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, Q1 2024
Institutional positions in Appfolio Inc as of Mar 31, 2024. 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
- 366
- +74 vs. Q4 2023
- Shares held
- 19.7M
- +2.38M (+13.8%) vs. Q4 2023
- Total value
- $4.86B
- +$1.86B (+62.0%) vs. Q4 2023
- New holders
- 115
- 120 more added
- Sold out
- 41
- 94 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,584,788 | $637.8M | 0.01% | +912,530+54.6% | Added |
| Vanguard Group Inc | 2,152,626 | $531.1M | 0.01% | +73,965+3.6% | Added |
| Ashe Capital Management, LP | 1,448,033 | $357.3M | 29.15% | 00.0% | Unchanged |
| Brown Capital Management LLC | 1,135,932 | $280.3M | 4.96% | −449,628−28.4% | Reduced |
| State Street Corp | 700,070 | $172.7M | 0.01% | +258,955+58.7% | Added |
| Gilder Gagnon Howe & Co LLC | 569,432 | $140.5M | 1.76% | +148,123+35.2% | Added |
| Fred Alger Management, LLC | 460,140 | $113.5M | 0.56% | −68,249−12.9% | Reduced |
| Geode Capital Management, LLC | 459,923 | $113.5M | 0.01% | +27,306+6.3% | Added |
| Morgan Stanley | 434,869 | $107.3M | 0.01% | +88,740+25.6% | Added |
| DF Dent & Co Inc | 385,912 | $95.2M | 1.16% | +31,855+9.0% | Added |
| New York State Common Retirement Fund | 288,659 | $71.2M | 0.09% | +13,165+4.8% | Added |
| GW&K Investment Management, LLC | 282,805 | $69.8M | 0.62% | −5,426−1.9% | Reduced |
| Nellore Capital Management LLC | 278,627 | $68.7M | 10.62% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 257,500 | $63.5M | 0.10% | +32,300+14.3% | Added |
| Lord, Abbett & Co. LLC | 257,230 | $63.5M | 0.20% | −2,753−1.1% | Reduced |
| Price T Rowe Associates Inc | 248,233 | $61.3M | 0.01% | −11,714−4.5% | Reduced |
| Norges Bank | 217,884 | $53.8M | 0.01% | −4,108−1.9% | Reduced |
| Bank of New York Mellon Corp | 213,128 | $52.6M | 0.01% | +78,505+58.3% | Added |
| Nuveen Asset Management, LLC | 207,769 | $51.3M | 0.02% | −10,344−4.7% | Reduced |
| Northern Trust Corp | 207,492 | $51.2M | 0.01% | +5,357+2.7% | Added |
| Zeno Equity Partners LLP | 205,781 | $50.8M | 11.37% | +12,786+6.6% | Added |
| Invesco Ltd. | 204,799 | $50.5M | 0.01% | +190,720+1,354.6% | Added |
| Driehaus Capital Management LLC | 194,999 | $48.1M | 0.48% | −84,092−30.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 187,127 | $46.2M | 0.03% | +187,127 | New |
| Charles Schwab Investment Management Inc | 182,632 | $45.1M | 0.01% | +12,393+7.3% | Added |
| Baird Financial Group, Inc. | 177,716 | $43.8M | 0.09% | +176,155+11,284.8% | Added |
| JPMorgan Chase & Co | 166,946 | $41.2M | 0.00% | +58,999+54.7% | Added |
| Assenagon Asset Management S.A. | 155,127 | $38.3M | 0.10% | +120,246+344.7% | Added |
| Principal Financial Group Inc | 151,646 | $37.4M | 0.02% | +145,481+2,359.8% | Added |
| Long Walk Management LP | 143,000 | $35.3M | 17.60% | +21,000+17.2% | Added |
| Millennium Management LLC | 132,581 | $32.7M | 0.03% | −61,617−31.7% | Reduced |
| 12 West Capital Management LP | 125,000 | $30.8M | 2.81% | 00.0% | Unchanged |
| Wellington Management Group LLP | 123,643 | $30.5M | 0.01% | +16,068+14.9% | Added |
| Eagle Asset Management Inc | 125,367 | $30.2M | 0.15% | −5,620−4.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 115,959 | $28.6M | 0.12% | +32,823+39.5% | Added |
| Greenstone Partners & Co., LLC | 113,067 | $27.9M | 12.52% | 00.0% | Unchanged |
| Victory Capital Management Inc | 104,726 | $25.8M | 0.03% | +34,684+49.5% | Added |
| First Trust Advisors LP | 101,479 | $25.0M | 0.03% | −33,961−25.1% | Reduced |
| Jackson Square Partners, LLC | 87,411 | $21.6M | 0.90% | +87,411 | New |
| Artisan Partners Limited Partnership | 87,182 | $21.5M | 0.03% | +87,182 | New |
| Ranger Investment Management, L.P. | 86,964 | $21.5M | 1.38% | −58,560−40.2% | Reduced |
| Insight Holdings Group, LLC | 86,461 | $21.3M | 0.60% | −66,400−43.4% | Reduced |
| WCM Investment Management, LLC | 86,247 | $21.3M | 0.05% | +11,515+15.4% | Added |
| Marshall Wace, LLP | 85,356 | $21.1M | 0.03% | −24,736−22.5% | Reduced |
| UBS Asset Management Americas Inc | 84,508 | $20.9M | 0.01% | +4,152+5.2% | Added |
| Bridgewater Associates, LP | 71,213 | $17.6M | 0.09% | +55,246+346.0% | Added |
| Dimensional Fund Advisors LP | 71,041 | $17.5M | 0.00% | −12,911−15.4% | Reduced |
| Deutsche Bank AG | 70,956 | $17.5M | 0.01% | +60,846+601.8% | Added |
| Atika Capital Management LLC | 69,000 | $17.0M | 1.91% | +8,000+13.1% | Added |
| Jennison Associates LLC | 68,475 | $16.9M | 0.01% | +65,512+2,211.0% | Added |
| D. E. Shaw & Co., Inc. | 68,084 | $16.8M | 0.02% | +864+1.3% | Added |
| Bank of America Corp | 67,338 | $16.6M | 0.00% | +35,598+112.2% | Added |
| Goldman Sachs Group Inc | 66,896 | $16.5M | 0.00% | −54,361−44.8% | Reduced |
| Squarepoint Ops LLC | 64,199 | $15.8M | 0.07% | +22,820+55.1% | Added |
| Blair William & Co | 62,265 | $15.4M | 0.05% | −1,946−3.0% | Reduced |
| Prudential Financial Inc | 61,949 | $15.3M | 0.02% | −6,300−9.2% | Reduced |
| Rhumbline Advisers | 61,294 | $15.1M | 0.01% | +34,113+125.5% | Added |
| Arrowstreet Capital, Limited Partnership | 60,471 | $14.9M | 0.01% | +10,811+21.8% | Added |
| Franklin Resources Inc | 56,753 | $14.0M | 0.00% | +46,312+443.6% | Added |
| BNP Paribas Arbitrage, SA | 56,066 | $13.8M | 0.02% | +27,863+98.8% | Added |
| Federated Hermes, Inc. | 53,818 | $13.3M | 0.03% | −19,410−26.5% | Reduced |
| Acadian Asset Management LLC | 50,826 | $12.5M | 0.04% | +3,657+7.8% | Added |
| Russell Investments Group, Ltd. | 47,907 | $11.8M | 0.02% | −19,264−28.7% | Reduced |
| Panagora Asset Management Inc | 47,071 | $11.6M | 0.06% | +47,071 | New |
