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 |
|---|---|---|---|---|---|
| Swiss National Bank | 41,100 | $7.51M | 0.01% | +600+1.5% | Added |
| Ancora Advisors, LLC | 42,000 | $7.67M | 0.21% | +42,000 | New |
| Mission Wealth Management, LP | 46,765 | $8.54M | 0.32% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 48,886 | $8.93M | 0.00% | +9,346+23.6% | Added |
| Russell Investments Group, Ltd. | 50,010 | $9.13M | 0.02% | −6,470−11.5% | Reduced |
| Quadrature Capital Ltd | 51,287 | $9.35M | 0.19% | +22,427+77.7% | Added |
| Blair William & Co | 65,238 | $11.9M | 0.05% | −918−1.4% | Reduced |
| Two Sigma Investments, LP | 68,199 | $12.5M | 0.03% | +42,612+166.5% | Added |
| Invesco Ltd. | 68,638 | $12.5M | 0.00% | +8,151+13.5% | Added |
| Two Sigma Advisers, LP | 74,086 | $13.5M | 0.03% | +59,400+404.5% | Added |
| Federated Hermes, Inc. | 74,191 | $13.5M | 0.04% | +61,633+490.8% | Added |
| Long Walk Management LP | 75,000 | $13.7M | 10.12% | −34,500−31.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 75,002 | $13.7M | 0.08% | +75,002 | New |
| Atika Capital Management LLC | 83,500 | $15.2M | 2.17% | +20,000+31.5% | Added |
| Greenstone Partners & Co., LLC | 113,067 | $20.6M | 13.67% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 114,552 | $20.9M | 0.01% | +3,271+2.9% | Added |
| First Trust Advisors LP | 126,309 | $23.1M | 0.03% | −30,229−19.3% | Reduced |
| Prudential Financial Inc | 127,744 | $23.3M | 0.04% | +55,706+77.3% | Added |
| Eagle Asset Management Inc | 131,258 | $24.0M | 0.14% | +1,462+1.1% | Added |
| Bank of New York Mellon Corp | 134,761 | $24.6M | 0.01% | −19,427−12.6% | Reduced |
| Renaissance Technologies LLC | 135,500 | $24.7M | 0.04% | +18,300+15.6% | Added |
| Nuveen Asset Management, LLC | 138,208 | $25.2M | 0.01% | +53,680+63.5% | Added |
| Ranger Investment Management, L.P. | 144,827 | $26.4M | 1.76% | −5,236−3.5% | Reduced |
| Charles Schwab Investment Management Inc | 150,073 | $27.4M | 0.01% | +7,054+4.9% | Added |
| Norges Bank | 163,405 | $29.8M | 0.01% | +11,176+7.3% | Added |
| Driehaus Capital Management LLC | 169,083 | $30.9M | 0.40% | +35,228+26.3% | Added |
| Price T Rowe Associates Inc | 173,628 | $31.7M | 0.00% | +167,700+2,828.9% | Added |
| Lord, Abbett & Co. LLC | 181,032 | $33.1M | 0.12% | +181,032 | New |
| Insight Holdings Group, LLC | 193,311 | $35.3M | 0.92% | +3,700+2.0% | Added |
| Northern Trust Corp | 202,348 | $37.0M | 0.01% | +2,224+1.1% | Added |
| Morgan Stanley | 206,803 | $37.8M | 0.00% | +102,025+97.4% | Added |
| Dynamo Internacional Gestao de Recursos Ltda. | 211,948 | $38.7M | 4.16% | −36,719−14.8% | Reduced |
| 12 West Capital Management LP | 300,000 | $54.8M | 4.96% | 00.0% | Unchanged |
| Nellore Capital Management LLC | 311,426 | $56.9M | 10.70% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 315,029 | $57.5M | 0.08% | −20,590−6.1% | Reduced |
| GW&K Investment Management, LLC | 344,152 | $62.9M | 0.63% | +2,096+0.6% | Added |
| DF Dent & Co Inc | 363,899 | $66.5M | 0.97% | −4,720−1.3% | Reduced |
| Geode Capital Management, LLC | 405,554 | $74.1M | 0.01% | +20,124+5.2% | Added |
| Gilder Gagnon Howe & Co LLC | 406,026 | $74.2M | 1.13% | +19,495+5.0% | Added |
| State Street Corp | 419,618 | $76.6M | 0.00% | +3,873+0.9% | Added |
| Fred Alger Management, LLC | 572,007 | $104.5M | 0.60% | +62,347+12.2% | Added |
| Echo Street Capital Management LLC | 862,697 | $157.6M | 1.47% | −754,716−46.7% | Reduced |
| BlackRock Inc. | 1,550,203 | $283.1M | 0.01% | +26,030+1.7% | Added |
| Ashe Capital Management, LP | 1,639,403 | $299.4M | 24.87% | 00.0% | Unchanged |
| Brown Capital Management LLC | 1,810,598 | $330.7M | 5.07% | −183,377−9.2% | Reduced |
| Vanguard Group Inc | 2,001,727 | $365.6M | 0.01% | +46,827+2.4% | Added |
| Shannon River Fund Management LLC | 0 | $0 | 0.00% | −54,867−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −16,211−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,380−100.0% | Sold out |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −4,707−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −4,647−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −4,569−100.0% | Sold out |
| Long Path Partners LP | 0 | $0 | 0.00% | −3,804−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −2,772−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −2,525−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,199−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −1,812−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −1,733−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −1,330−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −1,314−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,190−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −1,147−100.0% | Sold out |
| Foster Dykema Cabot & Co Inc | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Baystate Wealth Management LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Adirondack Retirement Specialists, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |