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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 5,051 | $628.7K | 0.00% | −2,290−31.2% | Reduced |
| Quent Capital, LLC | 5,018 | $618.8K | 0.11% | 00.0% | Unchanged |
| Jane Street Group, LLC | 4,927 | $613.3K | 0.00% | −2,121−30.1% | Reduced |
| Raymond James & Associates | 4,685 | $583.2K | 0.00% | +4,685 | New |
| Teacher Retirement System of Texas | 4,597 | $572.0K | 0.00% | −959−17.3% | Reduced |
| Los Angeles Capital Management LLC | 4,542 | $565.4K | 0.00% | −379−7.7% | Reduced |
| Citigroup Inc | 4,260 | $530.3K | 0.00% | +325+8.3% | Added |
| Woodline Partners LP | 4,111 | $511.7K | 0.01% | +1,217+42.1% | Added |
| Arlington Financial Advisors, LLC | 4,084 | $508.4K | 0.20% | 00.0% | Unchanged |
| Pragma Gestao de Patrimonio Ltd | 4,000 | $497.9K | 0.35% | −39,000−90.7% | Reduced |
| Ameriprise Financial Inc | 3,930 | $489.2K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 3,886 | $483.0K | 0.00% | +570+17.2% | Added |
| American Century Companies Inc | 3,722 | $463.3K | 0.00% | −139−3.6% | Reduced |
| The PNC Financial Services Group, Inc. | 3,537 | $440.3K | 0.00% | +1,605+83.1% | Added |
| STRS Ohio | 3,500 | $435.0K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 3,490 | $434.4K | 0.01% | 00.0% | Unchanged |
| DC Investments Management, LLC | 3,323 | $413.6K | 0.49% | 00.0% | Unchanged |
| UBS Group AG | 3,206 | $399.1K | 0.00% | +2,057+179.0% | Added |
| Aquatic Capital Management LLC | 3,100 | $386.0K | 0.02% | +1,700+121.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,085 | $384.0K | 0.00% | +253+8.9% | Added |
| Commerce Bank | 3,085 | $384.0K | 0.00% | +3,085 | New |
| Amalgamated Bank | 2,761 | $344.0K | 0.00% | −440−13.7% | Reduced |
| Gotham Asset Management, LLC | 2,750 | $342.3K | 0.01% | −216−7.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,652 | $330.1K | 0.01% | +2,652 | New |
| Public Employees Retirement Association of Colorado | 2,627 | $327.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 2,614 | $325.4K | 0.00% | −2,197−45.7% | Reduced |
| Independent Advisor Alliance | 2,613 | $325.3K | 0.02% | +2,613 | New |
| Handelsbanken Fonder AB | 2,600 | $324.0K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 2,500 | $311.2K | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 2,493 | $310.3K | 0.01% | −4,347−63.6% | Reduced |
| Stifel Financial Corp | 2,443 | $304.1K | 0.00% | +186+8.2% | Added |
| State of Wisconsin Investment Board | 2,442 | $304.0K | 0.00% | +54+2.3% | Added |
| Truist Financial Corp | 2,404 | $299.2K | 0.00% | −52−2.1% | Reduced |
| ProShare Advisors LLC | 2,359 | $293.6K | 0.00% | −198−7.7% | Reduced |
| State of Wyoming | 2,255 | $280.7K | 0.09% | +967+75.1% | Added |
| Principal Financial Group Inc | 2,147 | $267.3K | 0.00% | −177−7.6% | Reduced |
| Verdence Capital Advisors LLC | 2,143 | $266.8K | 0.03% | +2,143 | New |
| Pictet Asset Management SA | 2,078 | $258.7K | 0.00% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 2,073 | $258.1K | 0.04% | +2,073 | New |
| Victory Capital Management Inc | 2,058 | $256.2K | 0.00% | +20+1.0% | Added |
| O'Shaughnessy Asset Management, LLC | 2,011 | $250.3K | 0.00% | +2,011 | New |
| DFPG Investments, LLC | 1,970 | $245.2K | 0.03% | +1,970 | New |
| ETF Managers Group, LLC | 1,938 | $241.2K | 0.01% | −293−13.1% | Reduced |
| FDx Advisors, Inc. | 2,153 | $227.0K | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 1,800 | $224.1K | 0.00% | +1,800 | New |
| Mutual Advisors, LLC | 1,771 | $220.5K | 0.01% | +1,771 | New |
| Channel Wealth LLC | 1,758 | $218.8K | 0.14% | +1,758 | New |
| Quantbot Technologies LP | 1,757 | $218.7K | 0.02% | +1,561+796.4% | Added |
| Private Advisor Group, LLC | 1,752 | $218.1K | 0.00% | +1,752 | New |
| Gsa Capital Partners LLP | 1,652 | $206.0K | 0.02% | +1,652 | New |
| Ameritas Investment Partners, Inc. | 1,551 | $193.1K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,219 | $151.7K | 0.00% | +491+67.4% | Added |
| Globeflex Capital L P | 1,100 | $136.9K | 0.02% | +1,100 | New |
| Metropolitan Life Insurance Co | 1,076 | $133.9K | 0.01% | −101−8.6% | Reduced |
| Nisa Investment Advisors, LLC | 836 | $104.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 729 | $90.7K | 0.00% | +90+14.1% | Added |
| FMR LLC | 604 | $75.2K | 0.00% | +154+34.2% | Added |
| Parallel Advisors, LLC | 584 | $72.7K | 0.00% | +583+58,300.0% | Added |
| Tower Research Capital LLC (TRC) | 566 | $70.0K | 0.00% | −506−47.2% | Reduced |
| Harbor Investment Advisory, LLC | 535 | $66.6K | 0.01% | +126+30.8% | Added |
| Covestor Ltd | 471 | $59.0K | 0.05% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 375 | $46.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 360 | $44.8K | 0.00% | +360 | New |
| First Horizon Advisors, Inc. | 272 | $33.9K | 0.00% | +263+2,922.2% | Added |
| Altshuler Shaham Ltd | 237 | $29.5K | 0.00% | +237 | New |
| Point72 Middle East FZE | 181 | $22.5K | 0.00% | −30−14.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 168 | $21.0K | 0.00% | +57+51.4% | Added |
| Huntington National Bank | 166 | $20.7K | 0.00% | +166 | New |
| Signaturefd, LLC | 160 | $19.9K | 0.00% | +1+0.6% | Added |
| Allworth Financial LP | 144 | $17.9K | 0.00% | +51+54.8% | 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 |
| Lindbrook Capital, LLC | 80 | $9.96K | 0.00% | +53+196.3% | Added |
| Global Retirement Partners, LLC | 66 | $9.02K | 0.00% | +5+8.2% | Added |
| Group One Trading, L.P. | 66 | $8.22K | 0.00% | +66 | New |
| TCI Wealth Advisors, Inc. | 43 | $5.35K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 30 | $3.73K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 26 | $3.24K | 0.00% | +26 | New |
| Baystate Wealth Management LLC | 20 | $2.49K | 0.00% | +20 | New |
| Adirondack Retirement Specialists, Inc. | 18 | $2.28K | 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 |
| CWM, LLC | 16 | $2.00K | 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 |
| FinTrust Capital Advisors, LLC | 17 | $1.79K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $1.74K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 10 | $1.25K | 0.00% | −2−16.7% | Reduced |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7 | $872 | 0.00% | +7 | New |
| Massmutual Trust Co FSB | 5 | $622 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $498 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 4 | $498 | 0.00% | +4 | New |
| 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 |