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 |
|---|---|---|---|---|---|
| Baker Avenue Asset Management, LP | 19,385 | $3.36M | 0.15% | +1,137+6.2% | Added |
| Jump Financial, LLC | 19,409 | $3.36M | 0.11% | +13,907+252.8% | Added |
| California State Teachers Retirement System | 19,935 | $3.45M | 0.00% | −833−4.0% | Reduced |
| Natixis Advisors, L.P. | 20,313 | $3.52M | 0.01% | +2,747+15.6% | Added |
| Walleye Capital LLC | 20,433 | $3.54M | 0.05% | +10,039+96.6% | Added |
| Legal & General Group Plc | 20,490 | $3.55M | 0.00% | +1,539+8.1% | Added |
| Voloridge Investment Management, LLC | 20,793 | $3.60M | 0.01% | −3,961−16.0% | Reduced |
| Gsa Capital Partners LLP | 21,167 | $3.67M | 0.31% | +15,916+303.1% | Added |
| Man Group plc | 21,518 | $3.73M | 0.01% | – | – |
| Ancora Advisors, LLC | 22,382 | $3.88M | 0.09% | −19,618−46.7% | Reduced |
| Envestnet Asset Management Inc | 23,069 | $4.00M | 0.00% | −5,821−20.1% | Reduced |
| Jupiter Asset Management Ltd | 23,688 | $4.10M | 0.04% | +23,688 | New |
| Jane Street Group, LLC | 25,224 | $4.37M | 0.01% | +19,442+336.3% | Added |
| Hillsdale Investment Management Inc. | 25,735 | $4.46M | 0.36% | −135−0.5% | Reduced |
| Alliancebernstein L.P. | 26,781 | $4.64M | 0.00% | +2,904+12.2% | Added |
| Polen Capital Management LLC | 27,075 | $4.69M | 0.01% | −7,577−21.9% | Reduced |
| Rhumbline Advisers | 27,181 | $4.71M | 0.00% | −313−1.1% | Reduced |
| BNP Paribas Arbitrage, SA | 28,203 | $4.89M | 0.01% | +5,580+24.7% | Added |
| Delap Wealth Advisory, LLC | 30,799 | $5.34M | 2.42% | +30,799 | New |
| UBS Group AG | 30,803 | $5.34M | 0.00% | +18,571+151.8% | Added |
| Credit Suisse AG | 31,679 | $5.49M | 0.01% | +8,609+37.3% | Added |
| Bank of America Corp | 31,740 | $5.50M | 0.00% | −2,458−7.2% | Reduced |
| Trexquant Investment LP | 32,354 | $5.61M | 0.13% | +29,099+894.0% | Added |
| Next Century Growth Investors LLC | 34,263 | $5.94M | 0.58% | +4,915+16.7% | Added |
| Assenagon Asset Management S.A. | 34,881 | $6.04M | 0.02% | +17,706+103.1% | Added |
| Castleark Management LLC | 35,660 | $6.18M | 0.27% | +8,950+33.5% | Added |
| Swiss National Bank | 37,100 | $6.43M | 0.00% | −4,000−9.7% | Reduced |
| Great West Life Assurance Co | 37,357 | $6.46M | 0.01% | −695−1.8% | Reduced |
| Tudor Investment Corp Et Al | 37,470 | $6.49M | 0.09% | +35,534+1,835.4% | Added |
| Mission Wealth Management, LP | 37,765 | $6.54M | 0.22% | −9,000−19.2% | Reduced |
| M&G Investment Management Ltd | 38,407 | $6.64M | 0.04% | +38,407 | New |
| Pier Capital, LLC | 40,294 | $6.98M | 1.00% | −737−1.8% | Reduced |
| Putnam Investments LLC | 41,010 | $7.10M | 0.01% | +26,179+176.5% | Added |
| Royal Bank of Canada | 41,260 | $7.15M | 0.00% | +2,923+7.6% | Added |
| Squarepoint Ops LLC | 41,379 | $7.17M | 0.03% | +41,379 | New |
| Two Sigma Investments, LP | 41,482 | $7.19M | 0.02% | −26,717−39.2% | Reduced |
| Nicholas Investment Partners, LP | 42,943 | $7.44M | 0.87% | +11,551+36.8% | Added |
| Allspring Global Investments Holdings, LLC | 43,552 | $7.54M | 0.01% | +36,265+497.7% | Added |
| Two Sigma Advisers, LP | 45,186 | $7.83M | 0.02% | −28,900−39.0% | Reduced |
| Barclays PLC | 46,615 | $8.08M | 0.00% | +39,268+534.5% | Added |
| Acadian Asset Management LLC | 47,169 | $8.16M | 0.03% | +22,778+93.4% | Added |
| Arrowstreet Capital, Limited Partnership | 49,660 | $8.60M | 0.01% | +40,697+454.1% | Added |
| AQR Capital Management LLC | 50,240 | $8.70M | 0.02% | +31,432+167.1% | Added |
| Quadrature Capital Ltd | 53,553 | $9.28M | 0.17% | +2,266+4.4% | Added |
| Atika Capital Management LLC | 61,000 | $10.6M | 1.50% | −22,500−26.9% | Reduced |
| Blair William & Co | 64,211 | $11.1M | 0.04% | −1,027−1.6% | Reduced |
| Russell Investments Group, Ltd. | 67,171 | $11.6M | 0.02% | +17,161+34.3% | Added |
| D. E. Shaw & Co., Inc. | 67,220 | $11.6M | 0.02% | +49,204+273.1% | Added |
| Prudential Financial Inc | 68,249 | $11.8M | 0.02% | −59,495−46.6% | Reduced |
| Dynamo Internacional Gestao de Recursos Ltda. | 69,765 | $12.1M | 2.16% | −142,183−67.1% | Reduced |
