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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 2,546 | $307.0K | 0.00% | +485+23.5% | Added |
| Weil Company, Inc. | 2,531 | $305.0K | 0.16% | +2,531 | New |
| Beacon Pointe Advisors, LLC | 2,500 | $301.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 2,455 | $296.0K | 0.00% | −2,450−49.9% | Reduced |
| Stifel Financial Corp | 2,431 | $293.0K | 0.00% | −129−5.0% | Reduced |
| American Century Companies Inc | 2,421 | $291.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 2,267 | $273.0K | 0.00% | +163+7.7% | Added |
| Steadfast Capital Management (UK) Ltd. | 2,236 | $269.0K | 0.32% | +2,236 | New |
| Virtu Financial LLC | 2,025 | $244.0K | 0.02% | +2,025 | New |
| 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 |
| Victory Capital Management Inc | 1,974 | $238.0K | 0.00% | −92−4.5% | Reduced |
| Royal Bank of Canada | 1,946 | $234.0K | 0.00% | +216+12.5% | Added |
| Commonwealth Equity Services, LLC | 1,874 | $225.0K | 0.00% | +445+31.1% | Added |
| Private Advisor Group, LLC | 1,814 | $218.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,767 | $213.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 1,738 | $209.0K | 0.00% | +59+3.5% | Added |
| Ameritas Investment Partners, Inc. | 1,469 | $177.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,428 | $172.0K | 0.00% | +276+24.0% | Added |
| NEXT Financial Group, Inc | 1,367 | $165.0K | 0.01% | +315+29.9% | Added |
| UBS Group AG | 1,287 | $155.0K | 0.00% | +1,140+775.5% | Added |
| Tower Research Capital LLC (TRC) | 992 | $120.0K | 0.00% | +507+104.5% | Added |
| State of Wyoming | 557 | $67.0K | 0.04% | +172+44.7% | Added |
| Steward Partners Investment Advisory, LLC | 403 | $49.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 400 | $48.0K | 0.00% | +400 | New |
| Point72 Hong Kong Ltd | 396 | $48.0K | 0.00% | +396 | New |
| Cascade Investment Advisors, Inc. | 355 | $42.7K | 0.03% | −65−15.5% | Reduced |
| Macquarie Group Ltd | 323 | $39.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 241 | $29.0K | 0.00% | −20−7.7% | 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 |
| US Bancorp | 206 | $25.0K | 0.00% | −7−3.3% | Reduced |
| Nisa Investment Advisors, LLC | 200 | $24.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 104 | $13.0K | 0.00% | +82+372.7% | Added |
| Simplex Trading, LLC | 68 | $9.00K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 83 | $9.00K | 0.00% | +83 | 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 |
| 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 |
| Rosenberg Matthew Hamilton | 30 | $4.00K | 0.00% | −30−50.0% | Reduced |
| Berman Capital Advisors, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 28 | $3.37K | 0.00% | +28 | New |
| 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 |
| GPS Wealth Strategies Group, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |