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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 4,707 | $810.0K | 0.04% | −1,561−24.9% | Reduced |
| First Republic Investment Management, Inc. | 4,991 | $859.2K | 0.00% | −1,375−21.6% | Reduced |
| Quent Capital, LLC | 5,018 | $863.8K | 0.14% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 5,049 | $869.1K | 0.96% | −1,683−25.0% | Reduced |
| Ameriprise Financial Inc | 5,140 | $884.8K | 0.00% | +1,210+30.8% | Added |
| Arizona State Retirement System | 5,220 | $898.6K | 0.01% | −399−7.1% | Reduced |
| TownSquare Capital, LLC | 5,240 | $902.0K | 0.02% | −21−0.4% | Reduced |
| State Board of Administration of Florida Retirement System | 5,456 | $939.2K | 0.00% | −1,000−15.5% | Reduced |
| Brighton Jones LLC | 5,652 | $973.0K | 0.05% | −80−1.4% | Reduced |
| Principal Financial Group Inc | 5,759 | $991.4K | 0.00% | +3,612+168.2% | Added |
| Price T Rowe Associates Inc | 5,928 | $1.02M | 0.00% | +435+7.9% | Added |
| Evanson Asset Management, LLC | 6,000 | $1.03M | 0.10% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 6,540 | $1.13M | 0.45% | +6,540 | New |
| LPL Financial LLC | 6,669 | $1.15M | 0.00% | +399+6.4% | Added |
| Citadel Advisors LLC | 6,709 | $1.15M | 0.00% | +6,709 | New |
| Oppenheimer Asset Management Inc. | 6,777 | $1.17M | 0.02% | −940−12.2% | Reduced |
| STRS Ohio | 6,900 | $1.19M | 0.01% | +3,400+97.1% | Added |
| Ensign Peak Advisors, Inc | 7,050 | $1.21M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 7,308 | $1.26M | 0.00% | −2,734−27.2% | Reduced |
| Voya Investment Management LLC | 7,683 | $1.32M | 0.00% | +328+4.5% | Added |
| Mackenzie Financial Corp | 7,705 | $1.33M | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 7,770 | $1.34M | 0.00% | +40+0.5% | Added |
| EFG Asset Management (North America) Corp. | 8,498 | $1.46M | 0.31% | +1,340+18.7% | Added |
| Los Angeles Capital Management LLC | 8,604 | $1.48M | 0.01% | +4,062+89.4% | Added |
| BNP Paribas Arbitrage, SA | 8,903 | $1.53M | 0.00% | −3,509−28.3% | Reduced |
| Deutsche Bank AG | 8,964 | $1.54M | 0.00% | −5,398−37.6% | Reduced |
| Janus Henderson Group PLC | 9,248 | $1.59M | 0.00% | −6−0.1% | Reduced |
| American International Group, Inc. | 9,250 | $1.59M | 0.01% | −215−2.3% | Reduced |
| Franklin Resources Inc | 9,288 | $1.60M | 0.00% | +9,288 | New |
| Cavalier Investments, LLC | 9,328 | $1.61M | 0.58% | +9,328 | New |
| ClariVest Asset Management LLC | 10,076 | $1.73M | 0.09% | −800−7.4% | Reduced |
| MetLife Investment Management | 10,226 | $1.76M | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 10,601 | $1.82M | 0.01% | +1,283+13.8% | Added |
| Advisors Capital Management, LLC | 11,133 | $1.92M | 0.05% | −57−0.5% | Reduced |
| 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 |
| Dark Forest Capital Management LP | 11,264 | $1.94M | 0.20% | +11,264 | New |
| Allspring Global Investments Holdings, LLC | 11,801 | $2.03M | 0.00% | +10,582+868.1% | Added |
| UBS Group AG | 11,914 | $2.05M | 0.00% | +8,708+271.6% | Added |
| Federated Hermes, Inc. | 12,558 | $2.16M | 0.01% | +11,829+1,622.6% | Added |
| Marshall Wace, LLP | 12,604 | $2.17M | 0.00% | −8,934−41.5% | Reduced |
| Citigroup Inc | 12,773 | $2.20M | 0.00% | +8,513+199.8% | Added |
| Advisor Group Holdings, Inc. | 12,973 | $2.23M | 0.00% | +4,466+52.5% | Added |
| Wells Fargo & Company | 12,982 | $2.23M | 0.00% | +4,357+50.5% | Added |
| Cubist Systematic Strategies, LLC | 14,061 | $2.42M | 0.03% | −20,879−59.8% | Reduced |
| AQR Capital Management LLC | 14,192 | $2.44M | 0.01% | +5,473+62.8% | Added |
| UBS Asset Management Americas Inc | 19,746 | $2.46M | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 14,380 | $2.48M | 0.00% | −3,242−18.4% | Reduced |
| Two Sigma Advisers, LP | 14,686 | $2.53M | 0.01% | +2,200+17.6% | Added |
| Qube Research & Technologies Ltd | 15,355 | $2.64M | 0.01% | +7,351+91.8% | Added |
| Simplex Trading, LLC | 16,211 | $2.79M | 0.12% | +6,749+71.3% | Added |
| Bridgewater Associates, LP | 16,351 | $2.81M | 0.02% | +16,351 | New |
| State of New Jersey Common Pension Fund D | 16,736 | $2.88M | 0.01% | −1,448−8.0% | Reduced |
| Next Century Growth Investors LLC | 17,149 | $2.95M | 0.28% | +17,149 | New |
| Envestnet Asset Management Inc | 17,367 | $2.99M | 0.00% | +972+5.9% | Added |
| Natixis Advisors, L.P. | 17,528 | $3.02M | 0.01% | +309+1.8% | Added |
| Legal & General Group Plc | 18,778 | $3.23M | 0.00% | −90−0.5% | Reduced |
| Man Group plc | 21,539 | $3.71M | 0.01% | – | – |
| Baker Avenue Asset Management, LP | 21,910 | $3.77M | 0.19% | −6,819−23.7% | Reduced |
| California State Teachers Retirement System | 22,745 | $3.92M | 0.01% | −1,588−6.5% | Reduced |
| Credit Suisse AG | 23,840 | $4.10M | 0.00% | +6,551+37.9% | Added |
| Alliancebernstein L.P. | 24,349 | $4.19M | 0.00% | +385+1.6% | Added |
| Nicholas Investment Partners, LP | 24,423 | $4.20M | 0.29% | +24,423 | New |
| Two Sigma Investments, LP | 25,587 | $4.40M | 0.01% | +3,598+16.4% | Added |
| Millennium Management LLC | 25,769 | $4.44M | 0.00% | +25,769 | New |
| Hillsdale Investment Management Inc. | 25,820 | $4.44M | 0.41% | −4,380−14.5% | Reduced |
| Rhumbline Advisers | 27,175 | $4.68M | 0.01% | +584+2.2% | Added |
| Quadrature Capital Ltd | 28,860 | $4.96M | 0.11% | +28,860 | New |
| Bank of America Corp | 31,978 | $5.50M | 0.00% | −34,113−51.6% | Reduced |
| D. E. Shaw & Co., Inc. | 33,014 | $5.68M | 0.01% | +22,428+211.9% | Added |
| Royal Bank of Canada | 34,692 | $5.97M | 0.00% | +802+2.4% | Added |
| Goldman Sachs Group Inc | 39,540 | $6.81M | 0.00% | +712+1.8% | Added |
| Polen Capital Management LLC | 39,910 | $6.87M | 0.02% | −18,030−31.1% | Reduced |
| Swiss National Bank | 40,500 | $6.97M | 0.00% | −1,300−3.1% | Reduced |
| Great West Life Assurance Co | 43,336 | $7.45M | 0.02% | +4,599+11.9% | Added |
| Mission Wealth Management, LP | 46,765 | $8.05M | 0.31% | +23,951+105.0% | Added |
| JPMorgan Chase & Co | 49,204 | $8.47M | 0.00% | +20,372+70.7% | Added |
| Shannon River Fund Management LLC | 54,867 | $9.44M | 2.36% | −1,698−3.0% | Reduced |
| Russell Investments Group, Ltd. | 56,480 | $9.72M | 0.02% | −2,836−4.8% | Reduced |
| Pier Capital, LLC | 56,603 | $9.74M | 1.40% | −5,632−9.0% | Reduced |
| Invesco Ltd. | 60,487 | $10.4M | 0.00% | +44,698+283.1% | Added |
| Atika Capital Management LLC | 63,500 | $10.9M | 1.37% | +63,500 | New |
| Blair William & Co | 66,156 | $11.4M | 0.04% | −1,150−1.7% | Reduced |
| Prudential Financial Inc | 72,038 | $12.4M | 0.02% | +49,033+213.1% | Added |
| Nuveen Asset Management, LLC | 84,528 | $14.6M | 0.01% | +25,502+43.2% | Added |
| Morgan Stanley | 104,778 | $18.0M | 0.00% | −10,130−8.8% | Reduced |
| Long Walk Management LP | 109,500 | $18.8M | 13.94% | −47,000−30.0% | Reduced |
| Dimensional Fund Advisors LP | 111,281 | $19.2M | 0.01% | −20,137−15.3% | Reduced |
| Greenstone Partners & Co., LLC | 113,067 | $19.5M | 13.31% | −2,611−2.3% | Reduced |
| Renaissance Technologies LLC | 117,200 | $20.2M | 0.03% | −29,800−20.3% | Reduced |
| Eagle Asset Management Inc | 129,796 | $22.3M | 0.12% | +1,008+0.8% | Added |
| Driehaus Capital Management LLC | 133,855 | $23.0M | 0.29% | +133,855 | New |
| Charles Schwab Investment Management Inc | 143,019 | $24.6M | 0.01% | +697+0.5% | Added |
| Ranger Investment Management, L.P. | 150,063 | $25.8M | 1.55% | +4,560+3.1% | Added |
| Norges Bank | 152,229 | $26.2M | 0.01% | −17,096−10.1% | Reduced |
| Bank of New York Mellon Corp | 154,188 | $26.5M | 0.01% | +2,421+1.6% | Added |
| First Trust Advisors LP | 156,538 | $26.9M | 0.03% | +1,073+0.7% | Added |
| Insight Holdings Group, LLC | 189,611 | $32.6M | 0.75% | +6,700+3.7% | Added |
| Northern Trust Corp | 200,124 | $34.4M | 0.01% | +8,431+4.4% | Added |
| Dynamo Internacional Gestao de Recursos Ltda. | 248,667 | $42.8M | 4.64% | −79,073−24.1% | Reduced |