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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 2,944 | $267.0K | 0.00% | +1,132+62.5% | Added |
| Prudential Financial Inc | 2,815 | $255.0K | 0.00% | −10,865−79.4% | Reduced |
| ETF Managers Group, LLC | 2,689 | $247.0K | 0.01% | −134−4.7% | Reduced |
| Gyon Technologies Capital Management, LP | 2,670 | $242.0K | 0.07% | +2,670 | New |
| Public Employees Retirement Association of Colorado | 2,627 | $238.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Stifel Financial Corp | 2,471 | $224.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,401 | $218.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 2,294 | $208.0K | 0.00% | −1,871−44.9% | Reduced |
| ProShare Advisors LLC | 2,224 | $202.0K | 0.00% | −1,469−39.8% | Reduced |
| Wells Fargo & Company | 2,170 | $196.0K | 0.00% | −11,318−83.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,854 | $168.0K | 0.00% | +106+6.1% | Added |
| Quantbot Technologies LP | 1,498 | $135.0K | 0.01% | +18+1.2% | Added |
| State of Wyoming | 1,477 | $134.0K | 0.08% | +73+5.2% | Added |
| Ameritas Investment Partners, Inc. | 1,469 | $133.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,203 | $109.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 960 | $87.0K | 0.00% | −3,573−78.8% | Reduced |
| Nisa Investment Advisors, LLC | 822 | $75.0K | 0.00% | +440+115.2% | Added |
| Allspring Global Investments Holdings, LLC | 790 | $71.0K | 0.00% | −7,295−90.2% | Reduced |
| Castle Wealth Management LLC | 615 | $56.0K | 0.03% | +615 | New |
| Tower Research Capital LLC (TRC) | 496 | $45.0K | 0.00% | −3−0.6% | Reduced |
| FMR LLC | 379 | $35.0K | 0.00% | −43−10.2% | Reduced |
| US Bancorp | 322 | $29.0K | 0.00% | +217+206.7% | Added |
| Macquarie Group Ltd | 323 | $29.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 295 | $26.7K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 269 | $25.0K | 0.00% | −1,811−87.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 220 | $20.0K | 0.01% | +220 | New |
| Baillie Gifford & Co | 212 | $19.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 206 | $19.0K | 0.00% | +206 | New |
| Federated Hermes, Inc. | 187 | $17.0K | 0.00% | −154−45.2% | Reduced |
| Signaturefd, LLC | 153 | $14.0K | 0.00% | +103+206.0% | Added |
| Harding Loevner LP | 138 | $13.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Migdal Insurance & Financial Holdings Ltd. | 111 | $10.0K | 0.00% | +46+70.8% | Added |
| Allworth Financial LP | 90 | $8.00K | 0.00% | −17−15.9% | Reduced |
| Whittier Trust Co | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 50 | $5.00K | 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 |
| Rosenberg Matthew Hamilton | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −32,841−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −18,305−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −16,916−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,876−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −6,398−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −6,324−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −5,488−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,489−100.0% | Sold out |
| Jeneq Management, LP | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,330−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −3,996−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −3,927−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −3,456−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −2,954−100.0% | Sold out |
| YorkBridge Wealth Partners, LLC | 0 | $0 | 0.00% | −2,773−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −2,288−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −2,216−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −2,192−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −2,091−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −2,012−100.0% | Sold out |
| ARS Investment Partners, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,998−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −1,814−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |