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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.

Q1 2024 vs. Q4 2023

How the institutions holding Appfolio Inc changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of APPF: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders2953366+74
Shares17.4M81.3K19.7M+2.38M (+13.8%)
Value$3.01B$14.1M$4.86B+$1.86B (+62.0%)

3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (115)

Institutions that held Appfolio Inc at the end of Q1 2024 but not at the end of Q4 2023.

Showing the largest 100 of 115 by value.

Institutions new to APPF in Q1 2024
InstitutionSharesValue% of portfolio
T. Rowe Price Investment Management, Inc.187,127$46.2M0.03%
Jackson Square Partners, LLC87,411$21.6M0.90%
Artisan Partners Limited Partnership87,182$21.5M0.03%
Panagora Asset Management Inc47,071$11.6M0.06%
Manchester Global Management (UK) Ltd45,589$11.2M1.98%
Spence Asset Management37,216$9.17M2.32%
M&G Plc35,980$8.89M0.05%
Moran Wealth Management, LLC35,902$8.86M0.29%
Retirement Systems of Alabama25,649$6.33M0.02%
Miura Global Management, LLC25,000$6.17M5.26%
Twin Tree Management, LP23,719$5.85M0.13%
Vista Equity Partners Management, LLC22,255$5.49M0.15%
Guggenheim Capital LLC18,896$4.66M0.03%
Texas Permanent School Fund17,894$4.42M0.03%
BCJ Capital Management, LLC17,243$4.25M0.34%
EAM Investors, LLC16,959$4.18M0.66%
Allianz Asset Management GmbH15,385$3.80M0.01%
EAM Global Investors LLC14,951$3.69M0.85%
Canada Pension Plan Investment Board14,000$3.45M0.00%
Twinbeech Capital LP13,845$3.42M0.07%
Mutual of America Capital Management LLC11,128$2.75M0.03%
EULAV Asset Management10,902$2.69M0.07%
Thrivent Financial for Lutherans10,001$2.47M0.00%
Yousif Capital Management, LLC9,382$2.31M0.03%
Penserra Capital Management LLC7,705$1.90M0.02%
Global Endowment Management, LP7,683$1.90M0.20%
Zacks Investment Management7,338$1.81M0.02%
Lisanti Capital Growth, LLC7,190$1.77M0.43%
Lido Advisors, LLC6,852$1.69M0.02%
Danske Bank A/S6,285$1.55M0.00%
Schroder Investment Management Group6,033$1.49M0.00%
Campbell & CO Investment Adviser LLC5,992$1.48M0.13%
Louisiana State Employees Retirement System5,900$1.46M0.03%
TD Asset Management Inc5,400$1.33M0.00%
DGS Capital Management, LLC5,245$1.29M0.37%
Prescott Group Capital Management, L.L.C.5,000$1.23M0.20%
Oregon Public Employees Retirement Fund5,000$1.23M0.02%
State of Michigan Retirement System4,900$1.21M0.01%
Northwestern Mutual Investment Management Company, LLC4,530$1.12M0.03%
Commonwealth of Pennsylvania Public School Empls Retrmt Sys4,523$1.12M0.01%
Summit Partners Public Asset Management, LLC4,088$1.01M0.05%
Omers Administration Corp3,700$912.9K0.01%
Inspire Advisors, LLC3,684$909.1K0.13%
Janney Montgomery Scott LLC3,401$839.0K0.00%
New York State Teachers Retirement System3,177$784.0K0.00%
Fifth Lane Capital, LP3,000$740.2K0.96%
Cynosure Management, LLC2,814$694.3K0.12%
PEAK6 Investments LLC2,765$682.2K0.03%
SpiderRock Advisors, LLC2,980$660.0K0.02%
Capital CS Group, LLC2,655$655.1K0.66%
Diversified Trust Co2,510$619.3K0.02%
Inceptionr LLC2,493$615.1K0.16%
Lombard Odier Asset Management (USA) Corp2,414$595.6K0.09%
Savant Capital, LLC2,381$587.5K0.01%
Glenmede Trust Co NA2,324$573.4K0.00%
State of Alaska, Department of Revenue2,300$567.0K0.01%
Unique Wealth Strategies, LLC2,040$503.3K0.25%
LVZ Advisors, Inc.1,802$444.6K0.06%
Securian Asset Management, Inc1,680$414.5K0.01%
Diversify Advisory Services, LLC1,683$405.9K0.02%
HMS Capital Management, LLC1,590$392.3K0.22%
MML Investors Services, LLC1,537$379.0K0.00%
Cerity Partners LLC1,482$365.7K0.00%
Prelude Capital Management, LLC1,479$364.9K0.02%
Maven Securities LTD1,470$362.7K0.02%
New York Life Investment Management LLC1,434$353.8K0.00%
Keebeck Alpha, LP1,411$348.1K0.23%
Paloma Partners Management Co1,361$335.8K0.05%
Mirabella Financial Services LLP1,361$334.4K0.02%
Corton Capital Inc.1,302$321.3K0.12%
Creative Planning1,275$314.6K0.00%
Profund Advisors LLC1,253$309.2K0.01%
Envestnet Portfolio Solutions, Inc.1,246$307.4K0.00%
Avantax Advisory Services, Inc.1,239$305.7K0.00%
First Bank & Trust1,205$297.3K0.06%
Cetera Investment Advisers1,185$292.4K0.00%
JustInvest LLC1,185$292.4K0.01%
Lewis Asset Management, LLC1,184$292.1K0.24%
Caxton Associates LP1,176$290.2K0.02%
Cambridge Investment Research Advisors, Inc.1,151$284.0K0.00%
HighTower Advisors, LLC1,126$281.0K0.00%
First Foundation Advisors1,098$270.9K0.01%
Mercer Global Advisors Inc1,036$256.0K0.00%
Navellier & Associates Inc1,000$246.7K0.03%
Davis R M Inc1,000$246.7K0.01%
Prio Wealth Limited Partnership1,000$246.7K0.01%
Steel Peak Wealth Management LLC1,000$246.7K0.01%
Congress Wealth Management LLC1,000$246.7K0.00%
Susquehanna Portfolio Strategies, LLC1,000$246.7K0.01%
Belpointe Asset Management LLC995$245.5K0.02%
Fortis Capital Advisors, LLC995$245.5K0.10%
DekaBank Deutsche Girozentrale964$235.0K0.00%
KCM Investment Advisors LLC948$233.9K0.01%
Kensington Investment Counsel, LLC900$222.1K0.10%
Cresset Asset Management, LLC893$220.3K0.00%
Vident Advisory, LLC850$209.7K0.00%
Ashton Thomas Private Wealth, LLC846$208.7K0.01%
Axxcess Wealth Management, LLC840$207.3K0.01%
Thurston, Springer, Miller, Herd & Titak, Inc.708$174.7K0.07%
Northwest & Ethical Investments L.P.625$154.2K0.00%

