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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,078,661 | $360.1M | 0.01% | +76,934+3.8% | Added |
| BlackRock Inc. | 1,672,258 | $289.7M | 0.01% | +122,055+7.9% | Added |
| Brown Capital Management LLC | 1,585,560 | $274.7M | 4.12% | −225,038−12.4% | Reduced |
| Ashe Capital Management, LP | 1,448,033 | $250.9M | 21.80% | −191,370−11.7% | Reduced |
| Fred Alger Management, LLC | 528,389 | $91.5M | 0.49% | −43,618−7.6% | Reduced |
| State Street Corp | 441,115 | $76.4M | 0.00% | +21,497+5.1% | Added |
| Geode Capital Management, LLC | 432,617 | $75.0M | 0.01% | +27,063+6.7% | Added |
| Gilder Gagnon Howe & Co LLC | 421,309 | $73.0M | 1.00% | +15,283+3.8% | Added |
| DF Dent & Co Inc | 354,057 | $61.3M | 0.81% | −9,842−2.7% | Reduced |
| Morgan Stanley | 346,129 | $60.0M | 0.01% | +139,326+67.4% | Added |
| GW&K Investment Management, LLC | 288,231 | $49.9M | 0.47% | −55,921−16.2% | Reduced |
| Driehaus Capital Management LLC | 279,091 | $48.3M | 0.58% | +110,008+65.1% | Added |
| Nellore Capital Management LLC | 278,627 | $48.3M | 8.88% | −32,799−10.5% | Reduced |
| New York State Common Retirement Fund | 275,494 | $47.7M | 0.07% | −39,535−12.5% | Reduced |
| Lord, Abbett & Co. LLC | 259,983 | $45.0M | 0.16% | +78,951+43.6% | Added |
| Price T Rowe Associates Inc | 259,947 | $45.0M | 0.01% | +86,319+49.7% | Added |
| Renaissance Technologies LLC | 225,200 | $39.0M | 0.06% | +89,700+66.2% | Added |
| Norges Bank | 221,992 | $38.5M | 0.01% | +58,587+35.9% | Added |
| Nuveen Asset Management, LLC | 218,113 | $37.8M | 0.01% | +79,905+57.8% | Added |
| Northern Trust Corp | 202,135 | $35.0M | 0.01% | −213−0.1% | Reduced |
| Millennium Management LLC | 194,198 | $33.6M | 0.03% | +160,957+484.2% | Added |
| Zeno Equity Partners LLP | 192,995 | $33.4M | 8.82% | +192,995 | New |
| Charles Schwab Investment Management Inc | 170,239 | $29.5M | 0.01% | +20,166+13.4% | Added |
| Insight Holdings Group, LLC | 152,861 | $26.5M | 0.64% | −40,450−20.9% | Reduced |
| Ranger Investment Management, L.P. | 145,524 | $25.2M | 1.53% | +697+0.5% | Added |
| First Trust Advisors LP | 135,440 | $23.5M | 0.03% | +9,131+7.2% | Added |
| Bank of New York Mellon Corp | 134,623 | $23.3M | 0.00% | −138−0.1% | Reduced |
| Eagle Asset Management Inc | 130,987 | $22.7M | 0.12% | −271−0.2% | Reduced |
| 12 West Capital Management LP | 125,000 | $21.7M | 2.04% | −175,000−58.3% | Reduced |
| Long Walk Management LP | 122,000 | $21.1M | 13.69% | +47,000+62.7% | Added |
| Goldman Sachs Group Inc | 121,257 | $21.0M | 0.00% | +72,371+148.0% | Added |
| Greenstone Partners & Co., LLC | 113,067 | $19.6M | 10.94% | 00.0% | Unchanged |
| Marshall Wace, LLP | 110,092 | $19.1M | 0.04% | +80,249+268.9% | Added |
| JPMorgan Chase & Co | 107,947 | $18.7M | 0.00% | +74,435+222.1% | Added |
| Wellington Management Group LLP | 107,575 | $18.6M | 0.00% | +107,575 | New |
| Qube Research & Technologies Ltd | 92,132 | $16.0M | 0.04% | +64,267+230.6% | Added |
| Jacobs Levy Equity Management, Inc | 91,236 | $15.8M | 0.08% | +91,236 | New |
| Dimensional Fund Advisors LP | 83,952 | $14.5M | 0.00% | −30,600−26.7% | Reduced |
| Cubist Systematic Strategies, LLC | 83,531 | $14.5M | 0.18% | +60,123+256.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 83,136 | $14.4M | 0.07% | +8,134+10.8% | Added |
| UBS Asset Management Americas Inc | 80,356 | $13.9M | 0.01% | +61,835+333.9% | Added |
| WCM Investment Management, LLC | 74,732 | $12.9M | 0.04% | +74,732 | New |
| Federated Hermes, Inc. | 73,228 | $12.7M | 0.03% | −963−1.3% | Reduced |
| Citadel Advisors LLC | 70,988 | $12.3M | 0.01% | +51,030+255.7% | Added |
| Victory Capital Management Inc | 70,042 | $12.1M | 0.01% | +64,501+1,164.1% | Added |
| Dynamo Internacional Gestao de Recursos Ltda. | 69,765 | $12.1M | 2.16% | −142,183−67.1% | Reduced |
| Prudential Financial Inc | 68,249 | $11.8M | 0.02% | −59,495−46.6% | Reduced |
| D. E. Shaw & Co., Inc. | 67,220 | $11.6M | 0.02% | +49,204+273.1% | Added |