| Victory Capital Management Inc | 70,042 | $12.1M | 0.01% | +64,501+1,164.1% | Added |
| Citadel Advisors LLC | 70,988 | $12.3M | 0.01% | +51,030+255.7% | Added |
| Federated Hermes, Inc. | 73,228 | $12.7M | 0.03% | −963−1.3% | Reduced |
| WCM Investment Management, LLC | 74,732 | $12.9M | 0.04% | +74,732 | New |
| UBS Asset Management Americas Inc | 80,356 | $13.9M | 0.01% | +61,835+333.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 83,136 | $14.4M | 0.07% | +8,134+10.8% | Added |
| Cubist Systematic Strategies, LLC | 83,531 | $14.5M | 0.18% | +60,123+256.8% | Added |
| Dimensional Fund Advisors LP | 83,952 | $14.5M | 0.00% | −30,600−26.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 91,236 | $15.8M | 0.08% | +91,236 | New |
| Qube Research & Technologies Ltd | 92,132 | $16.0M | 0.04% | +64,267+230.6% | Added |
| Wellington Management Group LLP | 107,575 | $18.6M | 0.00% | +107,575 | New |
| JPMorgan Chase & Co | 107,947 | $18.7M | 0.00% | +74,435+222.1% | Added |
| Marshall Wace, LLP | 110,092 | $19.1M | 0.04% | +80,249+268.9% | Added |
| Greenstone Partners & Co., LLC | 113,067 | $19.6M | 10.94% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 121,257 | $21.0M | 0.00% | +72,371+148.0% | Added |
| Long Walk Management LP | 122,000 | $21.1M | 13.69% | +47,000+62.7% | Added |
| 12 West Capital Management LP | 125,000 | $21.7M | 2.04% | −175,000−58.3% | Reduced |
| Eagle Asset Management Inc | 130,987 | $22.7M | 0.12% | −271−0.2% | Reduced |
| Bank of New York Mellon Corp | 134,623 | $23.3M | 0.00% | −138−0.1% | Reduced |
| First Trust Advisors LP | 135,440 | $23.5M | 0.03% | +9,131+7.2% | Added |
| Ranger Investment Management, L.P. | 145,524 | $25.2M | 1.53% | +697+0.5% | Added |
| Insight Holdings Group, LLC | 152,861 | $26.5M | 0.64% | −40,450−20.9% | Reduced |
| Charles Schwab Investment Management Inc | 170,239 | $29.5M | 0.01% | +20,166+13.4% | Added |
| Zeno Equity Partners LLP | 192,995 | $33.4M | 8.82% | +192,995 | New |
| Millennium Management LLC | 194,198 | $33.6M | 0.03% | +160,957+484.2% | Added |
| Northern Trust Corp | 202,135 | $35.0M | 0.01% | −213−0.1% | Reduced |
| Nuveen Asset Management, LLC | 218,113 | $37.8M | 0.01% | +79,905+57.8% | Added |
| Norges Bank | 221,992 | $38.5M | 0.01% | +58,587+35.9% | Added |
| Renaissance Technologies LLC | 225,200 | $39.0M | 0.06% | +89,700+66.2% | Added |
| Price T Rowe Associates Inc | 259,947 | $45.0M | 0.01% | +86,319+49.7% | Added |
| Lord, Abbett & Co. LLC | 259,983 | $45.0M | 0.16% | +78,951+43.6% | Added |
| New York State Common Retirement Fund | 275,494 | $47.7M | 0.07% | −39,535−12.5% | Reduced |
| Nellore Capital Management LLC | 278,627 | $48.3M | 8.88% | −32,799−10.5% | Reduced |
| Driehaus Capital Management LLC | 279,091 | $48.3M | 0.58% | +110,008+65.1% | Added |
| GW&K Investment Management, LLC | 288,231 | $49.9M | 0.47% | −55,921−16.2% | Reduced |
| Morgan Stanley | 346,129 | $60.0M | 0.01% | +139,326+67.4% | Added |
| DF Dent & Co Inc | 354,057 | $61.3M | 0.81% | −9,842−2.7% | Reduced |
| Gilder Gagnon Howe & Co LLC | 421,309 | $73.0M | 1.00% | +15,283+3.8% | Added |
| Geode Capital Management, LLC | 432,617 | $75.0M | 0.01% | +27,063+6.7% | Added |
| State Street Corp | 441,115 | $76.4M | 0.00% | +21,497+5.1% | Added |
| Fred Alger Management, LLC | 528,389 | $91.5M | 0.49% | −43,618−7.6% | Reduced |
| Ashe Capital Management, LP | 1,448,033 | $250.9M | 21.80% | −191,370−11.7% | Reduced |
| Brown Capital Management LLC | 1,585,560 | $274.7M | 4.12% | −225,038−12.4% | Reduced |
| BlackRock Inc. | 1,672,258 | $289.7M | 0.01% | +122,055+7.9% | Added |
| Vanguard Group Inc | 2,078,661 | $360.1M | 0.01% | +76,934+3.8% | Added |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −862,697−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −23,475−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −8,644−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −6,099−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,685−100.0% | Sold out |