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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 1 | $173 | 0.00% | +1 | New |
| Glassman Wealth Services | 2 | $346 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 4 | $693 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $693 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $693 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 5 | $866 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| SRS Capital Advisors, Inc. | 8 | $1.39K | 0.00% | −1−11.1% | Reduced |
| Manchester Capital Management LLC | 9 | $1.56K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $1.73K | 0.00% | +10 | New |
| Turtle Creek Wealth Advisors, LLC | 14 | $2.42K | 0.00% | +14 | New |
| Hollencrest Capital Management | 15 | $2.60K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $2.60K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 16 | $2.77K | 0.00% | +16 | New |
| GAMMA Investing LLC | 14 | $3.07K | 0.00% | +14 | New |
| West Paces Advisors Inc. | 25 | $4.33K | 0.00% | +25 | New |
| Quadrant Capital Group LLC | 27 | $4.68K | 0.00% | +27 | New |
| Ci Investments Inc. | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 28 | $5.00K | 0.00% | +5+21.7% | Added |
| Rosenberg Matthew Hamilton | 30 | $5.20K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $5.20K | 0.00% | +12+66.7% | Added |
| Iron Horse Wealth Management, LLC | 36 | $6.24K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 36 | $6.24K | 0.00% | +36 | New |
| MCF Advisors LLC | 40 | $6.93K | 0.00% | +4+11.1% | Added |
| Park Place Capital Corp | 41 | $7.10K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 46 | $7.97K | 0.00% | +46 | New |
| LM Advisors LLC | 53 | $9.21K | 0.00% | +53 | New |
| Global Retirement Partners, LLC | 60 | $10.5K | 0.00% | +11+22.4% | Added |
| Principal Securities, Inc. | 70 | $12.1K | 0.00% | +70 | New |
| Lindbrook Capital, LLC | 79 | $13.7K | 0.00% | −5−6.0% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 78 | $14.0K | 0.00% | +2+2.6% | Added |
| Plato Investment Management Ltd | 86 | $14.9K | 0.02% | +86 | New |
| Steward Partners Investment Advisory, LLC | 90 | $15.6K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 97 | $16.8K | 0.00% | −21−17.8% | Reduced |
| Private Trust Co NA | 98 | $17.0K | 0.00% | −20−16.9% | Reduced |
| Clear Street Markets LLC | 114 | $20.0K | 0.01% | +114 | New |
| Allworth Financial LP | 133 | $23.0K | 0.00% | +10+8.1% | Added |
| Arcadia Investment Management Corp | 154 | $26.7K | 0.01% | +16+11.6% | Added |
| Huntington National Bank | 165 | $28.6K | 0.00% | −21−11.3% | Reduced |
| Signaturefd, LLC | 174 | $30.1K | 0.00% | +16+10.1% | Added |
| RiverPark Advisors, LLC | 183 | $31.7K | 0.03% | +50+37.6% | Added |
| Covestor Ltd | 257 | $45.0K | 0.03% | +115+81.0% | Added |
| Walleye Trading LLC | 265 | $45.9K | 0.00% | +265 | New |
| First Horizon Advisors, Inc. | 298 | $51.6K | 0.00% | +12+4.2% | Added |
| Assetmark, Inc | 301 | $52.1K | 0.00% | −59−16.4% | Reduced |
| USA Financial Portformulas Corp | 338 | $58.6K | 0.01% | +338 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 372 | $64.0K | 0.00% | +372 | New |
| Point72 Asset Management, L.P. | 400 | $69.3K | 0.00% | −300−42.9% | Reduced |
| KBC Group NV | 421 | $73.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 480 | $83.2K | 0.00% | +459+2,185.7% | Added |
| Headlands Technologies LLC | 492 | $85.2K | 0.03% | +492 | New |
| Meeder Asset Management Inc | 493 | $85.4K | 0.01% | +493 | New |
