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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, Q3 2022

Institutional positions in Appfolio Inc as of Sep 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
162
+6 vs. Q2 2022
Shares held
16.1M
+56.1K (+0.3%) vs. Q2 2022
Total value
$1.70B
+$238.5M (+16.4%) vs. Q2 2022
New holders
22
47 more added
Sold out
16
60 more reduced

Compare with Q2 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 holdersQ3 2022: 162 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 heldQ3 2022: $1.70B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q2 2022.

Institutions holding APPF in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Brown Capital Management LLC3,155,516$330.4M4.63%−14,505−0.5%Reduced
Ashe Capital Management, LP1,975,577$206.9M19.76%00.0%Unchanged
Vanguard Group Inc1,787,418$187.2M0.01%+16,886+1.0%Added
Echo Street Capital Management LLC1,317,426$138.0M1.32%+222,013+20.3%Added
BlackRock Inc.1,250,410$130.9M0.00%−19,812−1.6%Reduced
Dynamo Internacional Gestao de Recursos Ltda.748,609$85.7M12.12%−98,107−11.6%Reduced
New York State Common Retirement Fund442,232$46.3M0.07%+410.0%Added
State Street Corp412,571$43.2M0.00%+4,145+1.0%Added
Gilder Gagnon Howe & Co LLC397,340$41.6M0.73%−962−0.2%Reduced
Geode Capital Management, LLC340,839$35.7M0.01%−2,770−0.8%Reduced
12 West Capital Management LP309,000$32.4M2.85%+219,000+243.3%Added
Ownership Capital B.V.269,954$28.3M0.55%−19,982−6.9%Reduced
Long Walk Management LP256,000$26.8M25.76%−111,576−30.4%Reduced
First Trust Advisors LP217,251$22.8M0.03%−6,237−2.8%Reduced
Dimensional Fund Advisors LP199,364$20.9M0.01%−8,788−4.2%Reduced
Northern Trust Corp182,680$19.1M0.00%−5,404−2.9%Reduced
Nellore Capital Management LLC175,280$18.4M4.65%00.0%Unchanged
Long Path Partners LP173,558$18.2M9.74%+173,558New
Insight Holdings Group, LLC171,911$18.0M0.36%00.0%Unchanged
Bank of New York Mellon Corp171,448$18.0M0.00%−9,996−5.5%Reduced
Norges Bank159,425$16.7M0.00%−24,359−13.3%Reduced
Charles Schwab Investment Management Inc136,497$14.3M0.01%−3,620−2.6%Reduced
Ranger Investment Management, L.P.133,194$13.9M1.10%+5,416+4.2%Added
Morgan Stanley126,993$13.3M0.00%+1,237+1.0%Added
Capital Research Global Investors121,943$12.8M0.00%−145,683−54.4%Reduced
Greenstone Partners & Co., LLC115,678$12.1M12.17%+12,710+12.3%Added
Renaissance Technologies LLC96,000$10.1M0.01%−12,900−11.8%Reduced
Eagle Asset Management Inc87,328$9.14M0.06%+2,509+3.0%Added
Blair William & Co70,497$7.38M0.03%−2,289−3.1%Reduced
Polen Capital Management LLC69,356$7.26M0.02%+7,026+11.3%Added
Fred Alger Management, LLC68,685$7.19M0.04%+68,685New
Russell Investments Group, Ltd.64,159$6.72M0.01%+832+1.3%Added
Nuveen Asset Management, LLC53,432$5.59M0.00%−1,281−2.3%Reduced
Great West Life Assurance Co47,586$4.98M0.01%−9,025−15.9%Reduced
Voya Investment Management LLC46,145$4.83M0.01%+10,612+29.9%Added
Swiss National Bank45,200$4.73M0.00%+2,100+4.9%Added
Mission Wealth Management, LP33,586$3.52M0.19%+8,668+34.8%Added
Goldman Sachs Group Inc30,709$3.22M0.00%−42,235−57.9%Reduced
Baker Avenue Asset Management, LP25,928$2.71M0.18%+25,928New
Pragma Gestao de Patrimonio Ltd25,000$2.62M1.87%+25,000New
Alliancebernstein L.P.24,344$2.55M0.00%−846−3.4%Reduced
Rhumbline Advisers24,277$2.54M0.00%+1,885+8.4%Added
California State Teachers Retirement System23,925$2.50M0.00%+208+0.9%Added
State of New Jersey Common Pension Fund D23,338$2.44M0.01%00.0%Unchanged
Millennium Management LLC21,993$2.30M0.00%−26,082−54.3%Reduced
Ingalls & Snyder LLC21,210$2.22M0.12%−4,890−18.7%Reduced
JPMorgan Chase & Co19,907$2.08M0.00%+266+1.4%Added
Algert Global LLC18,739$1.96M0.12%+18,739New
D. E. Shaw & Co., Inc.17,726$1.86M0.00%−3,836−17.8%Reduced
Cubist Systematic Strategies, LLC17,189$1.80M0.01%−5,151−23.1%Reduced
Legal & General Group Plc16,998$1.78M0.00%+652+4.0%Added
UBS Asset Management Americas Inc16,742$1.75M0.00%−3,955−19.1%Reduced
Credit Suisse AG15,279$1.60M0.00%+105+0.7%Added
Bank of America Corp14,844$1.55M0.00%+8,902+149.8%Added
Invesco Ltd.12,370$1.29M0.00%+1,422+13.0%Added
Man Group plc12,070$1.26M0.01%––
Occudo Quantitative Strategies LP11,803$1.24M0.10%+3,485+41.9%Added
Price T Rowe Associates Inc11,700$1.23M0.00%+2,646+29.2%Added
HRT Financial LP11,181$1.17M0.01%+11,181New
ClariVest Asset Management LLC10,861$1.14M0.05%−33−0.3%Reduced
MetLife Investment Management10,494$1.10M0.01%+659+6.7%Added
American International Group, Inc.9,045$947.0K0.01%+127+1.4%Added
Schonfeld Strategic Advisors LLC8,900$932.0K0.01%+1,800+25.4%Added
Deutsche Bank AG8,565$897.0K0.00%−1,919−18.3%Reduced
Capital Impact Advisors, LLC7,363$869.0K0.87%+666+9.9%Added
Holocene Advisors, LP8,195$858.0K0.01%+756+10.2%Added
Manufacturers Life Insurance Company, The7,910$828.3K0.00%−132−1.6%Reduced
State Board of Administration of Florida Retirement System7,566$792.0K0.00%00.0%Unchanged
AQR Capital Management LLC7,509$786.0K0.00%−885−10.5%Reduced
United Capital Financial Advisers, LLC7,338$768.0K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA7,001$733.1K0.00%+2,746+64.5%Added
SG Americas Securities, LLC6,761$708.0K0.01%−7,783−53.5%Reduced
Squarepoint Ops LLC6,478$678.0K0.01%−7,649−54.1%Reduced
State of Wisconsin Investment Board6,352$665.0K0.00%−6,177−49.3%Reduced
Evanson Asset Management, LLC6,000$628.0K0.08%00.0%Unchanged
Equitable Trust Co5,949$623.0K0.05%−487−7.6%Reduced
Tudor Investment Corp Et Al5,732$600.0K0.01%−560−8.9%Reduced
Susquehanna International Group, LLP5,712$598.0K0.00%+358+6.7%Added
Simplex Trading, LLC5,529$578.0K0.02%−1,017−15.5%Reduced
Engineers Gate Manager LP5,514$577.0K0.04%−6,733−55.0%Reduced
Arizona State Retirement System5,180$542.0K0.01%+233+4.7%Added
Quent Capital, LLC5,018$525.0K0.11%00.0%Unchanged
New York Life Investment Management LLC4,445$465.0K0.01%+326+7.9%Added
Ensign Peak Advisors, Inc4,200$440.0K0.00%+530+14.4%Added
Advisor Group Holdings, Inc.4,131$433.0K0.00%−59−1.4%Reduced
Ameriprise Financial Inc3,968$415.0K0.00%00.0%Unchanged
Verition Fund Management LLC3,879$406.0K0.01%+3,879New
American Century Companies Inc3,861$404.0K0.00%+1,567+68.3%Added
Virtu Financial LLC3,830$401.0K0.04%−637−14.3%Reduced
Oppenheimer Asset Management Inc.3,669$384.0K0.01%−306−7.7%Reduced
Citigroup Inc3,439$360.0K0.00%−2,179−38.8%Reduced
Jump Financial, LLC3,300$345.0K0.01%+3,300New
Gotham Asset Management, LLC3,229$338.0K0.01%00.0%Unchanged
Barclays PLC3,213$337.0K0.00%+2,253+234.7%Added
Commonwealth Equity Services, LLC3,078$322.0K0.00%+110+3.7%Added
Amalgamated Bank3,056$320.0K0.00%+47+1.6%Added
DC Investments Management, LLC3,032$318.0K0.73%00.0%Unchanged
Jane Street Group, LLC2,942$308.0K0.00%−6,936−70.2%Reduced
Gsa Capital Partners LLP2,839$297.0K0.04%+2,839New
Principal Financial Group Inc2,773$290.0K0.00%−185−6.3%Reduced