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, 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 | $3.77B |
| 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, 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 |
|---|---|---|---|---|---|
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Glassman Wealth Services | 2 | $344 | 0.00% | +2 | New |
| Institutional & Family Asset Management, LLC | 4 | $689 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $689 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $689 | 0.00% | +4 | New |
| Massmutual Trust Co FSB | 5 | $861 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7 | $1.21K | 0.00% | +7 | New |
| SRS Capital Advisors, Inc. | 9 | $1.55K | 0.00% | +2+28.6% | Added |
| Manchester Capital Management LLC | 9 | $1.55K | 0.00% | −9−50.0% | Reduced |
| FinTrust Capital Advisors, LLC | 17 | $1.79K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 15 | $2.58K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $2.58K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 17 | $2.89K | 0.00% | +17 | New |
| CWM, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 18 | $3.10K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 18 | $3.10K | 0.00% | +18 | New |
| Baystate Wealth Management LLC | 20 | $3.44K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $3.44K | 0.00% | +6+42.9% | Added |
| MCF Advisors LLC | 21 | $3.62K | 0.00% | +21 | New |
| US Bancorp | 29 | $4.99K | 0.00% | +11+61.1% | Added |
| Rosenberg Matthew Hamilton | 30 | $5.16K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 37 | $6.00K | 0.00% | +37 | New |
| Park Place Capital Corp | 41 | $7.06K | 0.00% | +15+57.7% | Added |
| Global Retirement Partners, LLC | 49 | $8.44K | 0.00% | −17−25.8% | Reduced |
| Lindbrook Capital, LLC | 80 | $13.8K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 81 | $13.9K | 0.00% | +81 | New |
| Migdal Insurance & Financial Holdings Ltd. | 86 | $15.0K | 0.00% | −82−48.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 90 | $15.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 95 | $16.4K | 0.00% | +5+5.6% | Added |
| Allworth Financial LP | 123 | $21.2K | 0.00% | −21−14.6% | Reduced |
| Signaturefd, LLC | 160 | $27.5K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 178 | $30.6K | 0.00% | −59−24.9% | Reduced |
| Huntington National Bank | 190 | $32.7K | 0.00% | +24+14.5% | Added |
| First Horizon Advisors, Inc. | 286 | $49.2K | 0.00% | +14+5.1% | Added |
| Covestor Ltd | 288 | $50.0K | 0.04% | −183−38.9% | Reduced |
| Tower Research Capital LLC (TRC) | 356 | $61.3K | 0.00% | −210−37.1% | Reduced |
| Assetmark, Inc | 360 | $62.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 375 | $64.6K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 552 | $95.0K | 0.01% | +17+3.2% | Added |
| Parallel Advisors, LLC | 580 | $99.8K | 0.00% | −4−0.7% | Reduced |
| FMR LLC | 643 | $110.7K | 0.00% | +39+6.5% | Added |
| Nisa Investment Advisors, LLC | 666 | $114.6K | 0.00% | −170−20.3% | Reduced |
| Metropolitan Life Insurance Co | 1,076 | $185.2K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 1,147 | $201.4K | 0.00% | +1,147 | New |
| Virtu Financial LLC | 1,190 | $205.0K | 0.02% | +1,190 | New |
| Cullinan Associates Inc | 1,200 | $206.6K | 0.01% | +1,200 | New |
| Acadian Asset Management LLC | 1,251 | $214.0K | 0.00% | −4,124−76.7% | Reduced |
| Keebeck Alpha, LP | 1,271 | $218.8K | 0.22% | +1,271 | New |
| Squarepoint Ops LLC | 1,314 | $226.2K | 0.00% | +1,314 | New |
| Ashton Thomas Private Wealth, LLC | 1,330 | $228.9K | 0.02% | +1,330 | New |
| Xponance, Inc. | 1,458 | $251.0K | 0.00% | +1,458 | New |
| Ameritas Investment Partners, Inc. | 1,551 | $267.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 1,568 | $269.9K | 0.00% | +1,568 | New |
| FORA Capital, LLC | 1,603 | $275.9K | 0.04% | +1,603 | New |
| Woodline Partners LP | 1,733 | $298.3K | 0.00% | −2,378−57.8% | Reduced |
| Private Advisor Group, LLC | 1,752 | $301.6K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,812 | $311.9K | 0.00% | +1,812 | New |
| Occudo Quantitative Strategies LP | 1,841 | $316.9K | 0.03% | −9,448−83.7% | Reduced |
| Gsa Capital Partners LLP | 1,889 | $325.0K | 0.03% | +237+14.3% | Added |
| Verdence Capital Advisors LLC | 1,920 | $330.5K | 0.04% | −223−10.4% | Reduced |
| Victory Capital Management Inc | 2,014 | $346.7K | 0.00% | −44−2.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,066 | $355.6K | 0.01% | +55+2.7% | Added |
| Pictet Asset Management SA | 2,078 | $357.7K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 2,111 | $363.4K | 0.01% | +2,111 | New |
| Dynamic Technology Lab Private Ltd | 2,199 | $378.0K | 0.05% | +2,199 | New |
| Truist Financial Corp | 2,297 | $395.4K | 0.00% | −107−4.5% | Reduced |
| Stifel Financial Corp | 2,392 | $411.8K | 0.00% | −51−2.1% | Reduced |
| Beacon Pointe Advisors, LLC | 2,500 | $430.4K | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 2,500 | $430.4K | 0.00% | +700+38.9% | Added |
| DFPG Investments, LLC | 2,234 | $431.0K | 0.04% | +264+13.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,525 | $434.7K | 0.00% | +2,525 | New |
| Curbstone Financial Management Corp | 2,560 | $440.7K | 0.11% | +2,560 | New |
| ProShare Advisors LLC | 2,565 | $441.5K | 0.00% | +206+8.7% | Added |
| Handelsbanken Fonder AB | 2,600 | $448.0K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,603 | $448.1K | 0.02% | −10−0.4% | Reduced |
| Azzad Asset Management Inc | 2,615 | $450.1K | 0.06% | +542+26.1% | Added |
| Public Employees Retirement Association of Colorado | 2,627 | $452.0K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,772 | $477.2K | 0.01% | +120+4.5% | Added |
| State of Wyoming | 2,793 | $480.8K | 0.14% | +538+23.9% | Added |
| State of Wisconsin Investment Board | 2,868 | $493.7K | 0.00% | +426+17.4% | Added |
| Amalgamated Bank | 2,943 | $507.0K | 0.00% | +182+6.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,085 | $531.1K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 3,199 | $550.7K | 0.00% | −523−14.1% | Reduced |
| Legato Capital Management LLC | 3,239 | $557.6K | 0.08% | +3,239 | New |
| Harbor Capital Advisors, Inc. | 3,241 | $557.9K | 0.11% | +3,241 | New |
| Engineers Gate Manager LP | 3,264 | $561.9K | 0.02% | +3,264 | New |
| Teacher Retirement System of Texas | 3,311 | $570.0K | 0.00% | −1,286−28.0% | Reduced |
| DC Investments Management, LLC | 3,323 | $572.0K | 0.66% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,600 | $619.7K | 0.11% | +3,600 | New |
| Commerce Bank | 3,628 | $624.5K | 0.00% | +543+17.6% | Added |
| The PNC Financial Services Group, Inc. | 3,667 | $631.2K | 0.00% | +130+3.7% | Added |
| Long Path Partners LP | 3,804 | $654.8K | 0.29% | −19,463−83.7% | Reduced |
| Trexquant Investment LP | 3,855 | $663.6K | 0.02% | +3,855 | New |
| Commonwealth Equity Services, LLC | 4,006 | $690.0K | 0.00% | +120+3.1% | Added |
| Arlington Financial Advisors, LLC | 4,084 | $703.0K | 0.26% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 4,238 | $729.5K | 0.02% | +1,488+54.1% | Added |
| Raymond James & Associates | 4,552 | $783.6K | 0.00% | −133−2.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,569 | $786.5K | 0.00% | +4,569 | New |
| ExodusPoint Capital Management, LP | 4,647 | $800.0K | 0.01% | +4,647 | New |