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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
Swiss National Bank41,100$7.51M0.01%+600+1.5%Added
Ancora Advisors, LLC42,000$7.67M0.21%+42,000New
Mission Wealth Management, LP46,765$8.54M0.32%00.0%Unchanged
Goldman Sachs Group Inc48,886$8.93M0.00%+9,346+23.6%Added
Russell Investments Group, Ltd.50,010$9.13M0.02%−6,470−11.5%Reduced
Quadrature Capital Ltd51,287$9.35M0.19%+22,427+77.7%Added
Blair William & Co65,238$11.9M0.05%−918−1.4%Reduced
Two Sigma Investments, LP68,199$12.5M0.03%+42,612+166.5%Added
Invesco Ltd.68,638$12.5M0.00%+8,151+13.5%Added
Two Sigma Advisers, LP74,086$13.5M0.03%+59,400+404.5%Added
Federated Hermes, Inc.74,191$13.5M0.04%+61,633+490.8%Added
Long Walk Management LP75,000$13.7M10.12%−34,500−31.5%Reduced
Fuller & Thaler Asset Management, Inc.75,002$13.7M0.08%+75,002New
Atika Capital Management LLC83,500$15.2M2.17%+20,000+31.5%Added
Greenstone Partners & Co., LLC113,067$20.6M13.67%00.0%Unchanged
Dimensional Fund Advisors LP114,552$20.9M0.01%+3,271+2.9%Added
First Trust Advisors LP126,309$23.1M0.03%−30,229−19.3%Reduced
Prudential Financial Inc127,744$23.3M0.04%+55,706+77.3%Added
Eagle Asset Management Inc131,258$24.0M0.14%+1,462+1.1%Added
Bank of New York Mellon Corp134,761$24.6M0.01%−19,427−12.6%Reduced
Renaissance Technologies LLC135,500$24.7M0.04%+18,300+15.6%Added
Nuveen Asset Management, LLC138,208$25.2M0.01%+53,680+63.5%Added
Ranger Investment Management, L.P.144,827$26.4M1.76%−5,236−3.5%Reduced
Charles Schwab Investment Management Inc150,073$27.4M0.01%+7,054+4.9%Added
Norges Bank163,405$29.8M0.01%+11,176+7.3%Added
Driehaus Capital Management LLC169,083$30.9M0.40%+35,228+26.3%Added
Price T Rowe Associates Inc173,628$31.7M0.00%+167,700+2,828.9%Added
Lord, Abbett & Co. LLC181,032$33.1M0.12%+181,032New
Insight Holdings Group, LLC193,311$35.3M0.92%+3,700+2.0%Added
Northern Trust Corp202,348$37.0M0.01%+2,224+1.1%Added
Morgan Stanley206,803$37.8M0.00%+102,025+97.4%Added
Dynamo Internacional Gestao de Recursos Ltda.211,948$38.7M4.16%−36,719−14.8%Reduced
12 West Capital Management LP300,000$54.8M4.96%00.0%Unchanged
Nellore Capital Management LLC311,426$56.9M10.70%00.0%Unchanged
New York State Common Retirement Fund315,029$57.5M0.08%−20,590−6.1%Reduced
GW&K Investment Management, LLC344,152$62.9M0.63%+2,096+0.6%Added
DF Dent & Co Inc363,899$66.5M0.97%−4,720−1.3%Reduced
Geode Capital Management, LLC405,554$74.1M0.01%+20,124+5.2%Added
Gilder Gagnon Howe & Co LLC406,026$74.2M1.13%+19,495+5.0%Added
State Street Corp419,618$76.6M0.00%+3,873+0.9%Added
Fred Alger Management, LLC572,007$104.5M0.60%+62,347+12.2%Added
Echo Street Capital Management LLC862,697$157.6M1.47%−754,716−46.7%Reduced
BlackRock Inc.1,550,203$283.1M0.01%+26,030+1.7%Added
Ashe Capital Management, LP1,639,403$299.4M24.87%00.0%Unchanged
Brown Capital Management LLC1,810,598$330.7M5.07%−183,377−9.2%Reduced
Vanguard Group Inc2,001,727$365.6M0.01%+46,827+2.4%Added
Shannon River Fund Management LLC0$00.00%−54,867−100.0%Sold out
Simplex Trading, LLC0$00.00%−16,211−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−14,380−100.0%Sold out
Ingalls & Snyder LLC0$00.00%−4,707−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−4,647−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−4,569−100.0%Sold out
Long Path Partners LP0$00.00%−3,804−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−2,772−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−2,525−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−2,199−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−1,812−100.0%Sold out
Woodline Partners LP0$00.00%−1,733−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−1,330−100.0%Sold out
Squarepoint Ops LLC0$00.00%−1,314−100.0%Sold out
Virtu Financial LLC0$00.00%−1,190−100.0%Sold out
Bank of Montreal0$00.00%−1,147−100.0%Sold out
Foster Dykema Cabot & Co Inc0$00.00%−37−100.0%Sold out
Baystate Wealth Management LLC0$00.00%−20−100.0%Sold out
Adirondack Retirement Specialists, Inc.0$00.00%−18−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−18−100.0%Sold out
FinTrust Capital Advisors, LLC0$00.00%−17−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−7−100.0%Sold out
Avion Wealth0$00.00%−3−100.0%Sold out
Pictet Asset Management SA––––Not filed