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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 6,669 | $1.15M | 0.00% | +399+6.4% | Added |
| Jackson Creek Investment Advisors LLC | 6,540 | $1.13M | 0.45% | +6,540 | New |
| Evanson Asset Management, LLC | 6,000 | $1.03M | 0.10% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 5,928 | $1.02M | 0.00% | +435+7.9% | Added |
| Principal Financial Group Inc | 5,759 | $991.4K | 0.00% | +3,612+168.2% | Added |
| Brighton Jones LLC | 5,652 | $973.0K | 0.05% | −80−1.4% | Reduced |
| State Board of Administration of Florida Retirement System | 5,456 | $939.2K | 0.00% | −1,000−15.5% | Reduced |
| TownSquare Capital, LLC | 5,240 | $902.0K | 0.02% | −21−0.4% | Reduced |
| Arizona State Retirement System | 5,220 | $898.6K | 0.01% | −399−7.1% | Reduced |
| Ameriprise Financial Inc | 5,140 | $884.8K | 0.00% | +1,210+30.8% | Added |
| Capital Impact Advisors, LLC | 5,049 | $869.1K | 0.96% | −1,683−25.0% | Reduced |
| Quent Capital, LLC | 5,018 | $863.8K | 0.14% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 4,991 | $859.2K | 0.00% | −1,375−21.6% | Reduced |
| Ingalls & Snyder LLC | 4,707 | $810.0K | 0.04% | −1,561−24.9% | Reduced |
| ExodusPoint Capital Management, LP | 4,647 | $800.0K | 0.01% | +4,647 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 4,569 | $786.5K | 0.00% | +4,569 | New |
| Raymond James & Associates | 4,552 | $783.6K | 0.00% | −133−2.8% | Reduced |
| Gotham Asset Management, LLC | 4,238 | $729.5K | 0.02% | +1,488+54.1% | Added |
| Arlington Financial Advisors, LLC | 4,084 | $703.0K | 0.26% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 4,006 | $690.0K | 0.00% | +120+3.1% | Added |
| Trexquant Investment LP | 3,855 | $663.6K | 0.02% | +3,855 | New |
| Long Path Partners LP | 3,804 | $654.8K | 0.29% | −19,463−83.7% | Reduced |
| The PNC Financial Services Group, Inc. | 3,667 | $631.2K | 0.00% | +130+3.7% | Added |
| Commerce Bank | 3,628 | $624.5K | 0.00% | +543+17.6% | Added |
| XTX Topco Ltd | 3,600 | $619.7K | 0.11% | +3,600 | New |
| DC Investments Management, LLC | 3,323 | $572.0K | 0.66% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 3,311 | $570.0K | 0.00% | −1,286−28.0% | Reduced |
| Engineers Gate Manager LP | 3,264 | $561.9K | 0.02% | +3,264 | New |
| Harbor Capital Advisors, Inc. | 3,241 | $557.9K | 0.11% | +3,241 | New |
| Legato Capital Management LLC | 3,239 | $557.6K | 0.08% | +3,239 | New |
| American Century Companies Inc | 3,199 | $550.7K | 0.00% | −523−14.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,085 | $531.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,943 | $507.0K | 0.00% | +182+6.6% | Added |
| State of Wisconsin Investment Board | 2,868 | $493.7K | 0.00% | +426+17.4% | Added |
| State of Wyoming | 2,793 | $480.8K | 0.14% | +538+23.9% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,772 | $477.2K | 0.01% | +120+4.5% | Added |
| Public Employees Retirement Association of Colorado | 2,627 | $452.0K | 0.00% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 2,615 | $450.1K | 0.06% | +542+26.1% | Added |
| Independent Advisor Alliance | 2,603 | $448.1K | 0.02% | −10−0.4% | Reduced |
| Handelsbanken Fonder AB | 2,600 | $448.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 2,565 | $441.5K | 0.00% | +206+8.7% | Added |
| Curbstone Financial Management Corp | 2,560 | $440.7K | 0.11% | +2,560 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 2,525 | $434.7K | 0.00% | +2,525 | New |
| DFPG Investments, LLC | 2,234 | $431.0K | 0.04% | +264+13.4% | Added |
| 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 |
| Stifel Financial Corp | 2,392 | $411.8K | 0.00% | −51−2.1% | Reduced |
