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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 $3.78B in total; no superinvestor holds it.

13F holders, Q2 2022

Institutional positions in Appfolio Inc as of Jun 30, 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
156
−15 vs. Q1 2022
Shares held
16.1M
+341.2K (+2.2%) vs. Q1 2022
Total value
$1.46B
−$5.21B (−78.1%) vs. Q1 2022
New holders
13
56 more added
Sold out
28
64 more reduced

3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 156 institutions
Q1 2021: 158 institutionsQ2 2021: 160 institutionsQ3 2021: 155 institutionsQ4 2021: 150 institutionsQ1 2022: 174 institutionsQ2 2022: 156 institutionsQ3 2022: 163 institutionsQ4 2022: 188 institutionsQ1 2023: 193 institutionsQ2 2023: 214 institutionsQ3 2023: 246 institutionsQ4 2023: 296 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 heldQ2 2022: $1.46B
Q1 2021: $2.29BQ2 2021: $2.29BQ3 2021: $1.93BQ4 2021: $1.95BQ1 2022: $6.67BQ2 2022: $1.46BQ3 2022: $1.70BQ4 2022: $1.67BQ1 2023: $2.05BQ2 2023: $2.78BQ3 2023: $3.04BQ4 2023: $3.15BQ1 2024: $5.18BQ2 2024: $4.71BQ3 2024: $4.54BQ4 2024: $4.70BQ1 2025: $4.39BQ2 2025: $4.75BQ3 2025: $5.53BQ4 2025: $4.88BQ1 2026: $3.41BQ2 2026: $3.78B
Institutions holding APPF and their total value by quarter
QuarterHoldersValue
Q2 2026394$3.78B
Q1 2026399$3.41B
Q4 2025404$4.88B
Q3 2025411$5.53B
Q2 2025385$4.75B
Q1 2025381$4.39B
Q4 2024388$4.70B
Q3 2024385$4.54B
Q2 2024391$4.71B
Q1 2024366$5.18B
Q4 2023296$3.15B
Q3 2023246$3.04B
Q2 2023214$2.78B
Q1 2023193$2.05B
Q4 2022188$1.67B
Q3 2022163$1.70B
Q2 2022156$1.46B
Q1 2022174$6.67B
Q4 2021150$1.95B
Q3 2021155$1.93B
Q2 2021160$2.29B
Q1 2021158$2.29B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q1 2022.

