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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
Man Group plc–$1.64M0.01%––
Arrowstreet Capital, Limited Partnership8,963$1.64M0.00%+8,963New
Advisor Group Holdings, Inc.8,659$1.58M0.00%−4,314−33.3%Reduced
Calamos Advisors LLC8,646$1.58M0.01%+8,646New
EAM Investors, LLC8,644$1.58M0.30%+8,644New
EFG Asset Management (North America) Corp.7,757$1.42M0.34%−741−8.7%Reduced
Virginia Retirement Systems Et Al7,700$1.41M0.01%+5,200+208.0%Added
Voya Investment Management LLC7,684$1.40M0.00%+10.0%Added
Barclays PLC7,347$1.34M0.00%+39+0.5%Added
Teacher Retirement System of Texas7,337$1.34M0.01%+4,026+121.6%Added
LPL Financial LLC7,323$1.34M0.00%+654+9.8%Added
Allspring Global Investments Holdings, LLC7,287$1.33M0.00%−4,514−38.3%Reduced
Ensign Peak Advisors, Inc7,050$1.29M0.00%00.0%Unchanged
SEI Investments Co6,819$1.25M0.00%+6,819New
STRS Ohio6,700$1.22M0.01%−200−2.9%Reduced
Legato Capital Management LLC6,618$1.21M0.18%+3,379+104.3%Added
Jackson Creek Investment Advisors LLC6,534$1.19M0.50%−6−0.1%Reduced
Oppenheimer Asset Management Inc.6,504$1.19M0.02%−273−4.0%Reduced
Comerica Bank6,100$1.11M0.01%+6,100New
Capital Impact Advisors, LLC6,099$1.11M1.86%+1,050+20.8%Added
Evanson Asset Management, LLC6,000$1.10M0.11%00.0%Unchanged
Jane Street Group, LLC5,782$1.06M0.00%+5,782New
Brighton Jones LLC5,652$1.03M0.05%00.0%Unchanged
Victory Capital Management Inc5,541$1.01M0.00%+3,527+175.1%Added
Jump Financial, LLC5,502$1.00M0.04%+5,502New
Principal Financial Group Inc5,492$1.00M0.00%−267−4.6%Reduced
State Board of Administration of Florida Retirement System5,486$1.00M0.00%+30+0.5%Added
State of Wisconsin Investment Board5,376$981.8K0.00%+2,508+87.4%Added
Arizona State Retirement System5,321$971.8K0.01%+101+1.9%Added
Gsa Capital Partners LLP5,251$959.0K0.08%+3,362+178.0%Added
Ameriprise Financial Inc5,153$941.1K0.00%+13+0.3%Added
Quent Capital, LLC5,018$916.4K0.14%00.0%Unchanged
First Republic Investment Management, Inc.5,000$913.1K0.00%+9+0.2%Added
Capstone Investment Advisors, LLC4,901$895.1K0.02%+4,901New
Gotham Asset Management, LLC4,590$838.3K0.02%+352+8.3%Added
Engineers Gate Manager LP4,565$833.7K0.03%+1,301+39.9%Added
Raymond James & Associates4,479$818.0K0.00%−73−1.6%Reduced
NorthCrest Asset Manangement, LLC4,245$775.3K0.03%+4,245New
Martingale Asset Management L P4,233$773.1K0.02%+2,122+100.5%Added
Arlington Financial Advisors, LLC3,984$727.6K0.26%−100−2.4%Reduced
Commerce Bank3,784$691.1K0.01%+156+4.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)3,721$679.6K0.00%+636+20.6%Added
XTX Topco Ltd3,685$673.0K0.11%+85+2.4%Added
TownSquare Capital, LLC3,637$664.2K0.01%−1,603−30.6%Reduced
Commonwealth Equity Services, LLC3,631$663.0K0.00%−375−9.4%Reduced
Harbor Capital Advisors, Inc.3,575$652.9K0.14%+334+10.3%Added
Fukoku Mutual Life Insurance Co3,500$639.2K0.06%+3,500New
NBC Securities, Inc.3,426$625.0K0.07%+3,426New
American Century Companies Inc3,329$608.0K0.00%+130+4.1%Added
DC Investments Management, LLC3,323$606.9K0.76%00.0%Unchanged
The PNC Financial Services Group, Inc.3,310$604.5K0.00%−357−9.7%Reduced
Illinois Municipal Retirement Fund3,281$599.0K0.01%+3,281New
Trexquant Investment LP3,255$594.5K0.01%−600−15.6%Reduced
State of Wyoming3,164$577.8K0.12%+371+13.3%Added
Rathbone Brothers plc3,046$556.3K0.00%+3,046New
O'Neil Global Advisors, Inc.3,040$555.0K0.50%+3,040New
Jefferies Financial Group Inc.3,000$547.9K0.01%+3,000New
Amalgamated Bank2,988$546.0K0.00%+45+1.5%Added
SG Americas Securities, LLC2,905$531.0K0.01%+2,905New
Petrus Trust Company, LTA2,891$528.0K0.06%+2,891New
FORA Capital, LLC2,837$518.1K0.05%+1,234+77.0%Added
Azzad Asset Management Inc2,649$483.7K0.07%+34+1.3%Added
Public Employees Retirement Association of Colorado2,627$480.0K0.00%00.0%Unchanged
Stifel Financial Corp2,628$480.0K0.00%+236+9.9%Added
Handelsbanken Fonder AB2,600$475.0K0.00%00.0%Unchanged
Independent Advisor Alliance2,573$469.9K0.02%−30−1.2%Reduced
Curbstone Financial Management Corp2,560$467.5K0.12%00.0%Unchanged
ProShare Advisors LLC2,560$467.5K0.00%−5−0.2%Reduced
Beacon Pointe Advisors, LLC2,510$458.4K0.01%+10+0.4%Added
O'Shaughnessy Asset Management, LLC2,421$442.1K0.01%+355+17.2%Added
Citigroup Inc2,370$432.8K0.00%−10,403−81.4%Reduced
Truist Financial Corp2,269$414.4K0.00%−28−1.2%Reduced
HSBC Holdings PLC2,150$395.2K0.00%+2,150New
DFPG Investments, LLC1,926$382.9K0.04%−308−13.8%Reduced
Pictet Asset Management Holding SA2,078$379.5K0.00%+2,078New
Verdence Capital Advisors LLC2,059$376.0K0.04%+139+7.2%Added
Jennison Associates LLC2,038$372.2K0.00%+2,038New
Occudo Quantitative Strategies LP2,022$369.3K0.05%+181+9.8%Added
CenterBook Partners LP2,000$365.3K0.05%+2,000New
Y-Intercept (Hong Kong) Ltd1,995$364.3K0.04%+1,995New
Tudor Investment Corp Et Al1,936$353.6K0.01%+1,936New
Cipher Capital LP1,916$349.9K0.25%+1,916New
Ameritas Investment Partners, Inc.1,909$348.6K0.01%+358+23.1%Added
Lido Advisors, LLC1,883$343.9K0.00%+1,883New
Mutual Advisors, LLC1,773$323.8K0.01%+1,773New
Private Advisor Group, LLC1,752$320.0K0.00%00.0%Unchanged
Campbell & CO Investment Adviser LLC1,667$304.4K0.04%+1,667New
Baird Financial Group, Inc.1,568$286.4K0.00%00.0%Unchanged
Yorktown Management & Research Co Inc1,550$283.1K0.32%+1,550New
Balyasny Asset Management LLC1,493$272.7K0.00%−9,108−85.9%Reduced
Quantbot Technologies LP1,467$267.9K0.02%+1,467New
Captrust Financial Advisors1,434$261.9K0.00%+1,434New
Pathstone Family Office, LLC1,422$259.7K0.00%+1,422New
Prelude Capital Management, LLC1,408$257.1K0.02%+1,408New
Nebula Research & Development LLC1,381$252.2K0.13%+1,381New
Twinbeech Capital LP1,329$242.7K0.00%+1,329New
Keebeck Alpha, LP1,277$233.2K0.23%+6+0.5%Added
Cullinan Associates Inc1,200$219.2K0.01%00.0%Unchanged
Xponance, Inc.1,160$211.9K0.00%−298−20.4%Reduced
First Foundation Advisors1,142$208.6K0.01%+1,142New