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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −1−25.0% | Reduced |
| Rockefeller Capital Management L.P. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2 | $0 | 0.00% | +2 | New |
| First Horizon Advisors, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 7 | $1.00K | 0.00% | +7 | New |
| Glassman Wealth Services | 7 | $1.00K | 0.00% | +7 | New |
| Lindbrook Capital, LLC | 9 | $1.00K | 0.00% | +9 | New |
| TCWP LLC | 11 | $1.00K | 0.00% | +11 | New |
| McIlrath & Eck, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 28 | $3.17K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 36 | $4.00K | 0.00% | −83−69.7% | Reduced |
| Manchester Capital Management LLC | 31 | $4.00K | 0.00% | −1−3.1% | Reduced |
| CWM, LLC | 36 | $4.00K | 0.00% | +36 | New |
| FourThought Financial, LLC | 36 | $4.00K | 0.00% | +36 | New |
| Tilia Fiduciary Partners, Inc. | 50 | $6.00K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 50 | $6.00K | 0.00% | +8+19.0% | Added |
| Massmutual Trust Co FSB | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 65 | $7.00K | 0.00% | +1+1.6% | Added |
| Whittier Trust Co | 60 | $7.00K | 0.00% | +60 | New |
| US Bancorp | 105 | $12.0K | 0.00% | −101−49.0% | Reduced |
| Allworth Financial LP | 107 | $12.0K | 0.00% | +107 | New |
| Harding Loevner LP | 138 | $14.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 151 | $17.0K | 0.00% | +18+13.5% | Added |
| Aquatic Capital Management LLC | 200 | $23.0K | 0.03% | +200 | New |
| Baillie Gifford & Co | 212 | $24.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 225 | $25.0K | 0.00% | −178−44.2% | Reduced |
| Cascade Investment Advisors, Inc. | 295 | $33.4K | 0.02% | −60−16.9% | Reduced |
| Federated Hermes, Inc. | 341 | $39.0K | 0.00% | +341 | New |
| Nisa Investment Advisors, LLC | 382 | $43.0K | 0.00% | −158−29.3% | Reduced |
| FMR LLC | 422 | $48.0K | 0.00% | +399+1,734.8% | Added |
| Tower Research Capital LLC (TRC) | 499 | $57.0K | 0.00% | +293+142.2% | Added |
| Metropolitan Life Insurance Co | 1,203 | $136.2K | 0.00% | −3,545−74.7% | Reduced |
| State of Wyoming | 1,404 | $160.0K | 0.08% | +80+6.0% | Added |
| Ameritas Investment Partners, Inc. | 1,469 | $166.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,480 | $167.0K | 0.01% | +1,480 | New |
| BNP Paribas Arbitrage, SA | 1,654 | $187.2K | 0.00% | −2,489−60.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,748 | $199.0K | 0.00% | −242−12.2% | Reduced |
| Royal Bank of Canada | 1,812 | $205.0K | 0.00% | −2,371−56.7% | Reduced |
| Private Advisor Group, LLC | 1,814 | $205.0K | 0.00% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 2,000 | $226.0K | 0.02% | +2,000 | New |
| MQS Management LLC | 1,998 | $226.0K | 0.18% | +1,998 | New |
| Ergoteles LLC | 2,012 | $228.0K | 0.01% | +2,012 | New |
| HighTower Advisors, LLC | 2,091 | $234.0K | 0.00% | −260−11.1% | Reduced |
| UBS Group AG | 2,080 | $236.0K | 0.00% | −3,725−64.2% | Reduced |
| Algert Global LLC | 2,192 | $248.0K | 0.02% | +2,192 | New |
| Trexquant Investment LP | 2,216 | $251.0K | 0.01% | +2,216 | New |
| First Republic Investment Management, Inc. | 2,288 | $259.0K | 0.00% | −250−9.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,401 | $272.0K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 2,411 | $273.0K | 0.01% | +2,411 | New |
| Stifel Financial Corp | 2,471 | $280.0K | 0.00% | +40+1.6% | Added |
| Beacon Pointe Advisors, LLC | 2,500 | $283.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 2,600 | $294.0K | 0.00% | −1,200−31.6% | Reduced |
