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 |
|---|---|---|---|---|---|
| Affinity Investment Advisors, LLC | 6,163 | $767.2K | 0.41% | −20−0.3% | Reduced |
| Ingalls & Snyder LLC | 6,268 | $780.0K | 0.04% | −2,750−30.5% | Reduced |
| LPL Financial LLC | 6,270 | $780.5K | 0.00% | +1,442+29.9% | Added |
| First Republic Investment Management, Inc. | 6,366 | $792.4K | 0.00% | +1,981+45.2% | Added |
| State Board of Administration of Florida Retirement System | 6,456 | $803.6K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 6,732 | $838.0K | 1.03% | +363+5.7% | Added |
| Ensign Peak Advisors, Inc | 7,050 | $877.6K | 0.00% | +550+8.5% | Added |
| EFG Asset Management (North America) Corp. | 7,158 | $890.7K | 0.20% | +7,158 | New |
| Voya Investment Management LLC | 7,355 | $915.5K | 0.00% | −13,343−64.5% | Reduced |
| Mackenzie Financial Corp | 7,705 | $959.1K | 0.00% | +2,232+40.8% | Added |
| Oppenheimer Asset Management Inc. | 7,717 | $960.6K | 0.01% | +1,253+19.4% | Added |
| Manufacturers Life Insurance Company, The | 7,730 | $962.2K | 0.00% | +35+0.5% | Added |
| Qube Research & Technologies Ltd | 8,004 | $996.3K | 0.01% | −8,500−51.5% | Reduced |
| Advisor Group Holdings, Inc. | 8,507 | $1.06M | 0.00% | +3,037+55.5% | Added |
| Wells Fargo & Company | 8,625 | $1.07M | 0.00% | +7,079+457.9% | Added |
| AQR Capital Management LLC | 8,719 | $1.09M | 0.00% | +1,347+18.3% | Added |
| CM Wealth Advisors LLC | 8,695 | $1.09M | 0.21% | +8,695 | New |
| Janus Henderson Group PLC | 9,254 | $1.15M | 0.00% | +5,935+178.8% | Added |
| Balyasny Asset Management LLC | 9,318 | $1.16M | 0.00% | +9,218+9,218.0% | Added |
| Simplex Trading, LLC | 9,462 | $1.18M | 0.05% | +9,462 | New |
| American International Group, Inc. | 9,465 | $1.18M | 0.01% | +295+3.2% | Added |
| Barclays PLC | 10,042 | $1.25M | 0.00% | +4,689+87.6% | Added |
| MetLife Investment Management | 10,226 | $1.27M | 0.01% | +141+1.4% | Added |
| D. E. Shaw & Co., Inc. | 10,586 | $1.32M | 0.00% | −2,051−16.2% | Reduced |
| ClariVest Asset Management LLC | 10,876 | $1.35M | 0.06% | +32+0.3% | Added |
| Advisors Capital Management, LLC | 11,190 | $1.39M | 0.04% | +11,190 | New |
| Occudo Quantitative Strategies LP | 11,289 | $1.41M | 0.13% | +13+0.1% | Added |
| Man Group plc | – | $1.42M | 0.01% | – | – |
| 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 |
| BNP Paribas Arbitrage, SA | 12,412 | $1.55M | 0.00% | +8,262+199.1% | Added |
| Two Sigma Advisers, LP | 12,486 | $1.55M | 0.00% | +1,300+11.6% | Added |
| Deutsche Bank AG | 14,362 | $1.79M | 0.00% | +4,662+48.1% | Added |
| Jump Financial, LLC | 14,935 | $1.86M | 0.08% | +6,986+87.9% | Added |
| Invesco Ltd. | 15,789 | $1.97M | 0.00% | +4,281+37.2% | Added |
| Envestnet Asset Management Inc | 16,395 | $2.04M | 0.00% | +8,030+96.0% | Added |
| Natixis Advisors, L.P. | 17,219 | $2.14M | 0.01% | +17,219 | New |
| Credit Suisse AG | 17,289 | $2.15M | 0.00% | +951+5.8% | Added |
| Susquehanna International Group, LLP | 17,622 | $2.19M | 0.00% | +17,622 | New |
| State of New Jersey Common Pension Fund D | 18,184 | $2.26M | 0.01% | −1,742−8.7% | Reduced |
| Legal & General Group Plc | 18,868 | $2.35M | 0.00% | +2,036+12.1% | Added |
| UBS Asset Management Americas Inc | 19,746 | $2.46M | 0.00% | +1,239+6.7% | Added |
| Marshall Wace, LLP | 21,538 | $2.68M | 0.01% | +17,196+396.0% | Added |
| Two Sigma Investments, LP | 21,989 | $2.74M | 0.01% | −673−3.0% | Reduced |
| Mission Wealth Management, LP | 22,814 | $2.84M | 0.12% | −300−1.3% | Reduced |
| Prudential Financial Inc | 23,005 | $2.86M | 0.00% | +20,640+872.7% | Added |
| Long Path Partners LP | 23,267 | $2.90M | 1.25% | −88,921−79.3% | Reduced |
| Alliancebernstein L.P. | 23,964 | $2.98M | 0.00% | −359−1.5% | Reduced |
| California State Teachers Retirement System | 24,333 | $3.03M | 0.00% | −84−0.3% | Reduced |
| Rhumbline Advisers | 26,591 | $3.31M | 0.00% | +1,562+6.2% | Added |
