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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 1,116 | $203.8K | 0.00% | +1,116 | New |
| Metropolitan Life Insurance Co | 1,106 | $202.0K | 0.01% | +30+2.8% | Added |
| FMR LLC | 709 | $129.5K | 0.00% | +66+10.3% | Added |
| Point72 Asset Management, L.P. | 700 | $127.8K | 0.00% | +683+4,017.6% | Added |
| Nisa Investment Advisors, LLC | 666 | $121.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 591 | $107.9K | 0.00% | +11+1.9% | Added |
| Harbor Investment Advisory, LLC | 552 | $100.8K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 480 | $87.7K | 0.05% | +480 | New |
| KBC Group NV | 421 | $77.0K | 0.00% | +421 | New |
| Assetmark, Inc | 360 | $65.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 326 | $59.5K | 0.00% | −30−8.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 325 | $59.4K | 0.00% | −50−13.3% | Reduced |
| First Horizon Advisors, Inc. | 286 | $52.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 186 | $34.0K | 0.00% | −4−2.1% | Reduced |
| Lazard Asset Management LLC | 165 | $30.0K | 0.00% | +165 | New |
| Signaturefd, LLC | 158 | $28.9K | 0.00% | −2−1.3% | Reduced |
| Group One Trading, L.P. | 156 | $28.5K | 0.00% | +156 | New |
| Covestor Ltd | 142 | $26.0K | 0.02% | −146−50.7% | Reduced |
| Arcadia Investment Management Corp | 138 | $25.2K | 0.01% | +57+70.4% | Added |
| RiverPark Advisors, LLC | 133 | $24.3K | 0.02% | +133 | New |
| Allworth Financial LP | 123 | $22.5K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 118 | $21.6K | 0.00% | −60−33.7% | Reduced |
| Private Trust Co NA | 118 | $21.6K | 0.00% | +23+24.2% | Added |
| Steward Partners Investment Advisory, LLC | 90 | $16.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 84 | $15.3K | 0.00% | +4+5.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 76 | $14.0K | 0.00% | −10−11.6% | Reduced |
| Global Retirement Partners, LLC | 49 | $9.13K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 41 | $7.49K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 36 | $6.58K | 0.00% | +15+71.4% | Added |
| Iron Horse Wealth Management, LLC | 36 | $6.58K | 0.00% | +36 | New |
| Rosenberg Matthew Hamilton | 30 | $5.48K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 28 | $5.00K | 0.00% | +28 | New |
| CWM, LLC | 23 | $4.00K | 0.00% | +7+43.8% | Added |
| US Bancorp | 21 | $3.83K | 0.00% | −8−27.6% | Reduced |
| Bell Investment Advisors, Inc | 18 | $3.29K | 0.00% | −2−10.0% | Reduced |
| Hollencrest Capital Management | 15 | $2.74K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $2.74K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 11 | $2.03K | 0.00% | +11 | New |
| Manchester Capital Management LLC | 9 | $1.64K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $1.64K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 5 | $913 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 4 | $731 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $731 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $731 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 2 | $365 | 0.00% | 00.0% | Unchanged |
| 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 |