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 |
|---|---|---|---|---|---|
| Harbor Capital Advisors, Inc. | 3,575 | $652.9K | 0.14% | +334+10.3% | Added |
| Commonwealth Equity Services, LLC | 3,631 | $663.0K | 0.00% | −375−9.4% | Reduced |
| TownSquare Capital, LLC | 3,637 | $664.2K | 0.01% | −1,603−30.6% | Reduced |
| XTX Topco Ltd | 3,685 | $673.0K | 0.11% | +85+2.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,721 | $679.6K | 0.00% | +636+20.6% | Added |
| Commerce Bank | 3,784 | $691.1K | 0.01% | +156+4.3% | Added |
| Arlington Financial Advisors, LLC | 3,984 | $727.6K | 0.26% | −100−2.4% | Reduced |
| Martingale Asset Management L P | 4,233 | $773.1K | 0.02% | +2,122+100.5% | Added |
| NorthCrest Asset Manangement, LLC | 4,245 | $775.3K | 0.03% | +4,245 | New |
| Raymond James & Associates | 4,479 | $818.0K | 0.00% | −73−1.6% | Reduced |
| Engineers Gate Manager LP | 4,565 | $833.7K | 0.03% | +1,301+39.9% | Added |
| Gotham Asset Management, LLC | 4,590 | $838.3K | 0.02% | +352+8.3% | Added |
| Capstone Investment Advisors, LLC | 4,901 | $895.1K | 0.02% | +4,901 | New |
| First Republic Investment Management, Inc. | 5,000 | $913.1K | 0.00% | +9+0.2% | Added |
| Quent Capital, LLC | 5,018 | $916.4K | 0.14% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 5,153 | $941.1K | 0.00% | +13+0.3% | Added |
| Gsa Capital Partners LLP | 5,251 | $959.0K | 0.08% | +3,362+178.0% | Added |
| Arizona State Retirement System | 5,321 | $971.8K | 0.01% | +101+1.9% | Added |
| State of Wisconsin Investment Board | 5,376 | $981.8K | 0.00% | +2,508+87.4% | Added |
| State Board of Administration of Florida Retirement System | 5,486 | $1.00M | 0.00% | +30+0.5% | Added |
| Principal Financial Group Inc | 5,492 | $1.00M | 0.00% | −267−4.6% | Reduced |
| Jump Financial, LLC | 5,502 | $1.00M | 0.04% | +5,502 | New |
| Victory Capital Management Inc | 5,541 | $1.01M | 0.00% | +3,527+175.1% | Added |
| Brighton Jones LLC | 5,652 | $1.03M | 0.05% | 00.0% | Unchanged |
| Jane Street Group, LLC | 5,782 | $1.06M | 0.00% | +5,782 | New |
| Evanson Asset Management, LLC | 6,000 | $1.10M | 0.11% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 6,099 | $1.11M | 1.86% | +1,050+20.8% | Added |
| Comerica Bank | 6,100 | $1.11M | 0.01% | +6,100 | New |
| Oppenheimer Asset Management Inc. | 6,504 | $1.19M | 0.02% | −273−4.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 6,534 | $1.19M | 0.50% | −6−0.1% | Reduced |
| Legato Capital Management LLC | 6,618 | $1.21M | 0.18% | +3,379+104.3% | Added |
| STRS Ohio | 6,700 | $1.22M | 0.01% | −200−2.9% | Reduced |
| SEI Investments Co | 6,819 | $1.25M | 0.00% | +6,819 | New |
| Ensign Peak Advisors, Inc | 7,050 | $1.29M | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 7,287 | $1.33M | 0.00% | −4,514−38.3% | Reduced |
| LPL Financial LLC | 7,323 | $1.34M | 0.00% | +654+9.8% | Added |
| Teacher Retirement System of Texas | 7,337 | $1.34M | 0.01% | +4,026+121.6% | Added |
| Barclays PLC | 7,347 | $1.34M | 0.00% | +39+0.5% | Added |
| Voya Investment Management LLC | 7,684 | $1.40M | 0.00% | +10.0% | Added |
| Virginia Retirement Systems Et Al | 7,700 | $1.41M | 0.01% | +5,200+208.0% | Added |
| EFG Asset Management (North America) Corp. | 7,757 | $1.42M | 0.34% | −741−8.7% | Reduced |
| EAM Investors, LLC | 8,644 | $1.58M | 0.30% | +8,644 | New |
| Calamos Advisors LLC | 8,646 | $1.58M | 0.01% | +8,646 | New |
| Advisor Group Holdings, Inc. | 8,659 | $1.58M | 0.00% | −4,314−33.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 8,963 | $1.64M | 0.00% | +8,963 | New |
| Man Group plc | – | $1.64M | 0.01% | – | – |
| Franklin Resources Inc | 9,230 | $1.69M | 0.00% | −58−0.6% | Reduced |
| Janus Henderson Group PLC | 9,249 | $1.69M | 0.00% | +10.0% | Added |
| Wells Fargo & Company | 9,398 | $1.72M | 0.00% | −3,584−27.6% | Reduced |
| American International Group, Inc. | 9,590 | $1.75M | 0.01% | +340+3.7% | Added |
