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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 3 | $0 | 0.00% | −94−96.9% | Reduced |
| Arkadios Wealth Advisors | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1 | $0 | 0.00% | +1 | New |
| Newbridge Financial Services Group, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Quadrant Capital Group LLC | 5 | $1.00K | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 9 | $1.00K | 0.00% | +9 | New |
| GPS Wealth Strategies Group, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 29 | $3.00K | 0.00% | −21−42.0% | Reduced |
| FMR LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 25 | $3.00K | 0.00% | +6+31.6% | Added |
| Koshinski Asset Management, Inc. | 28 | $3.37K | 0.00% | +28 | New |
| Rosenberg Matthew Hamilton | 30 | $4.00K | 0.00% | −30−50.0% | Reduced |
| Berman Capital Advisors, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 42 | $5.00K | 0.00% | +8+23.5% | Added |
| Captrust Financial Advisors | 44 | $5.00K | 0.00% | +37+528.6% | Added |
| Manchester Capital Management LLC | 40 | $5.00K | 0.00% | +40 | New |
| Massmutual Trust Co FSB | 65 | $8.00K | 0.00% | −3−4.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 64 | $8.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 68 | $9.00K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 83 | $9.00K | 0.00% | +83 | New |
| Northwestern Mutual Wealth Management Co | 104 | $13.0K | 0.00% | +82+372.7% | Added |
| Nisa Investment Advisors, LLC | 200 | $24.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 206 | $25.0K | 0.00% | −7−3.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 216 | $26.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 220 | $26.0K | 0.01% | +220 | New |
| Baillie Gifford & Co | 241 | $29.0K | 0.00% | −20−7.7% | Reduced |
| Macquarie Group Ltd | 323 | $39.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 355 | $42.7K | 0.03% | −65−15.5% | Reduced |
| Fifth Third Bancorp | 400 | $48.0K | 0.00% | +400 | New |
| Point72 Hong Kong Ltd | 396 | $48.0K | 0.00% | +396 | New |
| Steward Partners Investment Advisory, LLC | 403 | $49.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 557 | $67.0K | 0.04% | +172+44.7% | Added |
| Tower Research Capital LLC (TRC) | 992 | $120.0K | 0.00% | +507+104.5% | Added |
| UBS Group AG | 1,287 | $155.0K | 0.00% | +1,140+775.5% | Added |
| NEXT Financial Group, Inc | 1,367 | $165.0K | 0.01% | +315+29.9% | Added |
| O'Shaughnessy Asset Management, LLC | 1,428 | $172.0K | 0.00% | +276+24.0% | Added |
| Ameritas Investment Partners, Inc. | 1,469 | $177.0K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 1,738 | $209.0K | 0.00% | +59+3.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,767 | $213.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 1,814 | $218.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 1,874 | $225.0K | 0.00% | +445+31.1% | Added |
| Royal Bank of Canada | 1,946 | $234.0K | 0.00% | +216+12.5% | Added |
| Victory Capital Management Inc | 1,974 | $238.0K | 0.00% | −92−4.5% | Reduced |
| LPL Financial LLC | 2,007 | $242.0K | 0.00% | −4,373−68.5% | Reduced |
| The PNC Financial Services Group, Inc. | 2,019 | $242.0K | 0.00% | −45−2.2% | Reduced |
| Virtu Financial LLC | 2,025 | $244.0K | 0.02% | +2,025 | New |
| Steadfast Capital Management (UK) Ltd. | 2,236 | $269.0K | 0.32% | +2,236 | New |
| HighTower Advisors, LLC | 2,267 | $273.0K | 0.00% | +163+7.7% | Added |
| American Century Companies Inc | 2,421 | $291.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 2,431 | $293.0K | 0.00% | −129−5.0% | Reduced |
| ProShare Advisors LLC | 2,455 | $296.0K | 0.00% | −2,450−49.9% | Reduced |
