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 |
|---|---|---|---|---|---|
| Citigroup Inc | 13,430 | $1.63M | 0.00% | +1,787+15.3% | Added |
| Credit Suisse AG | 13,854 | $1.68M | 0.00% | −549−3.8% | Reduced |
| Legal & General Group Plc | 14,704 | $1.78M | 0.00% | +141+1.0% | Added |
| Holocene Advisors, LP | 15,393 | $1.86M | 0.01% | −3,471−18.4% | Reduced |
| Parametric Portfolio Associates LLC | 16,010 | $1.94M | 0.00% | +3,386+26.8% | Added |
| Tudor Investment Corp Et Al | 16,397 | $1.99M | 0.04% | +5,383+48.9% | Added |
| Rhumbline Advisers | 19,393 | $2.35M | 0.00% | −180−0.9% | Reduced |
| Wells Fargo & Company | 20,086 | $2.43M | 0.00% | +2,577+14.7% | Added |
| UBS Asset Management Americas Inc | 20,197 | $2.45M | 0.00% | +383+1.9% | Added |
| Janus Henderson Group PLC | 22,704 | $2.75M | 0.00% | +3,404+17.6% | Added |
| Barclays PLC | 24,577 | $2.98M | 0.00% | +15,970+185.5% | Added |
| Alliancebernstein L.P. | 24,727 | $2.99M | 0.00% | −953−3.7% | Reduced |
| California State Teachers Retirement System | 24,863 | $3.01M | 0.00% | +707+2.9% | Added |
| Mission Wealth Management, LP | 24,938 | $3.02M | 0.14% | −365−1.4% | Reduced |
| Ingalls & Snyder LLC | 33,303 | $4.03M | 0.18% | −218−0.7% | Reduced |
| Insight Holdings Group, LLC | 33,500 | $4.06M | 0.04% | +33,500 | New |
| Swiss National Bank | 37,600 | $4.55M | 0.00% | −100−0.3% | Reduced |
| Long Path Partners Fund, LP | 52,345 | $6.34M | 3.94% | +52,345 | New |
| Nuveen Asset Management, LLC | 55,046 | $6.75M | 0.00% | −5,100−8.5% | Reduced |
| Greenstone Partners & Co., LLC | 56,122 | $6.79M | 4.92% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 59,605 | $7.21M | 0.01% | +501+0.8% | Added |
| Eagle Asset Management Inc | 62,984 | $7.75M | 0.03% | −413−0.7% | Reduced |
| JPMorgan Chase & Co | 66,932 | $8.10M | 0.00% | −20,648−23.6% | Reduced |
| Goldman Sachs Group Inc | 67,718 | $8.20M | 0.00% | +17,263+34.2% | Added |
| Blair William & Co | 71,290 | $8.63M | 0.03% | +2,145+3.1% | Added |
| Great West Life Assurance Co | 90,482 | $10.9M | 0.02% | +623+0.7% | Added |
| Polen Capital Management LLC | 126,611 | $15.3M | 0.03% | +26,269+26.2% | Added |
| Ranger Investment Management, L.P. | 126,948 | $15.4M | 0.84% | −9,110−6.7% | Reduced |
| Morgan Stanley | 127,205 | $15.4M | 0.00% | +35,238+38.3% | Added |
| Skye Global Management LP | 130,500 | $15.8M | 0.27% | +117,400+896.2% | Added |
| Charles Schwab Investment Management Inc | 135,392 | $16.4M | 0.00% | +4,236+3.2% | Added |
| Norges Bank | 157,907 | $19.1M | 0.00% | −1,916−1.2% | Reduced |
| Northern Trust Corp | 197,193 | $23.9M | 0.00% | −1,572−0.8% | Reduced |
| Dimensional Fund Advisors LP | 221,788 | $26.9M | 0.01% | +2,740+1.3% | Added |
| Bank of New York Mellon Corp | 254,712 | $30.8M | 0.01% | +8,768+3.6% | Added |
| Capital World Investors | 262,842 | $31.8M | 0.01% | 00.0% | Unchanged |
| Ownership Capital B.V. | 285,130 | $34.5M | 0.37% | −7,082−2.4% | Reduced |
| Geode Capital Management, LLC | 330,306 | $40.0M | 0.00% | +14,326+4.5% | Added |
| First Trust Advisors LP | 331,379 | $40.1M | 0.04% | −17,348−5.0% | Reduced |
| Long Walk Management LP | 358,737 | $43.4M | 29.65% | +97,210+37.2% | Added |
| Gilder Gagnon Howe & Co LLC | 400,549 | $48.5M | 0.28% | −6,827−1.7% | Reduced |
| State Street Corp | 405,049 | $49.0M | 0.00% | +1,790+0.4% | Added |
| New York State Common Retirement Fund | 441,821 | $53.5M | 0.05% | +60.0% | Added |
| Echo Street Capital Management LLC | 463,978 | $56.2M | 0.38% | −37,711−7.5% | Reduced |
| Dynamo Internacional Gestao de Recursos Ltda. | 794,047 | $96.1M | 9.98% | +96,436+13.8% | Added |
| Capital Research Global Investors | 1,001,577 | $121.3M | 0.03% | −24,195−2.4% | Reduced |
| BlackRock Inc. | 1,249,161 | $151.2M | 0.00% | +33,995+2.8% | Added |
| Vanguard Group Inc | 1,700,290 | $205.8M | 0.00% | +42,073+2.5% | Added |
| Ashe Capital Management, LP | 1,975,577 | $239.2M | 15.54% | 00.0% | Unchanged |
| Brown Capital Management LLC | 3,293,679 | $398.7M | 3.30% | −13,594−0.4% | Reduced |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −197,432−100.0% | Sold out |
| Gobi Capital LLC | 0 | $0 | 0.00% | −147,974−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −20,600−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −13,167−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −10,395−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −5,082−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,614−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,052−100.0% | Sold out |
| Steadfast Capital Management (UK) Ltd. | 0 | $0 | 0.00% | −2,236−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,025−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −2,007−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −1,738−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −1,428−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −396−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |