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 |
|---|---|---|---|---|---|
| Man Group plc | – | $1.64M | 0.01% | – | – |
| Arrowstreet Capital, Limited Partnership | 8,963 | $1.64M | 0.00% | +8,963 | New |
| Advisor Group Holdings, Inc. | 8,659 | $1.58M | 0.00% | −4,314−33.3% | Reduced |
| Calamos Advisors LLC | 8,646 | $1.58M | 0.01% | +8,646 | New |
| EAM Investors, LLC | 8,644 | $1.58M | 0.30% | +8,644 | New |
| EFG Asset Management (North America) Corp. | 7,757 | $1.42M | 0.34% | −741−8.7% | Reduced |
| Virginia Retirement Systems Et Al | 7,700 | $1.41M | 0.01% | +5,200+208.0% | Added |
| Voya Investment Management LLC | 7,684 | $1.40M | 0.00% | +10.0% | Added |
| Barclays PLC | 7,347 | $1.34M | 0.00% | +39+0.5% | Added |
| Teacher Retirement System of Texas | 7,337 | $1.34M | 0.01% | +4,026+121.6% | Added |
| LPL Financial LLC | 7,323 | $1.34M | 0.00% | +654+9.8% | Added |
| Allspring Global Investments Holdings, LLC | 7,287 | $1.33M | 0.00% | −4,514−38.3% | Reduced |
| Ensign Peak Advisors, Inc | 7,050 | $1.29M | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 6,819 | $1.25M | 0.00% | +6,819 | New |
| STRS Ohio | 6,700 | $1.22M | 0.01% | −200−2.9% | Reduced |
| Legato Capital Management LLC | 6,618 | $1.21M | 0.18% | +3,379+104.3% | Added |
| Jackson Creek Investment Advisors LLC | 6,534 | $1.19M | 0.50% | −6−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 6,504 | $1.19M | 0.02% | −273−4.0% | Reduced |
| Comerica Bank | 6,100 | $1.11M | 0.01% | +6,100 | New |
| Capital Impact Advisors, LLC | 6,099 | $1.11M | 1.86% | +1,050+20.8% | Added |
| Evanson Asset Management, LLC | 6,000 | $1.10M | 0.11% | 00.0% | Unchanged |
| Jane Street Group, LLC | 5,782 | $1.06M | 0.00% | +5,782 | New |
| Brighton Jones LLC | 5,652 | $1.03M | 0.05% | 00.0% | Unchanged |
| Victory Capital Management Inc | 5,541 | $1.01M | 0.00% | +3,527+175.1% | Added |
| Jump Financial, LLC | 5,502 | $1.00M | 0.04% | +5,502 | New |
| Principal Financial Group Inc | 5,492 | $1.00M | 0.00% | −267−4.6% | Reduced |
| State Board of Administration of Florida Retirement System | 5,486 | $1.00M | 0.00% | +30+0.5% | Added |
| State of Wisconsin Investment Board | 5,376 | $981.8K | 0.00% | +2,508+87.4% | Added |
| Arizona State Retirement System | 5,321 | $971.8K | 0.01% | +101+1.9% | Added |
| Gsa Capital Partners LLP | 5,251 | $959.0K | 0.08% | +3,362+178.0% | Added |
| Ameriprise Financial Inc | 5,153 | $941.1K | 0.00% | +13+0.3% | Added |
| Quent Capital, LLC | 5,018 | $916.4K | 0.14% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 5,000 | $913.1K | 0.00% | +9+0.2% | Added |
| Capstone Investment Advisors, LLC | 4,901 | $895.1K | 0.02% | +4,901 | New |
| Gotham Asset Management, LLC | 4,590 | $838.3K | 0.02% | +352+8.3% | Added |
| Engineers Gate Manager LP | 4,565 | $833.7K | 0.03% | +1,301+39.9% | Added |
| Raymond James & Associates | 4,479 | $818.0K | 0.00% | −73−1.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 4,245 | $775.3K | 0.03% | +4,245 | New |
| Martingale Asset Management L P | 4,233 | $773.1K | 0.02% | +2,122+100.5% | Added |
| Arlington Financial Advisors, LLC | 3,984 | $727.6K | 0.26% | −100−2.4% | Reduced |
| Commerce Bank | 3,784 | $691.1K | 0.01% | +156+4.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,721 | $679.6K | 0.00% | +636+20.6% | Added |
| XTX Topco Ltd | 3,685 | $673.0K | 0.11% | +85+2.4% | Added |
| TownSquare Capital, LLC | 3,637 | $664.2K | 0.01% | −1,603−30.6% | Reduced |
| Commonwealth Equity Services, LLC | 3,631 | $663.0K | 0.00% | −375−9.4% | Reduced |
| Harbor Capital Advisors, Inc. | 3,575 | $652.9K | 0.14% | +334+10.3% | Added |
| Fukoku Mutual Life Insurance Co | 3,500 | $639.2K | 0.06% | +3,500 | New |
| NBC Securities, Inc. | 3,426 | $625.0K | 0.07% | +3,426 | New |
