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 |
|---|---|---|---|---|---|
| Abound Wealth Management | 4 | $498 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 4 | $498 | 0.00% | +4 | New |
| Massmutual Trust Co FSB | 5 | $622 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7 | $872 | 0.00% | +7 | New |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 10 | $1.25K | 0.00% | −2−16.7% | Reduced |
| Bell Investment Advisors, Inc | 14 | $1.74K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 17 | $1.79K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 15 | $1.87K | 0.00% | −600−97.6% | Reduced |
| Bogart Wealth, LLC | 15 | $1.87K | 0.00% | +15 | New |
| CWM, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 18 | $2.24K | 0.00% | −2−10.0% | Reduced |
| Manchester Capital Management LLC | 18 | $2.24K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 18 | $2.28K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 20 | $2.49K | 0.00% | +20 | New |
| Park Place Capital Corp | 26 | $3.24K | 0.00% | +26 | New |
| Rosenberg Matthew Hamilton | 30 | $3.73K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 43 | $5.35K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 66 | $8.22K | 0.00% | +66 | New |
| Global Retirement Partners, LLC | 66 | $9.02K | 0.00% | +5+8.2% | Added |
| Lindbrook Capital, LLC | 80 | $9.96K | 0.00% | +53+196.3% | Added |
| Steward Partners Investment Advisory, LLC | 90 | $11.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 90 | $11.2K | 0.00% | +49+119.5% | Added |
| Allworth Financial LP | 144 | $17.9K | 0.00% | +51+54.8% | Added |
| Signaturefd, LLC | 160 | $19.9K | 0.00% | +1+0.6% | Added |
| Huntington National Bank | 166 | $20.7K | 0.00% | +166 | New |
| Migdal Insurance & Financial Holdings Ltd. | 168 | $21.0K | 0.00% | +57+51.4% | Added |
| Point72 Middle East FZE | 181 | $22.5K | 0.00% | −30−14.2% | Reduced |
| Altshuler Shaham Ltd | 237 | $29.5K | 0.00% | +237 | New |
| First Horizon Advisors, Inc. | 272 | $33.9K | 0.00% | +263+2,922.2% | Added |
| Assetmark, Inc | 360 | $44.8K | 0.00% | +360 | New |
| Cary Street Partner Investment Advisory LLC | 375 | $46.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 471 | $59.0K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 535 | $66.6K | 0.01% | +126+30.8% | Added |
| Tower Research Capital LLC (TRC) | 566 | $70.0K | 0.00% | −506−47.2% | Reduced |
| Parallel Advisors, LLC | 584 | $72.7K | 0.00% | +583+58,300.0% | Added |
| FMR LLC | 604 | $75.2K | 0.00% | +154+34.2% | Added |
| Federated Hermes, Inc. | 729 | $90.7K | 0.00% | +90+14.1% | Added |
| Nisa Investment Advisors, LLC | 836 | $104.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,076 | $133.9K | 0.01% | −101−8.6% | Reduced |
| Globeflex Capital L P | 1,100 | $136.9K | 0.02% | +1,100 | New |
| Allspring Global Investments Holdings, LLC | 1,219 | $151.7K | 0.00% | +491+67.4% | Added |
| Ameritas Investment Partners, Inc. | 1,551 | $193.1K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,652 | $206.0K | 0.02% | +1,652 | New |
| Private Advisor Group, LLC | 1,752 | $218.1K | 0.00% | +1,752 | New |
| Quantbot Technologies LP | 1,757 | $218.7K | 0.02% | +1,561+796.4% | Added |
| Channel Wealth LLC | 1,758 | $218.8K | 0.14% | +1,758 | New |
| Mutual Advisors, LLC | 1,771 | $220.5K | 0.01% | +1,771 | New |
| Virginia Retirement Systems Et Al | 1,800 | $224.1K | 0.00% | +1,800 | New |
| FDx Advisors, Inc. | 2,153 | $227.0K | 0.01% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 1,938 | $241.2K | 0.01% | −293−13.1% | Reduced |
| DFPG Investments, LLC | 1,970 | $245.2K | 0.03% | +1,970 | New |
| O'Shaughnessy Asset Management, LLC | 2,011 | $250.3K | 0.00% | +2,011 | New |
| Victory Capital Management Inc | 2,058 | $256.2K | 0.00% | +20+1.0% | Added |
| Azzad Asset Management Inc | 2,073 | $258.1K | 0.04% | +2,073 | New |
| Pictet Asset Management SA | 2,078 | $258.7K | 0.00% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 2,143 | $266.8K | 0.03% | +2,143 | New |
| Principal Financial Group Inc | 2,147 | $267.3K | 0.00% | −177−7.6% | Reduced |
| State of Wyoming | 2,255 | $280.7K | 0.09% | +967+75.1% | Added |
| ProShare Advisors LLC | 2,359 | $293.6K | 0.00% | −198−7.7% | Reduced |
| Truist Financial Corp | 2,404 | $299.2K | 0.00% | −52−2.1% | Reduced |
| State of Wisconsin Investment Board | 2,442 | $304.0K | 0.00% | +54+2.3% | Added |
| Stifel Financial Corp | 2,443 | $304.1K | 0.00% | +186+8.2% | Added |
| Graham Capital Management, L.P. | 2,493 | $310.3K | 0.01% | −4,347−63.6% | Reduced |
| Beacon Pointe Advisors, LLC | 2,500 | $311.2K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 2,600 | $324.0K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,613 | $325.3K | 0.02% | +2,613 | New |
| HSBC Holdings PLC | 2,614 | $325.4K | 0.00% | −2,197−45.7% | Reduced |
| Public Employees Retirement Association of Colorado | 2,627 | $327.0K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,652 | $330.1K | 0.01% | +2,652 | New |
| Gotham Asset Management, LLC | 2,750 | $342.3K | 0.01% | −216−7.3% | Reduced |
| Amalgamated Bank | 2,761 | $344.0K | 0.00% | −440−13.7% | Reduced |
| Commerce Bank | 3,085 | $384.0K | 0.00% | +3,085 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,085 | $384.0K | 0.00% | +253+8.9% | Added |
| Aquatic Capital Management LLC | 3,100 | $386.0K | 0.02% | +1,700+121.4% | Added |
| UBS Group AG | 3,206 | $399.1K | 0.00% | +2,057+179.0% | Added |
| DC Investments Management, LLC | 3,323 | $413.6K | 0.49% | 00.0% | Unchanged |
| First Hawaiian Bank | 3,490 | $434.4K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 3,500 | $435.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,537 | $440.3K | 0.00% | +1,605+83.1% | Added |
| American Century Companies Inc | 3,722 | $463.3K | 0.00% | −139−3.6% | Reduced |
| Commonwealth Equity Services, LLC | 3,886 | $483.0K | 0.00% | +570+17.2% | Added |
| Ameriprise Financial Inc | 3,930 | $489.2K | 0.00% | 00.0% | Unchanged |
| Pragma Gestao de Patrimonio Ltd | 4,000 | $497.9K | 0.35% | −39,000−90.7% | Reduced |
| Arlington Financial Advisors, LLC | 4,084 | $508.4K | 0.20% | 00.0% | Unchanged |
| Woodline Partners LP | 4,111 | $511.7K | 0.01% | +1,217+42.1% | Added |
| Citigroup Inc | 4,260 | $530.3K | 0.00% | +325+8.3% | Added |
| Los Angeles Capital Management LLC | 4,542 | $565.4K | 0.00% | −379−7.7% | Reduced |
| Teacher Retirement System of Texas | 4,597 | $572.0K | 0.00% | −959−17.3% | Reduced |
| Raymond James & Associates | 4,685 | $583.2K | 0.00% | +4,685 | New |
| Jane Street Group, LLC | 4,927 | $613.3K | 0.00% | −2,121−30.1% | Reduced |
| Quent Capital, LLC | 5,018 | $618.8K | 0.11% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 5,051 | $628.7K | 0.00% | −2,290−31.2% | Reduced |
| TownSquare Capital, LLC | 5,261 | $654.9K | 0.01% | +5,261 | New |
| Acadian Asset Management LLC | 5,375 | $665.0K | 0.00% | +3,848+252.0% | Added |
| Price T Rowe Associates Inc | 5,493 | $684.0K | 0.00% | −4,089−42.7% | Reduced |
| Arizona State Retirement System | 5,619 | $699.5K | 0.01% | +211+3.9% | Added |
| Brighton Jones LLC | 5,732 | $713.5K | 0.04% | +5,732 | New |
| Algert Global LLC | 5,919 | $736.8K | 0.03% | −1,971−25.0% | Reduced |
| Evanson Asset Management, LLC | 6,000 | $746.9K | 0.08% | 00.0% | Unchanged |