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 $3.78B in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Appfolio Inc as of Jun 30, 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
- 214
- +22 vs. Q1 2023
- Shares held
- 16.2M
- −269.6K (−1.6%) vs. Q1 2023
- Total value
- $2.78B
- +$735.3M (+35.9%) vs. Q1 2023
- New holders
- 42
- 72 more added
- Sold out
- 20
- 65 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | $3.78B |
| Q1 2026 | 399 | $3.41B |
| Q4 2025 | 404 | $4.88B |
| Q3 2025 | 411 | $5.53B |
| Q2 2025 | 385 | $4.75B |
| Q1 2025 | 381 | $4.39B |
| Q4 2024 | 388 | $4.70B |
| Q3 2024 | 385 | $4.54B |
| Q2 2024 | 391 | $4.71B |
| Q1 2024 | 366 | $5.18B |
| Q4 2023 | 296 | $3.15B |
| Q3 2023 | 246 | $3.04B |
| Q2 2023 | 214 | $2.78B |
| Q1 2023 | 193 | $2.05B |
| Q4 2022 | 188 | $1.67B |
| Q3 2022 | 163 | $1.70B |
| Q2 2022 | 156 | $1.46B |
| Q1 2022 | 174 | $6.67B |
| Q4 2021 | 150 | $1.95B |
| Q3 2021 | 155 | $1.93B |
| Q2 2021 | 160 | $2.29B |
| Q1 2021 | 158 | $2.29B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brown Capital Management LLC | 1,993,975 | $343.2M | 4.87% | −714,582−26.4% | Reduced |
| Vanguard Group Inc | 1,954,900 | $336.5M | 0.01% | +87,949+4.7% | Added |
| Ashe Capital Management, LP | 1,639,403 | $282.2M | 22.11% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 1,617,413 | $278.4M | 2.38% | −49,664−3.0% | Reduced |
| BlackRock Inc. | 1,524,173 | $262.4M | 0.01% | +42,573+2.9% | Added |
| Fred Alger Management, LLC | 509,660 | $87.7M | 0.45% | +21,132+4.3% | Added |
| State Street Corp | 415,745 | $71.6M | 0.00% | +3,010+0.7% | Added |
| Gilder Gagnon Howe & Co LLC | 386,531 | $66.5M | 0.91% | −4,421−1.1% | Reduced |
| Geode Capital Management, LLC | 385,430 | $66.3M | 0.01% | +10,569+2.8% | Added |
| DF Dent & Co Inc | 368,619 | $63.5M | 0.86% | −11,187−2.9% | Reduced |
| GW&K Investment Management, LLC | 342,056 | $58.9M | 0.56% | +16,231+5.0% | Added |
| New York State Common Retirement Fund | 335,619 | $57.8M | 0.07% | −102,911−23.5% | Reduced |
| Nellore Capital Management LLC | 311,426 | $53.6M | 10.03% | +134,089+75.6% | Added |
| 12 West Capital Management LP | 300,000 | $51.6M | 4.43% | 00.0% | Unchanged |
| Dynamo Internacional Gestao de Recursos Ltda. | 248,667 | $42.8M | 4.52% | −79,073−24.1% | Reduced |
| Northern Trust Corp | 200,124 | $34.4M | 0.01% | +8,431+4.4% | Added |
| Insight Holdings Group, LLC | 189,611 | $32.6M | 0.75% | +6,700+3.7% | Added |
| First Trust Advisors LP | 156,538 | $26.9M | 0.03% | +1,073+0.7% | Added |
| Bank of New York Mellon Corp | 154,188 | $26.5M | 0.01% | +2,421+1.6% | Added |
| Norges Bank | 152,229 | $26.2M | 0.01% | −17,096−10.1% | Reduced |
| Ranger Investment Management, L.P. | 150,063 | $25.8M | 1.55% | +4,560+3.1% | Added |
| Charles Schwab Investment Management Inc | 143,019 | $24.6M | 0.01% | +697+0.5% | Added |
| Driehaus Capital Management LLC | 133,855 | $23.0M | 0.29% | +133,855 | New |
| Eagle Asset Management Inc | 129,796 | $22.3M | 0.12% | +1,008+0.8% | Added |
| Renaissance Technologies LLC | 117,200 | $20.2M | 0.03% | −29,800−20.3% | Reduced |
| Greenstone Partners & Co., LLC | 113,067 | $19.5M | 13.31% | −2,611−2.3% | Reduced |
| Dimensional Fund Advisors LP | 111,281 | $19.2M | 0.01% | −20,137−15.3% | Reduced |
| Long Walk Management LP | 109,500 | $18.8M | 13.94% | −47,000−30.0% | Reduced |
| Morgan Stanley | 104,778 | $18.0M | 0.00% | −10,130−8.8% | Reduced |
| Nuveen Asset Management, LLC | 84,528 | $14.6M | 0.01% | +25,502+43.2% | Added |
| Prudential Financial Inc | 72,038 | $12.4M | 0.02% | +49,033+213.1% | Added |
| Blair William & Co | 66,156 | $11.4M | 0.04% | −1,150−1.7% | Reduced |
| Atika Capital Management LLC | 63,500 | $10.9M | 1.37% | +63,500 | New |
| Invesco Ltd. | 60,487 | $10.4M | 0.00% | +44,698+283.1% | Added |
| Pier Capital, LLC | 56,603 | $9.74M | 1.40% | −5,632−9.0% | Reduced |
| Russell Investments Group, Ltd. | 56,480 | $9.72M | 0.02% | −2,836−4.8% | Reduced |
| Shannon River Fund Management LLC | 54,867 | $9.44M | 2.36% | −1,698−3.0% | Reduced |
| JPMorgan Chase & Co | 49,204 | $8.47M | 0.00% | +20,372+70.7% | Added |
| Mission Wealth Management, LP | 46,765 | $8.05M | 0.31% | +23,951+105.0% | Added |
| Great West Life Assurance Co | 43,336 | $7.45M | 0.02% | +4,599+11.9% | Added |
| Swiss National Bank | 40,500 | $6.97M | 0.00% | −1,300−3.1% | Reduced |
| Polen Capital Management LLC | 39,910 | $6.87M | 0.02% | −18,030−31.1% | Reduced |
| Goldman Sachs Group Inc | 39,540 | $6.81M | 0.00% | +712+1.8% | Added |
| Royal Bank of Canada | 34,692 | $5.97M | 0.00% | +802+2.4% | Added |
| D. E. Shaw & Co., Inc. | 33,014 | $5.68M | 0.01% | +22,428+211.9% | Added |
| Bank of America Corp | 31,978 | $5.50M | 0.00% | −34,113−51.6% | Reduced |
| Quadrature Capital Ltd | 28,860 | $4.96M | 0.11% | +28,860 | New |
| Rhumbline Advisers | 27,175 | $4.68M | 0.01% | +584+2.2% | Added |
| Hillsdale Investment Management Inc. | 25,820 | $4.44M | 0.41% | −4,380−14.5% | Reduced |
| Millennium Management LLC | 25,769 | $4.44M | 0.00% | +25,769 | New |
| Two Sigma Investments, LP | 25,587 | $4.40M | 0.01% | +3,598+16.4% | Added |
| Nicholas Investment Partners, LP | 24,423 | $4.20M | 0.29% | +24,423 | New |
| Alliancebernstein L.P. | 24,349 | $4.19M | 0.00% | +385+1.6% | Added |
| Credit Suisse AG | 23,840 | $4.10M | 0.00% | +6,551+37.9% | Added |
| California State Teachers Retirement System | 22,745 | $3.92M | 0.01% | −1,588−6.5% | Reduced |
| Baker Avenue Asset Management, LP | 21,910 | $3.77M | 0.19% | −6,819−23.7% | Reduced |
| Man Group plc | 21,539 | $3.71M | 0.01% | – | – |
| Legal & General Group Plc | 18,778 | $3.23M | 0.00% | −90−0.5% | Reduced |
| Natixis Advisors, L.P. | 17,528 | $3.02M | 0.01% | +309+1.8% | Added |
| Envestnet Asset Management Inc | 17,367 | $2.99M | 0.00% | +972+5.9% | Added |
| Next Century Growth Investors LLC | 17,149 | $2.95M | 0.28% | +17,149 | New |
| State of New Jersey Common Pension Fund D | 16,736 | $2.88M | 0.01% | −1,448−8.0% | Reduced |
| Bridgewater Associates, LP | 16,351 | $2.81M | 0.02% | +16,351 | New |
| Simplex Trading, LLC | 16,211 | $2.79M | 0.12% | +6,749+71.3% | Added |
| Qube Research & Technologies Ltd | 15,355 | $2.64M | 0.01% | +7,351+91.8% | Added |
| Two Sigma Advisers, LP | 14,686 | $2.53M | 0.01% | +2,200+17.6% | Added |
| Susquehanna International Group, LLP | 14,380 | $2.48M | 0.00% | −3,242−18.4% | Reduced |
| UBS Asset Management Americas Inc | 19,746 | $2.46M | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 14,192 | $2.44M | 0.01% | +5,473+62.8% | Added |
| Cubist Systematic Strategies, LLC | 14,061 | $2.42M | 0.03% | −20,879−59.8% | Reduced |
| Wells Fargo & Company | 12,982 | $2.23M | 0.00% | +4,357+50.5% | Added |
| Advisor Group Holdings, Inc. | 12,973 | $2.23M | 0.00% | +4,466+52.5% | Added |
| Citigroup Inc | 12,773 | $2.20M | 0.00% | +8,513+199.8% | Added |
| Marshall Wace, LLP | 12,604 | $2.17M | 0.00% | −8,934−41.5% | Reduced |
| Federated Hermes, Inc. | 12,558 | $2.16M | 0.01% | +11,829+1,622.6% | Added |
| UBS Group AG | 11,914 | $2.05M | 0.00% | +8,708+271.6% | Added |
| Allspring Global Investments Holdings, LLC | 11,801 | $2.03M | 0.00% | +10,582+868.1% | Added |
| Dark Forest Capital Management LP | 11,264 | $1.94M | 0.20% | +11,264 | New |
| Brinker Capital Investments, LLC | 11,141 | $1.92M | 0.02% | −882−7.3% | Reduced |
| Orion Portfolio Solutions, LLC | 11,141 | $1.92M | 0.02% | −882−7.3% | Reduced |
| Advisors Capital Management, LLC | 11,133 | $1.92M | 0.05% | −57−0.5% | Reduced |
| Balyasny Asset Management LLC | 10,601 | $1.82M | 0.01% | +1,283+13.8% | Added |
| MetLife Investment Management | 10,226 | $1.76M | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 10,076 | $1.73M | 0.09% | −800−7.4% | Reduced |
| Cavalier Investments, LLC | 9,328 | $1.61M | 0.58% | +9,328 | New |
| Franklin Resources Inc | 9,288 | $1.60M | 0.00% | +9,288 | New |
| American International Group, Inc. | 9,250 | $1.59M | 0.01% | −215−2.3% | Reduced |
| Janus Henderson Group PLC | 9,248 | $1.59M | 0.00% | −6−0.1% | Reduced |
| Deutsche Bank AG | 8,964 | $1.54M | 0.00% | −5,398−37.6% | Reduced |
| BNP Paribas Arbitrage, SA | 8,903 | $1.53M | 0.00% | −3,509−28.3% | Reduced |
| Los Angeles Capital Management LLC | 8,604 | $1.48M | 0.01% | +4,062+89.4% | Added |
| EFG Asset Management (North America) Corp. | 8,498 | $1.46M | 0.31% | +1,340+18.7% | Added |
| Manufacturers Life Insurance Company, The | 7,770 | $1.34M | 0.00% | +40+0.5% | Added |
| Mackenzie Financial Corp | 7,705 | $1.33M | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 7,683 | $1.32M | 0.00% | +328+4.5% | Added |
| Barclays PLC | 7,308 | $1.26M | 0.00% | −2,734−27.2% | Reduced |
| Ensign Peak Advisors, Inc | 7,050 | $1.21M | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 6,900 | $1.19M | 0.01% | +3,400+97.1% | Added |
| Oppenheimer Asset Management Inc. | 6,777 | $1.17M | 0.02% | −940−12.2% | Reduced |
| Citadel Advisors LLC | 6,709 | $1.15M | 0.00% | +6,709 | New |