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, Q1 2023
Institutional positions in Appfolio Inc as of Mar 31, 2023. 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
- 193
- +6 vs. Q4 2022
- Shares held
- 16.5M
- +589.6K (+3.7%) vs. Q4 2022
- Total value
- $2.05B
- +$377.6M (+22.6%) vs. Q4 2022
- New holders
- 34
- 75 more added
- Sold out
- 28
- 52 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brown Capital Management LLC | 2,708,557 | $337.2M | 5.04% | −92,118−3.3% | Reduced |
| Vanguard Group Inc | 1,866,951 | $232.4M | 0.01% | +32,507+1.8% | Added |
| Echo Street Capital Management LLC | 1,667,077 | $207.5M | 1.87% | +188,402+12.7% | Added |
| Ashe Capital Management, LP | 1,639,403 | $204.1M | 18.48% | 00.0% | Unchanged |
| BlackRock Inc. | 1,481,600 | $184.4M | 0.01% | +18,395+1.3% | Added |
| Fred Alger Management, LLC | 488,528 | $60.8M | 0.33% | −8,636−1.7% | Reduced |
| New York State Common Retirement Fund | 438,530 | $54.6M | 0.07% | −3,833−0.9% | Reduced |
| State Street Corp | 412,735 | $51.4M | 0.00% | +18,861+4.8% | Added |
| Gilder Gagnon Howe & Co LLC | 390,952 | $48.7M | 0.81% | −6,505−1.6% | Reduced |
| DF Dent & Co Inc | 379,806 | $47.3M | 0.67% | +220,680+138.7% | Added |
| Geode Capital Management, LLC | 374,861 | $46.7M | 0.01% | +19,424+5.5% | Added |
| Dynamo Internacional Gestao de Recursos Ltda. | 327,740 | $40.8M | 4.86% | −104,878−24.2% | Reduced |
| GW&K Investment Management, LLC | 325,825 | $40.6M | 0.39% | +325,825 | New |
| 12 West Capital Management LP | 300,000 | $37.3M | 3.21% | 00.0% | Unchanged |
| Northern Trust Corp | 191,693 | $23.9M | 0.00% | +5,177+2.8% | Added |
| Insight Holdings Group, LLC | 182,911 | $22.8M | 0.52% | +11,000+6.4% | Added |
| Nellore Capital Management LLC | 177,337 | $22.1M | 4.79% | +2,057+1.2% | Added |
| Norges Bank | 169,325 | $21.1M | 0.00% | +5,600+3.4% | Added |
| Long Walk Management LP | 156,500 | $19.5M | 17.38% | −35,500−18.5% | Reduced |
| First Trust Advisors LP | 155,465 | $19.4M | 0.02% | −30,080−16.2% | Reduced |
| Bank of New York Mellon Corp | 151,767 | $18.9M | 0.00% | −18,873−11.1% | Reduced |
| Renaissance Technologies LLC | 147,000 | $18.3M | 0.02% | +30,500+26.2% | Added |
| Ranger Investment Management, L.P. | 145,503 | $18.1M | 1.21% | +8,370+6.1% | Added |
| Charles Schwab Investment Management Inc | 142,322 | $17.7M | 0.01% | +1,975+1.4% | Added |
| Dimensional Fund Advisors LP | 131,418 | $16.4M | 0.01% | −27,645−17.4% | Reduced |
| Eagle Asset Management Inc | 128,788 | $16.0M | 0.09% | +41,622+47.8% | Added |
| Greenstone Partners & Co., LLC | 115,678 | $14.4M | 10.89% | 00.0% | Unchanged |
| Morgan Stanley | 114,908 | $14.3M | 0.00% | −6,866−5.6% | Reduced |
| Blair William & Co | 67,306 | $8.38M | 0.03% | −635−0.9% | Reduced |
| Bank of America Corp | 66,091 | $8.23M | 0.00% | +48,405+273.7% | Added |
| Pier Capital, LLC | 62,235 | $7.75M | 1.18% | +25,819+70.9% | Added |
| Russell Investments Group, Ltd. | 59,316 | $7.38M | 0.01% | −2,903−4.7% | Reduced |
| Nuveen Asset Management, LLC | 59,026 | $7.35M | 0.00% | +7,244+14.0% | Added |
| Polen Capital Management LLC | 57,940 | $7.21M | 0.02% | −1,146−1.9% | Reduced |
| Shannon River Fund Management LLC | 56,565 | $7.04M | 1.59% | −63,872−53.0% | Reduced |
| Swiss National Bank | 41,800 | $5.20M | 0.00% | −4,500−9.7% | Reduced |
| Goldman Sachs Group Inc | 38,828 | $4.83M | 0.00% | −17,086−30.6% | Reduced |
| Great West Life Assurance Co | 38,737 | $4.82M | 0.01% | −8,079−17.3% | Reduced |
| Cubist Systematic Strategies, LLC | 34,940 | $4.35M | 0.04% | −1,684−4.6% | Reduced |
| Royal Bank of Canada | 33,890 | $4.22M | 0.00% | +12,993+62.2% | Added |
| Hillsdale Investment Management Inc. | 30,200 | $3.76M | 0.32% | −700−2.3% | Reduced |
| JPMorgan Chase & Co | 28,832 | $3.59M | 0.00% | +6,193+27.4% | Added |
| Baker Avenue Asset Management, LP | 28,729 | $3.58M | 0.19% | +518+1.8% | Added |
| Rhumbline Advisers | 26,591 | $3.31M | 0.00% | +1,562+6.2% | Added |
| California State Teachers Retirement System | 24,333 | $3.03M | 0.00% | −84−0.3% | Reduced |
| Alliancebernstein L.P. | 23,964 | $2.98M | 0.00% | −359−1.5% | Reduced |
| Long Path Partners LP | 23,267 | $2.90M | 1.25% | −88,921−79.3% | Reduced |
| Prudential Financial Inc | 23,005 | $2.86M | 0.00% | +20,640+872.7% | Added |
| Mission Wealth Management, LP | 22,814 | $2.84M | 0.12% | −300−1.3% | Reduced |
| Two Sigma Investments, LP | 21,989 | $2.74M | 0.01% | −673−3.0% | Reduced |
| Marshall Wace, LLP | 21,538 | $2.68M | 0.01% | +17,196+396.0% | Added |
| UBS Asset Management Americas Inc | 19,746 | $2.46M | 0.00% | +1,239+6.7% | Added |
| Legal & General Group Plc | 18,868 | $2.35M | 0.00% | +2,036+12.1% | Added |
| State of New Jersey Common Pension Fund D | 18,184 | $2.26M | 0.01% | −1,742−8.7% | Reduced |
| Susquehanna International Group, LLP | 17,622 | $2.19M | 0.00% | +17,622 | New |
| Credit Suisse AG | 17,289 | $2.15M | 0.00% | +951+5.8% | Added |
| Natixis Advisors, L.P. | 17,219 | $2.14M | 0.01% | +17,219 | New |
| Envestnet Asset Management Inc | 16,395 | $2.04M | 0.00% | +8,030+96.0% | Added |
| Invesco Ltd. | 15,789 | $1.97M | 0.00% | +4,281+37.2% | Added |
| Jump Financial, LLC | 14,935 | $1.86M | 0.08% | +6,986+87.9% | Added |
| Deutsche Bank AG | 14,362 | $1.79M | 0.00% | +4,662+48.1% | Added |
| Two Sigma Advisers, LP | 12,486 | $1.55M | 0.00% | +1,300+11.6% | Added |
| BNP Paribas Arbitrage, SA | 12,412 | $1.55M | 0.00% | +8,262+199.1% | Added |
| Brinker Capital Investments, LLC | 12,023 | $1.50M | 0.02% | +12,023 | New |
| Orion Portfolio Solutions, LLC | 12,023 | $1.50M | 0.02% | +12,023 | New |
| Man Group plc | – | $1.42M | 0.01% | – | – |
| Occudo Quantitative Strategies LP | 11,289 | $1.41M | 0.13% | +13+0.1% | Added |
| Advisors Capital Management, LLC | 11,190 | $1.39M | 0.04% | +11,190 | New |
| ClariVest Asset Management LLC | 10,876 | $1.35M | 0.06% | +32+0.3% | Added |
| D. E. Shaw & Co., Inc. | 10,586 | $1.32M | 0.00% | −2,051−16.2% | Reduced |
| MetLife Investment Management | 10,226 | $1.27M | 0.01% | +141+1.4% | Added |
| Barclays PLC | 10,042 | $1.25M | 0.00% | +4,689+87.6% | Added |
| American International Group, Inc. | 9,465 | $1.18M | 0.01% | +295+3.2% | Added |
| Simplex Trading, LLC | 9,462 | $1.18M | 0.05% | +9,462 | New |
| Balyasny Asset Management LLC | 9,318 | $1.16M | 0.00% | +9,218+9,218.0% | Added |
| Janus Henderson Group PLC | 9,254 | $1.15M | 0.00% | +5,935+178.8% | Added |
| CM Wealth Advisors LLC | 8,695 | $1.09M | 0.21% | +8,695 | New |
| AQR Capital Management LLC | 8,719 | $1.09M | 0.00% | +1,347+18.3% | Added |
| Wells Fargo & Company | 8,625 | $1.07M | 0.00% | +7,079+457.9% | Added |
| Advisor Group Holdings, Inc. | 8,507 | $1.06M | 0.00% | +3,037+55.5% | Added |
| Qube Research & Technologies Ltd | 8,004 | $996.3K | 0.01% | −8,500−51.5% | Reduced |
| Manufacturers Life Insurance Company, The | 7,730 | $962.2K | 0.00% | +35+0.5% | Added |
| Oppenheimer Asset Management Inc. | 7,717 | $960.6K | 0.01% | +1,253+19.4% | Added |
| Mackenzie Financial Corp | 7,705 | $959.1K | 0.00% | +2,232+40.8% | Added |
| Voya Investment Management LLC | 7,355 | $915.5K | 0.00% | −13,343−64.5% | Reduced |
| EFG Asset Management (North America) Corp. | 7,158 | $890.7K | 0.20% | +7,158 | New |
| Ensign Peak Advisors, Inc | 7,050 | $877.6K | 0.00% | +550+8.5% | Added |
| Capital Impact Advisors, LLC | 6,732 | $838.0K | 1.03% | +363+5.7% | Added |
| State Board of Administration of Florida Retirement System | 6,456 | $803.6K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 6,366 | $792.4K | 0.00% | +1,981+45.2% | Added |
| LPL Financial LLC | 6,270 | $780.5K | 0.00% | +1,442+29.9% | Added |
| Ingalls & Snyder LLC | 6,268 | $780.0K | 0.04% | −2,750−30.5% | Reduced |
| Affinity Investment Advisors, LLC | 6,163 | $767.2K | 0.41% | −20−0.3% | Reduced |
| Evanson Asset Management, LLC | 6,000 | $746.9K | 0.08% | 00.0% | Unchanged |
| Algert Global LLC | 5,919 | $736.8K | 0.03% | −1,971−25.0% | Reduced |
| Brighton Jones LLC | 5,732 | $713.5K | 0.04% | +5,732 | New |
| Arizona State Retirement System | 5,619 | $699.5K | 0.01% | +211+3.9% | Added |
| Price T Rowe Associates Inc | 5,493 | $684.0K | 0.00% | −4,089−42.7% | Reduced |
| Acadian Asset Management LLC | 5,375 | $665.0K | 0.00% | +3,848+252.0% | Added |
| TownSquare Capital, LLC | 5,261 | $654.9K | 0.01% | +5,261 | New |