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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
American International Group, Inc.9,045$947.0K0.01%+127+1.4%Added
MetLife Investment Management10,494$1.10M0.01%+659+6.7%Added
ClariVest Asset Management LLC10,861$1.14M0.05%−33−0.3%Reduced
HRT Financial LP11,181$1.17M0.01%+11,181New
Price T Rowe Associates Inc11,700$1.23M0.00%+2,646+29.2%Added
Occudo Quantitative Strategies LP11,803$1.24M0.10%+3,485+41.9%Added
Man Group plc12,070$1.26M0.01%––
Invesco Ltd.12,370$1.29M0.00%+1,422+13.0%Added
Bank of America Corp14,844$1.55M0.00%+8,902+149.8%Added
Credit Suisse AG15,279$1.60M0.00%+105+0.7%Added
UBS Asset Management Americas Inc16,742$1.75M0.00%−3,955−19.1%Reduced
Legal & General Group Plc16,998$1.78M0.00%+652+4.0%Added
Cubist Systematic Strategies, LLC17,189$1.80M0.01%−5,151−23.1%Reduced
D. E. Shaw & Co., Inc.17,726$1.86M0.00%−3,836−17.8%Reduced
Algert Global LLC18,739$1.96M0.12%+18,739New
JPMorgan Chase & Co19,907$2.08M0.00%+266+1.4%Added
Ingalls & Snyder LLC21,210$2.22M0.12%−4,890−18.7%Reduced
Millennium Management LLC21,993$2.30M0.00%−26,082−54.3%Reduced
State of New Jersey Common Pension Fund D23,338$2.44M0.01%00.0%Unchanged
California State Teachers Retirement System23,925$2.50M0.00%+208+0.9%Added
Rhumbline Advisers24,277$2.54M0.00%+1,885+8.4%Added
Alliancebernstein L.P.24,344$2.55M0.00%−846−3.4%Reduced
Pragma Gestao de Patrimonio Ltd25,000$2.62M1.87%+25,000New
Baker Avenue Asset Management, LP25,928$2.71M0.18%+25,928New
Goldman Sachs Group Inc30,709$3.22M0.00%−42,235−57.9%Reduced
Mission Wealth Management, LP33,586$3.52M0.19%+8,668+34.8%Added
Swiss National Bank45,200$4.73M0.00%+2,100+4.9%Added
Voya Investment Management LLC46,145$4.83M0.01%+10,612+29.9%Added
Great West Life Assurance Co47,586$4.98M0.01%−9,025−15.9%Reduced
Nuveen Asset Management, LLC53,432$5.59M0.00%−1,281−2.3%Reduced
Russell Investments Group, Ltd.64,159$6.72M0.01%+832+1.3%Added
Fred Alger Management, LLC68,685$7.19M0.04%+68,685New
Polen Capital Management LLC69,356$7.26M0.02%+7,026+11.3%Added
Blair William & Co70,497$7.38M0.03%−2,289−3.1%Reduced
Eagle Asset Management Inc87,328$9.14M0.06%+2,509+3.0%Added
Renaissance Technologies LLC96,000$10.1M0.01%−12,900−11.8%Reduced
Greenstone Partners & Co., LLC115,678$12.1M12.17%+12,710+12.3%Added
Capital Research Global Investors121,943$12.8M0.00%−145,683−54.4%Reduced
Morgan Stanley126,993$13.3M0.00%+1,237+1.0%Added
Ranger Investment Management, L.P.133,194$13.9M1.10%+5,416+4.2%Added
Charles Schwab Investment Management Inc136,497$14.3M0.01%−3,620−2.6%Reduced
Norges Bank159,425$16.7M0.00%−24,359−13.3%Reduced
Bank of New York Mellon Corp171,448$18.0M0.00%−9,996−5.5%Reduced
Insight Holdings Group, LLC171,911$18.0M0.36%00.0%Unchanged
Long Path Partners LP173,558$18.2M9.74%+173,558New
Nellore Capital Management LLC175,280$18.4M4.65%00.0%Unchanged
Northern Trust Corp182,680$19.1M0.00%−5,404−2.9%Reduced
Dimensional Fund Advisors LP199,364$20.9M0.01%−8,788−4.2%Reduced
First Trust Advisors LP217,251$22.8M0.03%−6,237−2.8%Reduced
Long Walk Management LP256,000$26.8M25.76%−111,576−30.4%Reduced
Ownership Capital B.V.269,954$28.3M0.55%−19,982−6.9%Reduced
12 West Capital Management LP309,000$32.4M2.85%+219,000+243.3%Added
Geode Capital Management, LLC340,839$35.7M0.01%−2,770−0.8%Reduced
Gilder Gagnon Howe & Co LLC397,340$41.6M0.73%−962−0.2%Reduced
State Street Corp412,571$43.2M0.00%+4,145+1.0%Added
New York State Common Retirement Fund442,232$46.3M0.07%+410.0%Added
Dynamo Internacional Gestao de Recursos Ltda.748,609$85.7M12.12%−98,107−11.6%Reduced
BlackRock Inc.1,250,410$130.9M0.00%−19,812−1.6%Reduced
Echo Street Capital Management LLC1,317,426$138.0M1.32%+222,013+20.3%Added
Vanguard Group Inc1,787,418$187.2M0.01%+16,886+1.0%Added
Ashe Capital Management, LP1,975,577$206.9M19.76%00.0%Unchanged
Brown Capital Management LLC3,155,516$330.4M4.63%−14,505−0.5%Reduced
Skye Global Management LP0$00.00%−163,875−100.0%Sold out
Versor Investments LP0$00.00%−12,833−100.0%Sold out
Citadel Advisors LLC0$00.00%−8,000−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−7,544−100.0%Sold out
Woodline Partners LP0$00.00%−5,847−100.0%Sold out
Bank of Montreal0$00.00%−3,750−100.0%Sold out
Janus Henderson Group PLC0$00.00%−3,324−100.0%Sold out
Neuberger Berman Group LLC0$00.00%−3,018−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−2,670−100.0%Sold out
Stifel Financial Corp0$00.00%−2,471−100.0%Sold out
Quantbot Technologies LP0$00.00%−1,498−100.0%Sold out
Cascade Investment Advisors, Inc.0$00.00%−295−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−220−100.0%Sold out
Walleye Trading LLC0$00.00%−206−100.0%Sold out
Captrust Financial Advisors0$00.00%−137−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−8−100.0%Sold out