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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
Fukoku Mutual Life Insurance Co0$00.00%−3,500−100.0%Sold out
O'Neil Global Advisors, Inc.0$00.00%−3,040−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−3,000−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−2,022−100.0%Sold out
Lido Advisors, LLC0$00.00%−1,883−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−1,667−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−1,408−100.0%Sold out
Twinbeech Capital LP0$00.00%−1,329−100.0%Sold out
Keebeck Alpha, LP0$00.00%−1,277−100.0%Sold out
First Foundation Advisors0$00.00%−1,142−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−1,116−100.0%Sold out
West Tower Group, LLC0$00.00%−480−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−325−100.0%Sold out
Headinvest, LLC0$00.00%−11−100.0%Sold out
Virginia Retirement Systems Et Al––––Not filed
First Republic Investment Management, Inc.––––Not filed
Pathstone Family Office, LLC––––Not filed