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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, 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.

Institutional holdersQ4 2022: 188 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 heldQ4 2022: $1.67B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q3 2022.

Institutions holding APPF in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Advisor Group Holdings, Inc.5,470$575.0K0.00%+1,339+32.4%Added
Mackenzie Financial Corp5,473$576.7K0.00%+5,473New
Teacher Retirement System of Texas5,556$585.0K0.00%+2,804+101.9%Added
Trexquant Investment LP5,642$594.6K0.02%+5,642New
Schonfeld Strategic Advisors LLC5,908$622.6K0.01%−2,992−33.6%Reduced
Evanson Asset Management, LLC6,000$632.3K0.07%00.0%Unchanged
Affinity Investment Advisors, LLC6,183$651.6K0.30%+6,183New
Capital Impact Advisors, LLC6,369$671.2K0.66%−994−13.5%Reduced
Dynamic Technology Lab Private Ltd6,442$679.0K0.07%+6,442New
State Board of Administration of Florida Retirement System6,456$680.3K0.00%−1,110−14.7%Reduced
XTX Topco Ltd6,458$680.5K0.14%+6,458New
Oppenheimer Asset Management Inc.6,464$681.2K0.01%+2,795+76.2%Added
Ensign Peak Advisors, Inc6,500$685.0K0.00%+2,300+54.8%Added
Graham Capital Management, L.P.6,840$720.8K0.03%+6,840New
Jane Street Group, LLC7,048$742.7K0.00%+4,106+139.6%Added
United Capital Financial Advisers, LLC7,341$773.6K0.00%+30.0%Added
AQR Capital Management LLC7,372$776.9K0.00%−137−1.8%Reduced
Manufacturers Life Insurance Company, The7,695$810.9K0.00%−215−2.7%Reduced
Algert Global LLC7,890$831.4K0.05%−10,849−57.9%Reduced
Jump Financial, LLC7,949$837.7K0.04%+4,649+140.9%Added
Envestnet Asset Management Inc8,365$881.5K0.00%+5,690+212.7%Added
Ingalls & Snyder LLC9,018$950.0K0.05%−12,192−57.5%Reduced
American International Group, Inc.9,170$966.3K0.01%+125+1.4%Added
Price T Rowe Associates Inc9,582$1.01M0.00%−2,118−18.1%Reduced
Deutsche Bank AG9,700$1.02M0.00%+1,135+13.3%Added
MetLife Investment Management10,085$1.06M0.01%−409−3.9%Reduced
ClariVest Asset Management LLC10,844$1.14M0.06%−17−0.2%Reduced
Two Sigma Advisers, LP11,186$1.18M0.00%+9,086+432.7%Added
Occudo Quantitative Strategies LP11,276$1.19M0.14%−527−4.5%Reduced
Man Group plc11,421$1.20M0.00%−649−5.4%Reduced
Invesco Ltd.11,508$1.21M0.00%−862−7.0%Reduced
D. E. Shaw & Co., Inc.12,637$1.33M0.00%−5,089−28.7%Reduced
Credit Suisse AG16,338$1.72M0.00%+1,059+6.9%Added
Qube Research & Technologies Ltd16,504$1.74M0.01%+16,504New
Legal & General Group Plc16,832$1.77M0.00%−166−1.0%Reduced
Bank of America Corp17,686$1.86M0.00%+2,842+19.1%Added
UBS Asset Management Americas Inc18,507$1.95M0.00%+1,765+10.5%Added
State of New Jersey Common Pension Fund D19,926$2.10M0.01%−3,412−14.6%Reduced
Voya Investment Management LLC20,698$2.18M0.00%−25,447−55.1%Reduced
Royal Bank of Canada20,897$2.20M0.00%+18,695+849.0%Added
JPMorgan Chase & Co22,639$2.38M0.00%+2,732+13.7%Added
Two Sigma Investments, LP22,662$2.39M0.01%+22,662New
Mission Wealth Management, LP23,114$2.44M0.12%−10,472−31.2%Reduced
Millennium Management LLC24,105$2.54M0.00%+2,112+9.6%Added
Alliancebernstein L.P.24,323$2.56M0.00%−21−0.1%Reduced
California State Teachers Retirement System24,417$2.57M0.00%+492+2.1%Added
