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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 11,856 | $1.43M | 0.01% | +8,678+273.1% | Added |
| Man Group plc | 12,136 | $1.46M | 0.01% | −1,251−9.3% | Reduced |
| Deutsche Bank AG | 12,425 | $1.50M | 0.00% | −245−1.9% | Reduced |
| Parametric Portfolio Associates LLC | 12,624 | $1.52M | 0.00% | −1,388−9.9% | Reduced |
| Capital Impact Advisors, LLC | 12,843 | $1.55M | 0.61% | −5,815−31.2% | Reduced |
| Skye Global Management LP | 13,100 | $1.58M | 0.03% | +13,100 | New |
| Duality Advisers, LP | 13,167 | $1.58M | 0.12% | +7,529+133.5% | Added |
| Virginia Retirement Systems Et Al | 13,700 | $1.65M | 0.02% | +2,700+24.5% | Added |
| Credit Suisse AG | 14,403 | $1.73M | 0.00% | +1,920+15.4% | Added |
| Legal & General Group Plc | 14,563 | $1.75M | 0.00% | +3,291+29.2% | Added |
| Lazard Asset Management LLC | 14,583 | $1.75M | 0.00% | +14,583 | New |
| Wells Fargo & Company | 17,509 | $2.11M | 0.00% | +1,613+10.1% | Added |
| Holocene Advisors, LP | 18,864 | $2.27M | 0.01% | +1,144+6.5% | Added |
| Janus Henderson Group PLC | 19,300 | $2.32M | 0.00% | −2,819−12.7% | Reduced |
| Rhumbline Advisers | 19,573 | $2.36M | 0.00% | +652+3.4% | Added |
| UBS Asset Management Americas Inc | 19,814 | $2.39M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 20,600 | $2.48M | 0.00% | +20,600 | New |
| California State Teachers Retirement System | 24,156 | $2.91M | 0.00% | −1,665−6.4% | Reduced |
| Mission Wealth Management, LP | 25,303 | $3.05M | 0.16% | +9,660+61.8% | Added |
| Alliancebernstein L.P. | 25,680 | $3.09M | 0.00% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 33,521 | $4.04M | 0.19% | +7,096+26.9% | Added |
| Swiss National Bank | 37,700 | $4.54M | 0.00% | +1,800+5.0% | Added |
| Goldman Sachs Group Inc | 50,455 | $6.07M | 0.00% | +34,974+225.9% | Added |
| Greenstone Partners & Co., LLC | 56,122 | $6.76M | 5.08% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 59,104 | $7.12M | 0.01% | −4,988−7.8% | Reduced |
| Nuveen Asset Management, LLC | 60,146 | $7.39M | 0.00% | −3,935−6.1% | Reduced |
| Eagle Asset Management Inc | 63,397 | $7.63M | 0.03% | −119−0.2% | Reduced |
| Blair William & Co | 69,145 | $8.32M | 0.03% | +699+1.0% | Added |
| JPMorgan Chase & Co | 87,580 | $10.5M | 0.00% | +1,215+1.4% | Added |
| Great West Life Assurance Co | 89,859 | $10.9M | 0.03% | +11,397+14.5% | Added |
| Morgan Stanley | 91,967 | $11.1M | 0.00% | −663,959−87.8% | Reduced |
| Polen Capital Management LLC | 100,342 | $12.1M | 0.02% | +7,728+8.3% | Added |
| Charles Schwab Investment Management Inc | 131,156 | $15.8M | 0.01% | +7,177+5.8% | Added |
| Ranger Investment Management, L.P. | 136,058 | $16.4M | 0.87% | −3,535−2.5% | Reduced |
| Gobi Capital LLC | 147,974 | $17.8M | 0.96% | 00.0% | Unchanged |
| Norges Bank | 159,823 | $19.2M | 0.00% | +20,200+14.5% | Added |
| Steadfast Capital Management LP | 197,432 | $23.8M | 0.30% | −11,677−5.6% | Reduced |
| Northern Trust Corp | 198,765 | $23.9M | 0.00% | −7,477−3.6% | Reduced |
| Dimensional Fund Advisors LP | 219,048 | $26.4M | 0.01% | −3,202−1.4% | Reduced |
| Bank of New York Mellon Corp | 245,944 | $29.6M | 0.01% | +43,498+21.5% | Added |
| Long Walk Management LP | 261,527 | $31.5M | 23.81% | +128,987+97.3% | Added |
| Capital World Investors | 262,842 | $31.6M | 0.01% | 00.0% | Unchanged |
| Ownership Capital B.V. | 292,212 | $35.2M | 0.40% | +9,271+3.3% | Added |
| Geode Capital Management, LLC | 315,980 | $38.0M | 0.01% | +4,588+1.5% | Added |
| First Trust Advisors LP | 348,727 | $42.0M | 0.05% | +56,711+19.4% | Added |
| State Street Corp | 403,259 | $48.6M | 0.00% | +13,691+3.5% | Added |
| Gilder Gagnon Howe & Co LLC | 407,376 | $49.0M | 0.25% | +4,582+1.1% | Added |
| New York State Common Retirement Fund | 441,815 | $53.2M | 0.06% | −89,480−16.8% | Reduced |
| Echo Street Capital Management LLC | 501,689 | $60.4M | 0.42% | +156,343+45.3% | Added |
| Dynamo Internacional Gestao de Recursos Ltda. | 697,611 | $84.1M | 8.41% | +127,679+22.4% | Added |
| Capital Research Global Investors | 1,025,772 | $123.5M | 0.03% | +4,981+0.5% | Added |
| BlackRock Inc. | 1,215,166 | $146.3M | 0.00% | −4,355−0.4% | Reduced |
| Vanguard Group Inc | 1,658,217 | $199.7M | 0.00% | +97,968+6.3% | Added |
| Ashe Capital Management, LP | 1,975,577 | $237.9M | 14.30% | 00.0% | Unchanged |
| Brown Capital Management LLC | 3,307,273 | $398.2M | 3.26% | −88,371−2.6% | Reduced |
| Luminus Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −29,220−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −19,867−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −18,041−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −10,219−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −6,377−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −6,215−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,289−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −3,275−100.0% | Sold out |
| Walter & Keenan Financial Consulting Co | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −2,531−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −2,365−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −2,311−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −1,795−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,222−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| First Horizon Corp | – | – | – | – | Not filed |