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 |
|---|---|---|---|---|---|
| Caxton Associates LP | 3,927 | $445.0K | 0.04% | +199+5.3% | Added |
| Simplex Trading, LLC | 3,716 | $420.0K | 0.01% | +3,593+2,921.1% | Added |
| ProShare Advisors LLC | 3,693 | $418.0K | 0.00% | −598−13.9% | Reduced |
| Ensign Peak Advisors, Inc | 3,670 | $415.0K | 0.00% | +2,940+402.7% | Added |
| IndexIQ Advisors LLC | 3,593 | $407.0K | 0.01% | +3,593 | New |
| FDx Advisors, Inc. | 3,563 | $403.0K | 0.01% | +1,103+44.8% | Added |
| Teacher Retirement System of Texas | 3,528 | $399.0K | 0.00% | +143+4.2% | Added |
| Principal Financial Group Inc | 3,462 | $392.0K | 0.00% | +222+6.9% | Added |
| Voloridge Investment Management, LLC | 3,456 | $391.0K | 0.00% | +3,456 | New |
| Equitable Trust Co | 3,289 | $372.0K | 0.02% | +3,289 | New |
| Gotham Asset Management, LLC | 3,230 | $366.0K | 0.01% | −53−1.6% | Reduced |
| 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 |
| Eaton Vance Management | 2,954 | $334.0K | 0.00% | +2,954 | New |
| ETF Managers Group, LLC | 2,823 | $320.0K | 0.01% | −555−16.4% | Reduced |
| Commonwealth Equity Services, LLC | 2,825 | $319.0K | 0.00% | +193+7.3% | Added |
| YorkBridge Wealth Partners, LLC | 2,773 | $314.0K | 0.07% | +1,025+58.6% | Added |
| Public Employees Retirement Association of Colorado | 2,627 | $297.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 2,600 | $294.0K | 0.00% | −1,200−31.6% | Reduced |
| Beacon Pointe Advisors, LLC | 2,500 | $283.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 2,471 | $280.0K | 0.00% | +40+1.6% | Added |
| Versor Investments LP | 2,411 | $273.0K | 0.01% | +2,411 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,401 | $272.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 2,288 | $259.0K | 0.00% | −250−9.9% | Reduced |
| Trexquant Investment LP | 2,216 | $251.0K | 0.01% | +2,216 | New |
| Algert Global LLC | 2,192 | $248.0K | 0.02% | +2,192 | New |
| UBS Group AG | 2,080 | $236.0K | 0.00% | −3,725−64.2% | Reduced |
| HighTower Advisors, LLC | 2,091 | $234.0K | 0.00% | −260−11.1% | Reduced |
| Ergoteles LLC | 2,012 | $228.0K | 0.01% | +2,012 | New |
| 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 |
| 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 |
| The PNC Financial Services Group, Inc. | 1,748 | $199.0K | 0.00% | −242−12.2% | Reduced |
| BNP Paribas Arbitrage, SA | 1,654 | $187.2K | 0.00% | −2,489−60.1% | Reduced |
| Quantbot Technologies LP | 1,480 | $167.0K | 0.01% | +1,480 | New |
| Ameritas Investment Partners, Inc. | 1,469 | $166.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,404 | $160.0K | 0.08% | +80+6.0% | Added |
| Metropolitan Life Insurance Co | 1,203 | $136.2K | 0.00% | −3,545−74.7% | Reduced |
| Tower Research Capital LLC (TRC) | 499 | $57.0K | 0.00% | +293+142.2% | Added |
| FMR LLC | 422 | $48.0K | 0.00% | +399+1,734.8% | Added |
| Nisa Investment Advisors, LLC | 382 | $43.0K | 0.00% | −158−29.3% | Reduced |
| Federated Hermes, Inc. | 341 | $39.0K | 0.00% | +341 | New |
| Cascade Investment Advisors, Inc. | 295 | $33.4K | 0.02% | −60−16.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 225 | $25.0K | 0.00% | −178−44.2% | Reduced |
| Baillie Gifford & Co | 212 | $24.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $23.0K | 0.03% | +200 | New |
| Captrust Financial Advisors | 151 | $17.0K | 0.00% | +18+13.5% | Added |
| Harding Loevner LP | 138 | $14.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 105 | $12.0K | 0.00% | −101−49.0% | Reduced |
| Allworth Financial LP | 107 | $12.0K | 0.00% | +107 | New |
| 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 |
| Tilia Fiduciary Partners, Inc. | 50 | $6.00K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 50 | $6.00K | 0.00% | +8+19.0% | Added |
| 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 |
| Koshinski Asset Management, Inc. | 28 | $3.17K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Macquarie Group Ltd | 323 | – | – | 00.0% | Unchanged |
| Capital World Investors | 0 | $0 | 0.00% | −262,842−100.0% | Sold out |
| Long Path Partners Fund, LP | 0 | $0 | 0.00% | −52,345−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −9,121−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Mountain Capital Investment Advisors, Inc | 0 | $0 | 0.00% | −6,038−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −3,912−100.0% | Sold out |
| Spearhead Capital Advisors, LLC | 0 | $0 | 0.00% | −2,992−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −2,981−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −2,757−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −1,917−100.0% | Sold out |
| Weil Company, Inc. | 0 | $0 | 0.00% | −1,693−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |