665−6.4%Reduced
Renaissance Technologies LLC20,600$2.48M0.00%+20,600New
UBS Asset Management Americas Inc19,814$2.39M0.00%00.0%Unchanged
Rhumbline Advisers19,573$2.36M0.00%+652+3.4%Added
Janus Henderson Group PLC19,300$2.32M0.00%−2,819−12.7%Reduced
Holocene Advisors, LP18,864$2.27M0.01%+1,144+6.5%Added
Wells Fargo & Company17,509$2.11M0.00%+1,613+10.1%Added
Lazard Asset Management LLC14,583$1.75M0.00%+14,583New
Legal & General Group Plc14,563$1.75M0.00%+3,291+29.2%Added
Credit Suisse AG14,403$1.73M0.00%+1,920+15.4%Added
Virginia Retirement Systems Et Al13,700$1.65M0.02%+2,700+24.5%Added
Duality Advisers, LP13,167$1.58M0.12%+7,529+133.5%Added
Skye Global Management LP13,100$1.58M0.03%+13,100New
Capital Impact Advisors, LLC12,843$1.55M0.61%−5,815−31.2%Reduced
Parametric Portfolio Associates LLC12,624$1.52M0.00%−1,388−9.9%Reduced
Deutsche Bank AG12,425$1.50M0.00%−245−1.9%Reduced
Man Group plc12,136$1.46M0.01%−1,251−9.3%Reduced
SG Americas Securities, LLC11,856$1.43M0.01%+8,678+273.1%Added
Citigroup Inc11,643$1.40M0.00%+2,173+22.9%Added
Engineers Gate Manager LP11,144$1.34M0.08%+4,890+78.2%Added
Tudor Investment Corp Et Al11,014$1.33M0.03%+11,014New
Millennium Management LLC10,395$1.25M0.00%−5,358−34.0%Reduced
American International Group, Inc.10,257$1.24M0.01%−244−2.3%Reduced
Manufacturers Life Insurance Company, The9,953$1.20M0.00%−945−8.7%Reduced
Squarepoint Ops LLC9,442$1.14M0.01%−2,746−22.5%Reduced
AQR Capital Management LLC8,789$1.06M0.00%+497+6.0%Added
Barclays PLC8,607$1.04M0.00%+2,872+50.1%Added
State Board of Administration of Florida Retirement System8,572$1.03M0.00%+320+3.9%Added
Glenmede Trust Co NA8,275$996.0K0.01%+562+7.3%Added
Jane Street Group, LLC8,245$992.0K0.00%+6,670+423.5%Added
Invesco Ltd.8,090$974.0K0.00%+1,518+23.1%Added
Price T Rowe Associates Inc7,971$960.0K0.00%−30.0%Reduced
Occudo Quantitative Strategies LP7,569$911.0K0.11%+7,569New
United Capital Financial Advisers, LLC7,438$896.0K0.00%−7−0.1%Reduced
Voya Investment Management LLC7,346$884.0K0.00%+125+1.7%Added
Evanson Asset Management, LLC6,000$858.0K0.09%00.0%Unchanged
Bank of America Corp6,883$829.0K0.00%+1,107+19.2%Added
MetLife Investment Management6,290$757.3K0.01%00.0%Unchanged
KCM Investment Advisors LLC5,785$697.0K0.03%+5,785New
Mountain Capital Investment Advisors, Inc5,274$678.0K0.36%+254+5.1%Added
Metropolitan Life Insurance Co5,099$613.9K0.01%00.0%Unchanged
Illinois Municipal Retirement Fund5,082$612.0K0.02%00.0%Unchanged
Arizona State Retirement System4,646$559.0K0.00%+218+4.9%Added
Quantbot Technologies LP4,614$555.0K0.04%+3,998+649.0%Added
Cubist Systematic Strategies, LLC4,599$554.0K0.01%+4,599New
Raymond James & Associates4,283$516.0K0.00%+84+2.0%Added
Oppenheimer Asset Management Inc.4,278$515.0K0.01%+149+3.6%Added
Citadel Advisors LLC4,279$515.0K0.00%+687+19.1%Added
Ameriprise Financial Inc4,106$495.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.3,988$481.0K0.00%−16−0.4%Reduced
Principal Financial Group Inc3,936$474.0K0.00%+940+31.4%Added
Handelsbanken Fonder AB3,800$458.0K0.00%+900+31.0%Added
Envestnet Asset Management Inc3,692$445.0K0.00%+94+2.6%Added
Summit Global Investments3,500$421.0K0.03%−700−16.7%Reduced
BNP Paribas Arbitrage, SA3,384$407.4K0.00%+2,687+385.5%Added
Amalgamated Bank3,334$401.0K0.00%−205−5.8%Reduced
Gotham Asset Management, LLC3,283$395.0K0.02%−252−7.1%Reduced
ETF Managers Group, LLC3,245$391.0K0.01%−55−1.7%Reduced
Winton Group Ltd3,052$367.0K0.02%+34+1.1%Added
Spearhead Capital Advisors, LLC2,952$355.0K0.05%−20−0.7%Reduced
Pearl River Capital, LLC2,814$339.0K0.09%00.0%Unchanged
Public Employees Retirement Association of Colorado2,627$316.0K0.00%00.0%Unchanged
Teacher Retirement System of Texas2,623$316.0K0.00%+647+32.7%Added