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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 2,632 | $318.0K | 0.00% | +758+40.4% | Added |
| First Republic Investment Management, Inc. | 2,538 | $307.0K | 0.00% | +2,538 | New |
| Beacon Pointe Advisors, LLC | 2,500 | $303.0K | 0.01% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,460 | $298.0K | 0.01% | +2,460 | New |
| Stifel Financial Corp | 2,431 | $294.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,401 | $291.0K | 0.00% | +634+35.9% | Added |
| HighTower Advisors, LLC | 2,351 | $284.0K | 0.00% | +84+3.7% | Added |
| Susquehanna International Group, LLP | 2,327 | $282.0K | 0.00% | +2,327 | New |
| Cubist Systematic Strategies, LLC | 2,202 | $267.0K | 0.00% | −2,397−52.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,990 | $240.0K | 0.00% | −29−1.4% | Reduced |
| Victory Capital Management Inc | 1,917 | $232.0K | 0.00% | −57−2.9% | Reduced |
| Private Advisor Group, LLC | 1,814 | $220.0K | 0.00% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 1,748 | $212.0K | 0.05% | +1,748 | New |
| Weil Company, Inc. | 1,693 | $205.0K | 0.10% | −838−33.1% | Reduced |
| NEXT Financial Group, Inc | 1,564 | $189.0K | 0.01% | +197+14.4% | Added |
| Ameritas Investment Partners, Inc. | 1,469 | $178.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,324 | $160.0K | 0.07% | +767+137.7% | Added |
| Ensign Peak Advisors, Inc | 730 | $88.0K | 0.00% | +730 | New |
| Nisa Investment Advisors, LLC | 540 | $62.0K | 0.00% | +340+170.0% | Added |
| Steward Partners Investment Advisory, LLC | 403 | $49.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 400 | $48.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 355 | $43.0K | 0.03% | 00.0% | Unchanged |
| Macquarie Group Ltd | 323 | $39.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 249 | $30.0K | 0.00% | −14,334−98.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 220 | $27.0K | 0.01% | 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 |
| Tower Research Capital LLC (TRC) | 206 | $25.0K | 0.00% | −786−79.2% | Reduced |
| US Bancorp | 206 | $25.0K | 0.00% | 00.0% | Unchanged |
| Harding Loevner LP | 138 | $17.0K | 0.00% | +138 | New |
| Captrust Financial Advisors | 133 | $16.0K | 0.00% | +89+202.3% | Added |
| Simplex Trading, LLC | 123 | $14.0K | 0.00% | +55+80.9% | Added |
| Parallel Advisors, LLC | 119 | $14.0K | 0.00% | +94+376.0% | Added |
| HM Payson & Co | 89 | $11.0K | 0.00% | +89 | 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 |
| TCI Wealth Advisors, Inc. | 50 | $6.00K | 0.00% | +21+72.4% | Added |
| Tilia Fiduciary Partners, Inc. | 50 | $6.00K | 0.00% | +50 | New |
| Signaturefd, LLC | 42 | $5.00K | 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 |
| Koshinski Asset Management, Inc. | 28 | $3.39K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Rockefeller Capital Management L.P. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |