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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
Commonwealth Equity Services, LLC2,632$318.0K0.00%+758+40.4%Added
First Republic Investment Management, Inc.2,538$307.0K0.00%+2,538New
Beacon Pointe Advisors, LLC2,500$303.0K0.01%00.0%Unchanged
FDx Advisors, Inc.2,460$298.0K0.01%+2,460New
Stifel Financial Corp2,431$294.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)2,401$291.0K0.00%+634+35.9%Added
HighTower Advisors, LLC2,351$284.0K0.00%+84+3.7%Added
Susquehanna International Group, LLP2,327$282.0K0.00%+2,327New
Cubist Systematic Strategies, LLC2,202$267.0K0.00%−2,397−52.1%Reduced
The PNC Financial Services Group, Inc.1,990$240.0K0.00%−29−1.4%Reduced
Victory Capital Management Inc1,917$232.0K0.00%−57−2.9%Reduced
Private Advisor Group, LLC1,814$220.0K0.00%00.0%Unchanged
YorkBridge Wealth Partners, LLC1,748$212.0K0.05%+1,748New
Weil Company, Inc.1,693$205.0K0.10%−838−33.1%Reduced
NEXT Financial Group, Inc1,564$189.0K0.01%+197+14.4%Added
Ameritas Investment Partners, Inc.1,469$178.0K0.01%00.0%Unchanged
State of Wyoming1,324$160.0K0.07%+767+137.7%Added
Ensign Peak Advisors, Inc730$88.0K0.00%+730New
Nisa Investment Advisors, LLC540$62.0K0.00%+340+170.0%Added
Steward Partners Investment Advisory, LLC403$49.0K0.00%00.0%Unchanged
Fifth Third Bancorp400$48.0K0.00%00.0%Unchanged
Cascade Investment Advisors, Inc.355$43.0K0.03%00.0%Unchanged
Macquarie Group Ltd323$39.0K0.00%00.0%Unchanged
Lazard Asset Management LLC249$30.0K0.00%−14,334−98.3%Reduced
Total Clarity Wealth Management, Inc.220$27.0K0.01%00.0%Unchanged
Baillie Gifford & Co212$26.0K0.00%−29−12.0%Reduced
Healthcare of Ontario Pension Plan Trust Fund216$26.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)206$25.0K0.00%−786−79.2%Reduced
US Bancorp206$25.0K0.00%00.0%Unchanged
Harding Loevner LP138$17.0K0.00%+138New
Captrust Financial Advisors133$16.0K0.00%+89+202.3%Added
Simplex Trading, LLC123$14.0K0.00%+55+80.9%Added
Parallel Advisors, LLC119$14.0K0.00%+94+376.0%Added
HM Payson & Co89$11.0K0.00%+89New
Massmutual Trust Co FSB65$8.00K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.64$8.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.50$6.00K0.00%+21+72.4%Added
Tilia Fiduciary Partners, Inc.50$6.00K0.00%+50New
Signaturefd, LLC42$5.00K0.00%00.0%Unchanged
Manchester Capital Management LLC32$4.00K0.00%−8−20.0%Reduced
Rosenberg Matthew Hamilton30$4.00K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.28$3.39K0.00%00.0%Unchanged
FMR LLC23$3.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.17$2.00K0.00%+14+466.7%Added
Motley Fool Asset Management LLC18$2.00K0.00%+18New
McIlrath & Eck, LLC20$2.00K0.00%+20New
First Horizon Advisors, Inc.9$1.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc8$1.00K0.00%−1−11.1%Reduced
Covestor Ltd4$1.00K0.00%+4New
Rockefeller Capital Management L.P.3$00.00%00.0%Unchanged
Steadfast Capital Management LP0$00.00%−197,432−100.0%Sold out
Gobi Capital LLC0$00.00%−147,974−100.0%Sold out
Renaissance Technologies LLC0$00.00%−20,600−100.0%Sold out
Duality Advisers, LP0$00.00%−13,167−100.0%Sold out
Millennium Management LLC0$00.00%−10,395−100.0%Sold out
Illinois Municipal Retirement Fund0$00.00%−5,082−100.0%Sold out
Quantbot Technologies LP0$00.00%−4,614−100.0%Sold out
Summit Global Investments0$00.00%−3,500−100.0%Sold out
Winton Group Ltd0$00.00%−3,052−100.0%Sold out
Steadfast Capital Management (UK) Ltd.0$00.00%−2,236−100.0%Sold out
Virtu Financial LLC0$00.00%−2,025−100.0%Sold out
LPL Financial LLC0$00.00%−2,007−100.0%Sold out
Prudential Financial Inc0$00.00%−1,738−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−1,428−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−396−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−104−100.0%Sold out
Gerber Kawasaki Wealth & Investment Management0$00.00%−83−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−20−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−5−100.0%Sold out
Ci Investments Inc.0$00.00%−1−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−3−100.0%Sold out
Berman Capital Advisors, LLC––––Not filed