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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 2,752 | $288.0K | 0.00% | −207−7.0% | Reduced |
| Envestnet Asset Management Inc | 2,675 | $280.0K | 0.00% | −300−10.1% | Reduced |
| Public Employees Retirement Association of Colorado | 2,627 | $275.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 2,600 | $272.3K | 0.00% | +2,600 | 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 |
| YorkBridge Wealth Partners, LLC | 2,512 | $263.0K | 0.07% | +2,512 | New |
| Beacon Pointe Advisors, LLC | 2,500 | $262.0K | 0.01% | −13−0.5% | Reduced |
| Independent Advisor Alliance | 2,479 | $260.0K | 0.02% | +2,479 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,401 | $251.0K | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 2,400 | $251.0K | 0.01% | +2,400 | New |
| Prudential Financial Inc | 2,325 | $243.0K | 0.00% | −490−17.4% | Reduced |
| Royal Bank of Canada | 2,202 | $231.0K | 0.00% | −742−25.2% | Reduced |
| ProShare Advisors LLC | 2,181 | $228.0K | 0.00% | −43−1.9% | Reduced |
| Quantamental Technologies LLC | 2,114 | $221.0K | 0.09% | +2,114 | New |
| Two Sigma Advisers, LP | 2,100 | $220.0K | 0.00% | −1,200−36.4% | Reduced |
| Wells Fargo & Company | 2,088 | $219.0K | 0.00% | −82−3.8% | Reduced |
| FDx Advisors, Inc. | 2,084 | $218.0K | 0.01% | −431−17.1% | Reduced |
| Victory Capital Management Inc | 2,038 | $213.0K | 0.00% | +2,038 | New |
| ETF Managers Group, LLC | 1,951 | $204.0K | 0.01% | −738−27.4% | Reduced |
| The PNC Financial Services Group, Inc. | 1,918 | $200.0K | 0.00% | +64+3.5% | Added |
| Ameritas Investment Partners, Inc. | 1,469 | $153.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,090 | $114.1K | 0.01% | −113−9.4% | Reduced |
| State of Wyoming | 1,054 | $110.0K | 0.05% | −423−28.6% | Reduced |
| Nisa Investment Advisors, LLC | 836 | $105.0K | 0.00% | +14+1.7% | Added |
| Allspring Global Investments Holdings, LLC | 743 | $77.0K | 0.00% | −47−5.9% | Reduced |
| Tower Research Capital LLC (TRC) | 710 | $74.0K | 0.00% | +214+43.1% | Added |
| Castle Wealth Management LLC | 615 | $64.0K | 0.04% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 510 | $53.0K | 0.00% | +323+172.7% | Added |
| FMR LLC | 488 | $51.0K | 0.00% | +109+28.8% | Added |
| Macquarie Group Ltd | 113 | $34.0K | 0.00% | −210−65.0% | Reduced |
| UBS Group AG | 279 | $30.0K | 0.00% | +10+3.7% | Added |
| Baillie Gifford & Co | 212 | $22.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 157 | $16.0K | 0.00% | +4+2.6% | Added |
| Harding Loevner LP | 138 | $14.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 111 | $12.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| FourThought Financial, LLC | 75 | $8.00K | 0.00% | +49+188.5% | Added |
| Whittier Trust Co | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 50 | $6.00K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 43 | $5.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 37 | $4.00K | 0.00% | +37 | New |
| Wipfli Financial Advisors LLC, | 41 | $4.00K | 0.00% | +41 | 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 |
| 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 |
| 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 |
| Abound Wealth Management | 4 | $419 | 0.00% | +4 | New |
| 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 |
| Skye Global Management LP | 0 | $0 | 0.00% | −163,875−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −12,833−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,544−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −5,847−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −3,750−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −3,324−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −3,018−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −2,670−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −2,471−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,498−100.0% | Sold out |
| Cascade Investment Advisors, Inc. | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |