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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, Q1 2022

Institutional positions in Appfolio Inc as of Mar 31, 2022. 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
174
+26 vs. Q4 2021
Shares held
15.8M
−317.4K (−2.0%) vs. Q4 2021
Total value
$1.78B
−$162.3M (−8.3%) vs. Q4 2021
New holders
43
53 more added
Sold out
17
56 more reduced

2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 174 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 heldQ1 2022: $1.78B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q4 2021.

Institutions holding APPF in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Brown Capital Management LLC3,301,285$373.7M3.72%+7,606+0.2%Added
Ashe Capital Management, LP1,975,577$223.7M15.62%00.0%Unchanged
Vanguard Group Inc1,691,323$191.5M0.00%−8,967−0.5%Reduced
BlackRock Inc.1,249,390$141.4M0.00%+2290.0%Added
Dynamo Internacional Gestao de Recursos Ltda.764,183$86.5M10.10%−29,864−3.8%Reduced
Capital Research Global Investors542,840$61.5M0.02%−458,737−45.8%Reduced
Echo Street Capital Management LLC452,294$51.2M0.37%−11,684−2.5%Reduced
New York State Common Retirement Fund442,737$50.1M0.05%+916+0.2%Added
State Street Corp408,926$46.3M0.00%+3,877+1.0%Added
Gilder Gagnon Howe & Co LLC398,671$45.1M0.42%−1,878−0.5%Reduced
Long Walk Management LP344,926$39.0M30.63%−13,811−3.8%Reduced
Geode Capital Management, LLC341,014$38.6M0.00%+10,708+3.2%Added
First Trust Advisors LP281,720$31.9M0.03%−49,659−15.0%Reduced
Ownership Capital B.V.277,483$31.4M0.41%−7,647−2.7%Reduced
Dimensional Fund Advisors LP221,404$25.1M0.01%−384−0.2%Reduced
Norges Bank189,907$21.5M0.00%+32,000+20.3%Added
Northern Trust Corp189,754$21.5M0.00%−7,439−3.8%Reduced
Skye Global Management LP187,500$21.2M0.35%+57,000+43.7%Added
Bank of New York Mellon Corp175,426$19.9M0.00%−79,286−31.1%Reduced
Morgan Stanley160,655$18.2M0.00%+33,450+26.3%Added
Insight Holdings Group, LLC155,911$17.7M0.24%+122,411+365.4%Added
Nellore Capital Management LLC141,938$16.1M3.64%+141,938New
Charles Schwab Investment Management Inc138,977$15.7M0.00%+3,585+2.6%Added
Ranger Investment Management, L.P.130,258$14.7M0.93%+3,310+2.6%Added
Polen Capital Management LLC120,919$13.7M0.03%−5,692−4.5%Reduced
Goldman Sachs Group Inc99,482$11.3M0.00%+31,764+46.9%Added
12 West Capital Management LP85,000$9.62M0.59%+85,000New
Greenstone Partners & Co., LLC83,774$9.48M8.14%+27,652+49.3%Added
Blair William & Co72,954$8.26M0.03%+1,664+2.3%Added
Russell Investments Group, Ltd.61,957$7.01M0.01%+2,352+3.9%Added
Eagle Asset Management Inc55,256$6.25M0.03%−7,728−12.3%Reduced
Great West Life Assurance Co53,674$6.22M0.01%−36,808−40.7%Reduced
Nuveen Asset Management, LLC54,721$6.12M0.00%−325−0.6%Reduced
Swiss National Bank40,900$4.63M0.00%+3,300+8.8%Added
Two Sigma Investments, LP32,841$3.72M0.01%+32,841New
Ingalls & Snyder LLC31,673$3.59M0.16%−1,630−4.9%Reduced
Cubist Systematic Strategies, LLC29,807$3.37M0.03%+27,605+1,253.6%Added
Millennium Management LLC26,718$3.02M0.00%+26,718New
Mission Wealth Management, LP24,918$2.82M0.13%−20−0.1%Reduced
Alliancebernstein L.P.24,837$2.81M0.00%+110+0.4%Added
California State Teachers Retirement System22,857$2.59M0.00%−2,006−8.1%Reduced
UBS Asset Management Americas Inc20,197$2.29M0.00%00.0%Unchanged
Rhumbline Advisers19,928$2.26M0.00%+535+2.8%Added
Renaissance Technologies LLC18,300$2.07M0.00%+18,300New
Assenagon Asset Management S.A.18,305$2.07M0.01%+18,305New
Healthcare of Ontario Pension Plan Trust Fund16,916$1.92M0.01%+16,700+7,731.5%Added
Janus Henderson Group PLC16,728$1.89M0.00%−5,976−26.3%Reduced
Tudor Investment Corp Et Al16,457$1.86M0.05%+60+0.4%Added
Credit Suisse AG16,151$1.83M0.00%+2,297+16.6%Added
Legal & General Group Plc16,140$1.83M0.00%+1,436+9.8%Added
JPMorgan Chase & Co15,959$1.81M0.00%−50,973−76.2%Reduced
Parametric Portfolio Associates LLC15,594$1.76M0.00%−416−2.6%Reduced
D. E. Shaw & Co., Inc.15,556$1.76M0.00%+15,556New
Citadel Advisors LLC15,179$1.72M0.00%+7,671+102.2%Added
Holocene Advisors, LP14,926$1.69M0.01%−467−3.0%Reduced
Invesco Ltd.14,396$1.63M0.00%+2,134+17.4%Added
Prudential Financial Inc13,680$1.55M0.00%+13,680New
Wells Fargo & Company13,488$1.53M0.00%−6,598−32.8%Reduced
Balyasny Asset Management LLC12,876$1.46M0.01%+12,876New
Man Group plc12,082$1.37M0.00%+18+0.1%Added
Deutsche Bank AG11,857$1.34M0.00%−1,030−8.0%Reduced
Capital Impact Advisors, LLC10,712$1.21M0.88%−2,131−16.6%Reduced
Bank of America Corp10,280$1.16M0.00%−2,948−22.3%Reduced
Engineers Gate Manager LP10,227$1.16M0.05%+5,443+113.8%Added
MetLife Investment Management9,835$1.11M0.01%+3,545+56.4%Added
American International Group, Inc.9,465$1.07M0.01%−666−6.6%Reduced
Squarepoint Ops LLC9,134$1.03M0.01%−612−6.3%Reduced
AQR Capital Management LLC8,583$972.0K0.00%−292−3.3%Reduced
Citigroup Inc8,420$953.0K0.00%−5,010−37.3%Reduced
SG Americas Securities, LLC8,245$933.0K0.01%+4,418+115.4%Added
Manufacturers Life Insurance Company, The8,118$919.0K0.00%−1,732−17.6%Reduced
Allspring Global Investments Holdings, LLC8,085$915.0K0.00%−56−0.7%Reduced
State Board of Administration of Florida Retirement System7,566$857.0K0.00%−920−10.8%Reduced
Occudo Quantitative Strategies LP7,497$849.0K0.07%00.0%Unchanged
Voya Investment Management LLC7,496$849.0K0.00%+120+1.6%Added
United Capital Financial Advisers, LLC7,438$842.0K0.00%00.0%Unchanged
Qube Research & Technologies Ltd6,398$724.0K0.01%+6,398New
Marshall Wace, LLP6,324$716.0K0.00%+6,324New
Price T Rowe Associates Inc6,193$701.0K0.00%+606+10.8%Added
Evanson Asset Management, LLC6,000$679.0K0.07%00.0%Unchanged
KCM Investment Advisors LLC5,800$657.0K0.02%+15+0.3%Added
Oppenheimer Asset Management Inc.5,553$629.0K0.01%+788+16.5%Added
Jacobs Levy Equity Management, Inc5,488$621.0K0.00%+5,488New
Quadrature Capital Ltd5,489$621.0K0.02%+5,489New
Dynamic Technology Lab Private Ltd4,990$565.0K0.07%+4,990New
Two Sigma Advisers, LP4,900$555.0K0.00%+4,900New
Schonfeld Strategic Advisors LLC4,800$543.0K0.01%+4,800New
Arizona State Retirement System4,675$529.0K0.00%+75+1.6%Added
Advisor Group Holdings, Inc.4,533$514.0K0.00%+376+9.0%Added
Barclays PLC4,533$513.0K0.00%−20,044−81.6%Reduced
Jane Street Group, LLC4,527$513.0K0.00%+1,886+71.4%Added
State of Wisconsin Investment Board4,500$509.0K0.00%+4,500New
Envestnet Asset Management Inc4,410$499.0K0.00%+174+4.1%Added
Jeneq Management, LP4,400$498.0K0.13%+4,400New
Graham Capital Management, L.P.4,330$490.0K0.02%+4,330New
American Century Companies Inc4,165$472.0K0.00%−2,499−37.5%Reduced
Susquehanna International Group, LLP4,129$467.0K0.00%+1,802+77.4%Added
Quent Capital, LLC4,018$455.0K0.08%00.0%Unchanged
Raymond James & Associates3,996$452.0K0.00%−77−1.9%Reduced
Ameriprise Financial Inc3,988$452.0K0.00%−20−0.5%Reduced