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, 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
- −$323.1M (−18.1%) 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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 2 | $0 | 0.00% | −5−71.4% | Reduced |
| Lindbrook Capital, LLC | 3 | $0 | 0.00% | −6−66.7% | Reduced |
| Rockefeller Capital Management L.P. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| CWM, LLC | 11 | $1.00K | 0.00% | −25−69.4% | Reduced |
| First Horizon Advisors, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8 | $1.00K | 0.00% | +6+300.0% | Added |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | +8 | New |
| Manchester Capital Management LLC | 23 | $2.00K | 0.00% | −8−25.8% | Reduced |
| Parallel Advisors, LLC | 25 | $2.00K | 0.00% | −11−30.6% | Reduced |
| FourThought Financial, LLC | 26 | $2.00K | 0.00% | −10−27.8% | Reduced |
| McIlrath & Eck, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 43 | $4.00K | 0.00% | +43 | New |
| Bell Investment Advisors, Inc | 47 | $4.00K | 0.00% | +47 | New |
| Whittier Trust Co | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 90 | $8.00K | 0.00% | −17−15.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 111 | $10.0K | 0.00% | +46+70.8% | Added |
| Steward Partners Investment Advisory, LLC | 136 | $12.0K | 0.00% | −89−39.6% | Reduced |
| Captrust Financial Advisors | 137 | $12.0K | 0.00% | −14−9.3% | Reduced |
| Harding Loevner LP | 138 | $13.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 153 | $14.0K | 0.00% | +103+206.0% | Added |
| Federated Hermes, Inc. | 187 | $17.0K | 0.00% | −154−45.2% | Reduced |
| Baillie Gifford & Co | 212 | $19.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 206 | $19.0K | 0.00% | +206 | New |
| Total Clarity Wealth Management, Inc. | 220 | $20.0K | 0.01% | +220 | New |
| UBS Group AG | 269 | $25.0K | 0.00% | −1,811−87.1% | Reduced |
| Cascade Investment Advisors, Inc. | 295 | $26.7K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 322 | $29.0K | 0.00% | +217+206.7% | Added |
| Macquarie Group Ltd | 323 | $29.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 379 | $35.0K | 0.00% | −43−10.2% | Reduced |
| Tower Research Capital LLC (TRC) | 496 | $45.0K | 0.00% | −3−0.6% | Reduced |
| Castle Wealth Management LLC | 615 | $56.0K | 0.03% | +615 | New |
| Allspring Global Investments Holdings, LLC | 790 | $71.0K | 0.00% | −7,295−90.2% | Reduced |
| Nisa Investment Advisors, LLC | 822 | $75.0K | 0.00% | +440+115.2% | Added |
| Barclays PLC | 960 | $87.0K | 0.00% | −3,573−78.8% | Reduced |
| Metropolitan Life Insurance Co | 1,203 | $109.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,469 | $133.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,477 | $134.0K | 0.08% | +73+5.2% | Added |
| Quantbot Technologies LP | 1,498 | $135.0K | 0.01% | +18+1.2% | Added |
| The PNC Financial Services Group, Inc. | 1,854 | $168.0K | 0.00% | +106+6.1% | Added |
| Wells Fargo & Company | 2,170 | $196.0K | 0.00% | −11,318−83.9% | Reduced |
| ProShare Advisors LLC | 2,224 | $202.0K | 0.00% | −1,469−39.8% | Reduced |
| American Century Companies Inc | 2,294 | $208.0K | 0.00% | −1,871−44.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,401 | $218.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 2,471 | $224.0K | 0.00% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,515 | $228.0K | 0.01% | −1,048−29.4% | Reduced |
| Beacon Pointe Advisors, LLC | 2,513 | $228.0K | 0.00% | +13+0.5% | Added |
| KCM Investment Advisors LLC | 2,600 | $236.0K | 0.01% | −3,200−55.2% | Reduced |
| Handelsbanken Fonder AB | 2,600 | $236.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,627 | $238.0K | 0.00% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 2,670 | $242.0K | 0.07% | +2,670 | New |
