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 |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 2,743 | $475.2K | 0.03% | +1,276+87.0% | Added |
| Cornercap Investment Counsel Inc | 2,768 | $479.5K | 0.08% | +2,768 | New |
| Amalgamated Bank | 2,788 | $483.0K | 0.00% | −200−6.7% | Reduced |
| FORA Capital, LLC | 2,844 | $492.7K | 0.04% | +7+0.2% | Added |
| NBC Securities, Inc. | 2,879 | $498.0K | 0.05% | −547−16.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,922 | $506.2K | 0.00% | +2,922 | New |
| Jennison Associates LLC | 2,963 | $513.3K | 0.00% | +925+45.4% | Added |
| Robeco Institutional Asset Management B.V. | 2,997 | $519.2K | 0.00% | +2,997 | New |
| The PNC Financial Services Group, Inc. | 3,017 | $522.7K | 0.00% | −293−8.9% | Reduced |
| Commerce Bank | 3,045 | $527.5K | 0.00% | −739−19.5% | Reduced |
| Rathbone Brothers plc | 3,046 | $527.7K | 0.00% | 00.0% | Unchanged |
| CenterBook Partners LP | 3,097 | $536.5K | 0.07% | +1,097+54.9% | Added |
| TownSquare Capital, LLC | 3,212 | $556.4K | 0.01% | −425−11.7% | Reduced |
| Verition Fund Management LLC | 3,215 | $557.0K | 0.01% | +3,215 | New |
| ProShare Advisors LLC | 3,257 | $564.2K | 0.00% | +697+27.2% | Added |
| Illinois Municipal Retirement Fund | 3,281 | $568.0K | 0.01% | 00.0% | Unchanged |
| DC Investments Management, LLC | 3,323 | $575.7K | 0.58% | 00.0% | Unchanged |
| American Century Companies Inc | 3,361 | $582.3K | 0.00% | +32+1.0% | Added |
| Handelsbanken Fonder AB | 3,600 | $624.0K | 0.00% | +1,000+38.5% | Added |
| Arlington Financial Advisors, LLC | 3,634 | $629.6K | 0.19% | −350−8.8% | Reduced |
| Commonwealth Equity Services, LLC | 3,675 | $637.0K | 0.00% | +44+1.2% | Added |
| Harbor Capital Advisors, Inc. | 3,691 | $639.4K | 0.12% | +116+3.2% | Added |
| Virtu Financial LLC | 3,702 | $641.0K | 0.05% | +3,702 | New |
| Channel Wealth LLC | 3,738 | $647.6K | 0.31% | +3,738 | New |
| Tower Research Capital LLC (TRC) | 3,786 | $655.9K | 0.01% | +3,460+1,061.3% | Added |
| Raymond James & Associates | 3,910 | $677.4K | 0.00% | −569−12.7% | Reduced |
| Cipher Capital LP | 4,137 | $716.7K | 0.23% | +2,221+115.9% | Added |
| NorthCrest Asset Manangement, LLC | 4,185 | $725.0K | 0.03% | −60−1.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,369 | $756.9K | 0.00% | +648+17.4% | Added |
| Entropy Technologies, LP | 4,385 | $759.7K | 0.14% | +4,385 | New |
| Gotham Asset Management, LLC | 4,490 | $777.8K | 0.01% | −100−2.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,586 | $794.0K | 0.30% | −1,948−29.8% | Reduced |
| Fox Run Management, L.L.C. | 4,606 | $797.9K | 0.20% | +4,606 | New |
| HSBC Holdings PLC | 4,583 | $798.4K | 0.00% | +2,433+113.2% | Added |
| Quent Capital, LLC | 5,018 | $869.3K | 0.12% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 5,077 | $879.5K | 0.16% | +5,077 | New |
| Capstone Investment Advisors, LLC | 5,158 | $893.6K | 0.02% | +257+5.2% | Added |
| Semanteon Capital Management, LP | 5,193 | $899.6K | 0.61% | +5,193 | New |
| Arizona State Retirement System | 5,265 | $912.1K | 0.01% | −56−1.1% | Reduced |
| State Board of Administration of Florida Retirement System | 5,486 | $950.4K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 5,573 | $965.5K | 0.13% | −1,045−15.8% | Reduced |
| Ami Asset Management Corp | 5,577 | $966.2K | 0.05% | +5,577 | New |
| Brighton Jones LLC | 5,655 | $979.7K | 0.04% | +3+0.1% | Added |
| Citigroup Inc | 5,749 | $996.0K | 0.00% | +3,379+142.6% | Added |
| Comerica Bank | 5,951 | $1.03M | 0.00% | −149−2.4% | Reduced |
| Evanson Asset Management, LLC | 6,000 | $1.04M | 0.09% | 00.0% | Unchanged |
| Principal Financial Group Inc | 6,165 | $1.07M | 0.00% | +673+12.3% | Added |
| Oppenheimer Asset Management Inc. | 6,182 | $1.07M | 0.01% | −322−5.0% | Reduced |
| Bank of Montreal | 6,144 | $1.10M | 0.00% | +6,144 | New |
| PDT Partners, LLC | 6,423 | $1.11M | 0.12% | +6,423 | New |
| STRS Ohio | 6,600 | $1.14M | 0.00% | −100−1.5% | Reduced |
| Globeflex Capital L P | 6,607 | $1.14M | 0.12% | +6,607 | New |
| Empowered Funds, LLC | 6,771 | $1.17M | 0.03% | −9,193−57.6% | Reduced |
| Summit Global Investments | 7,202 | $1.25M | 0.08% | +7,202 | New |
| EFG Asset Management (North America) Corp. | 7,569 | $1.31M | 0.25% | −188−2.4% | Reduced |
| Voya Investment Management LLC | 7,651 | $1.33M | 0.00% | −33−0.4% | Reduced |
| ExodusPoint Capital Management, LP | 7,776 | $1.35M | 0.02% | +7,776 | New |
| FMR LLC | 7,816 | $1.35M | 0.00% | +7,107+1,002.4% | Added |
| LPL Financial LLC | 7,888 | $1.37M | 0.00% | +565+7.7% | Added |
| Ensign Peak Advisors, Inc | 8,050 | $1.39M | 0.00% | +1,000+14.2% | Added |
| Teacher Retirement System of Texas | 8,261 | $1.43M | 0.01% | +924+12.6% | Added |
| SEI Investments Co | 8,286 | $1.44M | 0.00% | +1,467+21.5% | Added |
| Schonfeld Strategic Advisors LLC | 8,318 | $1.44M | 0.01% | +8,318 | New |
| Nebula Research & Development LLC | 9,039 | $1.57M | 0.47% | +7,658+554.5% | Added |
| Bayesian Capital Management, LP | 9,125 | $1.58M | 0.17% | +9,125 | New |
| Janus Henderson Group PLC | 9,235 | $1.60M | 0.00% | −14−0.2% | Reduced |
| Brinker Capital Investments, LLC | 9,633 | $1.61M | 0.02% | −745−7.2% | Reduced |
| Orion Portfolio Solutions, LLC | 9,633 | $1.61M | 0.02% | −745−7.2% | Reduced |
| Wells Fargo & Company | 9,387 | $1.63M | 0.00% | −11−0.1% | Reduced |
| Susquehanna International Group, LLP | 9,411 | $1.63M | 0.00% | +9,411 | New |
| Dynamic Technology Lab Private Ltd | 9,469 | $1.64M | 0.17% | +9,469 | New |
| American International Group, Inc. | 9,552 | $1.65M | 0.01% | −38−0.4% | Reduced |
| Point72 Middle East FZE | 9,879 | $1.71M | 0.12% | +9,879 | New |
| Cavalier Investments, LLC | 9,918 | $1.72M | 0.63% | +240+2.5% | Added |
| MetLife Investment Management | 9,995 | $1.73M | 0.01% | −231−2.3% | Reduced |
| Deutsche Bank AG | 10,110 | $1.75M | 0.00% | −99−1.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,129 | $1.75M | 0.16% | +8,134+407.7% | Added |
| Aquatic Capital Management LLC | 10,200 | $1.77M | 0.05% | +10,200 | New |
| Calamos Advisors LLC | 10,427 | $1.81M | 0.01% | +1,781+20.6% | Added |
| Franklin Resources Inc | 10,441 | $1.81M | 0.00% | +1,211+13.1% | Added |
| Manufacturers Life Insurance Company, The | 10,531 | $1.82M | 0.00% | +75+0.7% | Added |
| Advisors Capital Management, LLC | 10,782 | $1.87M | 0.04% | +701+7.0% | Added |
| Martingale Asset Management L P | 11,007 | $1.91M | 0.04% | +6,774+160.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 11,746 | $2.03M | 0.03% | +11,746 | New |
| Picton Mahoney Asset Management | 12,722 | $2.20M | 0.10% | +12,722 | New |
| Ameriprise Financial Inc | 12,971 | $2.25M | 0.00% | +7,818+151.7% | Added |
| State of New Jersey Common Pension Fund D | 13,000 | $2.25M | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 14,000 | $2.43M | 0.01% | +14,000 | New |
| Invesco Ltd. | 14,079 | $2.44M | 0.00% | −54,559−79.5% | Reduced |
| Algert Global LLC | 14,360 | $2.49M | 0.10% | +2,230+18.4% | Added |
| Advisor Group Holdings, Inc. | 14,986 | $2.60M | 0.00% | +6,327+73.1% | Added |
| Bridgewater Associates, LP | 15,967 | $2.77M | 0.02% | +1,460+10.1% | Added |
| Magnetar Financial LLC | 16,918 | $2.93M | 0.07% | +16,918 | New |
| ClariVest Asset Management LLC | 17,094 | $2.96M | 0.16% | −2,073−10.8% | Reduced |
| Los Angeles Capital Management LLC | 17,367 | $3.01M | 0.01% | +6,600+61.3% | Added |
| Oberndorf William E | 17,433 | $3.02M | 4.92% | +17,433 | New |
| Engineers Gate Manager LP | 17,483 | $3.03M | 0.09% | +12,918+283.0% | Added |
| Edgestream Partners, L.P. | 17,717 | $3.07M | 0.22% | +17,717 | New |
| HRT Financial LP | 17,904 | $3.10M | 0.02% | +17,904 | New |
| Graham Capital Management, L.P. | 18,353 | $3.18M | 0.10% | +7,252+65.3% | Added |