| Beacon Pointe Advisors, LLC | 2,500 | $301.0K | 0.01% | 00.0% | Unchanged |
| Weil Company, Inc. | 2,531 | $305.0K | 0.16% | +2,531 | New |
| Franklin Resources Inc | 2,546 | $307.0K | 0.00% | +485+23.5% | Added |
| Public Employees Retirement Association of Colorado | 2,627 | $316.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 2,623 | $316.0K | 0.00% | +647+32.7% | Added |
| Pearl River Capital, LLC | 2,814 | $339.0K | 0.09% | 00.0% | Unchanged |
| Spearhead Capital Advisors, LLC | 2,952 | $355.0K | 0.05% | −20−0.7% | Reduced |
| Winton Group Ltd | 3,052 | $367.0K | 0.02% | +34+1.1% | Added |
| ETF Managers Group, LLC | 3,245 | $391.0K | 0.01% | −55−1.7% | Reduced |
| Gotham Asset Management, LLC | 3,283 | $395.0K | 0.02% | −252−7.1% | Reduced |
| Amalgamated Bank | 3,334 | $401.0K | 0.00% | −205−5.8% | Reduced |
| BNP Paribas Arbitrage, SA | 3,384 | $407.4K | 0.00% | +2,687+385.5% | Added |
| Summit Global Investments | 3,500 | $421.0K | 0.03% | −700−16.7% | Reduced |
| Envestnet Asset Management Inc | 3,692 | $445.0K | 0.00% | +94+2.6% | Added |
| Handelsbanken Fonder AB | 3,800 | $458.0K | 0.00% | +900+31.0% | Added |
| Principal Financial Group Inc | 3,936 | $474.0K | 0.00% | +940+31.4% | Added |
| Advisor Group Holdings, Inc. | 3,988 | $481.0K | 0.00% | −16−0.4% | Reduced |
| Ameriprise Financial Inc | 4,106 | $495.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,278 | $515.0K | 0.01% | +149+3.6% | Added |
| Citadel Advisors LLC | 4,279 | $515.0K | 0.00% | +687+19.1% | Added |
| Raymond James & Associates | 4,283 | $516.0K | 0.00% | +84+2.0% | Added |
| Cubist Systematic Strategies, LLC | 4,599 | $554.0K | 0.01% | +4,599 | New |
| Quantbot Technologies LP | 4,614 | $555.0K | 0.04% | +3,998+649.0% | Added |
| Arizona State Retirement System | 4,646 | $559.0K | 0.00% | +218+4.9% | Added |
| Illinois Municipal Retirement Fund | 5,082 | $612.0K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,099 | $613.9K | 0.01% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 5,274 | $678.0K | 0.36% | +254+5.1% | Added |
| KCM Investment Advisors LLC | 5,785 | $697.0K | 0.03% | +5,785 | New |
| MetLife Investment Management | 6,290 | $757.3K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 6,883 | $829.0K | 0.00% | +1,107+19.2% | Added |
| Evanson Asset Management, LLC | 6,000 | $858.0K | 0.09% | 00.0% | Unchanged |
| Voya Investment Management LLC | 7,346 | $884.0K | 0.00% | +125+1.7% | Added |
| United Capital Financial Advisers, LLC | 7,438 | $896.0K | 0.00% | −7−0.1% | Reduced |
| Occudo Quantitative Strategies LP | 7,569 | $911.0K | 0.11% | +7,569 | New |
| Price T Rowe Associates Inc | 7,971 | $960.0K | 0.00% | −30.0% | Reduced |
| Invesco Ltd. | 8,090 | $974.0K | 0.00% | +1,518+23.1% | Added |
| Jane Street Group, LLC | 8,245 | $992.0K | 0.00% | +6,670+423.5% | Added |
| Glenmede Trust Co NA | 8,275 | $996.0K | 0.01% | +562+7.3% | Added |
| State Board of Administration of Florida Retirement System | 8,572 | $1.03M | 0.00% | +320+3.9% | Added |
| Barclays PLC | 8,607 | $1.04M | 0.00% | +2,872+50.1% | Added |
| AQR Capital Management LLC | 8,789 | $1.06M | 0.00% | +497+6.0% | Added |
| Squarepoint Ops LLC | 9,442 | $1.14M | 0.01% | −2,746−22.5% | Reduced |
| Manufacturers Life Insurance Company, The | 9,953 | $1.20M | 0.00% | −945−8.7% | Reduced |
| American International Group, Inc. | 10,257 | $1.24M | 0.01% | −244−2.3% | Reduced |
| Millennium Management LLC | 10,395 | $1.25M | 0.00% | −5,358−34.0% | Reduced |
| Tudor Investment Corp Et Al | 11,014 | $1.33M | 0.03% | +11,014 | New |
| Engineers Gate Manager LP | 11,144 | $1.34M | 0.08% | +4,890+78.2% | Added |
| Citigroup Inc | 11,643 | $1.40M | 0.00% | +2,173+22.9% | Added |