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, Q3 2023
Institutional positions in Appfolio Inc as of Sep 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
- 246
- +33 vs. Q2 2023
- Shares held
- 16.5M
- +285.5K (+1.8%) vs. Q2 2023
- Total value
- $3.01B
- +$224.4M (+8.1%) vs. Q2 2023
- New holders
- 56
- 96 more added
- Sold out
- 23
- 57 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,001,727 | $365.6M | 0.01% | +46,827+2.4% | Added |
| Brown Capital Management LLC | 1,810,598 | $330.7M | 5.07% | −183,377−9.2% | Reduced |
| Ashe Capital Management, LP | 1,639,403 | $299.4M | 24.87% | 00.0% | Unchanged |
| BlackRock Inc. | 1,550,203 | $283.1M | 0.01% | +26,030+1.7% | Added |
| Echo Street Capital Management LLC | 862,697 | $157.6M | 1.47% | −754,716−46.7% | Reduced |
| Fred Alger Management, LLC | 572,007 | $104.5M | 0.60% | +62,347+12.2% | Added |
| State Street Corp | 419,618 | $76.6M | 0.00% | +3,873+0.9% | Added |
| Gilder Gagnon Howe & Co LLC | 406,026 | $74.2M | 1.13% | +19,495+5.0% | Added |
| Geode Capital Management, LLC | 405,554 | $74.1M | 0.01% | +20,124+5.2% | Added |
| DF Dent & Co Inc | 363,899 | $66.5M | 0.97% | −4,720−1.3% | Reduced |
| GW&K Investment Management, LLC | 344,152 | $62.9M | 0.63% | +2,096+0.6% | Added |
| New York State Common Retirement Fund | 315,029 | $57.5M | 0.08% | −20,590−6.1% | Reduced |
| Nellore Capital Management LLC | 311,426 | $56.9M | 10.70% | 00.0% | Unchanged |
| 12 West Capital Management LP | 300,000 | $54.8M | 4.96% | 00.0% | Unchanged |
| Dynamo Internacional Gestao de Recursos Ltda. | 211,948 | $38.7M | 4.16% | −36,719−14.8% | Reduced |
| Morgan Stanley | 206,803 | $37.8M | 0.00% | +102,025+97.4% | Added |
| Northern Trust Corp | 202,348 | $37.0M | 0.01% | +2,224+1.1% | Added |
| Insight Holdings Group, LLC | 193,311 | $35.3M | 0.92% | +3,700+2.0% | Added |
| Lord, Abbett & Co. LLC | 181,032 | $33.1M | 0.12% | +181,032 | New |
| Price T Rowe Associates Inc | 173,628 | $31.7M | 0.00% | +167,700+2,828.9% | Added |
| Driehaus Capital Management LLC | 169,083 | $30.9M | 0.40% | +35,228+26.3% | Added |
| Norges Bank | 163,405 | $29.8M | 0.01% | +11,176+7.3% | Added |
| Charles Schwab Investment Management Inc | 150,073 | $27.4M | 0.01% | +7,054+4.9% | Added |
| Ranger Investment Management, L.P. | 144,827 | $26.4M | 1.76% | −5,236−3.5% | Reduced |
| Nuveen Asset Management, LLC | 138,208 | $25.2M | 0.01% | +53,680+63.5% | Added |
| Renaissance Technologies LLC | 135,500 | $24.7M | 0.04% | +18,300+15.6% | Added |
| Bank of New York Mellon Corp | 134,761 | $24.6M | 0.01% | −19,427−12.6% | Reduced |
| Eagle Asset Management Inc | 131,258 | $24.0M | 0.14% | +1,462+1.1% | Added |
| Prudential Financial Inc | 127,744 | $23.3M | 0.04% | +55,706+77.3% | Added |
