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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, 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
Mirabella Financial Services LLP1,361$334.4K0.02%+1,361New
Paloma Partners Management Co1,361$335.8K0.05%+1,361New
Kapitalo Investimentos Ltda1,386$342.0K0.08%−592−29.9%Reduced
Captrust Financial Advisors1,404$346.4K0.00%−285−16.9%Reduced
Keebeck Alpha, LP1,411$348.1K0.23%+1,411New
Mariner, LLC1,429$352.6K0.00%+254+21.6%Added
Mutual Advisors, LLC1,433$353.6K0.01%−224−13.5%Reduced
New York Life Investment Management LLC1,434$353.8K0.00%+1,434New
US Bancorp1,444$356.3K0.00%+964+200.8%Added
Maven Securities LTD1,470$362.7K0.02%+1,470New
Stifel Financial Corp1,471$363.0K0.00%−902−38.0%Reduced
Prelude Capital Management, LLC1,479$364.9K0.02%+1,479New
Cerity Partners LLC1,482$365.7K0.00%+1,482New
SG Americas Securities, LLC1,498$370.0K0.00%+343+29.7%Added
MML Investors Services, LLC1,537$379.0K0.00%+1,537New
HMS Capital Management, LLC1,590$392.3K0.22%+1,590New
Diversify Advisory Services, LLC1,683$405.9K0.02%+1,683New
Securian Asset Management, Inc1,680$414.5K0.01%+1,680New
Amundi1,959$416.3K0.00%00.0%Unchanged
Nebula Research & Development LLC1,782$439.7K0.09%−7,257−80.3%Reduced
LVZ Advisors, Inc.1,802$444.6K0.06%+1,802New
Cipher Capital LP1,894$467.3K0.22%−2,243−54.2%Reduced
Virtu Financial LLC1,925$475.0K0.04%−1,777−48.0%Reduced
Centiva Capital, LP2,012$496.4K0.03%+581+40.6%Added
Unique Wealth Strategies, LLC2,040$503.3K0.25%+2,040New
Verition Fund Management LLC2,070$510.8K0.00%−1,145−35.6%Reduced
Private Advisor Group, LLC2,109$520.4K0.00%+9+0.4%Added
Truist Financial Corp2,187$539.6K0.00%−32−1.4%Reduced
State of Alaska, Department of Revenue2,300$567.0K0.01%+2,300New
Glenmede Trust Co NA2,324$573.4K0.00%+2,324New
Verdence Capital Advisors LLC2,341$577.6K0.05%+227+10.7%Added
Pictet Asset Management Holding SA2,378$586.8K0.00%+300+14.4%Added
Savant Capital, LLC2,381$587.5K0.01%+2,381New
Lombard Odier Asset Management (USA) Corp2,414$595.6K0.09%+2,414New
State of Wyoming2,430$599.6K0.10%+23+1.0%Added
Public Employees Retirement Association of Colorado2,469$609.0K0.00%−40−1.6%Reduced
Independent Advisor Alliance2,482$612.4K0.02%−75−2.9%Reduced
Inceptionr LLC2,493$615.1K0.16%+2,493New
Beacon Pointe Advisors, LLC2,509$619.1K0.01%00.0%Unchanged
Diversified Trust Co2,510$619.3K0.02%+2,510New
Curbstone Financial Management Corp2,560$631.7K0.14%00.0%Unchanged
State of Wisconsin Investment Board2,645$652.6K0.00%+860+48.2%Added
Capital CS Group, LLC2,655$655.1K0.66%+2,655New
SpiderRock Advisors, LLC2,980$660.0K0.02%+2,980New
NBC Securities, Inc.2,703$666.0K0.06%−176−6.1%Reduced
PEAK6 Investments LLC2,765$682.2K0.03%+2,765New
TownSquare Capital, LLC2,771$683.7K0.01%−441−13.7%Reduced
Cynosure Management, LLC2,814$694.3K0.12%+2,814New
Commonwealth Equity Services, LLC2,818$695.0K0.00%−857−23.3%Reduced
The PNC Financial Services Group, Inc.2,821$696.1K0.00%−196−6.5%Reduced
Cornercap Investment Counsel Inc2,825$697.0K0.11%+57+2.1%Added
Tudor Investment Corp Et Al2,887$712.3K0.01%−34,583−92.3%Reduced
Fifth Lane Capital, LP3,000$740.2K0.96%+3,000New
Harbor Capital Advisors, Inc.3,087$762.0K0.10%−604−16.4%Reduced
Wolverine Trading, LLC3,164$780.7K0.01%+792+33.4%Added
New York State Teachers Retirement System3,177$784.0K0.00%+3,177New
Commerce Bank3,233$797.7K0.01%+188+6.2%Added
Xponance, Inc.3,239$799.2K0.01%+2,054+173.3%Added
State Board of Administration of Florida Retirement System6,456$803.6K0.00%+970+17.7%Added
Calamos Advisors LLC3,281$809.6K0.00%−7,146−68.5%Reduced
Illinois Municipal Retirement Fund3,281$810.0K0.01%00.0%Unchanged
DC Investments Management, LLC3,323$819.9K0.69%00.0%Unchanged
American Century Companies Inc3,374$832.5K0.00%+13+0.4%Added
Janney Montgomery Scott LLC3,401$839.0K0.00%+3,401New
Susquehanna International Group, LLP3,469$855.9K0.00%−5,942−63.1%Reduced
ProShare Advisors LLC3,528$870.5K0.00%+271+8.3%Added
Handelsbanken Fonder AB3,600$888.0K0.00%00.0%Unchanged
Arlington Financial Advisors, LLC3,634$896.7K0.20%00.0%Unchanged
Azzad Asset Management Inc3,641$898.4K0.10%+1,009+38.3%Added
Inspire Advisors, LLC3,684$909.1K0.13%+3,684New
Omers Administration Corp3,700$912.9K0.01%+3,700New
Bayesian Capital Management, LP3,925$968.5K0.09%−5,200−57.0%Reduced
Bank of Montreal3,914$982.4K0.00%−2,230−36.3%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)4,008$988.9K0.00%−361−8.3%Reduced
Raymond James & Associates4,038$996.3K0.00%+128+3.3%Added
Summit Partners Public Asset Management, LLC4,088$1.01M0.05%+4,088New
NorthCrest Asset Manangement, LLC4,145$1.02M0.03%−40−1.0%Reduced
Tower Research Capital LLC (TRC)4,335$1.07M0.03%+549+14.5%Added
Aigen Investment Management, LP4,429$1.09M0.24%−648−12.8%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys4,523$1.12M0.01%+4,523New
Northwestern Mutual Investment Management Company, LLC4,530$1.12M0.03%+4,530New
Jackson Creek Investment Advisors LLC4,577$1.13M0.40%−9−0.2%Reduced
PDT Partners, LLC4,608$1.14M0.11%−1,815−28.3%Reduced
State of Michigan Retirement System4,900$1.21M0.01%+4,900New
Oregon Public Employees Retirement Fund5,000$1.23M0.02%+5,000New
Prescott Group Capital Management, L.L.C.5,000$1.23M0.20%+5,000New
Quent Capital, LLC5,018$1.24M0.14%00.0%Unchanged
Rathbone Brothers plc5,046$1.25M0.01%+2,000+65.7%Added
Capstone Investment Advisors, LLC5,056$1.25M0.02%−102−2.0%Reduced
Oppenheimer Asset Management Inc.5,174$1.28M0.02%−1,008−16.3%Reduced
DGS Capital Management, LLC5,245$1.29M0.37%+5,245New
Jump Financial, LLC5,275$1.30M0.04%−14,134−72.8%Reduced
Arizona State Retirement System5,354$1.32M0.01%+89+1.7%Added
TD Asset Management Inc5,400$1.33M0.00%+5,400New
STRS Ohio5,500$1.36M0.01%−1,100−16.7%Reduced
Dark Forest Capital Management LP5,740$1.42M0.24%+4,300+298.6%Added
Brighton Jones LLC5,756$1.42M0.05%+101+1.8%Added
Louisiana State Employees Retirement System5,900$1.46M0.03%+5,900New
Campbell & CO Investment Adviser LLC5,992$1.48M0.13%+5,992New
Evanson Asset Management, LLC6,000$1.48M0.12%00.0%Unchanged