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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
Quantbot Technologies LP2,743$475.2K0.03%+1,276+87.0%Added
Cornercap Investment Counsel Inc2,768$479.5K0.08%+2,768New
Amalgamated Bank2,788$483.0K0.00%−200−6.7%Reduced
FORA Capital, LLC2,844$492.7K0.04%+7+0.2%Added
NBC Securities, Inc.2,879$498.0K0.05%−547−16.0%Reduced
Connor, Clark & Lunn Investment Management Ltd.2,922$506.2K0.00%+2,922New
Jennison Associates LLC2,963$513.3K0.00%+925+45.4%Added
Robeco Institutional Asset Management B.V.2,997$519.2K0.00%+2,997New
The PNC Financial Services Group, Inc.3,017$522.7K0.00%−293−8.9%Reduced
Commerce Bank3,045$527.5K0.00%−739−19.5%Reduced
Rathbone Brothers plc3,046$527.7K0.00%00.0%Unchanged
CenterBook Partners LP3,097$536.5K0.07%+1,097+54.9%Added
TownSquare Capital, LLC3,212$556.4K0.01%−425−11.7%Reduced
Verition Fund Management LLC3,215$557.0K0.01%+3,215New
ProShare Advisors LLC3,257$564.2K0.00%+697+27.2%Added
Illinois Municipal Retirement Fund3,281$568.0K0.01%00.0%Unchanged
DC Investments Management, LLC3,323$575.7K0.58%00.0%Unchanged
American Century Companies Inc3,361$582.3K0.00%+32+1.0%Added
Handelsbanken Fonder AB3,600$624.0K0.00%+1,000+38.5%Added
Arlington Financial Advisors, LLC3,634$629.6K0.19%−350−8.8%Reduced
Commonwealth Equity Services, LLC3,675$637.0K0.00%+44+1.2%Added
Harbor Capital Advisors, Inc.3,691$639.4K0.12%+116+3.2%Added
Virtu Financial LLC3,702$641.0K0.05%+3,702New
Channel Wealth LLC3,738$647.6K0.31%+3,738New
Tower Research Capital LLC (TRC)3,786$655.9K0.01%+3,460+1,061.3%Added
Raymond James & Associates3,910$677.4K0.00%−569−12.7%Reduced
Cipher Capital LP4,137$716.7K0.23%+2,221+115.9%Added
NorthCrest Asset Manangement, LLC4,185$725.0K0.03%−60−1.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)4,369$756.9K0.00%+648+17.4%Added
Entropy Technologies, LP4,385$759.7K0.14%+4,385New
Gotham Asset Management, LLC4,490$777.8K0.01%−100−2.2%Reduced
Jackson Creek Investment Advisors LLC4,586$794.0K0.30%−1,948−29.8%Reduced
Fox Run Management, L.L.C.4,606$797.9K0.20%+4,606New
HSBC Holdings PLC4,583$798.4K0.00%+2,433+113.2%Added
Quent Capital, LLC5,018$869.3K0.12%00.0%Unchanged
Aigen Investment Management, LP5,077$879.5K0.16%+5,077New
Capstone Investment Advisors, LLC5,158$893.6K0.02%+257+5.2%Added
Semanteon Capital Management, LP5,193$899.6K0.61%+5,193New
Arizona State Retirement System5,265$912.1K0.01%−56−1.1%Reduced
State Board of Administration of Florida Retirement System5,486$950.4K0.00%00.0%Unchanged
Legato Capital Management LLC5,573$965.5K0.13%−1,045−15.8%Reduced
Ami Asset Management Corp5,577$966.2K0.05%+5,577New
Brighton Jones LLC5,655$979.7K0.04%+3+0.1%Added
Citigroup Inc5,749$996.0K0.00%+3,379+142.6%Added
Comerica Bank5,951$1.03M0.00%−149−2.4%Reduced
Evanson Asset Management, LLC6,000$1.04M0.09%00.0%Unchanged
Principal Financial Group Inc6,165$1.07M0.00%+673+12.3%Added
Oppenheimer Asset Management Inc.6,182$1.07M0.01%−322−5.0%Reduced
Bank of Montreal6,144$1.10M0.00%+6,144New
PDT Partners, LLC6,423$1.11M0.12%+6,423New
STRS Ohio6,600$1.14M0.00%−100−1.5%Reduced
Globeflex Capital L P6,607$1.14M0.12%+6,607New
Empowered Funds, LLC6,771$1.17M0.03%−9,193−57.6%Reduced
Summit Global Investments7,202$1.25M0.08%+7,202New
EFG Asset Management (North America) Corp.7,569$1.31M0.25%−188−2.4%Reduced
Voya Investment Management LLC7,651$1.33M0.00%−33−0.4%Reduced
ExodusPoint Capital Management, LP7,776$1.35M0.02%+7,776New
FMR LLC7,816$1.35M0.00%+7,107+1,002.4%Added
LPL Financial LLC7,888$1.37M0.00%+565+7.7%Added
Ensign Peak Advisors, Inc8,050$1.39M0.00%+1,000+14.2%Added
Teacher Retirement System of Texas8,261$1.43M0.01%+924+12.6%Added
SEI Investments Co8,286$1.44M0.00%+1,467+21.5%Added
Schonfeld Strategic Advisors LLC8,318$1.44M0.01%+8,318New
Nebula Research & Development LLC9,039$1.57M0.47%+7,658+554.5%Added
Bayesian Capital Management, LP9,125$1.58M0.17%+9,125New
Janus Henderson Group PLC9,235$1.60M0.00%−14−0.2%Reduced
Brinker Capital Investments, LLC9,633$1.61M0.02%−745−7.2%Reduced
Orion Portfolio Solutions, LLC9,633$1.61M0.02%−745−7.2%Reduced
Wells Fargo & Company9,387$1.63M0.00%−11−0.1%Reduced
Susquehanna International Group, LLP9,411$1.63M0.00%+9,411New
Dynamic Technology Lab Private Ltd9,469$1.64M0.17%+9,469New
American International Group, Inc.9,552$1.65M0.01%−38−0.4%Reduced
Point72 Middle East FZE9,879$1.71M0.12%+9,879New
Cavalier Investments, LLC9,918$1.72M0.63%+240+2.5%Added
MetLife Investment Management9,995$1.73M0.01%−231−2.3%Reduced
Deutsche Bank AG10,110$1.75M0.00%−99−1.0%Reduced
Y-Intercept (Hong Kong) Ltd10,129$1.75M0.16%+8,134+407.7%Added
Aquatic Capital Management LLC10,200$1.77M0.05%+10,200New
Calamos Advisors LLC10,427$1.81M0.01%+1,781+20.6%Added
Franklin Resources Inc10,441$1.81M0.00%+1,211+13.1%Added
Manufacturers Life Insurance Company, The10,531$1.82M0.00%+75+0.7%Added
Advisors Capital Management, LLC10,782$1.87M0.04%+701+7.0%Added
Martingale Asset Management L P11,007$1.91M0.04%+6,774+160.0%Added
B. Metzler seel. Sohn & Co. AG11,746$2.03M0.03%+11,746New
Picton Mahoney Asset Management12,722$2.20M0.10%+12,722New
Ameriprise Financial Inc12,971$2.25M0.00%+7,818+151.7%Added
State of New Jersey Common Pension Fund D13,000$2.25M0.01%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund14,000$2.43M0.01%+14,000New
Invesco Ltd.14,079$2.44M0.00%−54,559−79.5%Reduced
Algert Global LLC14,360$2.49M0.10%+2,230+18.4%Added
Advisor Group Holdings, Inc.14,986$2.60M0.00%+6,327+73.1%Added
Bridgewater Associates, LP15,967$2.77M0.02%+1,460+10.1%Added
Magnetar Financial LLC16,918$2.93M0.07%+16,918New
ClariVest Asset Management LLC17,094$2.96M0.16%−2,073−10.8%Reduced
Los Angeles Capital Management LLC17,367$3.01M0.01%+6,600+61.3%Added
Oberndorf William E17,433$3.02M4.92%+17,433New
Engineers Gate Manager LP17,483$3.03M0.09%+12,918+283.0%Added
Edgestream Partners, L.P.17,717$3.07M0.22%+17,717New
HRT Financial LP17,904$3.10M0.02%+17,904New
Graham Capital Management, L.P.18,353$3.18M0.10%+7,252+65.3%Added