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 $3.78B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Appfolio Inc as of Dec 31, 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
- 188
- +28 vs. Q3 2022
- Shares held
- 15.9M
- −270.1K (−1.7%) vs. Q3 2022
- Total value
- $1.67B
- −$25.1M (−1.5%) vs. Q3 2022
- New holders
- 48
- 64 more added
- Sold out
- 20
- 53 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $3.78B |
| Q1 2026 | 399 | $3.41B |
| Q4 2025 | 404 | $4.88B |
| Q3 2025 | 411 | $5.53B |
| Q2 2025 | 385 | $4.75B |
| Q1 2025 | 381 | $4.39B |
| Q4 2024 | 388 | $4.70B |
| Q3 2024 | 385 | $4.54B |
| Q2 2024 | 391 | $4.71B |
| Q1 2024 | 366 | $5.18B |
| Q4 2023 | 296 | $3.15B |
| Q3 2023 | 246 | $3.04B |
| Q2 2023 | 214 | $2.78B |
| Q1 2023 | 193 | $2.05B |
| Q4 2022 | 188 | $1.67B |
| Q3 2022 | 163 | $1.70B |
| Q2 2022 | 156 | $1.46B |
| Q1 2022 | 174 | $6.67B |
| Q4 2021 | 150 | $1.95B |
| Q3 2021 | 155 | $1.93B |
| Q2 2021 | 160 | $2.29B |
| Q1 2021 | 158 | $2.29B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brown Capital Management LLC | 2,800,675 | $295.1M | 4.88% | −354,841−11.2% | Reduced |
| Vanguard Group Inc | 1,834,444 | $193.3M | 0.01% | +47,026+2.6% | Added |
| Ashe Capital Management, LP | 1,639,403 | $172.8M | 18.96% | −336,174−17.0% | Reduced |
| Echo Street Capital Management LLC | 1,478,675 | $155.8M | 1.51% | +161,249+12.2% | Added |
| BlackRock Inc. | 1,463,205 | $154.2M | 0.00% | +212,795+17.0% | Added |
| Fred Alger Management, LLC | 497,164 | $52.4M | 0.28% | +428,479+623.8% | Added |
| New York State Common Retirement Fund | 442,363 | $46.6M | 0.06% | +1310.0% | Added |
| Dynamo Internacional Gestao de Recursos Ltda. | 432,618 | $45.6M | 6.14% | −315,991−42.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 397,457 | $41.9M | 0.78% | +1170.0% | Added |
| State Street Corp | 393,874 | $41.5M | 0.00% | −18,697−4.5% | Reduced |
| Geode Capital Management, LLC | 355,437 | $37.5M | 0.01% | +14,598+4.3% | Added |
| 12 West Capital Management LP | 300,000 | $31.6M | 3.20% | −9,000−2.9% | Reduced |
| Long Walk Management LP | 192,000 | $20.2M | 21.80% | −64,000−25.0% | Reduced |
| Northern Trust Corp | 186,516 | $19.7M | 0.00% | +3,836+2.1% | Added |
| First Trust Advisors LP | 185,545 | $19.5M | 0.02% | −31,706−14.6% | Reduced |
| Nellore Capital Management LLC | 175,280 | $18.5M | 4.54% | 00.0% | Unchanged |
| Insight Holdings Group, LLC | 171,911 | $18.1M | 0.38% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 170,640 | $18.0M | 0.00% | −808−0.5% | Reduced |
| Norges Bank | 163,725 | $17.3M | 0.00% | +4,300+2.7% | Added |
| DF Dent & Co Inc | 159,126 | $16.8M | 0.25% | +159,126 | New |
| Dimensional Fund Advisors LP | 159,063 | $16.8M | 0.01% | −40,301−20.2% | Reduced |
| Charles Schwab Investment Management Inc | 140,347 | $14.8M | 0.00% | +3,850+2.8% | Added |
| Ranger Investment Management, L.P. | 137,133 | $14.5M | 1.07% | +3,939+3.0% | Added |
| Morgan Stanley | 121,774 | $12.8M | 0.00% | −5,219−4.1% | Reduced |
