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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, Q4 2021

Institutional positions in Appfolio Inc as of Dec 31, 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
150
−4 vs. Q3 2021
Shares held
16.1M
+71.3K (+0.4%) vs. Q3 2021
Total value
$1.95B
+$18.9M (+1.0%) vs. Q3 2021
New holders
17
59 more added
Sold out
21
44 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 150 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 heldQ4 2021: $1.95B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q3 2021.

Institutions holding APPF in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Brown Capital Management LLC3,293,679$398.7M3.30%−13,594−0.4%Reduced
Ashe Capital Management, LP1,975,577$239.2M15.54%00.0%Unchanged
Vanguard Group Inc1,700,290$205.8M0.00%+42,073+2.5%Added
BlackRock Inc.1,249,161$151.2M0.00%+33,995+2.8%Added
Capital Research Global Investors1,001,577$121.3M0.03%−24,195−2.4%Reduced
Dynamo Internacional Gestao de Recursos Ltda.794,047$96.1M9.98%+96,436+13.8%Added
Echo Street Capital Management LLC463,978$56.2M0.38%−37,711−7.5%Reduced
New York State Common Retirement Fund441,821$53.5M0.05%+60.0%Added
State Street Corp405,049$49.0M0.00%+1,790+0.4%Added
Gilder Gagnon Howe & Co LLC400,549$48.5M0.28%−6,827−1.7%Reduced
Long Walk Management LP358,737$43.4M29.65%+97,210+37.2%Added
First Trust Advisors LP331,379$40.1M0.04%−17,348−5.0%Reduced
Geode Capital Management, LLC330,306$40.0M0.00%+14,326+4.5%Added
Ownership Capital B.V.285,130$34.5M0.37%−7,082−2.4%Reduced
Capital World Investors262,842$31.8M0.01%00.0%Unchanged
Bank of New York Mellon Corp254,712$30.8M0.01%+8,768+3.6%Added
Dimensional Fund Advisors LP221,788$26.9M0.01%+2,740+1.3%Added
Northern Trust Corp197,193$23.9M0.00%−1,572−0.8%Reduced
Norges Bank157,907$19.1M0.00%−1,916−1.2%Reduced
Charles Schwab Investment Management Inc135,392$16.4M0.00%+4,236+3.2%Added
Skye Global Management LP130,500$15.8M0.27%+117,400+896.2%Added
Morgan Stanley127,205$15.4M0.00%+35,238+38.3%Added
Ranger Investment Management, L.P.126,948$15.4M0.84%−9,110−6.7%Reduced
Polen Capital Management LLC126,611$15.3M0.03%+26,269+26.2%Added
Great West Life Assurance Co90,482$10.9M0.02%+623+0.7%Added
Blair William & Co71,290$8.63M0.03%+2,145+3.1%Added
Goldman Sachs Group Inc67,718$8.20M0.00%+17,263+34.2%Added
JPMorgan Chase & Co66,932$8.10M0.00%−20,648−23.6%Reduced
Eagle Asset Management Inc62,984$7.75M0.03%−413−0.7%Reduced
Russell Investments Group, Ltd.59,605$7.21M0.01%+501+0.8%Added
Greenstone Partners & Co., LLC56,122$6.79M4.92%00.0%Unchanged
Nuveen Asset Management, LLC55,046$6.75M0.00%−5,100−8.5%Reduced
Long Path Partners Fund, LP52,345$6.34M3.94%+52,345New
Swiss National Bank37,600$4.55M0.00%−100−0.3%Reduced
Insight Holdings Group, LLC33,500$4.06M0.04%+33,500New
Ingalls & Snyder LLC33,303$4.03M0.18%−218−0.7%Reduced
Mission Wealth Management, LP24,938$3.02M0.14%−365−1.4%Reduced
California State Teachers Retirement System24,863$3.01M0.00%+707+2.9%Added
Alliancebernstein L.P.24,727$2.99M0.00%−953−3.7%Reduced
Barclays PLC24,577$2.98M0.00%+15,970+185.5%Added
Janus Henderson Group PLC22,704$2.75M0.00%+3,404+17.6%Added
UBS Asset Management Americas Inc20,197$2.45M0.00%+383+1.9%Added
Wells Fargo & Company20,086$2.43M0.00%+2,577+14.7%Added
Rhumbline Advisers19,393$2.35M0.00%−180−0.9%Reduced
Tudor Investment Corp Et Al16,397$1.99M0.04%+5,383+48.9%Added
Parametric Portfolio Associates LLC16,010$1.94M0.00%+3,386+26.8%Added
Holocene Advisors, LP15,393$1.86M0.01%−3,471−18.4%Reduced
Legal & General Group Plc14,704$1.78M0.00%+141+1.0%Added
Credit Suisse AG13,854$1.68M0.00%−549−3.8%Reduced
Citigroup Inc13,430$1.63M0.00%+1,787+15.3%Added
Bank of America Corp13,228$1.60M0.00%+6,345+92.2%Added
Deutsche Bank AG12,887$1.56M0.00%+462+3.7%Added
Capital Impact Advisors, LLC12,843$1.55M1.07%00.0%Unchanged
Invesco Ltd.12,262$1.49M0.00%+4,172+51.6%Added
Man Group plc12,064$1.46M0.00%−72−0.6%Reduced
American International Group, Inc.10,131$1.23M0.01%−126−1.2%Reduced
Manufacturers Life Insurance Company, The9,850$1.19M0.00%−103−1.0%Reduced
Squarepoint Ops LLC9,746$1.18M0.01%+304+3.2%Added
Glenmede Trust Co NA9,121$1.10M0.01%+846+10.2%Added
Virginia Retirement Systems Et Al9,000$1.09M0.01%−4,700−34.3%Reduced
AQR Capital Management LLC8,875$1.07M0.00%+86+1.0%Added
State Board of Administration of Florida Retirement System8,486$1.03M0.00%−86−1.0%Reduced
Allspring Global Investments Holdings, LLC8,141$985.0K0.00%+8,141New
Citadel Advisors LLC7,508$909.0K0.00%+3,229+75.5%Added
Occudo Quantitative Strategies LP7,497$908.0K0.08%−72−1.0%Reduced
United Capital Financial Advisers, LLC7,438$900.0K0.00%00.0%Unchanged
Voya Investment Management LLC7,376$893.0K0.00%+30+0.4%Added
American Century Companies Inc6,664$807.0K0.00%+4,243+175.3%Added
MetLife Investment Management6,290$761.5K0.01%00.0%Unchanged
Mountain Capital Investment Advisors, Inc6,038$749.0K0.34%+764+14.5%Added
Evanson Asset Management, LLC6,000$726.0K0.06%00.0%Unchanged
UBS Group AG5,805$703.0K0.00%+4,518+351.0%Added
KCM Investment Advisors LLC5,785$700.0K0.02%00.0%Unchanged
Price T Rowe Associates Inc5,587$676.0K0.00%−2,384−29.9%Reduced
Engineers Gate Manager LP4,784$579.0K0.03%−6,360−57.1%Reduced
Oppenheimer Asset Management Inc.4,765$577.0K0.01%+487+11.4%Added
Metropolitan Life Insurance Co4,748$574.8K0.01%−351−6.9%Reduced
Arizona State Retirement System4,600$557.0K0.00%−46−1.0%Reduced
ProShare Advisors LLC4,291$519.0K0.00%+1,836+74.8%Added
Envestnet Asset Management Inc4,236$513.0K0.00%+544+14.7%Added
Royal Bank of Canada4,183$506.0K0.00%+2,237+115.0%Added
Advisor Group Holdings, Inc.4,157$503.0K0.00%+169+4.2%Added
BNP Paribas Arbitrage, SA4,143$501.6K0.00%+759+22.4%Added
Raymond James & Associates4,073$493.0K0.00%−210−4.9%Reduced
Quent Capital, LLC4,018$486.0K0.10%+4,018New
Ameriprise Financial Inc4,008$485.0K0.00%−98−2.4%Reduced
AlphaCrest Capital Management LLC3,912$474.0K0.02%+3,912New
SG Americas Securities, LLC3,827$463.0K0.00%−8,029−67.7%Reduced
Handelsbanken Fonder AB3,800$460.0K0.00%00.0%Unchanged
Caxton Associates LP3,728$451.0K0.06%+3,728New
ETF Managers Group, LLC3,378$416.0K0.01%+133+4.1%Added
Teacher Retirement System of Texas3,385$410.0K0.00%+762+29.1%Added
Amalgamated Bank3,337$404.0K0.00%+3+0.1%Added
Gotham Asset Management, LLC3,283$397.0K0.01%00.0%Unchanged
Principal Financial Group Inc3,240$392.0K0.00%−696−17.7%Reduced
Spearhead Capital Advisors, LLC2,992$362.0K0.04%+40+1.4%Added
Franklin Resources Inc2,981$360.0K0.00%+435+17.1%Added
Pearl River Capital, LLC2,757$334.0K0.09%−57−2.0%Reduced
Jane Street Group, LLC2,641$320.0K0.00%−5,604−68.0%Reduced
Public Employees Retirement Association of Colorado2,627$318.0K0.00%00.0%Unchanged