Sold out (41)

Institutions that held Appfolio Inc at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of APPF in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Qube Research & Technologies Ltd92,132$16.0M
Cubist Systematic Strategies, LLC83,531$14.5M
Dynamo Internacional Gestao de Recursos Ltda.69,765$12.1M
Ancora Advisors, LLC22,382$3.88M
Voloridge Investment Management, LLC20,793$3.60M
HRT Financial LP17,904$3.10M
Edgestream Partners, L.P.17,717$3.07M
Aquatic Capital Management LLC10,200$1.77M
Y-Intercept (Hong Kong) Ltd10,129$1.75M
Point72 Middle East FZE9,879$1.71M
Dynamic Technology Lab Private Ltd9,469$1.64M
Schonfeld Strategic Advisors LLC8,318$1.44M
ExodusPoint Capital Management, LP7,776$1.35M
Summit Global Investments7,202$1.25M
Semanteon Capital Management, LP5,193$899.6K
Fox Run Management, L.L.C.4,606$797.9K
Entropy Technologies, LP4,385$759.7K
CenterBook Partners LP3,097$536.5K
Connor, Clark & Lunn Investment Management Ltd.2,922$506.2K
FORA Capital, LLC2,844$492.7K
Quantbot Technologies LP2,743$475.2K
Balyasny Asset Management LLC2,128$368.7K
Axq Capital, LP1,700$294.5K
Versor Investments LP1,600$277.2K
Pathstone Holdings, LLC1,599$277.0K
Yorktown Management & Research Co Inc1,550$268.5K
Scientech Research LLC1,230$213.1K
Sherbrooke Park Advisers LLC1,220$211.4K
EntryPoint Capital, LLC1,161$201.1K
Meeder Asset Management Inc493$85.4K
Headlands Technologies LLC492$85.2K
Point72 Asset Management, L.P.400$69.3K
Clear Street Markets LLC114$20.0K
Altshuler Shaham Ltd97$16.8K
LM Advisors LLC53$9.21K
GWM Advisors LLC36$6.24K
Rosenberg Matthew Hamilton30$5.20K
Turtle Creek Wealth Advisors, LLC14$2.42K
Ronald Blue Trust, Inc.8$1.00K
Glassman Wealth Services2$346
Advisory Services Network, LLC1$173

Not filed for Q1 2024 yet (3)

Institutions that held Appfolio Inc at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding APPF in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Putnam Investments LLC41,010$7.10M
M&G Investment Management Ltd38,407$6.64M
DFPG Investments, LLC1,850$308.6K