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 |
|---|---|---|---|---|---|
| Mirabella Financial Services LLP | 1,361 | $334.4K | 0.02% | +1,361 | New |
| Paloma Partners Management Co | 1,361 | $335.8K | 0.05% | +1,361 | New |
| Kapitalo Investimentos Ltda | 1,386 | $342.0K | 0.08% | −592−29.9% | Reduced |
| Captrust Financial Advisors | 1,404 | $346.4K | 0.00% | −285−16.9% | Reduced |
| Keebeck Alpha, LP | 1,411 | $348.1K | 0.23% | +1,411 | New |
| Mariner, LLC | 1,429 | $352.6K | 0.00% | +254+21.6% | Added |
| Mutual Advisors, LLC | 1,433 | $353.6K | 0.01% | −224−13.5% | Reduced |
| New York Life Investment Management LLC | 1,434 | $353.8K | 0.00% | +1,434 | New |
| US Bancorp | 1,444 | $356.3K | 0.00% | +964+200.8% | Added |
| Maven Securities LTD | 1,470 | $362.7K | 0.02% | +1,470 | New |
| Stifel Financial Corp | 1,471 | $363.0K | 0.00% | −902−38.0% | Reduced |
| Prelude Capital Management, LLC | 1,479 | $364.9K | 0.02% | +1,479 | New |
| Cerity Partners LLC | 1,482 | $365.7K | 0.00% | +1,482 | New |
| SG Americas Securities, LLC | 1,498 | $370.0K | 0.00% | +343+29.7% | Added |
| MML Investors Services, LLC | 1,537 | $379.0K | 0.00% | +1,537 | New |
| HMS Capital Management, LLC | 1,590 | $392.3K | 0.22% | +1,590 | New |
| Diversify Advisory Services, LLC | 1,683 | $405.9K | 0.02% | +1,683 | New |
| Securian Asset Management, Inc | 1,680 | $414.5K | 0.01% | +1,680 | New |
| Amundi | 1,959 | $416.3K | 0.00% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 1,782 | $439.7K | 0.09% | −7,257−80.3% | Reduced |
| LVZ Advisors, Inc. | 1,802 | $444.6K | 0.06% | +1,802 | New |
| Cipher Capital LP | 1,894 | $467.3K | 0.22% | −2,243−54.2% | Reduced |
| Virtu Financial LLC | 1,925 | $475.0K | 0.04% | −1,777−48.0% | Reduced |
| Centiva Capital, LP | 2,012 | $496.4K | 0.03% | +581+40.6% | Added |
| Unique Wealth Strategies, LLC | 2,040 | $503.3K | 0.25% | +2,040 | New |
| Verition Fund Management LLC | 2,070 | $510.8K | 0.00% | −1,145−35.6% | Reduced |
| Private Advisor Group, LLC | 2,109 | $520.4K | 0.00% | +9+0.4% | Added |
| Truist Financial Corp | 2,187 | $539.6K | 0.00% | −32−1.4% | Reduced |
| State of Alaska, Department of Revenue | 2,300 | $567.0K | 0.01% | +2,300 | New |
| Glenmede Trust Co NA | 2,324 | $573.4K | 0.00% | +2,324 | New |
| Verdence Capital Advisors LLC | 2,341 | $577.6K | 0.05% | +227+10.7% | Added |
| Pictet Asset Management Holding SA | 2,378 | $586.8K | 0.00% | +300+14.4% | Added |
| Savant Capital, LLC | 2,381 | $587.5K | 0.01% | +2,381 | New |
| Lombard Odier Asset Management (USA) Corp | 2,414 | $595.6K | 0.09% | +2,414 | New |
| State of Wyoming | 2,430 | $599.6K | 0.10% | +23+1.0% | Added |
| Public Employees Retirement Association of Colorado | 2,469 | $609.0K | 0.00% | −40−1.6% | Reduced |
| Independent Advisor Alliance | 2,482 | $612.4K | 0.02% | −75−2.9% | Reduced |
| Inceptionr LLC | 2,493 | $615.1K | 0.16% | +2,493 | New |
| Beacon Pointe Advisors, LLC | 2,509 | $619.1K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 2,510 | $619.3K | 0.02% | +2,510 | New |
| Curbstone Financial Management Corp | 2,560 | $631.7K | 0.14% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 2,645 | $652.6K | 0.00% | +860+48.2% | Added |
| Capital CS Group, LLC | 2,655 | $655.1K | 0.66% | +2,655 | New |
| SpiderRock Advisors, LLC | 2,980 | $660.0K | 0.02% | +2,980 | New |
| NBC Securities, Inc. | 2,703 | $666.0K | 0.06% | −176−6.1% | Reduced |
| PEAK6 Investments LLC | 2,765 | $682.2K | 0.03% | +2,765 | New |
| TownSquare Capital, LLC | 2,771 | $683.7K | 0.01% | −441−13.7% | Reduced |
| Cynosure Management, LLC | 2,814 | $694.3K | 0.12% | +2,814 | New |
| Commonwealth Equity Services, LLC | 2,818 | $695.0K | 0.00% | −857−23.3% | Reduced |
| The PNC Financial Services Group, Inc. | 2,821 | $696.1K | 0.00% | −196−6.5% | Reduced |
| Cornercap Investment Counsel Inc | 2,825 | $697.0K | 0.11% | +57+2.1% | Added |
