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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 17,367 | $3.01M | 0.01% | +6,600+61.3% | Added |
| ClariVest Asset Management LLC | 17,094 | $2.96M | 0.16% | −2,073−10.8% | Reduced |
| Magnetar Financial LLC | 16,918 | $2.93M | 0.07% | +16,918 | New |
| Bridgewater Associates, LP | 15,967 | $2.77M | 0.02% | +1,460+10.1% | Added |
| Advisor Group Holdings, Inc. | 14,986 | $2.60M | 0.00% | +6,327+73.1% | Added |
| Algert Global LLC | 14,360 | $2.49M | 0.10% | +2,230+18.4% | Added |
| Invesco Ltd. | 14,079 | $2.44M | 0.00% | −54,559−79.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 14,000 | $2.43M | 0.01% | +14,000 | New |
| State of New Jersey Common Pension Fund D | 13,000 | $2.25M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 12,971 | $2.25M | 0.00% | +7,818+151.7% | Added |
| Picton Mahoney Asset Management | 12,722 | $2.20M | 0.10% | +12,722 | New |
| B. Metzler seel. Sohn & Co. AG | 11,746 | $2.03M | 0.03% | +11,746 | New |
| Martingale Asset Management L P | 11,007 | $1.91M | 0.04% | +6,774+160.0% | Added |
| Advisors Capital Management, LLC | 10,782 | $1.87M | 0.04% | +701+7.0% | Added |
| Manufacturers Life Insurance Company, The | 10,531 | $1.82M | 0.00% | +75+0.7% | Added |
| Franklin Resources Inc | 10,441 | $1.81M | 0.00% | +1,211+13.1% | Added |
| Calamos Advisors LLC | 10,427 | $1.81M | 0.01% | +1,781+20.6% | Added |
| Aquatic Capital Management LLC | 10,200 | $1.77M | 0.05% | +10,200 | New |
| Y-Intercept (Hong Kong) Ltd | 10,129 | $1.75M | 0.16% | +8,134+407.7% | Added |
| Deutsche Bank AG | 10,110 | $1.75M | 0.00% | −99−1.0% | Reduced |
| MetLife Investment Management | 9,995 | $1.73M | 0.01% | −231−2.3% | Reduced |
| Cavalier Investments, LLC | 9,918 | $1.72M | 0.63% | +240+2.5% | Added |
| Point72 Middle East FZE | 9,879 | $1.71M | 0.12% | +9,879 | New |
| American International Group, Inc. | 9,552 | $1.65M | 0.01% | −38−0.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,469 | $1.64M | 0.17% | +9,469 | New |
| Susquehanna International Group, LLP | 9,411 | $1.63M | 0.00% | +9,411 | New |
| Wells Fargo & Company | 9,387 | $1.63M | 0.00% | −11−0.1% | 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 |
| Janus Henderson Group PLC | 9,235 | $1.60M | 0.00% | −14−0.2% | Reduced |
| Bayesian Capital Management, LP | 9,125 | $1.58M | 0.17% | +9,125 | New |
| Nebula Research & Development LLC | 9,039 | $1.57M | 0.47% | +7,658+554.5% | Added |
| Schonfeld Strategic Advisors LLC | 8,318 | $1.44M | 0.01% | +8,318 | New |
| SEI Investments Co | 8,286 | $1.44M | 0.00% | +1,467+21.5% | Added |
| Teacher Retirement System of Texas | 8,261 | $1.43M | 0.01% | +924+12.6% | Added |
| Ensign Peak Advisors, Inc | 8,050 | $1.39M | 0.00% | +1,000+14.2% | Added |
| LPL Financial LLC | 7,888 | $1.37M | 0.00% | +565+7.7% | Added |
| FMR LLC | 7,816 | $1.35M | 0.00% | +7,107+1,002.4% | Added |
| ExodusPoint Capital Management, LP | 7,776 | $1.35M | 0.02% | +7,776 | New |
| Voya Investment Management LLC | 7,651 | $1.33M | 0.00% | −33−0.4% | Reduced |
| EFG Asset Management (North America) Corp. | 7,569 | $1.31M | 0.25% | −188−2.4% | Reduced |
| Summit Global Investments | 7,202 | $1.25M | 0.08% | +7,202 | New |
| Empowered Funds, LLC | 6,771 | $1.17M | 0.03% | −9,193−57.6% | Reduced |
| Globeflex Capital L P | 6,607 | $1.14M | 0.12% | +6,607 | New |
| STRS Ohio | 6,600 | $1.14M | 0.00% | −100−1.5% | Reduced |
| PDT Partners, LLC | 6,423 | $1.11M | 0.12% | +6,423 | New |
| Bank of Montreal | 6,144 | $1.10M | 0.00% | +6,144 | New |
| Oppenheimer Asset Management Inc. | 6,182 | $1.07M | 0.01% | −322−5.0% | Reduced |
| Principal Financial Group Inc | 6,165 | $1.07M | 0.00% | +673+12.3% | Added |
| Evanson Asset Management, LLC | 6,000 | $1.04M | 0.09% | 00.0% | Unchanged |
| Comerica Bank | 5,951 | $1.03M | 0.00% | −149−2.4% | Reduced |