| American Century Companies Inc | 3,329 | $608.0K | 0.00% | +130+4.1% | Added |
| DC Investments Management, LLC | 3,323 | $606.9K | 0.76% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,310 | $604.5K | 0.00% | −357−9.7% | Reduced |
| Illinois Municipal Retirement Fund | 3,281 | $599.0K | 0.01% | +3,281 | New |
| Trexquant Investment LP | 3,255 | $594.5K | 0.01% | −600−15.6% | Reduced |
| State of Wyoming | 3,164 | $577.8K | 0.12% | +371+13.3% | Added |
| Rathbone Brothers plc | 3,046 | $556.3K | 0.00% | +3,046 | New |
| O'Neil Global Advisors, Inc. | 3,040 | $555.0K | 0.50% | +3,040 | New |
| Jefferies Financial Group Inc. | 3,000 | $547.9K | 0.01% | +3,000 | New |
| Amalgamated Bank | 2,988 | $546.0K | 0.00% | +45+1.5% | Added |
| SG Americas Securities, LLC | 2,905 | $531.0K | 0.01% | +2,905 | New |
| Petrus Trust Company, LTA | 2,891 | $528.0K | 0.06% | +2,891 | New |
| FORA Capital, LLC | 2,837 | $518.1K | 0.05% | +1,234+77.0% | Added |
| Azzad Asset Management Inc | 2,649 | $483.7K | 0.07% | +34+1.3% | Added |
| Public Employees Retirement Association of Colorado | 2,627 | $480.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 2,628 | $480.0K | 0.00% | +236+9.9% | Added |
| Handelsbanken Fonder AB | 2,600 | $475.0K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,573 | $469.9K | 0.02% | −30−1.2% | Reduced |
| Curbstone Financial Management Corp | 2,560 | $467.5K | 0.12% | 00.0% | Unchanged |
| ProShare Advisors LLC | 2,560 | $467.5K | 0.00% | −5−0.2% | Reduced |
| Beacon Pointe Advisors, LLC | 2,510 | $458.4K | 0.01% | +10+0.4% | Added |
| O'Shaughnessy Asset Management, LLC | 2,421 | $442.1K | 0.01% | +355+17.2% | Added |
| Citigroup Inc | 2,370 | $432.8K | 0.00% | −10,403−81.4% | Reduced |
| Truist Financial Corp | 2,269 | $414.4K | 0.00% | −28−1.2% | Reduced |
| HSBC Holdings PLC | 2,150 | $395.2K | 0.00% | +2,150 | New |
| DFPG Investments, LLC | 1,926 | $382.9K | 0.04% | −308−13.8% | Reduced |
| Pictet Asset Management Holding SA | 2,078 | $379.5K | 0.00% | +2,078 | New |
| Verdence Capital Advisors LLC | 2,059 | $376.0K | 0.04% | +139+7.2% | Added |
| Jennison Associates LLC | 2,038 | $372.2K | 0.00% | +2,038 | New |
| Occudo Quantitative Strategies LP | 2,022 | $369.3K | 0.05% | +181+9.8% | Added |
| CenterBook Partners LP | 2,000 | $365.3K | 0.05% | +2,000 | New |
| Y-Intercept (Hong Kong) Ltd | 1,995 | $364.3K | 0.04% | +1,995 | New |
| Tudor Investment Corp Et Al | 1,936 | $353.6K | 0.01% | +1,936 | New |
| Cipher Capital LP | 1,916 | $349.9K | 0.25% | +1,916 | New |
| Ameritas Investment Partners, Inc. | 1,909 | $348.6K | 0.01% | +358+23.1% | Added |
| Lido Advisors, LLC | 1,883 | $343.9K | 0.00% | +1,883 | New |
| Mutual Advisors, LLC | 1,773 | $323.8K | 0.01% | +1,773 | New |
| Private Advisor Group, LLC | 1,752 | $320.0K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,667 | $304.4K | 0.04% | +1,667 | New |
| Baird Financial Group, Inc. | 1,568 | $286.4K | 0.00% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 1,550 | $283.1K | 0.32% | +1,550 | New |
| Balyasny Asset Management LLC | 1,493 | $272.7K | 0.00% | −9,108−85.9% | Reduced |
| Quantbot Technologies LP | 1,467 | $267.9K | 0.02% | +1,467 | New |
| Captrust Financial Advisors | 1,434 | $261.9K | 0.00% | +1,434 | New |
| Pathstone Family Office, LLC | 1,422 | $259.7K | 0.00% | +1,422 | New |
| Prelude Capital Management, LLC | 1,408 | $257.1K | 0.02% | +1,408 | New |
| Nebula Research & Development LLC | 1,381 | $252.2K | 0.13% | +1,381 | New |
| Twinbeech Capital LP | 1,329 | $242.7K | 0.00% | +1,329 | New |
| Keebeck Alpha, LP | 1,277 | $233.2K | 0.23% | +6+0.5% | Added |
| Cullinan Associates Inc | 1,200 | $219.2K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 1,160 | $211.9K | 0.00% | −298−20.4% | Reduced |
| First Foundation Advisors | 1,142 | $208.6K | 0.01% | +1,142 | New |