Institutions holding APPF in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Brown Capital Management LLC3,170,021$287.3M3.85%−131,264−4.0%Reduced
Ashe Capital Management, LP1,975,577$179.1M16.36%00.0%Unchanged
Vanguard Group Inc1,770,532$160.5M0.00%+79,209+4.7%Added
BlackRock Inc.1,270,222$115.1M0.00%+20,832+1.7%Added
Echo Street Capital Management LLC1,095,413$99.3M0.90%+643,119+142.2%Added
Dynamo Internacional Gestao de Recursos Ltda.846,716$76.7M12.08%+82,533+10.8%Added
New York State Common Retirement Fund442,191$40.1M0.05%−546−0.1%Reduced
State Street Corp408,426$37.0M0.00%−500−0.1%Reduced
Gilder Gagnon Howe & Co LLC398,302$36.1M0.64%−369−0.1%Reduced
Long Walk Management LP367,576$33.3M32.13%+22,650+6.6%Added
Geode Capital Management, LLC343,609$31.1M0.00%+2,595+0.8%Added
Ownership Capital B.V.289,936$26.3M0.45%+12,453+4.5%Added
Capital Research Global Investors267,626$24.3M0.01%−275,214−50.7%Reduced
First Trust Advisors LP223,488$20.3M0.03%−58,232−20.7%Reduced
Dimensional Fund Advisors LP208,152$18.9M0.01%−13,252−6.0%Reduced
Northern Trust Corp188,084$17.0M0.00%−1,670−0.9%Reduced
Norges Bank183,784$16.7M0.00%−6,123−3.2%Reduced
Bank of New York Mellon Corp181,444$16.4M0.00%+6,018+3.4%Added
Nellore Capital Management LLC175,280$15.9M4.24%+33,342+23.5%Added
Insight Holdings Group, LLC171,911$15.6M0.32%+16,000+10.3%Added
Skye Global Management LP163,875$14.9M0.32%−23,625−12.6%Reduced
Charles Schwab Investment Management Inc140,117$12.7M0.00%+1,140+0.8%Added
Ranger Investment Management, L.P.127,778$11.6M0.88%−2,480−1.9%Reduced
Morgan Stanley125,756$11.4M0.00%−34,899−21.7%Reduced
Renaissance Technologies LLC108,900$9.87M0.01%+90,600+495.1%Added
Greenstone Partners & Co., LLC102,968$9.33M9.95%+19,194+22.9%Added
12 West Capital Management LP90,000$8.16M0.70%+5,000+5.9%Added
Eagle Asset Management Inc84,819$7.69M0.05%+29,563+53.5%Added
Goldman Sachs Group Inc72,944$6.61M0.00%−26,538−26.7%Reduced
Blair William & Co72,786$6.60M0.03%−168−0.2%Reduced
Russell Investments Group, Ltd.63,327$5.74M0.01%+1,370+2.2%Added
Polen Capital Management LLC62,330$5.65M0.01%−58,589−48.5%Reduced
Great West Life Assurance Co56,611$5.13M0.01%+2,937+5.5%Added
Nuveen Asset Management, LLC54,713$4.96M0.00%−80.0%Reduced
Millennium Management LLC48,075$4.36M0.01%+21,357+79.9%Added
Swiss National Bank43,100$3.91M0.00%+2,200+5.4%Added
Voya Investment Management LLC35,533$3.22M0.01%+28,037+374.0%Added
Ingalls & Snyder LLC26,100$2.37M0.12%−5,573−17.6%Reduced
Alliancebernstein L.P.25,190$2.28M0.00%+353+1.4%Added
Mission Wealth Management, LP24,918$2.26M0.12%00.0%Unchanged
California State Teachers Retirement System23,717$2.15M0.00%+860+3.8%Added
State of New Jersey Common Pension Fund D23,338$2.12M0.01%+23,338New
Rhumbline Advisers22,392$2.03M0.00%+2,464+12.4%Added
Cubist Systematic Strategies, LLC22,340$2.02M0.02%−7,467−25.1%Reduced
D. E. Shaw & Co., Inc.21,562$1.95M0.00%+6,006+38.6%Added
UBS Asset Management Americas Inc20,697$1.88M0.00%+500+2.5%Added
JPMorgan Chase & Co19,641$1.78M0.00%+3,682+23.1%Added
Legal & General Group Plc16,346$1.48M0.00%+206+1.3%Added
Credit Suisse AG15,174$1.38M0.00%−977−6.0%Reduced
SG Americas Securities, LLC14,544$1.32M0.02%+6,299+76.4%Added
Squarepoint Ops LLC14,127$1.28M0.01%+4,993+54.7%Added
Versor Investments LP12,833$1.16M0.04%+10,422+432.3%Added
State of Wisconsin Investment Board12,529$1.14M0.00%+8,029+178.4%Added
Engineers Gate Manager LP12,247$1.11M0.04%+2,020+19.8%Added
Man Group plc–$1.11M0.00%––
Invesco Ltd.10,948$992.0K0.00%−3,448−24.0%Reduced
ClariVest Asset Management LLC10,894$988.0K0.04%+10,887+155,528.6%Added
Deutsche Bank AG10,484$950.0K0.00%−1,373−11.6%Reduced
Jane Street Group, LLC9,878$895.0K0.00%+5,351+118.2%Added
MetLife Investment Management9,835$891.4K0.01%00.0%Unchanged
Price T Rowe Associates Inc9,054$821.0K0.00%+2,861+46.2%Added
American International Group, Inc.8,918$808.0K0.01%−547−5.8%Reduced
AQR Capital Management LLC8,394$761.0K0.00%−189−2.2%Reduced
Occudo Quantitative Strategies LP8,318$754.0K0.06%+821+11.0%Added
Manufacturers Life Insurance Company, The8,042$728.9K0.00%−76−0.9%Reduced
Citadel Advisors LLC8,000$725.0K0.00%−7,179−47.3%Reduced
State Board of Administration of Florida Retirement System7,566$686.0K0.00%00.0%Unchanged
Dynamic Technology Lab Private Ltd7,544$684.0K0.08%+2,554+51.2%Added
Holocene Advisors, LP7,439$674.0K0.00%−7,487−50.2%Reduced
United Capital Financial Advisers, LLC7,338$665.0K0.00%−100−1.3%Reduced
Schonfeld Strategic Advisors LLC7,100$644.0K0.01%+2,300+47.9%Added
Capital Impact Advisors, LLC6,697$607.0K0.56%−4,015−37.5%Reduced
Simplex Trading, LLC6,546$593.0K0.02%+2,830+76.2%Added
Equitable Trust Co6,436$583.0K0.04%+3,147+95.7%Added
Tudor Investment Corp Et Al6,292$570.0K0.02%−10,165−61.8%Reduced
Evanson Asset Management, LLC6,000$544.0K0.06%00.0%Unchanged
Bank of America Corp5,942$539.0K0.00%−4,338−42.2%Reduced
Woodline Partners LP5,847$530.0K0.01%+5,847New
Citigroup Inc5,618$510.0K0.00%−2,802−33.3%Reduced
Susquehanna International Group, LLP5,354$485.0K0.00%+1,225+29.7%Added
Quent Capital, LLC5,018$455.0K0.10%+1,000+24.9%Added
Arizona State Retirement System4,947$448.0K0.00%+272+5.8%Added
Virtu Financial LLC4,467$405.0K0.03%+1,349+43.3%Added
BNP Paribas Arbitrage, SA4,255$385.7K0.00%+2,601+157.3%Added
Bank of Montreal3,750$383.0K0.00%+3,750New
Advisor Group Holdings, Inc.4,190$381.0K0.00%−343−7.6%Reduced
New York Life Investment Management LLC4,119$373.0K0.00%+4,119New
Oppenheimer Asset Management Inc.3,975$360.0K0.01%−1,578−28.4%Reduced
Ameriprise Financial Inc3,968$360.0K0.00%−20−0.5%Reduced
Ensign Peak Advisors, Inc3,670$333.0K0.00%00.0%Unchanged
Janus Henderson Group PLC3,324$301.0K0.00%−13,404−80.1%Reduced
Two Sigma Advisers, LP3,300$299.0K0.00%−1,600−32.7%Reduced
Gotham Asset Management, LLC3,229$293.0K0.01%−10.0%Reduced
Neuberger Berman Group LLC3,018$283.0K0.00%+3,018New
DC Investments Management, LLC3,032$275.0K0.62%+3,032New
Amalgamated Bank3,009$273.0K0.00%−111−3.6%Reduced
Envestnet Asset Management Inc2,975$270.0K0.00%−1,435−32.5%Reduced
Commonwealth Equity Services, LLC2,968$269.0K0.00%+143+5.1%Added
Teacher Retirement System of Texas2,959$268.0K0.00%−569−16.1%Reduced
Principal Financial Group Inc2,958$268.0K0.00%−504−14.6%Reduced