| ETF Managers Group, LLC | 2,689 | $247.0K | 0.01% | −134−4.7% | Reduced |
| Prudential Financial Inc | 2,815 | $255.0K | 0.00% | −10,865−79.4% | Reduced |
| Royal Bank of Canada | 2,944 | $267.0K | 0.00% | +1,132+62.5% | Added |
| Teacher Retirement System of Texas | 2,959 | $268.0K | 0.00% | −569−16.1% | Reduced |
| Principal Financial Group Inc | 2,958 | $268.0K | 0.00% | −504−14.6% | Reduced |
| Commonwealth Equity Services, LLC | 2,968 | $269.0K | 0.00% | +143+5.1% | Added |
| Envestnet Asset Management Inc | 2,975 | $270.0K | 0.00% | −1,435−32.5% | Reduced |
| Amalgamated Bank | 3,009 | $273.0K | 0.00% | −111−3.6% | Reduced |
| DC Investments Management, LLC | 3,032 | $275.0K | 0.62% | +3,032 | New |
| Neuberger Berman Group LLC | 3,018 | $283.0K | 0.00% | +3,018 | New |
| Gotham Asset Management, LLC | 3,229 | $293.0K | 0.01% | −10.0% | Reduced |
| Two Sigma Advisers, LP | 3,300 | $299.0K | 0.00% | −1,600−32.7% | Reduced |
| Janus Henderson Group PLC | 3,324 | $301.0K | 0.00% | −13,404−80.1% | Reduced |
| Ensign Peak Advisors, Inc | 3,670 | $333.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 3,975 | $360.0K | 0.01% | −1,578−28.4% | Reduced |
| Ameriprise Financial Inc | 3,968 | $360.0K | 0.00% | −20−0.5% | Reduced |
| New York Life Investment Management LLC | 4,119 | $373.0K | 0.00% | +4,119 | New |
| Advisor Group Holdings, Inc. | 4,190 | $381.0K | 0.00% | −343−7.6% | Reduced |
| Bank of Montreal | 3,750 | $383.0K | 0.00% | +3,750 | New |
| BNP Paribas Arbitrage, SA | 4,255 | $385.7K | 0.00% | +2,601+157.3% | Added |
| Virtu Financial LLC | 4,467 | $405.0K | 0.03% | +1,349+43.3% | Added |
| Arizona State Retirement System | 4,947 | $448.0K | 0.00% | +272+5.8% | Added |
| Quent Capital, LLC | 5,018 | $455.0K | 0.10% | +1,000+24.9% | Added |
| Susquehanna International Group, LLP | 5,354 | $485.0K | 0.00% | +1,225+29.7% | Added |
| Citigroup Inc | 5,618 | $510.0K | 0.00% | −2,802−33.3% | Reduced |
| Woodline Partners LP | 5,847 | $530.0K | 0.01% | +5,847 | New |
| Bank of America Corp | 5,942 | $539.0K | 0.00% | −4,338−42.2% | Reduced |
| Evanson Asset Management, LLC | 6,000 | $544.0K | 0.06% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 6,292 | $570.0K | 0.02% | −10,165−61.8% | Reduced |
| Equitable Trust Co | 6,436 | $583.0K | 0.04% | +3,147+95.7% | Added |
| Simplex Trading, LLC | 6,546 | $593.0K | 0.02% | +2,830+76.2% | Added |
| Capital Impact Advisors, LLC | 6,697 | $607.0K | 0.56% | −4,015−37.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,100 | $644.0K | 0.01% | +2,300+47.9% | Added |
| United Capital Financial Advisers, LLC | 7,338 | $665.0K | 0.00% | −100−1.3% | Reduced |
| Holocene Advisors, LP | 7,439 | $674.0K | 0.00% | −7,487−50.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,544 | $684.0K | 0.08% | +2,554+51.2% | Added |
| State Board of Administration of Florida Retirement System | 7,566 | $686.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 8,000 | $725.0K | 0.00% | −7,179−47.3% | Reduced |
| Manufacturers Life Insurance Company, The | 8,042 | $728.9K | 0.00% | −76−0.9% | Reduced |
| Occudo Quantitative Strategies LP | 8,318 | $754.0K | 0.06% | +821+11.0% | Added |
| AQR Capital Management LLC | 8,394 | $761.0K | 0.00% | −189−2.2% | Reduced |
| American International Group, Inc. | 8,918 | $808.0K | 0.01% | −547−5.8% | Reduced |
| Price T Rowe Associates Inc | 9,054 | $821.0K | 0.00% | +2,861+46.2% | Added |
| MetLife Investment Management | 9,835 | $891.4K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 9,878 | $895.0K | 0.00% | +5,351+118.2% | Added |
| Deutsche Bank AG | 10,484 | $950.0K | 0.00% | −1,373−11.6% | Reduced |
| ClariVest Asset Management LLC | 10,894 | $988.0K | 0.04% | +10,887+155,528.6% | Added |