Rhumbline Advisers25,029$2.64M0.00%+752+3.1%Added
Baker Avenue Asset Management, LP28,211$2.97M0.18%+2,283+8.8%Added
Hillsdale Investment Management Inc.30,900$3.26M0.28%+30,900New
Pier Capital, LLC36,416$3.84M0.63%+36,416New
Cubist Systematic Strategies, LLC36,624$3.86M0.03%+19,435+113.1%Added
Pragma Gestao de Patrimonio Ltd43,000$4.53M3.13%+18,000+72.0%Added
Swiss National Bank46,300$4.88M0.00%+1,100+2.4%Added
Great West Life Assurance Co46,816$4.92M0.01%−770−1.6%Reduced
Nuveen Asset Management, LLC51,782$5.46M0.00%−1,650−3.1%Reduced
Goldman Sachs Group Inc55,914$5.89M0.00%+25,205+82.1%Added
Polen Capital Management LLC59,086$6.23M0.02%−10,270−14.8%Reduced
Russell Investments Group, Ltd.62,219$6.56M0.01%−1,940−3.0%Reduced
Blair William & Co67,941$7.16M0.03%−2,556−3.6%Reduced
Eagle Asset Management Inc87,166$9.34M0.06%−162−0.2%Reduced
Long Path Partners LP112,188$11.8M5.14%−61,370−35.4%Reduced
Greenstone Partners & Co., LLC115,678$12.2M11.40%00.0%Unchanged
Renaissance Technologies LLC116,500$12.3M0.02%+20,500+21.4%Added
Shannon River Fund Management LLC120,437$12.7M4.03%+120,437New
Morgan Stanley121,774$12.8M0.00%−5,219−4.1%Reduced
Ranger Investment Management, L.P.137,133$14.5M1.07%+3,939+3.0%Added
Charles Schwab Investment Management Inc140,347$14.8M0.00%+3,850+2.8%Added
Dimensional Fund Advisors LP159,063$16.8M0.01%−40,301−20.2%Reduced
DF Dent & Co Inc159,126$16.8M0.25%+159,126New
Norges Bank163,725$17.3M0.00%+4,300+2.7%Added
Bank of New York Mellon Corp170,640$18.0M0.00%−808−0.5%Reduced
Insight Holdings Group, LLC171,911$18.1M0.38%00.0%Unchanged
Nellore Capital Management LLC175,280$18.5M4.54%00.0%Unchanged
First Trust Advisors LP185,545$19.5M0.02%−31,706−14.6%Reduced
Northern Trust Corp186,516$19.7M0.00%+3,836+2.1%Added
Long Walk Management LP192,000$20.2M21.80%−64,000−25.0%Reduced
12 West Capital Management LP300,000$31.6M3.20%−9,000−2.9%Reduced
Geode Capital Management, LLC355,437$37.5M0.01%+14,598+4.3%Added
State Street Corp393,874$41.5M0.00%−18,697−4.5%Reduced
Gilder Gagnon Howe & Co LLC397,457$41.9M0.78%+1170.0%Added
Dynamo Internacional Gestao de Recursos Ltda.432,618$45.6M6.14%−315,991−42.2%Reduced
New York State Common Retirement Fund442,363$46.6M0.06%+1310.0%Added
Fred Alger Management, LLC497,164$52.4M0.28%+428,479+623.8%Added
BlackRock Inc.1,463,205$154.2M0.00%+212,795+17.0%Added
Echo Street Capital Management LLC1,478,675$155.8M1.51%+161,249+12.2%Added
Ashe Capital Management, LP1,639,403$172.8M18.96%−336,174−17.0%Reduced
Vanguard Group Inc1,834,444$193.3M0.01%+47,026+2.6%Added
Brown Capital Management LLC2,800,675$295.1M4.88%−354,841−11.2%Reduced
Ownership Capital B.V.0$00.00%−269,954−100.0%Sold out
Capital Research Global Investors0$00.00%−121,943−100.0%Sold out
HRT Financial LP0$00.00%−11,181−100.0%Sold out
Holocene Advisors, LP0$00.00%−8,195−100.0%Sold out
Squarepoint Ops LLC0$00.00%−6,478−100.0%Sold out
Equitable Trust Co0$00.00%−5,949−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−5,732−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−5,712−100.0%Sold out
Simplex Trading, LLC0$00.00%−5,529−100.0%Sold out
Verition Fund Management LLC0$00.00%−3,879−100.0%Sold out
Virtu Financial LLC0$00.00%−3,830−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−2,839−100.0%Sold out