| First Trust Advisors LP | 126,309 | $23.1M | 0.03% | −30,229−19.3% | Reduced |
| Dimensional Fund Advisors LP | 114,552 | $20.9M | 0.01% | +3,271+2.9% | Added |
| Greenstone Partners & Co., LLC | 113,067 | $20.6M | 13.67% | 00.0% | Unchanged |
| Atika Capital Management LLC | 83,500 | $15.2M | 2.17% | +20,000+31.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 75,002 | $13.7M | 0.08% | +75,002 | New |
| Long Walk Management LP | 75,000 | $13.7M | 10.12% | −34,500−31.5% | Reduced |
| Federated Hermes, Inc. | 74,191 | $13.5M | 0.04% | +61,633+490.8% | Added |
| Two Sigma Advisers, LP | 74,086 | $13.5M | 0.03% | +59,400+404.5% | Added |
| Invesco Ltd. | 68,638 | $12.5M | 0.00% | +8,151+13.5% | Added |
| Two Sigma Investments, LP | 68,199 | $12.5M | 0.03% | +42,612+166.5% | Added |
| Blair William & Co | 65,238 | $11.9M | 0.05% | −918−1.4% | Reduced |
| Quadrature Capital Ltd | 51,287 | $9.35M | 0.19% | +22,427+77.7% | Added |
| Russell Investments Group, Ltd. | 50,010 | $9.13M | 0.02% | −6,470−11.5% | Reduced |
| Goldman Sachs Group Inc | 48,886 | $8.93M | 0.00% | +9,346+23.6% | Added |
| Mission Wealth Management, LP | 46,765 | $8.54M | 0.32% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 42,000 | $7.67M | 0.21% | +42,000 | New |
| Swiss National Bank | 41,100 | $7.51M | 0.01% | +600+1.5% | Added |
| Pier Capital, LLC | 41,031 | $7.49M | 1.21% | −15,572−27.5% | Reduced |
| Royal Bank of Canada | 38,337 | $7.00M | 0.00% | +3,645+10.5% | Added |
| Great West Life Assurance Co | 38,052 | $6.94M | 0.02% | −5,284−12.2% | Reduced |
| Polen Capital Management LLC | 34,652 | $6.33M | 0.02% | −5,258−13.2% | Reduced |
| Bank of America Corp | 34,198 | $6.25M | 0.00% | +2,220+6.9% | Added |
| JPMorgan Chase & Co | 33,512 | $6.12M | 0.00% | −15,692−31.9% | Reduced |
| Millennium Management LLC | 33,241 | $6.07M | 0.01% | +7,472+29.0% | Added |
| Nicholas Investment Partners, LP | 31,392 | $5.73M | 0.43% | +6,969+28.5% | Added |
| Marshall Wace, LLP | 29,843 | $5.45M | 0.01% | +17,239+136.8% | Added |
| Next Century Growth Investors LLC | 29,348 | $5.36M | 0.58% | +12,199+71.1% | Added |
| Envestnet Asset Management Inc | 28,890 | $5.28M | 0.00% | +11,523+66.3% | Added |
| Qube Research & Technologies Ltd | 27,865 | $5.09M | 0.02% | +12,510+81.5% | Added |
| Rhumbline Advisers | 27,494 | $5.02M | 0.01% | +319+1.2% | Added |
| Castleark Management LLC | 26,710 | $4.88M | 0.25% | +26,710 | New |
| Hillsdale Investment Management Inc. | 25,870 | $4.72M | 0.43% | +50+0.2% | Added |
| Voloridge Investment Management, LLC | 24,754 | $4.52M | 0.02% | +24,754 | New |
| Acadian Asset Management LLC | 24,391 | $4.45M | 0.02% | +23,140+1,849.7% | Added |
| Alliancebernstein L.P. | 23,877 | $4.36M | 0.00% | −472−1.9% | Reduced |
| Lisanti Capital Growth, LLC | 23,475 | $4.29M | 0.68% | +23,475 | New |
