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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | +2+100.0% | Added |
| Abound Wealth Management | 4 | $419 | 0.00% | +4 | New |
| CWM, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| US Bancorp | 18 | $2.00K | 0.00% | −304−94.4% | Reduced |
| Bell Investment Advisors, Inc | 15 | $2.00K | 0.00% | −32−68.1% | Reduced |
| Manchester Capital Management LLC | 18 | $2.00K | 0.00% | −5−21.7% | Reduced |
| McIlrath & Eck, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 16 | $2.00K | 0.00% | +13+433.3% | Added |
| Adirondack Retirement Specialists, Inc. | 18 | $2.00K | 0.00% | +18 | New |
| Dark Forest Capital Management LP | 18 | $2.00K | 0.00% | +18 | New |
| Rosenberg Matthew Hamilton | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 29 | $3.00K | 0.00% | +29 | New |
| FinTrust Capital Advisors, LLC | 37 | $4.00K | 0.00% | +37 | New |
| Wipfli Financial Advisors LLC, | 41 | $4.00K | 0.00% | +41 | New |
| TCI Wealth Advisors, Inc. | 43 | $5.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 50 | $6.00K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 75 | $8.00K | 0.00% | +49+188.5% | Added |
| Steward Partners Investment Advisory, LLC | 90 | $9.00K | 0.00% | −46−33.8% | Reduced |
| Allworth Financial LP | 90 | $9.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 111 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harding Loevner LP | 138 | $14.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 157 | $16.0K | 0.00% | +4+2.6% | Added |
| Baillie Gifford & Co | 212 | $22.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 279 | $30.0K | 0.00% | +10+3.7% | Added |
| Macquarie Group Ltd | 113 | $34.0K | 0.00% | −210−65.0% | Reduced |
| FMR LLC | 488 | $51.0K | 0.00% | +109+28.8% | Added |
| Federated Hermes, Inc. | 510 | $53.0K | 0.00% | +323+172.7% | Added |
| Castle Wealth Management LLC | 615 | $64.0K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 710 | $74.0K | 0.00% | +214+43.1% | Added |
| Allspring Global Investments Holdings, LLC | 743 | $77.0K | 0.00% | −47−5.9% | Reduced |
| Nisa Investment Advisors, LLC | 836 | $105.0K | 0.00% | +14+1.7% | Added |
| State of Wyoming | 1,054 | $110.0K | 0.05% | −423−28.6% | Reduced |
| Metropolitan Life Insurance Co | 1,090 | $114.1K | 0.01% | −113−9.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,469 | $153.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,918 | $200.0K | 0.00% | +64+3.5% | Added |
| ETF Managers Group, LLC | 1,951 | $204.0K | 0.01% | −738−27.4% | Reduced |
| Victory Capital Management Inc | 2,038 | $213.0K | 0.00% | +2,038 | New |
| FDx Advisors, Inc. | 2,084 | $218.0K | 0.01% | −431−17.1% | Reduced |
| Wells Fargo & Company | 2,088 | $219.0K | 0.00% | −82−3.8% | Reduced |
| Two Sigma Advisers, LP | 2,100 | $220.0K | 0.00% | −1,200−36.4% | Reduced |
| Quantamental Technologies LLC | 2,114 | $221.0K | 0.09% | +2,114 | New |
| ProShare Advisors LLC | 2,181 | $228.0K | 0.00% | −43−1.9% | Reduced |
| Royal Bank of Canada | 2,202 | $231.0K | 0.00% | −742−25.2% | Reduced |
| Prudential Financial Inc | 2,325 | $243.0K | 0.00% | −490−17.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,401 | $251.0K | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 2,400 | $251.0K | 0.01% | +2,400 | New |
| Independent Advisor Alliance | 2,479 | $260.0K | 0.02% | +2,479 | New |
| Beacon Pointe Advisors, LLC | 2,500 | $262.0K | 0.01% | −13−0.5% | Reduced |