| Citigroup Inc | 5,749 | $996.0K | 0.00% | +3,379+142.6% | Added |
| Brighton Jones LLC | 5,655 | $979.7K | 0.04% | +3+0.1% | Added |
| Ami Asset Management Corp | 5,577 | $966.2K | 0.05% | +5,577 | New |
| Legato Capital Management LLC | 5,573 | $965.5K | 0.13% | −1,045−15.8% | Reduced |
| State Board of Administration of Florida Retirement System | 5,486 | $950.4K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 5,265 | $912.1K | 0.01% | −56−1.1% | Reduced |
| Semanteon Capital Management, LP | 5,193 | $899.6K | 0.61% | +5,193 | New |
| Capstone Investment Advisors, LLC | 5,158 | $893.6K | 0.02% | +257+5.2% | Added |
| Aigen Investment Management, LP | 5,077 | $879.5K | 0.16% | +5,077 | New |
| Quent Capital, LLC | 5,018 | $869.3K | 0.12% | 00.0% | Unchanged |
| HSBC Holdings PLC | 4,583 | $798.4K | 0.00% | +2,433+113.2% | Added |
| Fox Run Management, L.L.C. | 4,606 | $797.9K | 0.20% | +4,606 | New |
| Jackson Creek Investment Advisors LLC | 4,586 | $794.0K | 0.30% | −1,948−29.8% | Reduced |
| Gotham Asset Management, LLC | 4,490 | $777.8K | 0.01% | −100−2.2% | Reduced |
| Entropy Technologies, LP | 4,385 | $759.7K | 0.14% | +4,385 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,369 | $756.9K | 0.00% | +648+17.4% | Added |
| NorthCrest Asset Manangement, LLC | 4,185 | $725.0K | 0.03% | −60−1.4% | Reduced |
| Cipher Capital LP | 4,137 | $716.7K | 0.23% | +2,221+115.9% | Added |
| Raymond James & Associates | 3,910 | $677.4K | 0.00% | −569−12.7% | Reduced |
| Tower Research Capital LLC (TRC) | 3,786 | $655.9K | 0.01% | +3,460+1,061.3% | Added |
| Channel Wealth LLC | 3,738 | $647.6K | 0.31% | +3,738 | New |
| Virtu Financial LLC | 3,702 | $641.0K | 0.05% | +3,702 | New |
| Harbor Capital Advisors, Inc. | 3,691 | $639.4K | 0.12% | +116+3.2% | Added |
| Commonwealth Equity Services, LLC | 3,675 | $637.0K | 0.00% | +44+1.2% | Added |
| Arlington Financial Advisors, LLC | 3,634 | $629.6K | 0.19% | −350−8.8% | Reduced |
| Handelsbanken Fonder AB | 3,600 | $624.0K | 0.00% | +1,000+38.5% | Added |
| American Century Companies Inc | 3,361 | $582.3K | 0.00% | +32+1.0% | Added |
| DC Investments Management, LLC | 3,323 | $575.7K | 0.58% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 3,281 | $568.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 3,257 | $564.2K | 0.00% | +697+27.2% | Added |
| Verition Fund Management LLC | 3,215 | $557.0K | 0.01% | +3,215 | New |
| TownSquare Capital, LLC | 3,212 | $556.4K | 0.01% | −425−11.7% | Reduced |
| CenterBook Partners LP | 3,097 | $536.5K | 0.07% | +1,097+54.9% | Added |
| Rathbone Brothers plc | 3,046 | $527.7K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 3,045 | $527.5K | 0.00% | −739−19.5% | Reduced |
| The PNC Financial Services Group, Inc. | 3,017 | $522.7K | 0.00% | −293−8.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,997 | $519.2K | 0.00% | +2,997 | New |
| Jennison Associates LLC | 2,963 | $513.3K | 0.00% | +925+45.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,922 | $506.2K | 0.00% | +2,922 | New |
| NBC Securities, Inc. | 2,879 | $498.0K | 0.05% | −547−16.0% | Reduced |
| FORA Capital, LLC | 2,844 | $492.7K | 0.04% | +7+0.2% | Added |
| Amalgamated Bank | 2,788 | $483.0K | 0.00% | −200−6.7% | Reduced |
| Cornercap Investment Counsel Inc | 2,768 | $479.5K | 0.08% | +2,768 | New |
| Quantbot Technologies LP | 2,743 | $475.2K | 0.03% | +1,276+87.0% | Added |
| Azzad Asset Management Inc | 2,632 | $456.0K | 0.06% | −17−0.6% | Reduced |
| Curbstone Financial Management Corp | 2,560 | $443.5K | 0.10% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,557 | $443.0K | 0.02% | −16−0.6% | Reduced |
| Public Employees Retirement Association of Colorado | 2,509 | $435.0K | 0.00% | −118−4.5% | Reduced |
| Beacon Pointe Advisors, LLC | 2,509 | $434.7K | 0.01% | −10.0% | Reduced |