| Shannon River Fund Management LLC | 120,437 | $12.7M | 4.03% | +120,437 | New |
| Renaissance Technologies LLC | 116,500 | $12.3M | 0.02% | +20,500+21.4% | Added |
| Greenstone Partners & Co., LLC | 115,678 | $12.2M | 11.40% | 00.0% | Unchanged |
| Long Path Partners LP | 112,188 | $11.8M | 5.14% | −61,370−35.4% | Reduced |
| Eagle Asset Management Inc | 87,166 | $9.34M | 0.06% | −162−0.2% | Reduced |
| Blair William & Co | 67,941 | $7.16M | 0.03% | −2,556−3.6% | Reduced |
| Russell Investments Group, Ltd. | 62,219 | $6.56M | 0.01% | −1,940−3.0% | Reduced |
| Polen Capital Management LLC | 59,086 | $6.23M | 0.02% | −10,270−14.8% | Reduced |
| Goldman Sachs Group Inc | 55,914 | $5.89M | 0.00% | +25,205+82.1% | Added |
| Nuveen Asset Management, LLC | 51,782 | $5.46M | 0.00% | −1,650−3.1% | Reduced |
| Great West Life Assurance Co | 46,816 | $4.92M | 0.01% | −770−1.6% | Reduced |
| Swiss National Bank | 46,300 | $4.88M | 0.00% | +1,100+2.4% | Added |
| Pragma Gestao de Patrimonio Ltd | 43,000 | $4.53M | 3.13% | +18,000+72.0% | Added |
| Cubist Systematic Strategies, LLC | 36,624 | $3.86M | 0.03% | +19,435+113.1% | Added |
| Pier Capital, LLC | 36,416 | $3.84M | 0.63% | +36,416 | New |
| Hillsdale Investment Management Inc. | 30,900 | $3.26M | 0.28% | +30,900 | New |
| Baker Avenue Asset Management, LP | 28,211 | $2.97M | 0.18% | +2,283+8.8% | Added |
| Rhumbline Advisers | 25,029 | $2.64M | 0.00% | +752+3.1% | Added |
| California State Teachers Retirement System | 24,417 | $2.57M | 0.00% | +492+2.1% | Added |
| Alliancebernstein L.P. | 24,323 | $2.56M | 0.00% | −21−0.1% | Reduced |
| Millennium Management LLC | 24,105 | $2.54M | 0.00% | +2,112+9.6% | Added |
| Mission Wealth Management, LP | 23,114 | $2.44M | 0.12% | −10,472−31.2% | Reduced |
| Two Sigma Investments, LP | 22,662 | $2.39M | 0.01% | +22,662 | New |
| JPMorgan Chase & Co | 22,639 | $2.38M | 0.00% | +2,732+13.7% | Added |
| Royal Bank of Canada | 20,897 | $2.20M | 0.00% | +18,695+849.0% | Added |
| Voya Investment Management LLC | 20,698 | $2.18M | 0.00% | −25,447−55.1% | Reduced |
| State of New Jersey Common Pension Fund D | 19,926 | $2.10M | 0.01% | −3,412−14.6% | Reduced |
| UBS Asset Management Americas Inc | 18,507 | $1.95M | 0.00% | +1,765+10.5% | Added |
| Bank of America Corp | 17,686 | $1.86M | 0.00% | +2,842+19.1% | Added |
| Legal & General Group Plc | 16,832 | $1.77M | 0.00% | −166−1.0% | Reduced |
| Qube Research & Technologies Ltd | 16,504 | $1.74M | 0.01% | +16,504 | New |
| Credit Suisse AG | 16,338 | $1.72M | 0.00% | +1,059+6.9% | Added |
| D. E. Shaw & Co., Inc. | 12,637 | $1.33M | 0.00% | −5,089−28.7% | Reduced |
| Invesco Ltd. | 11,508 | $1.21M | 0.00% | −862−7.0% | Reduced |
| Man Group plc | 11,421 | $1.20M | 0.00% | −649−5.4% | Reduced |
| Occudo Quantitative Strategies LP | 11,276 | $1.19M | 0.14% | −527−4.5% | Reduced |
| Two Sigma Advisers, LP | 11,186 | $1.18M | 0.00% | +9,086+432.7% | Added |
| ClariVest Asset Management LLC | 10,844 | $1.14M | 0.06% | −17−0.2% | Reduced |