| Baker Avenue Asset Management, LP | 28,729 | $3.58M | 0.19% | +518+1.8% | Added |
| JPMorgan Chase & Co | 28,832 | $3.59M | 0.00% | +6,193+27.4% | Added |
| Hillsdale Investment Management Inc. | 30,200 | $3.76M | 0.32% | −700−2.3% | Reduced |
| Royal Bank of Canada | 33,890 | $4.22M | 0.00% | +12,993+62.2% | Added |
| Cubist Systematic Strategies, LLC | 34,940 | $4.35M | 0.04% | −1,684−4.6% | Reduced |
| Great West Life Assurance Co | 38,737 | $4.82M | 0.01% | −8,079−17.3% | Reduced |
| Goldman Sachs Group Inc | 38,828 | $4.83M | 0.00% | −17,086−30.6% | Reduced |
| Swiss National Bank | 41,800 | $5.20M | 0.00% | −4,500−9.7% | Reduced |
| Shannon River Fund Management LLC | 56,565 | $7.04M | 1.59% | −63,872−53.0% | Reduced |
| Polen Capital Management LLC | 57,940 | $7.21M | 0.02% | −1,146−1.9% | Reduced |
| Nuveen Asset Management, LLC | 59,026 | $7.35M | 0.00% | +7,244+14.0% | Added |
| Russell Investments Group, Ltd. | 59,316 | $7.38M | 0.01% | −2,903−4.7% | Reduced |
| Pier Capital, LLC | 62,235 | $7.75M | 1.18% | +25,819+70.9% | Added |
| Bank of America Corp | 66,091 | $8.23M | 0.00% | +48,405+273.7% | Added |
| Blair William & Co | 67,306 | $8.38M | 0.03% | −635−0.9% | Reduced |
| Morgan Stanley | 114,908 | $14.3M | 0.00% | −6,866−5.6% | Reduced |
| Greenstone Partners & Co., LLC | 115,678 | $14.4M | 10.89% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 128,788 | $16.0M | 0.09% | +41,622+47.8% | Added |
| Dimensional Fund Advisors LP | 131,418 | $16.4M | 0.01% | −27,645−17.4% | Reduced |
| Charles Schwab Investment Management Inc | 142,322 | $17.7M | 0.01% | +1,975+1.4% | Added |
| Ranger Investment Management, L.P. | 145,503 | $18.1M | 1.21% | +8,370+6.1% | Added |
| Renaissance Technologies LLC | 147,000 | $18.3M | 0.02% | +30,500+26.2% | Added |
| Bank of New York Mellon Corp | 151,767 | $18.9M | 0.00% | −18,873−11.1% | Reduced |
| First Trust Advisors LP | 155,465 | $19.4M | 0.02% | −30,080−16.2% | Reduced |
| Long Walk Management LP | 156,500 | $19.5M | 17.38% | −35,500−18.5% | Reduced |
| Norges Bank | 169,325 | $21.1M | 0.00% | +5,600+3.4% | Added |
| Nellore Capital Management LLC | 177,337 | $22.1M | 4.79% | +2,057+1.2% | Added |
| Insight Holdings Group, LLC | 182,911 | $22.8M | 0.52% | +11,000+6.4% | Added |
| Northern Trust Corp | 191,693 | $23.9M | 0.00% | +5,177+2.8% | Added |
| 12 West Capital Management LP | 300,000 | $37.3M | 3.21% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 325,825 | $40.6M | 0.39% | +325,825 | New |
| Dynamo Internacional Gestao de Recursos Ltda. | 327,740 | $40.8M | 4.86% | −104,878−24.2% | Reduced |
| Geode Capital Management, LLC | 374,861 | $46.7M | 0.01% | +19,424+5.5% | Added |
| DF Dent & Co Inc | 379,806 | $47.3M | 0.67% | +220,680+138.7% | Added |
| Gilder Gagnon Howe & Co LLC | 390,952 | $48.7M | 0.81% | −6,505−1.6% | Reduced |
| State Street Corp | 412,735 | $51.4M | 0.00% | +18,861+4.8% | Added |
| New York State Common Retirement Fund | 438,530 | $54.6M | 0.07% | −3,833−0.9% | Reduced |
| Fred Alger Management, LLC | 488,528 | $60.8M | 0.33% | −8,636−1.7% | Reduced |
| BlackRock Inc. | 1,481,600 | $184.4M | 0.01% | +18,395+1.3% | Added |
| Ashe Capital Management, LP | 1,639,403 | $204.1M | 18.48% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 1,667,077 | $207.5M | 1.87% | +188,402+12.7% | Added |
| Vanguard Group Inc | 1,866,951 | $232.4M | 0.01% | +32,507+1.8% | Added |
| Brown Capital Management LLC | 2,708,557 | $337.2M | 5.04% | −92,118−3.3% | Reduced |
| Millennium Management LLC | 0 | $0 | 0.00% | −24,105−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,458−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −6,442−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −5,908−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −5,642−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,148−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −5,011−100.0% | Sold out |