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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $1.00K | 0.00% | −1−11.1% | Reduced |
| Covestor Ltd | 4 | $1.00K | 0.00% | +4 | New |
| Newbridge Financial Services Group, Inc. | 17 | $2.00K | 0.00% | +14+466.7% | Added |
| Motley Fool Asset Management LLC | 18 | $2.00K | 0.00% | +18 | New |
| McIlrath & Eck, LLC | 20 | $2.00K | 0.00% | +20 | New |
| FMR LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 28 | $3.39K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 32 | $4.00K | 0.00% | −8−20.0% | Reduced |
| Rosenberg Matthew Hamilton | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 50 | $6.00K | 0.00% | +21+72.4% | Added |
| Tilia Fiduciary Partners, Inc. | 50 | $6.00K | 0.00% | +50 | New |
| Massmutual Trust Co FSB | 65 | $8.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 64 | $8.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 89 | $11.0K | 0.00% | +89 | New |
| Simplex Trading, LLC | 123 | $14.0K | 0.00% | +55+80.9% | Added |
| Parallel Advisors, LLC | 119 | $14.0K | 0.00% | +94+376.0% | Added |
| Captrust Financial Advisors | 133 | $16.0K | 0.00% | +89+202.3% | Added |
| Harding Loevner LP | 138 | $17.0K | 0.00% | +138 | New |
| Tower Research Capital LLC (TRC) | 206 | $25.0K | 0.00% | −786−79.2% | Reduced |
| US Bancorp | 206 | $25.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 212 | $26.0K | 0.00% | −29−12.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 216 | $26.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 220 | $27.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 249 | $30.0K | 0.00% | −14,334−98.3% | Reduced |
| Macquarie Group Ltd | 323 | $39.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 355 | $43.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 400 | $48.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 403 | $49.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 540 | $62.0K | 0.00% | +340+170.0% | Added |
| Ensign Peak Advisors, Inc | 730 | $88.0K | 0.00% | +730 | New |
| State of Wyoming | 1,324 | $160.0K | 0.07% | +767+137.7% | Added |
| Ameritas Investment Partners, Inc. | 1,469 | $178.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,564 | $189.0K | 0.01% | +197+14.4% | Added |
| Weil Company, Inc. | 1,693 | $205.0K | 0.10% | −838−33.1% | Reduced |
| YorkBridge Wealth Partners, LLC | 1,748 | $212.0K | 0.05% | +1,748 | New |
| Private Advisor Group, LLC | 1,814 | $220.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 1,917 | $232.0K | 0.00% | −57−2.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,990 | $240.0K | 0.00% | −29−1.4% | Reduced |
| Cubist Systematic Strategies, LLC | 2,202 | $267.0K | 0.00% | −2,397−52.1% | Reduced |
| Susquehanna International Group, LLP | 2,327 | $282.0K | 0.00% | +2,327 | New |
| HighTower Advisors, LLC | 2,351 | $284.0K | 0.00% | +84+3.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,401 | $291.0K | 0.00% | +634+35.9% | Added |
| Stifel Financial Corp | 2,431 | $294.0K | 0.00% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,460 | $298.0K | 0.01% | +2,460 | New |
| Beacon Pointe Advisors, LLC | 2,500 | $303.0K | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 2,538 | $307.0K | 0.00% | +2,538 | New |
| Public Employees Retirement Association of Colorado | 2,627 | $318.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,632 | $318.0K | 0.00% | +758+40.4% | Added |
| Jane Street Group, LLC | 2,641 | $320.0K | 0.00% | −5,604−68.0% | Reduced |
| Pearl River Capital, LLC | 2,757 | $334.0K | 0.09% | −57−2.0% | Reduced |
| Franklin Resources Inc | 2,981 | $360.0K | 0.00% | +435+17.1% | Added |
| Spearhead Capital Advisors, LLC | 2,992 | $362.0K | 0.04% | +40+1.4% | Added |
| Principal Financial Group Inc | 3,240 | $392.0K | 0.00% | −696−17.7% | Reduced |
| Gotham Asset Management, LLC | 3,283 | $397.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 3,337 | $404.0K | 0.00% | +3+0.1% | Added |
| Teacher Retirement System of Texas | 3,385 | $410.0K | 0.00% | +762+29.1% | Added |
| ETF Managers Group, LLC | 3,378 | $416.0K | 0.01% | +133+4.1% | Added |
| Caxton Associates LP | 3,728 | $451.0K | 0.06% | +3,728 | New |
| Handelsbanken Fonder AB | 3,800 | $460.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,827 | $463.0K | 0.00% | −8,029−67.7% | Reduced |
| AlphaCrest Capital Management LLC | 3,912 | $474.0K | 0.02% | +3,912 | New |
| Ameriprise Financial Inc | 4,008 | $485.0K | 0.00% | −98−2.4% | Reduced |
| Quent Capital, LLC | 4,018 | $486.0K | 0.10% | +4,018 | New |
| Raymond James & Associates | 4,073 | $493.0K | 0.00% | −210−4.9% | Reduced |
| BNP Paribas Arbitrage, SA | 4,143 | $501.6K | 0.00% | +759+22.4% | Added |
| Advisor Group Holdings, Inc. | 4,157 | $503.0K | 0.00% | +169+4.2% | Added |
| Royal Bank of Canada | 4,183 | $506.0K | 0.00% | +2,237+115.0% | Added |
| Envestnet Asset Management Inc | 4,236 | $513.0K | 0.00% | +544+14.7% | Added |
| ProShare Advisors LLC | 4,291 | $519.0K | 0.00% | +1,836+74.8% | Added |
| Arizona State Retirement System | 4,600 | $557.0K | 0.00% | −46−1.0% | Reduced |
| Metropolitan Life Insurance Co | 4,748 | $574.8K | 0.01% | −351−6.9% | Reduced |
| Oppenheimer Asset Management Inc. | 4,765 | $577.0K | 0.01% | +487+11.4% | Added |
| Engineers Gate Manager LP | 4,784 | $579.0K | 0.03% | −6,360−57.1% | Reduced |
| Price T Rowe Associates Inc | 5,587 | $676.0K | 0.00% | −2,384−29.9% | Reduced |
| KCM Investment Advisors LLC | 5,785 | $700.0K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 5,805 | $703.0K | 0.00% | +4,518+351.0% | Added |
| Evanson Asset Management, LLC | 6,000 | $726.0K | 0.06% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 6,038 | $749.0K | 0.34% | +764+14.5% | Added |
| MetLife Investment Management | 6,290 | $761.5K | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 6,664 | $807.0K | 0.00% | +4,243+175.3% | Added |
| Voya Investment Management LLC | 7,376 | $893.0K | 0.00% | +30+0.4% | Added |
| United Capital Financial Advisers, LLC | 7,438 | $900.0K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 7,497 | $908.0K | 0.08% | −72−1.0% | Reduced |
| Citadel Advisors LLC | 7,508 | $909.0K | 0.00% | +3,229+75.5% | Added |
| Allspring Global Investments Holdings, LLC | 8,141 | $985.0K | 0.00% | +8,141 | New |
| State Board of Administration of Florida Retirement System | 8,486 | $1.03M | 0.00% | −86−1.0% | Reduced |
| AQR Capital Management LLC | 8,875 | $1.07M | 0.00% | +86+1.0% | Added |
| Virginia Retirement Systems Et Al | 9,000 | $1.09M | 0.01% | −4,700−34.3% | Reduced |
| Glenmede Trust Co NA | 9,121 | $1.10M | 0.01% | +846+10.2% | Added |
| Squarepoint Ops LLC | 9,746 | $1.18M | 0.01% | +304+3.2% | Added |
| Manufacturers Life Insurance Company, The | 9,850 | $1.19M | 0.00% | −103−1.0% | Reduced |
| American International Group, Inc. | 10,131 | $1.23M | 0.01% | −126−1.2% | Reduced |
| Man Group plc | 12,064 | $1.46M | 0.00% | −72−0.6% | Reduced |
| Invesco Ltd. | 12,262 | $1.49M | 0.00% | +4,172+51.6% | Added |
| Capital Impact Advisors, LLC | 12,843 | $1.55M | 1.07% | 00.0% | Unchanged |
| Deutsche Bank AG | 12,887 | $1.56M | 0.00% | +462+3.7% | Added |
| Bank of America Corp | 13,228 | $1.60M | 0.00% | +6,345+92.2% | Added |