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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.

Q1 2023 vs. Q4 2022

How the institutions holding Appfolio Inc changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of APPF: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders1881193+6
Shares15.9M2.21K16.5M+589.6K (+3.7%)
Value$1.67B$232.9K$2.05B+$377.6M (+22.6%)

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (34)

Institutions that held Appfolio Inc at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to APPF in Q1 2023
InstitutionSharesValue% of portfolio
GW&K Investment Management, LLC325,825$40.6M0.39%
Susquehanna International Group, LLP17,622$2.19M0.00%
Natixis Advisors, L.P.17,219$2.14M0.01%
Brinker Capital Investments, LLC12,023$1.50M0.02%
Orion Portfolio Solutions, LLC12,023$1.50M0.02%
Advisors Capital Management, LLC11,190$1.39M0.04%
Simplex Trading, LLC9,462$1.18M0.05%
CM Wealth Advisors LLC8,695$1.09M0.21%
EFG Asset Management (North America) Corp.7,158$890.7K0.20%
Brighton Jones LLC5,732$713.5K0.04%
TownSquare Capital, LLC5,261$654.9K0.01%
Raymond James & Associates4,685$583.2K0.00%
Commerce Bank3,085$384.0K0.00%
Maverick Capital LtdSuperinvestorMaverick Capital2,652$330.1K0.01%
Independent Advisor Alliance2,613$325.3K0.02%
Verdence Capital Advisors LLC2,143$266.8K0.03%
Azzad Asset Management Inc2,073$258.1K0.04%
O'Shaughnessy Asset Management, LLC2,011$250.3K0.00%
DFPG Investments, LLC1,970$245.2K0.03%
Virginia Retirement Systems Et Al1,800$224.1K0.00%
Mutual Advisors, LLC1,771$220.5K0.01%
Channel Wealth LLC1,758$218.8K0.14%
Private Advisor Group, LLC1,752$218.1K0.00%
Gsa Capital Partners LLP1,652$206.0K0.02%
Globeflex Capital L P1,100$136.9K0.02%
Assetmark, Inc360$44.8K0.00%
Altshuler Shaham Ltd237$29.5K0.00%
Huntington National Bank166$20.7K0.00%
Group One Trading, L.P.66$8.22K0.00%
Park Place Capital Corp26$3.24K0.00%
Baystate Wealth Management LLC20$2.49K0.00%
Bogart Wealth, LLC15$1.87K0.00%
SRS Capital Advisors, Inc.7$8720.00%
Institutional & Family Asset Management, LLC4$4980.00%

Sold out (28)

Institutions that held Appfolio Inc at the end of Q4 2022 and filed for Q1 2023 without it.

Not filed for Q1 2023 yet (1)

Institutions that held Appfolio Inc at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding APPF in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
YorkBridge Wealth Partners, LLC2,210$232.9K