| Public Employees Retirement Association of Colorado | 2,627 | $297.0K | 0.00% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 2,773 | $314.0K | 0.07% | +1,025+58.6% | Added |
| Commonwealth Equity Services, LLC | 2,825 | $319.0K | 0.00% | +193+7.3% | Added |
| ETF Managers Group, LLC | 2,823 | $320.0K | 0.01% | −555−16.4% | Reduced |
| Eaton Vance Management | 2,954 | $334.0K | 0.00% | +2,954 | New |
| Amalgamated Bank | 3,120 | $353.0K | 0.00% | −217−6.5% | Reduced |
| Virtu Financial LLC | 3,118 | $353.0K | 0.03% | +3,118 | New |
| Amalgamated Financial Corp. | 3,120 | $353.0K | 0.00% | +3,120 | New |
| Gotham Asset Management, LLC | 3,230 | $366.0K | 0.01% | −53−1.6% | Reduced |
| Equitable Trust Co | 3,289 | $372.0K | 0.02% | +3,289 | New |
| Voloridge Investment Management, LLC | 3,456 | $391.0K | 0.00% | +3,456 | New |
| Principal Financial Group Inc | 3,462 | $392.0K | 0.00% | +222+6.9% | Added |
| Teacher Retirement System of Texas | 3,528 | $399.0K | 0.00% | +143+4.2% | Added |
| FDx Advisors, Inc. | 3,563 | $403.0K | 0.01% | +1,103+44.8% | Added |
| IndexIQ Advisors LLC | 3,593 | $407.0K | 0.01% | +3,593 | New |
| Ensign Peak Advisors, Inc | 3,670 | $415.0K | 0.00% | +2,940+402.7% | Added |
| ProShare Advisors LLC | 3,693 | $418.0K | 0.00% | −598−13.9% | Reduced |
| Simplex Trading, LLC | 3,716 | $420.0K | 0.01% | +3,593+2,921.1% | Added |
| Caxton Associates LP | 3,927 | $445.0K | 0.04% | +199+5.3% | Added |
| Raymond James & Associates | 3,996 | $452.0K | 0.00% | −77−1.9% | Reduced |
| Ameriprise Financial Inc | 3,988 | $452.0K | 0.00% | −20−0.5% | Reduced |
| Quent Capital, LLC | 4,018 | $455.0K | 0.08% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 4,129 | $467.0K | 0.00% | +1,802+77.4% | Added |
| American Century Companies Inc | 4,165 | $472.0K | 0.00% | −2,499−37.5% | Reduced |
| Graham Capital Management, L.P. | 4,330 | $490.0K | 0.02% | +4,330 | New |
| Jeneq Management, LP | 4,400 | $498.0K | 0.13% | +4,400 | New |
| Envestnet Asset Management Inc | 4,410 | $499.0K | 0.00% | +174+4.1% | Added |
| State of Wisconsin Investment Board | 4,500 | $509.0K | 0.00% | +4,500 | New |
| Barclays PLC | 4,533 | $513.0K | 0.00% | −20,044−81.6% | Reduced |
| Jane Street Group, LLC | 4,527 | $513.0K | 0.00% | +1,886+71.4% | Added |
| Advisor Group Holdings, Inc. | 4,533 | $514.0K | 0.00% | +376+9.0% | Added |
| Arizona State Retirement System | 4,675 | $529.0K | 0.00% | +75+1.6% | Added |
| Schonfeld Strategic Advisors LLC | 4,800 | $543.0K | 0.01% | +4,800 | New |
| Two Sigma Advisers, LP | 4,900 | $555.0K | 0.00% | +4,900 | New |
| Dynamic Technology Lab Private Ltd | 4,990 | $565.0K | 0.07% | +4,990 | New |
| Jacobs Levy Equity Management, Inc | 5,488 | $621.0K | 0.00% | +5,488 | New |
| Quadrature Capital Ltd | 5,489 | $621.0K | 0.02% | +5,489 | New |
| Oppenheimer Asset Management Inc. | 5,553 | $629.0K | 0.01% | +788+16.5% | Added |
| KCM Investment Advisors LLC | 5,800 | $657.0K | 0.02% | +15+0.3% | Added |
| Evanson Asset Management, LLC | 6,000 | $679.0K | 0.07% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 6,193 | $701.0K | 0.00% | +606+10.8% | Added |
| Marshall Wace, LLP | 6,324 | $716.0K | 0.00% | +6,324 | New |
| Qube Research & Technologies Ltd | 6,398 | $724.0K | 0.01% | +6,398 | New |
| United Capital Financial Advisers, LLC | 7,438 | $842.0K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 7,497 | $849.0K | 0.07% | 00.0% | Unchanged |
| Voya Investment Management LLC | 7,496 | $849.0K | 0.00% | +120+1.6% | Added |