| Cavalier Investments, LLC | 9,678 | $1.77M | 0.69% | +350+3.8% | Added |
| Mackenzie Financial Corp | 9,925 | $1.80M | 0.00% | +2,220+28.8% | Added |
| Advisors Capital Management, LLC | 10,081 | $1.84M | 0.05% | −1,052−9.4% | Reduced |
| Deutsche Bank AG | 10,209 | $1.86M | 0.00% | +1,245+13.9% | Added |
| MetLife Investment Management | 10,226 | $1.87M | 0.01% | 00.0% | Unchanged |
| 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 |
| Walleye Capital LLC | 10,394 | $1.90M | 0.03% | +10,394 | New |
| Manufacturers Life Insurance Company, The | 10,456 | $1.91M | 0.00% | +2,686+34.6% | Added |
| Los Angeles Capital Management LLC | 10,767 | $1.97M | 0.01% | +2,163+25.1% | Added |
| Graham Capital Management, L.P. | 11,101 | $2.03M | 0.06% | +11,101 | New |
| Algert Global LLC | 12,130 | $2.22M | 0.10% | +12,130 | New |
| UBS Group AG | 12,232 | $2.23M | 0.00% | +318+2.7% | Added |
| State of New Jersey Common Pension Fund D | 13,000 | $2.37M | 0.01% | −3,736−22.3% | Reduced |
| Bridgewater Associates, LP | 14,507 | $2.65M | 0.02% | −1,844−11.3% | Reduced |
| Putnam Investments LLC | 14,831 | $2.71M | 0.00% | +14,831 | New |
| Empowered Funds, LLC | 15,964 | $2.92M | 0.09% | +15,964 | New |
| Dark Forest Capital Management LP | 16,620 | $3.04M | 0.25% | +5,356+47.5% | Added |
| Assenagon Asset Management S.A. | 17,175 | $3.14M | 0.01% | +17,175 | New |
| Natixis Advisors, L.P. | 17,566 | $3.21M | 0.01% | +38+0.2% | Added |
| D. E. Shaw & Co., Inc. | 18,016 | $3.29M | 0.01% | −14,998−45.4% | Reduced |
| Baker Avenue Asset Management, LP | 18,248 | $3.33M | 0.17% | −3,662−16.7% | Reduced |
| UBS Asset Management Americas Inc | 18,521 | $3.38M | 0.00% | −1,225−6.2% | Reduced |
| AQR Capital Management LLC | 18,808 | $3.43M | 0.01% | +4,616+32.5% | Added |
| Legal & General Group Plc | 18,951 | $3.46M | 0.00% | +173+0.9% | Added |
| ClariVest Asset Management LLC | 19,167 | $3.50M | 0.19% | +9,091+90.2% | Added |
| Citadel Advisors LLC | 19,958 | $3.64M | 0.00% | +13,249+197.5% | Added |
| California State Teachers Retirement System | 20,768 | $3.79M | 0.01% | −1,977−8.7% | Reduced |
| BNP Paribas Arbitrage, SA | 22,623 | $4.13M | 0.01% | +13,720+154.1% | Added |
| Credit Suisse AG | 23,070 | $4.21M | 0.00% | −770−3.2% | Reduced |
| Cubist Systematic Strategies, LLC | 23,408 | $4.28M | 0.05% | +9,347+66.5% | Added |
| Lisanti Capital Growth, LLC | 23,475 | $4.29M | 0.68% | +23,475 | New |
| Alliancebernstein L.P. | 23,877 | $4.36M | 0.00% | −472−1.9% | Reduced |
| Acadian Asset Management LLC | 24,391 | $4.45M | 0.02% | +23,140+1,849.7% | Added |
| Voloridge Investment Management, LLC | 24,754 | $4.52M | 0.02% | +24,754 | New |
| Hillsdale Investment Management Inc. | 25,870 | $4.72M | 0.43% | +50+0.2% | Added |
| Castleark Management LLC | 26,710 | $4.88M | 0.25% | +26,710 | New |
| Rhumbline Advisers | 27,494 | $5.02M | 0.01% | +319+1.2% | Added |
| Qube Research & Technologies Ltd | 27,865 | $5.09M | 0.02% | +12,510+81.5% | Added |
| Envestnet Asset Management Inc | 28,890 | $5.28M | 0.00% | +11,523+66.3% | Added |
| Next Century Growth Investors LLC | 29,348 | $5.36M | 0.58% | +12,199+71.1% | Added |
| Marshall Wace, LLP | 29,843 | $5.45M | 0.01% | +17,239+136.8% | Added |
| Nicholas Investment Partners, LP | 31,392 | $5.73M | 0.43% | +6,969+28.5% | Added |
| Millennium Management LLC | 33,241 | $6.07M | 0.01% | +7,472+29.0% | Added |
| JPMorgan Chase & Co | 33,512 | $6.12M | 0.00% | −15,692−31.9% | Reduced |
| Bank of America Corp | 34,198 | $6.25M | 0.00% | +2,220+6.9% | Added |
| Polen Capital Management LLC | 34,652 | $6.33M | 0.02% | −5,258−13.2% | Reduced |
| Great West Life Assurance Co | 38,052 | $6.94M | 0.02% | −5,284−12.2% | Reduced |
| Royal Bank of Canada | 38,337 | $7.00M | 0.00% | +3,645+10.5% | Added |
| Pier Capital, LLC | 41,031 | $7.49M | 1.21% | −15,572−27.5% | Reduced |