| Russell Investments Group, Ltd. | 67,171 | $11.6M | 0.02% | +17,161+34.3% | Added |
| Blair William & Co | 64,211 | $11.1M | 0.04% | −1,027−1.6% | Reduced |
| Atika Capital Management LLC | 61,000 | $10.6M | 1.50% | −22,500−26.9% | Reduced |
| Quadrature Capital Ltd | 53,553 | $9.28M | 0.17% | +2,266+4.4% | Added |
| AQR Capital Management LLC | 50,240 | $8.70M | 0.02% | +31,432+167.1% | Added |
| Arrowstreet Capital, Limited Partnership | 49,660 | $8.60M | 0.01% | +40,697+454.1% | Added |
| Acadian Asset Management LLC | 47,169 | $8.16M | 0.03% | +22,778+93.4% | Added |
| Barclays PLC | 46,615 | $8.08M | 0.00% | +39,268+534.5% | Added |
| Two Sigma Advisers, LP | 45,186 | $7.83M | 0.02% | −28,900−39.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 43,552 | $7.54M | 0.01% | +36,265+497.7% | Added |
| Nicholas Investment Partners, LP | 42,943 | $7.44M | 0.87% | +11,551+36.8% | Added |
| Two Sigma Investments, LP | 41,482 | $7.19M | 0.02% | −26,717−39.2% | Reduced |
| Squarepoint Ops LLC | 41,379 | $7.17M | 0.03% | +41,379 | New |
| Royal Bank of Canada | 41,260 | $7.15M | 0.00% | +2,923+7.6% | Added |
| Putnam Investments LLC | 41,010 | $7.10M | 0.01% | +26,179+176.5% | Added |
| Pier Capital, LLC | 40,294 | $6.98M | 1.00% | −737−1.8% | Reduced |
| M&G Investment Management Ltd | 38,407 | $6.64M | 0.04% | +38,407 | New |
| Mission Wealth Management, LP | 37,765 | $6.54M | 0.22% | −9,000−19.2% | Reduced |
| Tudor Investment Corp Et Al | 37,470 | $6.49M | 0.09% | +35,534+1,835.4% | Added |
| Great West Life Assurance Co | 37,357 | $6.46M | 0.01% | −695−1.8% | Reduced |
| Swiss National Bank | 37,100 | $6.43M | 0.00% | −4,000−9.7% | Reduced |
| Castleark Management LLC | 35,660 | $6.18M | 0.27% | +8,950+33.5% | Added |
| Assenagon Asset Management S.A. | 34,881 | $6.04M | 0.02% | +17,706+103.1% | Added |
| Next Century Growth Investors LLC | 34,263 | $5.94M | 0.58% | +4,915+16.7% | Added |
| Trexquant Investment LP | 32,354 | $5.61M | 0.13% | +29,099+894.0% | Added |
| Bank of America Corp | 31,740 | $5.50M | 0.00% | −2,458−7.2% | Reduced |
| Credit Suisse AG | 31,679 | $5.49M | 0.01% | +8,609+37.3% | Added |
| UBS Group AG | 30,803 | $5.34M | 0.00% | +18,571+151.8% | Added |
| Delap Wealth Advisory, LLC | 30,799 | $5.34M | 2.42% | +30,799 | New |
| BNP Paribas Arbitrage, SA | 28,203 | $4.89M | 0.01% | +5,580+24.7% | Added |
| Rhumbline Advisers | 27,181 | $4.71M | 0.00% | −313−1.1% | Reduced |
| Polen Capital Management LLC | 27,075 | $4.69M | 0.01% | −7,577−21.9% | Reduced |
| Alliancebernstein L.P. | 26,781 | $4.64M | 0.00% | +2,904+12.2% | Added |
| Hillsdale Investment Management Inc. | 25,735 | $4.46M | 0.36% | −135−0.5% | Reduced |
| Jane Street Group, LLC | 25,224 | $4.37M | 0.01% | +19,442+336.3% | Added |
| Jupiter Asset Management Ltd | 23,688 | $4.10M | 0.04% | +23,688 | New |
| Envestnet Asset Management Inc | 23,069 | $4.00M | 0.00% | −5,821−20.1% | Reduced |
| Ancora Advisors, LLC | 22,382 | $3.88M | 0.09% | −19,618−46.7% | Reduced |
| Man Group plc | 21,518 | $3.73M | 0.01% | – | – |
| Gsa Capital Partners LLP | 21,167 | $3.67M | 0.31% | +15,916+303.1% | Added |
| Voloridge Investment Management, LLC | 20,793 | $3.60M | 0.01% | −3,961−16.0% | Reduced |
| Legal & General Group Plc | 20,490 | $3.55M | 0.00% | +1,539+8.1% | Added |
| Walleye Capital LLC | 20,433 | $3.54M | 0.05% | +10,039+96.6% | Added |
| Natixis Advisors, L.P. | 20,313 | $3.52M | 0.01% | +2,747+15.6% | Added |
| California State Teachers Retirement System | 19,935 | $3.45M | 0.00% | −833−4.0% | Reduced |
| Jump Financial, LLC | 19,409 | $3.36M | 0.11% | +13,907+252.8% | Added |
| Baker Avenue Asset Management, LP | 19,385 | $3.36M | 0.15% | +1,137+6.2% | Added |
| Graham Capital Management, L.P. | 18,353 | $3.18M | 0.10% | +7,252+65.3% | Added |
| HRT Financial LP | 17,904 | $3.10M | 0.02% | +17,904 | New |
| Edgestream Partners, L.P. | 17,717 | $3.07M | 0.22% | +17,717 | New |
| Engineers Gate Manager LP | 17,483 | $3.03M | 0.09% | +12,918+283.0% | Added |
| Oberndorf William E | 17,433 | $3.02M | 4.92% | +17,433 | New |