| MetLife Investment Management | 10,085 | $1.06M | 0.01% | −409−3.9% | Reduced |
| Deutsche Bank AG | 9,700 | $1.02M | 0.00% | +1,135+13.3% | Added |
| Price T Rowe Associates Inc | 9,582 | $1.01M | 0.00% | −2,118−18.1% | Reduced |
| American International Group, Inc. | 9,170 | $966.3K | 0.01% | +125+1.4% | Added |
| Ingalls & Snyder LLC | 9,018 | $950.0K | 0.05% | −12,192−57.5% | Reduced |
| Envestnet Asset Management Inc | 8,365 | $881.5K | 0.00% | +5,690+212.7% | Added |
| Jump Financial, LLC | 7,949 | $837.7K | 0.04% | +4,649+140.9% | Added |
| Algert Global LLC | 7,890 | $831.4K | 0.05% | −10,849−57.9% | Reduced |
| Manufacturers Life Insurance Company, The | 7,695 | $810.9K | 0.00% | −215−2.7% | Reduced |
| AQR Capital Management LLC | 7,372 | $776.9K | 0.00% | −137−1.8% | Reduced |
| United Capital Financial Advisers, LLC | 7,341 | $773.6K | 0.00% | +30.0% | Added |
| Jane Street Group, LLC | 7,048 | $742.7K | 0.00% | +4,106+139.6% | Added |
| Graham Capital Management, L.P. | 6,840 | $720.8K | 0.03% | +6,840 | New |
| Ensign Peak Advisors, Inc | 6,500 | $685.0K | 0.00% | +2,300+54.8% | Added |
| Oppenheimer Asset Management Inc. | 6,464 | $681.2K | 0.01% | +2,795+76.2% | Added |
| XTX Topco Ltd | 6,458 | $680.5K | 0.14% | +6,458 | New |
| State Board of Administration of Florida Retirement System | 6,456 | $680.3K | 0.00% | −1,110−14.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,442 | $679.0K | 0.07% | +6,442 | New |
| Capital Impact Advisors, LLC | 6,369 | $671.2K | 0.66% | −994−13.5% | Reduced |
| Affinity Investment Advisors, LLC | 6,183 | $651.6K | 0.30% | +6,183 | New |
| Evanson Asset Management, LLC | 6,000 | $632.3K | 0.07% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 5,908 | $622.6K | 0.01% | −2,992−33.6% | Reduced |
| Trexquant Investment LP | 5,642 | $594.6K | 0.02% | +5,642 | New |
| Teacher Retirement System of Texas | 5,556 | $585.0K | 0.00% | +2,804+101.9% | Added |
| Mackenzie Financial Corp | 5,473 | $576.7K | 0.00% | +5,473 | New |
| Advisor Group Holdings, Inc. | 5,470 | $575.0K | 0.00% | +1,339+32.4% | Added |
| Arizona State Retirement System | 5,408 | $569.9K | 0.01% | +228+4.4% | Added |
| Barclays PLC | 5,353 | $564.1K | 0.00% | +2,140+66.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,148 | $542.5K | 0.08% | +5,148 | New |
| Quent Capital, LLC | 5,018 | $528.8K | 0.10% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 5,011 | $528.1K | 0.01% | +566+12.7% | Added |
| Los Angeles Capital Management LLC | 4,921 | $518.6K | 0.00% | +4,921 | New |
| Wellington Management Group LLP | 4,876 | $513.8K | 0.00% | +4,876 | New |
| LPL Financial LLC | 4,828 | $508.8K | 0.00% | +4,828 | New |
| HSBC Holdings PLC | 4,811 | $502.6K | 0.00% | +4,811 | New |
| First Republic Investment Management, Inc. | 4,385 | $462.1K | 0.00% | +4,385 | New |
| Citadel Advisors LLC | 4,382 | $461.8K | 0.00% | +4,382 | New |
| Marshall Wace, LLP | 4,342 | $457.6K | 0.00% | +4,342 | New |