| Cubist Systematic Strategies, LLC | 23,408 | $4.28M | 0.05% | +9,347+66.5% | Added |
| Credit Suisse AG | 23,070 | $4.21M | 0.00% | −770−3.2% | Reduced |
| BNP Paribas Arbitrage, SA | 22,623 | $4.13M | 0.01% | +13,720+154.1% | Added |
| California State Teachers Retirement System | 20,768 | $3.79M | 0.01% | −1,977−8.7% | Reduced |
| Citadel Advisors LLC | 19,958 | $3.64M | 0.00% | +13,249+197.5% | Added |
| ClariVest Asset Management LLC | 19,167 | $3.50M | 0.19% | +9,091+90.2% | Added |
| Legal & General Group Plc | 18,951 | $3.46M | 0.00% | +173+0.9% | Added |
| AQR Capital Management LLC | 18,808 | $3.43M | 0.01% | +4,616+32.5% | Added |
| UBS Asset Management Americas Inc | 18,521 | $3.38M | 0.00% | −1,225−6.2% | Reduced |
| Baker Avenue Asset Management, LP | 18,248 | $3.33M | 0.17% | −3,662−16.7% | Reduced |
| D. E. Shaw & Co., Inc. | 18,016 | $3.29M | 0.01% | −14,998−45.4% | Reduced |
| Natixis Advisors, L.P. | 17,566 | $3.21M | 0.01% | +38+0.2% | Added |
| Assenagon Asset Management S.A. | 17,175 | $3.14M | 0.01% | +17,175 | New |
| Dark Forest Capital Management LP | 16,620 | $3.04M | 0.25% | +5,356+47.5% | Added |
| Empowered Funds, LLC | 15,964 | $2.92M | 0.09% | +15,964 | New |
| Putnam Investments LLC | 14,831 | $2.71M | 0.00% | +14,831 | New |
| Bridgewater Associates, LP | 14,507 | $2.65M | 0.02% | −1,844−11.3% | Reduced |
| State of New Jersey Common Pension Fund D | 13,000 | $2.37M | 0.01% | −3,736−22.3% | Reduced |
| UBS Group AG | 12,232 | $2.23M | 0.00% | +318+2.7% | Added |
| Algert Global LLC | 12,130 | $2.22M | 0.10% | +12,130 | New |
| Graham Capital Management, L.P. | 11,101 | $2.03M | 0.06% | +11,101 | New |
| Los Angeles Capital Management LLC | 10,767 | $1.97M | 0.01% | +2,163+25.1% | Added |
| Manufacturers Life Insurance Company, The | 10,456 | $1.91M | 0.00% | +2,686+34.6% | Added |
| Walleye Capital LLC | 10,394 | $1.90M | 0.03% | +10,394 | New |
| Brinker Capital Investments, LLC | 10,378 | $1.90M | 0.02% | −763−6.8% | Reduced |
| Orion Portfolio Solutions, LLC | 10,378 | $1.90M | 0.02% | −763−6.8% | Reduced |
| MetLife Investment Management | 10,226 | $1.87M | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 10,209 | $1.86M | 0.00% | +1,245+13.9% | Added |
| Advisors Capital Management, LLC | 10,081 | $1.84M | 0.05% | −1,052−9.4% | Reduced |
| Mackenzie Financial Corp | 9,925 | $1.80M | 0.00% | +2,220+28.8% | Added |
| Cavalier Investments, LLC | 9,678 | $1.77M | 0.69% | +350+3.8% | Added |
| American International Group, Inc. | 9,590 | $1.75M | 0.01% | +340+3.7% | Added |
| Wells Fargo & Company | 9,398 | $1.72M | 0.00% | −3,584−27.6% | Reduced |
| Janus Henderson Group PLC | 9,249 | $1.69M | 0.00% | +10.0% | Added |
| Franklin Resources Inc | 9,230 | $1.69M | 0.00% | −58−0.6% | Reduced |