| Tudor Investment Corp Et Al | 2,887 | $712.3K | 0.01% | −34,583−92.3% | Reduced |
| Fifth Lane Capital, LP | 3,000 | $740.2K | 0.96% | +3,000 | New |
| Harbor Capital Advisors, Inc. | 3,087 | $762.0K | 0.10% | −604−16.4% | Reduced |
| Wolverine Trading, LLC | 3,164 | $780.7K | 0.01% | +792+33.4% | Added |
| New York State Teachers Retirement System | 3,177 | $784.0K | 0.00% | +3,177 | New |
| Commerce Bank | 3,233 | $797.7K | 0.01% | +188+6.2% | Added |
| Xponance, Inc. | 3,239 | $799.2K | 0.01% | +2,054+173.3% | Added |
| State Board of Administration of Florida Retirement System | 6,456 | $803.6K | 0.00% | +970+17.7% | Added |
| Calamos Advisors LLC | 3,281 | $809.6K | 0.00% | −7,146−68.5% | Reduced |
| Illinois Municipal Retirement Fund | 3,281 | $810.0K | 0.01% | 00.0% | Unchanged |
| DC Investments Management, LLC | 3,323 | $819.9K | 0.69% | 00.0% | Unchanged |
| American Century Companies Inc | 3,374 | $832.5K | 0.00% | +13+0.4% | Added |
| Janney Montgomery Scott LLC | 3,401 | $839.0K | 0.00% | +3,401 | New |
| Susquehanna International Group, LLP | 3,469 | $855.9K | 0.00% | −5,942−63.1% | Reduced |
| ProShare Advisors LLC | 3,528 | $870.5K | 0.00% | +271+8.3% | Added |
| Handelsbanken Fonder AB | 3,600 | $888.0K | 0.00% | 00.0% | Unchanged |
| Arlington Financial Advisors, LLC | 3,634 | $896.7K | 0.20% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 3,641 | $898.4K | 0.10% | +1,009+38.3% | Added |
| Inspire Advisors, LLC | 3,684 | $909.1K | 0.13% | +3,684 | New |
| Omers Administration Corp | 3,700 | $912.9K | 0.01% | +3,700 | New |
| Bayesian Capital Management, LP | 3,925 | $968.5K | 0.09% | −5,200−57.0% | Reduced |
| Bank of Montreal | 3,914 | $982.4K | 0.00% | −2,230−36.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,008 | $988.9K | 0.00% | −361−8.3% | Reduced |
| Raymond James & Associates | 4,038 | $996.3K | 0.00% | +128+3.3% | Added |
| Summit Partners Public Asset Management, LLC | 4,088 | $1.01M | 0.05% | +4,088 | New |
| NorthCrest Asset Manangement, LLC | 4,145 | $1.02M | 0.03% | −40−1.0% | Reduced |
| Tower Research Capital LLC (TRC) | 4,335 | $1.07M | 0.03% | +549+14.5% | Added |
| Aigen Investment Management, LP | 4,429 | $1.09M | 0.24% | −648−12.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,523 | $1.12M | 0.01% | +4,523 | New |
| Northwestern Mutual Investment Management Company, LLC | 4,530 | $1.12M | 0.03% | +4,530 | New |
| Jackson Creek Investment Advisors LLC | 4,577 | $1.13M | 0.40% | −9−0.2% | Reduced |
| PDT Partners, LLC | 4,608 | $1.14M | 0.11% | −1,815−28.3% | Reduced |
| State of Michigan Retirement System | 4,900 | $1.21M | 0.01% | +4,900 | New |
| Oregon Public Employees Retirement Fund | 5,000 | $1.23M | 0.02% | +5,000 | New |
| Prescott Group Capital Management, L.L.C. | 5,000 | $1.23M | 0.20% | +5,000 | New |
| Quent Capital, LLC | 5,018 | $1.24M | 0.14% | 00.0% | Unchanged |
| Rathbone Brothers plc | 5,046 | $1.25M | 0.01% | +2,000+65.7% | Added |
| Capstone Investment Advisors, LLC | 5,056 | $1.25M | 0.02% | −102−2.0% | Reduced |
| Oppenheimer Asset Management Inc. | 5,174 | $1.28M | 0.02% | −1,008−16.3% | Reduced |
| DGS Capital Management, LLC | 5,245 | $1.29M | 0.37% | +5,245 | New |
| Jump Financial, LLC | 5,275 | $1.30M | 0.04% | −14,134−72.8% | Reduced |
| Arizona State Retirement System | 5,354 | $1.32M | 0.01% | +89+1.7% | Added |
| TD Asset Management Inc | 5,400 | $1.33M | 0.00% | +5,400 | New |
| STRS Ohio | 5,500 | $1.36M | 0.01% | −1,100−16.7% | Reduced |
| Dark Forest Capital Management LP | 5,740 | $1.42M | 0.24% | +4,300+298.6% | Added |
| Brighton Jones LLC | 5,756 | $1.42M | 0.05% | +101+1.8% | Added |
| Louisiana State Employees Retirement System | 5,900 | $1.46M | 0.03% | +5,900 | New |
| Campbell & CO Investment Adviser LLC | 5,992 | $1.48M | 0.13% | +5,992 | New |
| Evanson Asset Management, LLC | 6,000 | $1.48M | 0.12% | 00.0% | Unchanged |