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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, Q4 2023

Institutional positions in Appfolio Inc as of Dec 31, 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
295
+52 vs. Q3 2023
Shares held
17.4M
+936.1K (+5.7%) vs. Q3 2023
Total value
$3.01B
+$6.23M (+0.2%) vs. Q3 2023
New holders
71
110 more added
Sold out
19
83 more reduced

3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 295 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 heldQ4 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, Q4 2023

Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q3 2023.

Institutions holding APPF in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc2,078,661$360.1M0.01%+76,934+3.8%Added
BlackRock Inc.1,672,258$289.7M0.01%+122,055+7.9%Added
Brown Capital Management LLC1,585,560$274.7M4.12%−225,038−12.4%Reduced
Ashe Capital Management, LP1,448,033$250.9M21.80%−191,370−11.7%Reduced
Fred Alger Management, LLC528,389$91.5M0.49%−43,618−7.6%Reduced
State Street Corp441,115$76.4M0.00%+21,497+5.1%Added
Geode Capital Management, LLC432,617$75.0M0.01%+27,063+6.7%Added
Gilder Gagnon Howe & Co LLC421,309$73.0M1.00%+15,283+3.8%Added
DF Dent & Co Inc354,057$61.3M0.81%−9,842−2.7%Reduced
Morgan Stanley346,129$60.0M0.01%+139,326+67.4%Added
GW&K Investment Management, LLC288,231$49.9M0.47%−55,921−16.2%Reduced
Driehaus Capital Management LLC279,091$48.3M0.58%+110,008+65.1%Added
Nellore Capital Management LLC278,627$48.3M8.88%−32,799−10.5%Reduced
New York State Common Retirement Fund275,494$47.7M0.07%−39,535−12.5%Reduced
Lord, Abbett & Co. LLC259,983$45.0M0.16%+78,951+43.6%Added
Price T Rowe Associates Inc259,947$45.0M0.01%+86,319+49.7%Added
Renaissance Technologies LLC225,200$39.0M0.06%+89,700+66.2%Added
Norges Bank221,992$38.5M0.01%+58,587+35.9%Added
Nuveen Asset Management, LLC218,113$37.8M0.01%+79,905+57.8%Added
Northern Trust Corp202,135$35.0M0.01%−213−0.1%Reduced
Millennium Management LLC194,198$33.6M0.03%+160,957+484.2%Added
Zeno Equity Partners LLP192,995$33.4M8.82%+192,995New
Charles Schwab Investment Management Inc170,239$29.5M0.01%+20,166+13.4%Added
Insight Holdings Group, LLC152,861$26.5M0.64%−40,450−20.9%Reduced
Ranger Investment Management, L.P.145,524$25.2M1.53%+697+0.5%Added
First Trust Advisors LP135,440$23.5M0.03%+9,131+7.2%Added
Bank of New York Mellon Corp134,623$23.3M0.00%−138−0.1%Reduced
Eagle Asset Management Inc130,987$22.7M0.12%−271−0.2%Reduced
12 West Capital Management LP125,000$21.7M2.04%−175,000−58.3%Reduced
Long Walk Management LP122,000$21.1M13.69%+47,000+62.7%Added
Goldman Sachs Group Inc121,257$21.0M0.00%+72,371+148.0%Added
Greenstone Partners & Co., LLC113,067$19.6M10.94%00.0%Unchanged
Marshall Wace, LLP110,092$19.1M0.04%+80,249+268.9%Added
JPMorgan Chase & Co107,947$18.7M0.00%+74,435+222.1%Added
Wellington Management Group LLP107,575$18.6M0.00%+107,575New
Qube Research & Technologies Ltd92,132$16.0M0.04%+64,267+230.6%Added
Jacobs Levy Equity Management, Inc91,236$15.8M0.08%+91,236New
Dimensional Fund Advisors LP83,952$14.5M0.00%−30,600−26.7%Reduced
Cubist Systematic Strategies, LLC83,531$14.5M0.18%+60,123+256.8%Added
Fuller & Thaler Asset Management, Inc.83,136$14.4M0.07%+8,134+10.8%Added
UBS Asset Management Americas Inc80,356$13.9M0.01%+61,835+333.9%Added
WCM Investment Management, LLC74,732$12.9M0.04%+74,732New
Federated Hermes, Inc.73,228$12.7M0.03%−963−1.3%Reduced
Citadel Advisors LLC70,988$12.3M0.01%+51,030+255.7%Added
Victory Capital Management Inc70,042$12.1M0.01%+64,501+1,164.1%Added
Dynamo Internacional Gestao de Recursos Ltda.69,765$12.1M2.16%−142,183−67.1%Reduced
Prudential Financial Inc68,249$11.8M0.02%−59,495−46.6%Reduced
D. E. Shaw & Co., Inc.67,220$11.6M0.02%+49,204+273.1%Added
Russell Investments Group, Ltd.67,171$11.6M0.02%+17,161+34.3%Added
Blair William & Co64,211$11.1M0.04%−1,027−1.6%Reduced
Atika Capital Management LLC61,000$10.6M1.50%−22,500−26.9%Reduced
Quadrature Capital Ltd53,553$9.28M0.17%+2,266+4.4%Added
AQR Capital Management LLC50,240$8.70M0.02%+31,432+167.1%Added
Arrowstreet Capital, Limited Partnership49,660$8.60M0.01%+40,697+454.1%Added
Acadian Asset Management LLC47,169$8.16M0.03%+22,778+93.4%Added
Barclays PLC46,615$8.08M0.00%+39,268+534.5%Added
Two Sigma Advisers, LP45,186$7.83M0.02%−28,900−39.0%Reduced
Allspring Global Investments Holdings, LLC43,552$7.54M0.01%+36,265+497.7%Added
Nicholas Investment Partners, LP42,943$7.44M0.87%+11,551+36.8%Added
Two Sigma Investments, LP41,482$7.19M0.02%−26,717−39.2%Reduced
Squarepoint Ops LLC41,379$7.17M0.03%+41,379New
Royal Bank of Canada41,260$7.15M0.00%+2,923+7.6%Added
Putnam Investments LLC41,010$7.10M0.01%+26,179+176.5%Added
Pier Capital, LLC40,294$6.98M1.00%−737−1.8%Reduced
M&G Investment Management Ltd38,407$6.64M0.04%+38,407New
Mission Wealth Management, LP37,765$6.54M0.22%−9,000−19.2%Reduced
Tudor Investment Corp Et Al37,470$6.49M0.09%+35,534+1,835.4%Added
Great West Life Assurance Co37,357$6.46M0.01%−695−1.8%Reduced
Swiss National Bank37,100$6.43M0.00%−4,000−9.7%Reduced
Castleark Management LLC35,660$6.18M0.27%+8,950+33.5%Added
Assenagon Asset Management S.A.34,881$6.04M0.02%+17,706+103.1%Added
Next Century Growth Investors LLC34,263$5.94M0.58%+4,915+16.7%Added
Trexquant Investment LP32,354$5.61M0.13%+29,099+894.0%Added
Bank of America Corp31,740$5.50M0.00%−2,458−7.2%Reduced
Credit Suisse AG31,679$5.49M0.01%+8,609+37.3%Added
UBS Group AG30,803$5.34M0.00%+18,571+151.8%Added
Delap Wealth Advisory, LLC30,799$5.34M2.42%+30,799New
BNP Paribas Arbitrage, SA28,203$4.89M0.01%+5,580+24.7%Added
Rhumbline Advisers27,181$4.71M0.00%−313−1.1%Reduced
Polen Capital Management LLC27,075$4.69M0.01%−7,577−21.9%Reduced
Alliancebernstein L.P.26,781$4.64M0.00%+2,904+12.2%Added
Hillsdale Investment Management Inc.25,735$4.46M0.36%−135−0.5%Reduced
Jane Street Group, LLC25,224$4.37M0.01%+19,442+336.3%Added
Jupiter Asset Management Ltd23,688$4.10M0.04%+23,688New
Envestnet Asset Management Inc23,069$4.00M0.00%−5,821−20.1%Reduced
Ancora Advisors, LLC22,382$3.88M0.09%−19,618−46.7%Reduced
Man Group plc21,518$3.73M0.01%––
Gsa Capital Partners LLP21,167$3.67M0.31%+15,916+303.1%Added
Voloridge Investment Management, LLC20,793$3.60M0.01%−3,961−16.0%Reduced
Legal & General Group Plc20,490$3.55M0.00%+1,539+8.1%Added
Walleye Capital LLC20,433$3.54M0.05%+10,039+96.6%Added
Natixis Advisors, L.P.20,313$3.52M0.01%+2,747+15.6%Added
California State Teachers Retirement System19,935$3.45M0.00%−833−4.0%Reduced
Jump Financial, LLC19,409$3.36M0.11%+13,907+252.8%Added
Baker Avenue Asset Management, LP19,385$3.36M0.15%+1,137+6.2%Added
Graham Capital Management, L.P.18,353$3.18M0.10%+7,252+65.3%Added
HRT Financial LP17,904$3.10M0.02%+17,904New
Edgestream Partners, L.P.17,717$3.07M0.22%+17,717New
Engineers Gate Manager LP17,483$3.03M0.09%+12,918+283.0%Added
Oberndorf William E17,433$3.02M4.92%+17,433New