| Truist Financial Corp | 2,297 | $395.4K | 0.00% | −107−4.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,199 | $378.0K | 0.05% | +2,199 | New |
| Martingale Asset Management L P | 2,111 | $363.4K | 0.01% | +2,111 | New |
| Pictet Asset Management SA | 2,078 | $357.7K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,066 | $355.6K | 0.01% | +55+2.7% | Added |
| Victory Capital Management Inc | 2,014 | $346.7K | 0.00% | −44−2.1% | Reduced |
| Verdence Capital Advisors LLC | 1,920 | $330.5K | 0.04% | −223−10.4% | Reduced |
| Gsa Capital Partners LLP | 1,889 | $325.0K | 0.03% | +237+14.3% | Added |
| Occudo Quantitative Strategies LP | 1,841 | $316.9K | 0.03% | −9,448−83.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,812 | $311.9K | 0.00% | +1,812 | New |
| Private Advisor Group, LLC | 1,752 | $301.6K | 0.00% | 00.0% | Unchanged |
| Woodline Partners LP | 1,733 | $298.3K | 0.00% | −2,378−57.8% | Reduced |
| FORA Capital, LLC | 1,603 | $275.9K | 0.04% | +1,603 | New |
| Baird Financial Group, Inc. | 1,568 | $269.9K | 0.00% | +1,568 | New |
| Ameritas Investment Partners, Inc. | 1,551 | $267.0K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 1,458 | $251.0K | 0.00% | +1,458 | New |
| Ashton Thomas Private Wealth, LLC | 1,330 | $228.9K | 0.02% | +1,330 | New |
| Squarepoint Ops LLC | 1,314 | $226.2K | 0.00% | +1,314 | New |
| Keebeck Alpha, LP | 1,271 | $218.8K | 0.22% | +1,271 | New |
| Acadian Asset Management LLC | 1,251 | $214.0K | 0.00% | −4,124−76.7% | Reduced |
| Cullinan Associates Inc | 1,200 | $206.6K | 0.01% | +1,200 | New |
| Virtu Financial LLC | 1,190 | $205.0K | 0.02% | +1,190 | New |
| Bank of Montreal | 1,147 | $201.4K | 0.00% | +1,147 | New |
| Metropolitan Life Insurance Co | 1,076 | $185.2K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 666 | $114.6K | 0.00% | −170−20.3% | Reduced |
| FMR LLC | 643 | $110.7K | 0.00% | +39+6.5% | Added |
| Parallel Advisors, LLC | 580 | $99.8K | 0.00% | −4−0.7% | Reduced |
| Harbor Investment Advisory, LLC | 552 | $95.0K | 0.01% | +17+3.2% | Added |
| Cary Street Partner Investment Advisory LLC | 375 | $64.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 360 | $62.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 356 | $61.3K | 0.00% | −210−37.1% | Reduced |
| Covestor Ltd | 288 | $50.0K | 0.04% | −183−38.9% | Reduced |
| First Horizon Advisors, Inc. | 286 | $49.2K | 0.00% | +14+5.1% | Added |
| Huntington National Bank | 190 | $32.7K | 0.00% | +24+14.5% | Added |
| Altshuler Shaham Ltd | 178 | $30.6K | 0.00% | −59−24.9% | Reduced |
| Signaturefd, LLC | 160 | $27.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 123 | $21.2K | 0.00% | −21−14.6% | Reduced |
| Private Trust Co NA | 95 | $16.4K | 0.00% | +5+5.6% | Added |
| Steward Partners Investment Advisory, LLC | 90 | $15.5K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 86 | $15.0K | 0.00% | −82−48.8% | Reduced |
| Arcadia Investment Management Corp | 81 | $13.9K | 0.00% | +81 | New |
| Lindbrook Capital, LLC | 80 | $13.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 49 | $8.44K | 0.00% | −17−25.8% | Reduced |
| Park Place Capital Corp | 41 | $7.06K | 0.00% | +15+57.7% | Added |
| Foster Dykema Cabot & Co Inc | 37 | $6.00K | 0.00% | +37 | New |
| Rosenberg Matthew Hamilton | 30 | $5.16K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 29 | $4.99K | 0.00% | +11+61.1% | Added |
| MCF Advisors LLC | 21 | $3.62K | 0.00% | +21 | 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 |
| Adirondack Retirement Specialists, Inc. | 18 | $3.10K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 18 | $3.10K | 0.00% | +18 | New |
| CWM, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |