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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 2 | $365 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 4 | $731 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $731 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $731 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 5 | $913 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9 | $1.64K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $1.64K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 11 | $2.03K | 0.00% | +11 | New |
| Hollencrest Capital Management | 15 | $2.74K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $2.74K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $3.29K | 0.00% | −2−10.0% | Reduced |
| US Bancorp | 21 | $3.83K | 0.00% | −8−27.6% | Reduced |
| CWM, LLC | 23 | $4.00K | 0.00% | +7+43.8% | Added |
| Ci Investments Inc. | 28 | $5.00K | 0.00% | +28 | New |
| Rosenberg Matthew Hamilton | 30 | $5.48K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 36 | $6.58K | 0.00% | +15+71.4% | Added |
| Iron Horse Wealth Management, LLC | 36 | $6.58K | 0.00% | +36 | New |
| Park Place Capital Corp | 41 | $7.49K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 49 | $9.13K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 76 | $14.0K | 0.00% | −10−11.6% | Reduced |
| Lindbrook Capital, LLC | 84 | $15.3K | 0.00% | +4+5.0% | Added |
| Steward Partners Investment Advisory, LLC | 90 | $16.4K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 118 | $21.6K | 0.00% | −60−33.7% | Reduced |
| Private Trust Co NA | 118 | $21.6K | 0.00% | +23+24.2% | Added |
| Allworth Financial LP | 123 | $22.5K | 0.00% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 133 | $24.3K | 0.02% | +133 | New |
| Arcadia Investment Management Corp | 138 | $25.2K | 0.01% | +57+70.4% | Added |
| Covestor Ltd | 142 | $26.0K | 0.02% | −146−50.7% | Reduced |
| Group One Trading, L.P. | 156 | $28.5K | 0.00% | +156 | New |
| Signaturefd, LLC | 158 | $28.9K | 0.00% | −2−1.3% | Reduced |
| Lazard Asset Management LLC | 165 | $30.0K | 0.00% | +165 | New |
| Huntington National Bank | 186 | $34.0K | 0.00% | −4−2.1% | Reduced |
| First Horizon Advisors, Inc. | 286 | $52.2K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 325 | $59.4K | 0.00% | −50−13.3% | Reduced |
| Tower Research Capital LLC (TRC) | 326 | $59.5K | 0.00% | −30−8.4% | Reduced |
| Assetmark, Inc | 360 | $65.7K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 421 | $77.0K | 0.00% | +421 | New |
| West Tower Group, LLC | 480 | $87.7K | 0.05% | +480 | New |
| Harbor Investment Advisory, LLC | 552 | $100.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 591 | $107.9K | 0.00% | +11+1.9% | Added |
| Nisa Investment Advisors, LLC | 666 | $121.6K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 700 | $127.8K | 0.00% | +683+4,017.6% | Added |
| FMR LLC | 709 | $129.5K | 0.00% | +66+10.3% | Added |
| Metropolitan Life Insurance Co | 1,106 | $202.0K | 0.01% | +30+2.8% | Added |
| Cresset Asset Management, LLC | 1,116 | $203.8K | 0.00% | +1,116 | New |
| First Foundation Advisors | 1,142 | $208.6K | 0.01% | +1,142 | New |
| Xponance, Inc. | 1,160 | $211.9K | 0.00% | −298−20.4% | Reduced |
| Cullinan Associates Inc | 1,200 | $219.2K | 0.01% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 1,277 | $233.2K | 0.23% | +6+0.5% | Added |
| Twinbeech Capital LP | 1,329 | $242.7K | 0.00% | +1,329 | New |
| Nebula Research & Development LLC | 1,381 | $252.2K | 0.13% | +1,381 | New |
| Prelude Capital Management, LLC | 1,408 | $257.1K | 0.02% | +1,408 | New |
| Pathstone Family Office, LLC | 1,422 | $259.7K | 0.00% | +1,422 | New |
| Captrust Financial Advisors | 1,434 | $261.9K | 0.00% | +1,434 | New |
| Quantbot Technologies LP | 1,467 | $267.9K | 0.02% | +1,467 | New |
| Balyasny Asset Management LLC | 1,493 | $272.7K | 0.00% | −9,108−85.9% | Reduced |
| Yorktown Management & Research Co Inc | 1,550 | $283.1K | 0.32% | +1,550 | New |
| Baird Financial Group, Inc. | 1,568 | $286.4K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,667 | $304.4K | 0.04% | +1,667 | New |
| Private Advisor Group, LLC | 1,752 | $320.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,773 | $323.8K | 0.01% | +1,773 | New |
| Lido Advisors, LLC | 1,883 | $343.9K | 0.00% | +1,883 | New |
| Ameritas Investment Partners, Inc. | 1,909 | $348.6K | 0.01% | +358+23.1% | Added |
| Cipher Capital LP | 1,916 | $349.9K | 0.25% | +1,916 | New |
| Tudor Investment Corp Et Al | 1,936 | $353.6K | 0.01% | +1,936 | New |
| Y-Intercept (Hong Kong) Ltd | 1,995 | $364.3K | 0.04% | +1,995 | New |
| CenterBook Partners LP | 2,000 | $365.3K | 0.05% | +2,000 | New |
| Occudo Quantitative Strategies LP | 2,022 | $369.3K | 0.05% | +181+9.8% | Added |
| Jennison Associates LLC | 2,038 | $372.2K | 0.00% | +2,038 | New |
| Verdence Capital Advisors LLC | 2,059 | $376.0K | 0.04% | +139+7.2% | Added |
| Pictet Asset Management Holding SA | 2,078 | $379.5K | 0.00% | +2,078 | New |
| DFPG Investments, LLC | 1,926 | $382.9K | 0.04% | −308−13.8% | Reduced |
| HSBC Holdings PLC | 2,150 | $395.2K | 0.00% | +2,150 | New |
| Truist Financial Corp | 2,269 | $414.4K | 0.00% | −28−1.2% | Reduced |
| Citigroup Inc | 2,370 | $432.8K | 0.00% | −10,403−81.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,421 | $442.1K | 0.01% | +355+17.2% | Added |
| Beacon Pointe Advisors, LLC | 2,510 | $458.4K | 0.01% | +10+0.4% | Added |
| ProShare Advisors LLC | 2,560 | $467.5K | 0.00% | −5−0.2% | Reduced |
| Curbstone Financial Management Corp | 2,560 | $467.5K | 0.12% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,573 | $469.9K | 0.02% | −30−1.2% | Reduced |
| Handelsbanken Fonder AB | 2,600 | $475.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 2,628 | $480.0K | 0.00% | +236+9.9% | Added |
| Public Employees Retirement Association of Colorado | 2,627 | $480.0K | 0.00% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 2,649 | $483.7K | 0.07% | +34+1.3% | Added |
| FORA Capital, LLC | 2,837 | $518.1K | 0.05% | +1,234+77.0% | Added |
| Petrus Trust Company, LTA | 2,891 | $528.0K | 0.06% | +2,891 | New |
| SG Americas Securities, LLC | 2,905 | $531.0K | 0.01% | +2,905 | New |
| Amalgamated Bank | 2,988 | $546.0K | 0.00% | +45+1.5% | Added |
| Jefferies Financial Group Inc. | 3,000 | $547.9K | 0.01% | +3,000 | New |
| O'Neil Global Advisors, Inc. | 3,040 | $555.0K | 0.50% | +3,040 | New |
| Rathbone Brothers plc | 3,046 | $556.3K | 0.00% | +3,046 | New |
| State of Wyoming | 3,164 | $577.8K | 0.12% | +371+13.3% | Added |
| Trexquant Investment LP | 3,255 | $594.5K | 0.01% | −600−15.6% | Reduced |
| Illinois Municipal Retirement Fund | 3,281 | $599.0K | 0.01% | +3,281 | New |
| The PNC Financial Services Group, Inc. | 3,310 | $604.5K | 0.00% | −357−9.7% | Reduced |
| DC Investments Management, LLC | 3,323 | $606.9K | 0.76% | 00.0% | Unchanged |
| American Century Companies Inc | 3,329 | $608.0K | 0.00% | +130+4.1% | Added |
| NBC Securities, Inc. | 3,426 | $625.0K | 0.07% | +3,426 | New |
| Fukoku Mutual Life Insurance Co | 3,500 | $639.2K | 0.06% | +3,500 | New |