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 |
|---|---|---|---|---|---|
| 12 West Capital Management LP | 300,000 | $51.6M | 4.43% | 00.0% | Unchanged |
| Nellore Capital Management LLC | 311,426 | $53.6M | 10.03% | +134,089+75.6% | Added |
| New York State Common Retirement Fund | 335,619 | $57.8M | 0.07% | −102,911−23.5% | Reduced |
| GW&K Investment Management, LLC | 342,056 | $58.9M | 0.56% | +16,231+5.0% | Added |
| DF Dent & Co Inc | 368,619 | $63.5M | 0.86% | −11,187−2.9% | Reduced |
| Geode Capital Management, LLC | 385,430 | $66.3M | 0.01% | +10,569+2.8% | Added |
| Gilder Gagnon Howe & Co LLC | 386,531 | $66.5M | 0.91% | −4,421−1.1% | Reduced |
| State Street Corp | 415,745 | $71.6M | 0.00% | +3,010+0.7% | Added |
| Fred Alger Management, LLC | 509,660 | $87.7M | 0.45% | +21,132+4.3% | Added |
| BlackRock Inc. | 1,524,173 | $262.4M | 0.01% | +42,573+2.9% | Added |
| Echo Street Capital Management LLC | 1,617,413 | $278.4M | 2.38% | −49,664−3.0% | Reduced |
| Ashe Capital Management, LP | 1,639,403 | $282.2M | 22.11% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,954,900 | $336.5M | 0.01% | +87,949+4.7% | Added |
| Brown Capital Management LLC | 1,993,975 | $343.2M | 4.87% | −714,582−26.4% | Reduced |
| Jump Financial, LLC | 0 | $0 | 0.00% | −14,935−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −8,695−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −6,163−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −5,919−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −5,051−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −4,927−100.0% | Sold out |
| Pragma Gestao de Patrimonio Ltd | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −3,490−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −2,614−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −2,493−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −2,153−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −1,771−100.0% | Sold out |
| Channel Wealth LLC | 0 | $0 | 0.00% | −1,758−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,757−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| ETF Managers Group, LLC | – | – | – | – | Not filed |