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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, 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.

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: 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 heldQ2 2022: $1.46B
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, 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
Invesco Ltd.10,948$992.0K0.00%−3,448−24.0%Reduced
Man Group plc–$1.11M0.00%––
Engineers Gate Manager LP12,247$1.11M0.04%+2,020+19.8%Added
State of Wisconsin Investment Board12,529$1.14M0.00%+8,029+178.4%Added
Versor Investments LP12,833$1.16M0.04%+10,422+432.3%Added
Squarepoint Ops LLC14,127$1.28M0.01%+4,993+54.7%Added
SG Americas Securities, LLC14,544$1.32M0.02%+6,299+76.4%Added
Credit Suisse AG15,174$1.38M0.00%−977−6.0%Reduced
Legal & General Group Plc16,346$1.48M0.00%+206+1.3%Added
JPMorgan Chase & Co19,641$1.78M0.00%+3,682+23.1%Added
UBS Asset Management Americas Inc20,697$1.88M0.00%+500+2.5%Added
D. E. Shaw & Co., Inc.21,562$1.95M0.00%+6,006+38.6%Added
Cubist Systematic Strategies, LLC22,340$2.02M0.02%−7,467−25.1%Reduced
Rhumbline Advisers22,392$2.03M0.00%+2,464+12.4%Added
State of New Jersey Common Pension Fund D23,338$2.12M0.01%+23,338New
California State Teachers Retirement System23,717$2.15M0.00%+860+3.8%Added
Mission Wealth Management, LP24,918$2.26M0.12%00.0%Unchanged
Alliancebernstein L.P.25,190$2.28M0.00%+353+1.4%Added
Ingalls & Snyder LLC26,100$2.37M0.12%−5,573−17.6%Reduced
Voya Investment Management LLC35,533$3.22M0.01%+28,037+374.0%Added
Swiss National Bank43,100$3.91M0.00%+2,200+5.4%Added
Millennium Management LLC48,075$4.36M0.01%+21,357+79.9%Added
Nuveen Asset Management, LLC54,713$4.96M0.00%−80.0%Reduced
Great West Life Assurance Co56,611$5.13M0.01%+2,937+5.5%Added
Polen Capital Management LLC62,330$5.65M0.01%−58,589−48.5%Reduced
Russell Investments Group, Ltd.63,327$5.74M0.01%+1,370+2.2%Added
Blair William & Co72,786$6.60M0.03%−168−0.2%Reduced
Goldman Sachs Group Inc72,944$6.61M0.00%−26,538−26.7%Reduced
Eagle Asset Management Inc84,819$7.69M0.05%+29,563+53.5%Added
12 West Capital Management LP90,000$8.16M0.70%+5,000+5.9%Added
Greenstone Partners & Co., LLC102,968$9.33M9.95%+19,194+22.9%Added
Renaissance Technologies LLC108,900$9.87M0.01%+90,600+495.1%Added
Morgan Stanley125,756$11.4M0.00%−34,899−21.7%Reduced
Ranger Investment Management, L.P.127,778$11.6M0.88%−2,480−1.9%Reduced
Charles Schwab Investment Management Inc140,117$12.7M0.00%+1,140+0.8%Added
Skye Global Management LP163,875$14.9M0.32%−23,625−12.6%Reduced
Insight Holdings Group, LLC171,911$15.6M0.32%+16,000+10.3%Added
Nellore Capital Management LLC175,280$15.9M4.24%+33,342+23.5%Added
Bank of New York Mellon Corp181,444$16.4M0.00%+6,018+3.4%Added
Norges Bank183,784$16.7M0.00%−6,123−3.2%Reduced
Northern Trust Corp188,084$17.0M0.00%−1,670−0.9%Reduced
Dimensional Fund Advisors LP208,152$18.9M0.01%−13,252−6.0%Reduced
First Trust Advisors LP223,488$20.3M0.03%−58,232−20.7%Reduced
Capital Research Global Investors267,626$24.3M0.01%−275,214−50.7%Reduced
Ownership Capital B.V.289,936$26.3M0.45%+12,453+4.5%Added
Geode Capital Management, LLC343,609$31.1M0.00%+2,595+0.8%Added
Long Walk Management LP367,576$33.3M32.13%+22,650+6.6%Added
Gilder Gagnon Howe & Co LLC398,302$36.1M0.64%−369−0.1%Reduced
State Street Corp408,426$37.0M0.00%−500−0.1%Reduced
New York State Common Retirement Fund442,191$40.1M0.05%−546−0.1%Reduced
Dynamo Internacional Gestao de Recursos Ltda.846,716$76.7M12.08%+82,533+10.8%Added
Echo Street Capital Management LLC1,095,413$99.3M0.90%+643,119+142.2%Added
BlackRock Inc.1,270,222$115.1M0.00%+20,832+1.7%Added
Vanguard Group Inc1,770,532$160.5M0.00%+79,209+4.7%Added
Ashe Capital Management, LP1,975,577$179.1M16.36%00.0%Unchanged
Brown Capital Management LLC3,170,021$287.3M3.85%−131,264−4.0%Reduced
Two Sigma Investments, LP0$00.00%−32,841−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−18,305−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−16,916−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−12,876−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−6,398−100.0%Sold out
Marshall Wace, LLP0$00.00%−6,324−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−5,488−100.0%Sold out
Quadrature Capital Ltd0$00.00%−5,489−100.0%Sold out
Jeneq Management, LP0$00.00%−4,400−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−4,330−100.0%Sold out
Raymond James & Associates0$00.00%−3,996−100.0%Sold out
Caxton Associates LP0$00.00%−3,927−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−3,456−100.0%Sold out
Eaton Vance Management0$00.00%−2,954−100.0%Sold out
YorkBridge Wealth Partners, LLC0$00.00%−2,773−100.0%Sold out
First Republic Investment Management, Inc.0$00.00%−2,288−100.0%Sold out
Trexquant Investment LP0$00.00%−2,216−100.0%Sold out
Algert Global LLC0$00.00%−2,192−100.0%Sold out
HighTower Advisors, LLC0$00.00%−2,091−100.0%Sold out
Ergoteles LLC0$00.00%−2,012−100.0%Sold out
ARS Investment Partners, LLC0$00.00%−2,000−100.0%Sold out
MQS Management LLC0$00.00%−1,998−100.0%Sold out
Private Advisor Group, LLC0$00.00%−1,814−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−200−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−65−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−28−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−17−100.0%Sold out
TCWP LLC0$00.00%−11−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed
IndexIQ Advisors LLC––––Not filed
Amalgamated Financial Corp.––––Not filed