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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, 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.

Institutional holdersQ1 2024: 366 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 heldQ1 2024: $4.86B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q4 2023.

Institutions holding APPF in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
TFC Financial Management1$2470.00%+1New
Rothschild Investment LLC2$4930.00%+2New
Institutional & Family Asset Management, LLC4$9870.00%00.0%Unchanged
Versant Capital Management, Inc4$9870.00%00.0%Unchanged
Abound Wealth Management4$9870.00%00.0%Unchanged
EverSource Wealth Advisors, LLC5$1.13K0.00%+5New
Massmutual Trust Co FSB5$1.23K0.00%00.0%Unchanged
TD Private Client Wealth LLC5$1.23K0.00%+5New
West Paces Advisors Inc.6$1.48K0.00%−19−76.0%Reduced
Continuum Advisory, LLC8$1.96K0.00%+8New
SRS Capital Advisors, Inc.8$1.97K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC8$2.00K0.00%00.0%Unchanged
Manchester Capital Management LLC9$2.22K0.00%00.0%Unchanged
Private Wealth Management Group, LLC10$2.47K0.00%00.0%Unchanged
Group One Trading, L.P.15$3.70K0.00%−582−97.5%Reduced
Hollencrest Capital Management15$3.70K0.00%00.0%Unchanged
Bogart Wealth, LLC15$3.70K0.00%00.0%Unchanged
GAMMA Investing LLC19$4.69K0.00%+5+35.7%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC24$5.92K0.00%+24New
Northwestern Mutual Wealth Management Co27$6.66K0.00%+27New
Bell Investment Advisors, Inc30$7.40K0.00%00.0%Unchanged
MCF Advisors LLC32$7.90K0.00%−8−20.0%Reduced
Iron Horse Wealth Management, LLC36$8.88K0.00%00.0%Unchanged
Ci Investments Inc.37$9.00K0.00%+9+32.1%Added
Park Place Capital Corp41$10.1K0.00%00.0%Unchanged
Mather Group, LLC.63$10.9K0.00%+63New
CWM, LLC44$11.0K0.00%+16+57.1%Added
Rise Advisors, LLC48$11.8K0.01%+48New
Principal Securities, Inc.56$13.8K0.00%−14−20.0%Reduced
Global Retirement Partners, LLC60$14.8K0.00%00.0%Unchanged
Lindbrook Capital, LLC79$19.5K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.84$21.0K0.00%+6+7.7%Added
Plato Investment Management Ltd86$21.2K0.00%00.0%Unchanged
Private Trust Co NA87$21.5K0.00%−11−11.2%Reduced
Bessemer Group Inc91$22.0K0.00%+91New
Steward Partners Investment Advisory, LLC90$22.2K0.00%00.0%Unchanged
USA Financial Portformulas Corp92$22.7K0.00%−246−72.8%Reduced
CIBC Private Wealth Group, LLC95$22.9K0.00%+95New
Quarry LP96$23.7K0.01%+96New
nVerses Capital, LLC100$24.7K0.06%––
IFP Advisors, Inc100$24.7K0.00%+100New
Arcadia Investment Management Corp122$30.1K0.01%−32−20.8%Reduced
Allworth Financial LP136$33.6K0.00%+3+2.3%Added
Huntington National Bank168$41.5K0.00%+3+1.8%Added
Signaturefd, LLC176$43.4K0.00%+2+1.1%Added
Advisors Asset Management, Inc.180$44.4K0.00%+134+291.3%Added
Harvest Fund Management Co., Ltd296$73.0K0.01%+296New
First Horizon Advisors, Inc.298$73.5K0.00%00.0%Unchanged
Assetmark, Inc301$74.3K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC336$82.9K0.00%+336New
C M Bidwell & Associates Ltd339$83.6K0.06%+323+2,018.8%Added
Walleye Capital LLC353$87.1K0.00%−20,080−98.3%Reduced
BI Asset Management Fondsmaeglerselskab A/S382$94.0K0.00%+10+2.7%Added
Harbor Investment Advisory, LLC467$115.2K0.01%−85−15.4%Reduced
Walleye Trading LLC499$123.1K0.00%+234+88.3%Added
KBC Group NV506$125.0K0.00%+85+20.2%Added
Covestor Ltd550$136.0K0.09%+293+114.0%Added
Parallel Advisors, LLC578$142.6K0.00%−7−1.2%Reduced
Northwest & Ethical Investments L.P.625$154.2K0.00%+625New
RiverPark Advisors, LLC668$164.8K0.14%+485+265.0%Added
Nisa Investment Advisors, LLC684$168.8K0.00%+18+2.7%Added
Thurston, Springer, Miller, Herd & Titak, Inc.708$174.7K0.07%+708New
Quadrant Capital Group LLC800$197.4K0.02%+773+2,863.0%Added
Axxcess Wealth Management, LLC840$207.3K0.01%+840New
Ashton Thomas Private Wealth, LLC846$208.7K0.01%+846New
Vident Advisory, LLC850$209.7K0.00%+850New
Simplex Trading, LLC893$220.0K0.01%+24+2.8%Added
Cresset Asset Management, LLC893$220.3K0.00%+893New
Petrus Trust Company, LTA897$221.3K0.02%−1,528−63.0%Reduced
Kensington Investment Counsel, LLC900$222.1K0.10%+900New
Handelsinvest Investeringsforvaltning912$225.0K0.11%−473−34.2%Reduced
KCM Investment Advisors LLC948$233.9K0.01%+948New
DekaBank Deutsche Girozentrale964$235.0K0.00%+964New
Belpointe Asset Management LLC995$245.5K0.02%+995New
Fortis Capital Advisors, LLC995$245.5K0.10%+995New
Navellier & Associates Inc1,000$246.7K0.03%+1,000New
Davis R M Inc1,000$246.7K0.01%+1,000New
Prio Wealth Limited Partnership1,000$246.7K0.01%+1,000New
Steel Peak Wealth Management LLC1,000$246.7K0.01%+1,000New
Congress Wealth Management LLC1,000$246.7K0.00%+1,000New
Susquehanna Portfolio Strategies, LLC1,000$246.7K0.01%+1,000New
Metropolitan Life Insurance Co1,009$249.0K0.01%−97−8.8%Reduced
Mercer Global Advisors Inc1,036$256.0K0.00%+1,036New
HSBC Holdings PLC1,050$259.1K0.00%−3,533−77.1%Reduced
First Foundation Advisors1,098$270.9K0.01%+1,098New
Mackenzie Financial Corp1,108$273.4K0.00%−278−20.1%Reduced
HighTower Advisors, LLC1,126$281.0K0.00%+1,126New
Cambridge Investment Research Advisors, Inc.1,151$284.0K0.00%+1,151New
Caxton Associates LP1,176$290.2K0.02%+1,176New
Lewis Asset Management, LLC1,184$292.1K0.24%+1,184New
Cetera Investment Advisers1,185$292.4K0.00%+1,185New
JustInvest LLC1,185$292.4K0.01%+1,185New
Cullinan Associates Inc1,200$296.1K0.02%00.0%Unchanged
First Bank & Trust1,205$297.3K0.06%+1,205New
Avantax Advisory Services, Inc.1,239$305.7K0.00%+1,239New
Envestnet Portfolio Solutions, Inc.1,246$307.4K0.00%+1,246New
Profund Advisors LLC1,253$309.2K0.01%+1,253New
Creative Planning1,275$314.6K0.00%+1,275New
O'Shaughnessy Asset Management, LLC1,295$319.5K0.00%−1,021−44.1%Reduced
Corton Capital Inc.1,302$321.3K0.12%+1,302New