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, 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 | $3.77B |
| 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, 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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1 | $105 | 0.00% | −24−96.0% | Reduced |
| GWM Advisors LLC | 1 | $105 | 0.00% | +1 | New |
| Abound Wealth Management | 4 | $422 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 9 | $948 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 5 | $1.00K | 0.00% | +5 | New |
| Ellevest, Inc. | 12 | $1.26K | 0.00% | +2+20.0% | Added |
| Bell Investment Advisors, Inc | 14 | $1.48K | 0.00% | −1−6.7% | Reduced |
| FinTrust Capital Advisors, LLC | 17 | $1.79K | 0.00% | −20−54.1% | Reduced |
| Manchester Capital Management LLC | 18 | $1.90K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 18 | $1.90K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 18 | $1.90K | 0.00% | +18 | New |
| CWM, LLC | 16 | $2.00K | 0.00% | +5+45.5% | Added |
| US Bancorp | 20 | $2.11K | 0.00% | +2+11.1% | Added |
| McIlrath & Eck, LLC | 20 | $2.11K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 20 | $2.11K | 0.00% | +20 | New |
| Whittier Trust Co | 27 | $2.85K | 0.00% | −33−55.0% | Reduced |
| Lindbrook Capital, LLC | 27 | $2.85K | 0.00% | +11+68.8% | Added |
| Rosenberg Matthew Hamilton | 30 | $3.16K | 0.00% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 32 | $3.37K | 0.00% | +32 | New |
| Private Trust Co NA | 41 | $4.00K | 0.00% | +41 | New |
| TCI Wealth Advisors, Inc. | 43 | $4.53K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 50 | $5.27K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 61 | $6.43K | 0.00% | +61 | New |
| Steward Partners Investment Advisory, LLC | 90 | $9.48K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 93 | $9.80K | 0.00% | +3+3.3% | Added |
| Walleye Trading LLC | 96 | $10.1K | 0.00% | +96 | New |
| Balyasny Asset Management LLC | 100 | $10.5K | 0.00% | +100 | New |
| Migdal Insurance & Financial Holdings Ltd. | 111 | $12.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 159 | $16.8K | 0.00% | +2+1.3% | Added |
| Quantbot Technologies LP | 196 | $20.7K | 0.00% | +196 | New |
| Point72 Middle East FZE | 211 | $22.2K | 0.00% | +211 | New |
| Baillie Gifford & Co | 230 | $24.2K | 0.00% | +18+8.5% | Added |
| Advisory Services Network, LLC | 276 | $29.1K | 0.00% | +276 | New |
| Dark Forest Capital Management LP | 283 | $29.8K | 0.01% | +265+1,472.2% | Added |
| Cary Street Partner Investment Advisory LLC | 375 | $39.5K | 0.00% | +375 | New |
| Harbor Investment Advisory, LLC | 409 | $43.1K | 0.01% | +409 | New |
| FMR LLC | 450 | $47.5K | 0.00% | −38−7.8% | Reduced |
| Covestor Ltd | 471 | $50.0K | 0.04% | +467+11,675.0% | Added |
| Hollencrest Capital Management | 615 | $64.8K | 0.01% | +615 | New |
| Federated Hermes, Inc. | 639 | $67.3K | 0.00% | +129+25.3% | Added |
| Allspring Global Investments Holdings, LLC | 728 | $76.7K | 0.00% | −15−2.0% | Reduced |
| Nisa Investment Advisors, LLC | 836 | $88.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,072 | $113.0K | 0.00% | +362+51.0% | Added |
| UBS Group AG | 1,149 | $121.1K | 0.00% | +870+311.8% | Added |
| Metropolitan Life Insurance Co | 1,177 | $124.0K | 0.01% | +87+8.0% | Added |
| State of Wyoming | 1,288 | $135.7K | 0.05% | +234+22.2% | Added |
| Aquatic Capital Management LLC | 1,400 | $147.0K | 0.01% | +1,400 | New |
| Acadian Asset Management LLC | 1,527 | $159.0K | 0.00% | +1,527 | New |
| Wells Fargo & Company | 1,546 | $162.9K | 0.00% | −542−26.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,551 | $181.2K | 0.01% | +82+5.6% | Added |
