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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.

Institutional holdersQ3 2023: 246 institutions
Q1 2021: 158 institutionsQ2 2021: 160 institutionsQ3 2021: 155 institutionsQ4 2021: 150 institutionsQ1 2022: 174 institutionsQ2 2022: 156 institutionsQ3 2022: 162 institutionsQ4 2022: 188 institutionsQ1 2023: 193 institutionsQ2 2023: 214 institutionsQ3 2023: 246 institutionsQ4 2023: 295 institutionsQ1 2024: 366 institutionsQ2 2024: 391 institutionsQ3 2024: 385 institutionsQ4 2024: 388 institutionsQ1 2025: 381 institutionsQ2 2025: 385 institutionsQ3 2025: 411 institutionsQ4 2025: 404 institutionsQ1 2026: 399 institutionsQ2 2026: 394 institutions
Value heldQ3 2023: $3.01B
Q1 2021: $2.29BQ2 2021: $2.29BQ3 2021: $1.93BQ4 2021: $1.95BQ1 2022: $1.78BQ2 2022: $1.46BQ3 2022: $1.70BQ4 2022: $1.67BQ1 2023: $2.05BQ2 2023: $2.78BQ3 2023: $3.01BQ4 2023: $3.01BQ1 2024: $4.86BQ2 2024: $4.61BQ3 2024: $4.50BQ4 2024: $4.70BQ1 2025: $4.38BQ2 2025: $4.73BQ3 2025: $5.52BQ4 2025: $4.88BQ1 2026: $3.41BQ2 2026: $3.77B
Institutions holding APPF and their total value by quarter
QuarterHoldersValue
Q2 2026394$3.77B
Q1 2026399$3.41B
Q4 2025404$4.88B
Q3 2025411$5.52B
Q2 2025385$4.73B
Q1 2025381$4.38B
Q4 2024388$4.70B
Q3 2024385$4.50B
Q2 2024391$4.61B
Q1 2024366$4.86B
Q4 2023295$3.01B
Q3 2023246$3.01B
Q2 2023214$2.78B
Q1 2023193$2.05B
Q4 2022188$1.67B
Q3 2022162$1.70B
Q2 2022156$1.46B
Q1 2022174$1.78B
Q4 2021150$1.95B
Q3 2021155$1.93B
Q2 2021160$2.29B
Q1 2021158$2.29B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q2 2023.

Institutions holding APPF in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Harbor Capital Advisors, Inc.3,575$652.9K0.14%+334+10.3%Added
Commonwealth Equity Services, LLC3,631$663.0K0.00%−375−9.4%Reduced
TownSquare Capital, LLC3,637$664.2K0.01%−1,603−30.6%Reduced
XTX Topco Ltd3,685$673.0K0.11%+85+2.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)3,721$679.6K0.00%+636+20.6%Added
Commerce Bank3,784$691.1K0.01%+156+4.3%Added
Arlington Financial Advisors, LLC3,984$727.6K0.26%−100−2.4%Reduced
Martingale Asset Management L P4,233$773.1K0.02%+2,122+100.5%Added
NorthCrest Asset Manangement, LLC4,245$775.3K0.03%+4,245New
Raymond James & Associates4,479$818.0K0.00%−73−1.6%Reduced
Engineers Gate Manager LP4,565$833.7K0.03%+1,301+39.9%Added
Gotham Asset Management, LLC4,590$838.3K0.02%+352+8.3%Added
Capstone Investment Advisors, LLC4,901$895.1K0.02%+4,901New
First Republic Investment Management, Inc.5,000$913.1K0.00%+9+0.2%Added
Quent Capital, LLC5,018$916.4K0.14%00.0%Unchanged
Ameriprise Financial Inc5,153$941.1K0.00%+13+0.3%Added
Gsa Capital Partners LLP5,251$959.0K0.08%+3,362+178.0%Added
Arizona State Retirement System5,321$971.8K0.01%+101+1.9%Added
State of Wisconsin Investment Board5,376$981.8K0.00%+2,508+87.4%Added
State Board of Administration of Florida Retirement System5,486$1.00M0.00%+30+0.5%Added
Principal Financial Group Inc5,492$1.00M0.00%−267−4.6%Reduced
Jump Financial, LLC5,502$1.00M0.04%+5,502New
Victory Capital Management Inc5,541$1.01M0.00%+3,527+175.1%Added
Brighton Jones LLC5,652$1.03M0.05%00.0%Unchanged
Jane Street Group, LLC5,782$1.06M0.00%+5,782New
Evanson Asset Management, LLC6,000$1.10M0.11%00.0%Unchanged
Capital Impact Advisors, LLC6,099$1.11M1.86%+1,050+20.8%Added
Comerica Bank6,100$1.11M0.01%+6,100New
Oppenheimer Asset Management Inc.6,504$1.19M0.02%−273−4.0%Reduced
Jackson Creek Investment Advisors LLC6,534$1.19M0.50%−6−0.1%Reduced
Legato Capital Management LLC6,618$1.21M0.18%+3,379+104.3%Added
STRS Ohio6,700$1.22M0.01%−200−2.9%Reduced
SEI Investments Co6,819$1.25M0.00%+6,819New
Ensign Peak Advisors, Inc7,050$1.29M0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC7,287$1.33M0.00%−4,514−38.3%Reduced
LPL Financial LLC7,323$1.34M0.00%+654+9.8%Added
Teacher Retirement System of Texas7,337$1.34M0.01%+4,026+121.6%Added
Barclays PLC7,347$1.34M0.00%+39+0.5%Added
Voya Investment Management LLC7,684$1.40M0.00%+10.0%Added
Virginia Retirement Systems Et Al7,700$1.41M0.01%+5,200+208.0%Added
EFG Asset Management (North America) Corp.7,757$1.42M0.34%−741−8.7%Reduced
EAM Investors, LLC8,644$1.58M0.30%+8,644New
Calamos Advisors LLC8,646$1.58M0.01%+8,646New
Advisor Group Holdings, Inc.8,659$1.58M0.00%−4,314−33.3%Reduced
Arrowstreet Capital, Limited Partnership8,963$1.64M0.00%+8,963New
Man Group plc–$1.64M0.01%––
Franklin Resources Inc9,230$1.69M0.00%−58−0.6%Reduced
Janus Henderson Group PLC9,249$1.69M0.00%+10.0%Added
Wells Fargo & Company9,398$1.72M0.00%−3,584−27.6%Reduced
American International Group, Inc.9,590$1.75M0.01%+340+3.7%Added
Cavalier Investments, LLC9,678$1.77M0.69%+350+3.8%Added
Mackenzie Financial Corp9,925$1.80M0.00%+2,220+28.8%Added
Advisors Capital Management, LLC10,081$1.84M0.05%−1,052−9.4%Reduced
Deutsche Bank AG10,209$1.86M0.00%+1,245+13.9%Added
MetLife Investment Management10,226$1.87M0.01%00.0%Unchanged
Brinker Capital Investments, LLC10,378$1.90M0.02%−763−6.8%Reduced
Orion Portfolio Solutions, LLC10,378$1.90M0.02%−763−6.8%Reduced
Walleye Capital LLC10,394$1.90M0.03%+10,394New
Manufacturers Life Insurance Company, The10,456$1.91M0.00%+2,686+34.6%Added
Los Angeles Capital Management LLC10,767$1.97M0.01%+2,163+25.1%Added
Graham Capital Management, L.P.11,101$2.03M0.06%+11,101New
Algert Global LLC12,130$2.22M0.10%+12,130New
UBS Group AG12,232$2.23M0.00%+318+2.7%Added
State of New Jersey Common Pension Fund D13,000$2.37M0.01%−3,736−22.3%Reduced
Bridgewater Associates, LP14,507$2.65M0.02%−1,844−11.3%Reduced
Putnam Investments LLC14,831$2.71M0.00%+14,831New
Empowered Funds, LLC15,964$2.92M0.09%+15,964New
Dark Forest Capital Management LP16,620$3.04M0.25%+5,356+47.5%Added
Assenagon Asset Management S.A.17,175$3.14M0.01%+17,175New
Natixis Advisors, L.P.17,566$3.21M0.01%+38+0.2%Added
D. E. Shaw & Co., Inc.18,016$3.29M0.01%−14,998−45.4%Reduced
Baker Avenue Asset Management, LP18,248$3.33M0.17%−3,662−16.7%Reduced
UBS Asset Management Americas Inc18,521$3.38M0.00%−1,225−6.2%Reduced
AQR Capital Management LLC18,808$3.43M0.01%+4,616+32.5%Added
Legal & General Group Plc18,951$3.46M0.00%+173+0.9%Added
ClariVest Asset Management LLC19,167$3.50M0.19%+9,091+90.2%Added
Citadel Advisors LLC19,958$3.64M0.00%+13,249+197.5%Added
California State Teachers Retirement System20,768$3.79M0.01%−1,977−8.7%Reduced
BNP Paribas Arbitrage, SA22,623$4.13M0.01%+13,720+154.1%Added
Credit Suisse AG23,070$4.21M0.00%−770−3.2%Reduced
Cubist Systematic Strategies, LLC23,408$4.28M0.05%+9,347+66.5%Added
Lisanti Capital Growth, LLC23,475$4.29M0.68%+23,475New
Alliancebernstein L.P.23,877$4.36M0.00%−472−1.9%Reduced
Acadian Asset Management LLC24,391$4.45M0.02%+23,140+1,849.7%Added
Voloridge Investment Management, LLC24,754$4.52M0.02%+24,754New
Hillsdale Investment Management Inc.25,870$4.72M0.43%+50+0.2%Added
Castleark Management LLC26,710$4.88M0.25%+26,710New
Rhumbline Advisers27,494$5.02M0.01%+319+1.2%Added
Qube Research & Technologies Ltd27,865$5.09M0.02%+12,510+81.5%Added
Envestnet Asset Management Inc28,890$5.28M0.00%+11,523+66.3%Added
Next Century Growth Investors LLC29,348$5.36M0.58%+12,199+71.1%Added
Marshall Wace, LLP29,843$5.45M0.01%+17,239+136.8%Added
Nicholas Investment Partners, LP31,392$5.73M0.43%+6,969+28.5%Added
Millennium Management LLC33,241$6.07M0.01%+7,472+29.0%Added
JPMorgan Chase & Co33,512$6.12M0.00%−15,692−31.9%Reduced
Bank of America Corp34,198$6.25M0.00%+2,220+6.9%Added
Polen Capital Management LLC34,652$6.33M0.02%−5,258−13.2%Reduced
Great West Life Assurance Co38,052$6.94M0.02%−5,284−12.2%Reduced
Royal Bank of Canada38,337$7.00M0.00%+3,645+10.5%Added
Pier Capital, LLC41,031$7.49M1.21%−15,572−27.5%Reduced