| Harbor Investment Advisory, LLC | 552 | $95.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 585 | $101.3K | 0.00% | −6−1.0% | Reduced |
| Group One Trading, L.P. | 597 | $103.4K | 0.00% | +441+282.7% | Added |
| Nisa Investment Advisors, LLC | 666 | $115.4K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 869 | $150.0K | 0.00% | +869 | New |
| Lazard Asset Management LLC | 1,083 | $187.0K | 0.00% | +918+556.4% | Added |
| Metropolitan Life Insurance Co | 1,106 | $191.6K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,155 | $200.0K | 0.00% | −1,750−60.2% | Reduced |
| EntryPoint Capital, LLC | 1,161 | $201.1K | 0.19% | +1,161 | New |
| Mariner, LLC | 1,175 | $203.6K | 0.00% | +1,175 | New |
| Xponance, Inc. | 1,185 | $205.3K | 0.00% | +25+2.2% | Added |
| Cullinan Associates Inc | 1,200 | $207.9K | 0.01% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 1,220 | $211.4K | 0.10% | +1,220 | New |
| Scientech Research LLC | 1,230 | $213.1K | 0.21% | +1,230 | New |
| Handelsinvest Investeringsforvaltning | 1,385 | $240.0K | 0.10% | +1,385 | New |
| Mackenzie Financial Corp | 1,386 | $240.1K | 0.00% | −8,539−86.0% | Reduced |
| Centiva Capital, LP | 1,431 | $247.9K | 0.02% | +1,431 | New |
| Dark Forest Capital Management LP | 1,440 | $249.5K | 0.04% | −15,180−91.3% | Reduced |
| nVerses Capital, LLC | – | $259.9K | 0.72% | – | New |
| Yorktown Management & Research Co Inc | 1,550 | $268.5K | 0.28% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 1,561 | $270.4K | 0.00% | −7−0.4% | Reduced |
| Pathstone Holdings, LLC | 1,599 | $277.0K | 0.00% | +1,599 | New |
| Versor Investments LP | 1,600 | $277.2K | 0.06% | +1,600 | New |
| Mutual Advisors, LLC | 1,657 | $287.1K | 0.01% | −116−6.5% | Reduced |
| Captrust Financial Advisors | 1,689 | $292.6K | 0.00% | +255+17.8% | Added |
| Axq Capital, LP | 1,700 | $294.5K | 0.08% | +1,700 | New |
| DFPG Investments, LLC | 1,850 | $308.6K | 0.02% | −76−3.9% | Reduced |
| State of Wisconsin Investment Board | 1,785 | $309.2K | 0.00% | −3,591−66.8% | Reduced |
| Amundi | 1,959 | $341.3K | 0.00% | +1,959 | New |
| Kapitalo Investimentos Ltda | 1,978 | $342.7K | 0.07% | +1,978 | New |
| Ameritas Investment Partners, Inc. | 1,989 | $344.6K | 0.01% | +80+4.2% | Added |
| Pictet Asset Management Holding SA | 2,078 | $360.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,100 | $363.8K | 0.00% | +348+19.9% | Added |
| Verdence Capital Advisors LLC | 2,114 | $366.2K | 0.04% | +55+2.7% | Added |
| Balyasny Asset Management LLC | 2,128 | $368.7K | 0.00% | +635+42.5% | Added |
| Truist Financial Corp | 2,219 | $384.4K | 0.00% | −50−2.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,316 | $401.2K | 0.01% | −105−4.3% | Reduced |
| Wolverine Trading, LLC | 2,372 | $410.9K | 0.00% | +2,372 | New |
| Stifel Financial Corp | 2,373 | $411.1K | 0.00% | −255−9.7% | Reduced |
| State of Wyoming | 2,407 | $417.0K | 0.08% | −757−23.9% | Reduced |
| Petrus Trust Company, LTA | 2,425 | $420.1K | 0.04% | −466−16.1% | Reduced |
| Moody Aldrich Partners LLC | 2,441 | $422.9K | 0.08% | +2,441 | New |
| Beacon Pointe Advisors, LLC | 2,509 | $434.7K | 0.01% | −10.0% | Reduced |
| Public Employees Retirement Association of Colorado | 2,509 | $435.0K | 0.00% | −118−4.5% | Reduced |
| Independent Advisor Alliance | 2,557 | $443.0K | 0.02% | −16−0.6% | Reduced |
| Curbstone Financial Management Corp | 2,560 | $443.5K | 0.10% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 2,632 | $456.0K | 0.06% | −17−0.6% | Reduced |