| YorkBridge Wealth Partners, LLC | 2,512 | $263.0K | 0.07% | +2,512 | New |
| KCM Investment Advisors LLC | 2,600 | $272.0K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 2,600 | $272.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 2,600 | $272.3K | 0.00% | +2,600 | New |
| Public Employees Retirement Association of Colorado | 2,627 | $275.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 2,675 | $280.0K | 0.00% | −300−10.1% | Reduced |
| Teacher Retirement System of Texas | 2,752 | $288.0K | 0.00% | −207−7.0% | Reduced |
| Principal Financial Group Inc | 2,773 | $290.0K | 0.00% | −185−6.3% | Reduced |
| Gsa Capital Partners LLP | 2,839 | $297.0K | 0.04% | +2,839 | New |
| Jane Street Group, LLC | 2,942 | $308.0K | 0.00% | −6,936−70.2% | Reduced |
| DC Investments Management, LLC | 3,032 | $318.0K | 0.73% | 00.0% | Unchanged |
| Amalgamated Bank | 3,056 | $320.0K | 0.00% | +47+1.6% | Added |
| Commonwealth Equity Services, LLC | 3,078 | $322.0K | 0.00% | +110+3.7% | Added |
| Barclays PLC | 3,213 | $337.0K | 0.00% | +2,253+234.7% | Added |
| Gotham Asset Management, LLC | 3,229 | $338.0K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,300 | $345.0K | 0.01% | +3,300 | New |
| Citigroup Inc | 3,439 | $360.0K | 0.00% | −2,179−38.8% | Reduced |
| Oppenheimer Asset Management Inc. | 3,669 | $384.0K | 0.01% | −306−7.7% | Reduced |
| Virtu Financial LLC | 3,830 | $401.0K | 0.04% | −637−14.3% | Reduced |
| American Century Companies Inc | 3,861 | $404.0K | 0.00% | +1,567+68.3% | Added |
| Verition Fund Management LLC | 3,879 | $406.0K | 0.01% | +3,879 | New |
| Ameriprise Financial Inc | 3,968 | $415.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,131 | $433.0K | 0.00% | −59−1.4% | Reduced |
| Ensign Peak Advisors, Inc | 4,200 | $440.0K | 0.00% | +530+14.4% | Added |
| New York Life Investment Management LLC | 4,445 | $465.0K | 0.01% | +326+7.9% | Added |
| Quent Capital, LLC | 5,018 | $525.0K | 0.11% | 00.0% | Unchanged |
| Arizona State Retirement System | 5,180 | $542.0K | 0.01% | +233+4.7% | Added |
| Engineers Gate Manager LP | 5,514 | $577.0K | 0.04% | −6,733−55.0% | Reduced |
| Simplex Trading, LLC | 5,529 | $578.0K | 0.02% | −1,017−15.5% | Reduced |
| Susquehanna International Group, LLP | 5,712 | $598.0K | 0.00% | +358+6.7% | Added |
| Tudor Investment Corp Et Al | 5,732 | $600.0K | 0.01% | −560−8.9% | Reduced |
| Equitable Trust Co | 5,949 | $623.0K | 0.05% | −487−7.6% | Reduced |
| Evanson Asset Management, LLC | 6,000 | $628.0K | 0.08% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 6,352 | $665.0K | 0.00% | −6,177−49.3% | Reduced |
| Squarepoint Ops LLC | 6,478 | $678.0K | 0.01% | −7,649−54.1% | Reduced |
| SG Americas Securities, LLC | 6,761 | $708.0K | 0.01% | −7,783−53.5% | Reduced |
| BNP Paribas Arbitrage, SA | 7,001 | $733.1K | 0.00% | +2,746+64.5% | Added |
| United Capital Financial Advisers, LLC | 7,338 | $768.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 7,509 | $786.0K | 0.00% | −885−10.5% | Reduced |
| State Board of Administration of Florida Retirement System | 7,566 | $792.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 7,910 | $828.3K | 0.00% | −132−1.6% | Reduced |
| Holocene Advisors, LP | 8,195 | $858.0K | 0.01% | +756+10.2% | Added |
| Capital Impact Advisors, LLC | 7,363 | $869.0K | 0.87% | +666+9.9% | Added |
| Deutsche Bank AG | 8,565 | $897.0K | 0.00% | −1,919−18.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 8,900 | $932.0K | 0.01% | +1,800+25.4% | Added |