| Manchester Global Management (UK) Ltd | 45,589 | $11.2M | 1.98% | +45,589 | New |
| Nicholas Investment Partners, LP | 43,538 | $10.7M | 1.10% | +595+1.4% | Added |
| Mission Wealth Management, LP | 42,865 | $10.6M | 0.28% | +5,100+13.5% | Added |
| Alliancebernstein L.P. | 42,836 | $10.6M | 0.00% | +16,055+59.9% | Added |
| Pier Capital, LLC | 41,602 | $10.3M | 1.41% | +1,308+3.2% | Added |
| Great West Life Assurance Co | 41,488 | $10.2M | 0.02% | +4,131+11.1% | Added |
| Barclays PLC | 39,660 | $9.79M | 0.00% | −6,955−14.9% | Reduced |
| Royal Bank of Canada | 38,527 | $9.51M | 0.00% | −2,733−6.6% | Reduced |
| Swiss National Bank | 38,400 | $9.47M | 0.01% | +1,300+3.5% | Added |
| SEI Investments Co | 38,038 | $9.39M | 0.01% | +29,752+359.1% | Added |
| Spence Asset Management | 37,216 | $9.17M | 2.32% | +37,216 | New |
| Citadel Advisors LLC | 36,686 | $9.05M | 0.01% | −34,302−48.3% | Reduced |
| Algert Global LLC | 36,397 | $8.98M | 0.35% | +22,037+153.5% | Added |
| American International Group, Inc. | 36,367 | $8.97M | 0.03% | +26,815+280.7% | Added |
| M&G Plc | 35,980 | $8.89M | 0.05% | +35,980 | New |
| Moran Wealth Management, LLC | 35,902 | $8.86M | 0.29% | +35,902 | New |
| Envestnet Asset Management Inc | 35,829 | $8.84M | 0.00% | +12,760+55.3% | Added |
| AQR Capital Management LLC | 35,691 | $8.81M | 0.01% | −14,549−29.0% | Reduced |
| Man Group plc | 34,017 | $8.39M | 0.02% | +12,499+58.1% | Added |
| Credit Suisse AG | 33,508 | $8.27M | 0.01% | +1,829+5.8% | Added |
| Ameriprise Financial Inc | 33,470 | $8.26M | 0.00% | +20,499+158.0% | Added |
| Castleark Management LLC | 31,870 | $7.86M | 0.33% | −3,790−10.6% | Reduced |
| Jane Street Group, LLC | 31,451 | $7.76M | 0.01% | +6,227+24.7% | Added |
| Legal & General Group Plc | 29,699 | $7.33M | 0.00% | +9,209+44.9% | Added |
| Next Century Growth Investors LLC | 28,052 | $6.92M | 0.60% | −6,211−18.1% | Reduced |
| Hillsdale Investment Management Inc. | 27,930 | $6.89M | 0.55% | +2,195+8.5% | Added |
| UBS Group AG | 27,022 | $6.67M | 0.00% | −3,781−12.3% | Reduced |
| Polen Capital Management LLC | 26,454 | $6.53M | 0.02% | −621−2.3% | Reduced |
| Retirement Systems of Alabama | 25,649 | $6.33M | 0.02% | +25,649 | New |
| Manufacturers Life Insurance Company, The | 25,638 | $6.33M | 0.01% | +15,107+143.5% | Added |
| Miura Global Management, LLC | 25,000 | $6.17M | 5.26% | +25,000 | New |
| Picton Mahoney Asset Management | 24,118 | $5.95M | 0.25% | +11,396+89.6% | Added |
| Delap Wealth Advisory, LLC | 23,788 | $5.87M | 2.37% | −7,011−22.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 23,730 | $5.86M | 0.01% | −19,822−45.5% | Reduced |
| Twin Tree Management, LP | 23,719 | $5.85M | 0.13% | +23,719 | New |
| Empowered Funds, LLC | 23,548 | $5.81M | 0.10% | +16,777+247.8% | Added |