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Livermore
Livermore
ZHEN

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
Moody Aldrich Partners LLC2,441$422.9K0.08%+2,441New
Petrus Trust Company, LTA2,425$420.1K0.04%−466−16.1%Reduced
State of Wyoming2,407$417.0K0.08%−757−23.9%Reduced
Stifel Financial Corp2,373$411.1K0.00%−255−9.7%Reduced
Wolverine Trading, LLC2,372$410.9K0.00%+2,372New
O'Shaughnessy Asset Management, LLC2,316$401.2K0.01%−105−4.3%Reduced
Truist Financial Corp2,219$384.4K0.00%−50−2.2%Reduced
Balyasny Asset Management LLC2,128$368.7K0.00%+635+42.5%Added
Verdence Capital Advisors LLC2,114$366.2K0.04%+55+2.7%Added
Private Advisor Group, LLC2,100$363.8K0.00%+348+19.9%Added
Pictet Asset Management Holding SA2,078$360.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,989$344.6K0.01%+80+4.2%Added
Kapitalo Investimentos Ltda1,978$342.7K0.07%+1,978New
Amundi1,959$341.3K0.00%+1,959New
State of Wisconsin Investment Board1,785$309.2K0.00%−3,591−66.8%Reduced
DFPG Investments, LLC1,850$308.6K0.02%−76−3.9%Reduced
Axq Capital, LP1,700$294.5K0.08%+1,700New
Captrust Financial Advisors1,689$292.6K0.00%+255+17.8%Added
Mutual Advisors, LLC1,657$287.1K0.01%−116−6.5%Reduced
Versor Investments LP1,600$277.2K0.06%+1,600New
Pathstone Holdings, LLC1,599$277.0K0.00%+1,599New
Baird Financial Group, Inc.1,561$270.4K0.00%−7−0.4%Reduced
Yorktown Management & Research Co Inc1,550$268.5K0.28%00.0%Unchanged
nVerses Capital, LLC–$259.9K0.72%–New
Dark Forest Capital Management LP1,440$249.5K0.04%−15,180−91.3%Reduced
Centiva Capital, LP1,431$247.9K0.02%+1,431New
Mackenzie Financial Corp1,386$240.1K0.00%−8,539−86.0%Reduced
Handelsinvest Investeringsforvaltning1,385$240.0K0.10%+1,385New
Scientech Research LLC1,230$213.1K0.21%+1,230New
Sherbrooke Park Advisers LLC1,220$211.4K0.10%+1,220New
Cullinan Associates Inc1,200$207.9K0.01%00.0%Unchanged
Xponance, Inc.1,185$205.3K0.00%+25+2.2%Added
Mariner, LLC1,175$203.6K0.00%+1,175New
EntryPoint Capital, LLC1,161$201.1K0.19%+1,161New
SG Americas Securities, LLC1,155$200.0K0.00%−1,750−60.2%Reduced
Metropolitan Life Insurance Co1,106$191.6K0.01%00.0%Unchanged
Lazard Asset Management LLC1,083$187.0K0.00%+918+556.4%Added
Simplex Trading, LLC869$150.0K0.00%+869New
Nisa Investment Advisors, LLC666$115.4K0.00%00.0%Unchanged
Group One Trading, L.P.597$103.4K0.00%+441+282.7%Added
Parallel Advisors, LLC585$101.3K0.00%−6−1.0%Reduced
Harbor Investment Advisory, LLC552$95.6K0.01%00.0%Unchanged
Meeder Asset Management Inc493$85.4K0.01%+493New
Headlands Technologies LLC492$85.2K0.03%+492New
US Bancorp480$83.2K0.00%+459+2,185.7%Added
KBC Group NV421$73.0K0.00%00.0%Unchanged
Point72 Asset Management, L.P.400$69.3K0.00%−300−42.9%Reduced
BI Asset Management Fondsmaeglerselskab A/S372$64.0K0.00%+372New
USA Financial Portformulas Corp338$58.6K0.01%+338New
Assetmark, Inc301$52.1K0.00%−59−16.4%Reduced
First Horizon Advisors, Inc.298$51.6K0.00%+12+4.2%Added
Walleye Trading LLC265$45.9K0.00%+265New
Covestor Ltd257$45.0K0.03%+115+81.0%Added
RiverPark Advisors, LLC183$31.7K0.03%+50+37.6%Added
Signaturefd, LLC174$30.1K0.00%+16+10.1%Added
Huntington National Bank165$28.6K0.00%−21−11.3%Reduced
Arcadia Investment Management Corp154$26.7K0.01%+16+11.6%Added
Allworth Financial LP133$23.0K0.00%+10+8.1%Added
Clear Street Markets LLC114$20.0K0.01%+114New
Private Trust Co NA98$17.0K0.00%−20−16.9%Reduced
Altshuler Shaham Ltd97$16.8K0.00%−21−17.8%Reduced
Steward Partners Investment Advisory, LLC90$15.6K0.00%00.0%Unchanged
Plato Investment Management Ltd86$14.9K0.02%+86New
Migdal Insurance & Financial Holdings Ltd.78$14.0K0.00%+2+2.6%Added
Lindbrook Capital, LLC79$13.7K0.00%−5−6.0%Reduced
Principal Securities, Inc.70$12.1K0.00%+70New
Global Retirement Partners, LLC60$10.5K0.00%+11+22.4%Added
LM Advisors LLC53$9.21K0.00%+53New
Advisors Asset Management, Inc.46$7.97K0.00%+46New
Park Place Capital Corp41$7.10K0.00%00.0%Unchanged
MCF Advisors LLC40$6.93K0.00%+4+11.1%Added
Iron Horse Wealth Management, LLC36$6.24K0.00%00.0%Unchanged
GWM Advisors LLC36$6.24K0.00%+36New
Bell Investment Advisors, Inc30$5.20K0.00%+12+66.7%Added
Rosenberg Matthew Hamilton30$5.20K0.00%00.0%Unchanged
Ci Investments Inc.28$5.00K0.00%00.0%Unchanged
CWM, LLC28$5.00K0.00%+5+21.7%Added
Quadrant Capital Group LLC27$4.68K0.00%+27New
West Paces Advisors Inc.25$4.33K0.00%+25New
GAMMA Investing LLC14$3.07K0.00%+14New
C M Bidwell & Associates Ltd16$2.77K0.00%+16New
Hollencrest Capital Management15$2.60K0.00%00.0%Unchanged
Bogart Wealth, LLC15$2.60K0.00%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC14$2.42K0.00%+14New
Private Wealth Management Group, LLC10$1.73K0.00%+10New
Manchester Capital Management LLC9$1.56K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.8$1.39K0.00%−1−11.1%Reduced
Capital Advisors, Ltd. LLC8$1.00K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.8$1.00K0.00%+8New
Massmutual Trust Co FSB5$8660.00%00.0%Unchanged
Institutional & Family Asset Management, LLC4$6930.00%00.0%Unchanged
Versant Capital Management, Inc4$6930.00%00.0%Unchanged
Abound Wealth Management4$6930.00%00.0%Unchanged
Glassman Wealth Services2$3460.00%00.0%Unchanged
Advisory Services Network, LLC1$1730.00%+1New
Echo Street Capital Management LLC0$00.00%−862,697−100.0%Sold out
Lisanti Capital Growth, LLC0$00.00%−23,475−100.0%Sold out
EAM Investors, LLC0$00.00%−8,644−100.0%Sold out
Capital Impact Advisors, LLC0$00.00%−6,099−100.0%Sold out
XTX Topco Ltd0$00.00%−3,685−100.0%Sold out