| The PNC Financial Services Group, Inc. | 1,932 | $203.6K | 0.00% | +14+0.7% | Added |
| Victory Capital Management Inc | 2,038 | $214.8K | 0.00% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 2,039 | $214.9K | 0.10% | −75−3.5% | Reduced |
| Pictet Asset Management SA | 2,078 | $219.0K | 0.00% | +2,078 | New |
| FDx Advisors, Inc. | 2,153 | $227.0K | 0.01% | +69+3.3% | Added |
| YorkBridge Wealth Partners, LLC | 2,210 | $232.9K | 0.06% | −302−12.0% | Reduced |
| ETF Managers Group, LLC | 2,231 | $235.1K | 0.01% | +280+14.4% | Added |
| Stifel Financial Corp | 2,257 | $237.8K | 0.00% | +2,257 | New |
| Principal Financial Group Inc | 2,324 | $244.9K | 0.00% | −449−16.2% | Reduced |
| Prudential Financial Inc | 2,365 | $249.2K | 0.00% | +40+1.7% | Added |
| KCM Investment Advisors LLC | 2,383 | $251.0K | 0.01% | −217−8.3% | Reduced |
| State of Wisconsin Investment Board | 2,388 | $251.6K | 0.00% | −3,964−62.4% | Reduced |
| Quadrature Capital Ltd | 2,452 | $257.7K | 0.01% | +2,452 | New |
| Truist Financial Corp | 2,456 | $258.8K | 0.00% | +2,456 | New |
| Beacon Pointe Advisors, LLC | 2,500 | $263.4K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 2,557 | $269.5K | 0.00% | +376+17.2% | Added |
| Handelsbanken Fonder AB | 2,600 | $274.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,627 | $277.0K | 0.00% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 2,680 | $282.4K | 0.13% | +2,680 | New |
| Duality Advisers, LP | 2,731 | $287.8K | 0.03% | +2,731 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,832 | $298.4K | 0.00% | +431+18.0% | Added |
| Woodline Partners LP | 2,894 | $305.0K | 0.00% | +2,894 | New |
| Gotham Asset Management, LLC | 2,966 | $312.6K | 0.01% | −263−8.1% | Reduced |
| Amalgamated Bank | 3,201 | $337.0K | 0.00% | +145+4.7% | Added |
| SG Americas Securities, LLC | 3,213 | $339.0K | 0.00% | −3,548−52.5% | Reduced |
| Engineers Gate Manager LP | 3,263 | $343.9K | 0.02% | −2,251−40.8% | Reduced |
| Commonwealth Equity Services, LLC | 3,316 | $349.0K | 0.00% | +238+7.7% | Added |
| Janus Henderson Group PLC | 3,319 | $349.4K | 0.00% | +3,319 | New |
| DC Investments Management, LLC | 3,323 | $350.2K | 0.44% | +291+9.6% | Added |
| First Hawaiian Bank | 3,490 | $368.0K | 0.01% | +3,490 | New |
| STRS Ohio | 3,500 | $368.0K | 0.00% | +3,500 | New |
| American Century Companies Inc | 3,861 | $406.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,935 | $414.7K | 0.00% | +496+14.4% | Added |
| Ameriprise Financial Inc | 3,930 | $415.0K | 0.00% | −38−1.0% | Reduced |
| Arlington Financial Advisors, LLC | 4,084 | $430.4K | 0.18% | +4,084 | New |
| BNP Paribas Arbitrage, SA | 4,150 | $437.3K | 0.00% | −2,851−40.7% | Reduced |
| Marshall Wace, LLP | 4,342 | $457.6K | 0.00% | +4,342 | New |
| Citadel Advisors LLC | 4,382 | $461.8K | 0.00% | +4,382 | New |
| First Republic Investment Management, Inc. | 4,385 | $462.1K | 0.00% | +4,385 | New |
| HSBC Holdings PLC | 4,811 | $502.6K | 0.00% | +4,811 | New |
| LPL Financial LLC | 4,828 | $508.8K | 0.00% | +4,828 | New |
| Wellington Management Group LLP | 4,876 | $513.8K | 0.00% | +4,876 | New |
| Los Angeles Capital Management LLC | 4,921 | $518.6K | 0.00% | +4,921 | New |
| New York Life Investment Management LLC | 5,011 | $528.1K | 0.01% | +566+12.7% | Added |
| Quent Capital, LLC | 5,018 | $528.8K | 0.10% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 5,148 | $542.5K | 0.08% | +5,148 | New |
| Barclays PLC | 5,353 | $564.1K | 0.00% | +2,140+66.6% | Added |
| Arizona State Retirement System | 5,408 | $569.9K | 0.01% | +228+4.4% | Added |