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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 6,033 | $1.49M | 0.00% | +6,033 | New |
| Voya Investment Management LLC | 6,261 | $1.54M | 0.00% | −1,390−18.2% | Reduced |
| Danske Bank A/S | 6,285 | $1.55M | 0.00% | +6,285 | New |
| Ameritas Investment Partners, Inc. | 6,434 | $1.59M | 0.05% | +4,445+223.5% | Added |
| Legato Capital Management LLC | 6,508 | $1.61M | 0.19% | +935+16.8% | Added |
| Globeflex Capital L P | 6,607 | $1.63M | 0.16% | 00.0% | Unchanged |
| Citigroup Inc | 6,607 | $1.63M | 0.00% | +858+14.9% | Added |
| Lido Advisors, LLC | 6,852 | $1.69M | 0.02% | +6,852 | New |
| Lisanti Capital Growth, LLC | 7,190 | $1.77M | 0.43% | +7,190 | New |
| Zacks Investment Management | 7,338 | $1.81M | 0.02% | +7,338 | New |
| LPL Financial LLC | 7,400 | $1.83M | 0.00% | −488−6.2% | Reduced |
| Ensign Peak Advisors, Inc | 7,663 | $1.89M | 0.00% | −387−4.8% | Reduced |
| Teacher Retirement System of Texas | 7,669 | $1.89M | 0.01% | −592−7.2% | Reduced |
| Global Endowment Management, LP | 7,683 | $1.90M | 0.20% | +7,683 | New |
| Penserra Capital Management LLC | 7,705 | $1.90M | 0.02% | +7,705 | New |
| EFG Asset Management (North America) Corp. | 8,021 | $1.98M | 0.34% | +452+6.0% | Added |
| FMR LLC | 8,073 | $1.99M | 0.00% | +257+3.3% | Added |
| Gotham Asset Management, LLC | 8,373 | $2.07M | 0.03% | +3,883+86.5% | Added |
| Magnetar Financial LLC | 9,132 | $2.25M | 0.05% | −7,786−46.0% | Reduced |
| Lazard Asset Management LLC | 9,211 | $2.27M | 0.00% | +8,128+750.5% | Added |
| Janus Henderson Group PLC | 9,236 | $2.28M | 0.00% | +10.0% | Added |
| Two Sigma Investments, LP | 9,251 | $2.28M | 0.01% | −32,231−77.7% | Reduced |
| Yousif Capital Management, LLC | 9,382 | $2.31M | 0.03% | +9,382 | New |
| B. Metzler seel. Sohn & Co. AG | 9,647 | $2.38M | 0.03% | −2,099−17.9% | Reduced |
| Thrivent Financial for Lutherans | 10,001 | $2.47M | 0.00% | +10,001 | New |
| Brinker Capital Investments, LLC | 10,028 | $2.47M | 0.03% | +395+4.1% | Added |
| Orion Portfolio Solutions, LLC | 10,028 | $2.47M | 0.03% | +395+4.1% | Added |
| Cavalier Investments, LLC | 10,479 | $2.59M | 0.94% | +561+5.7% | Added |
| Wells Fargo & Company | 10,618 | $2.62M | 0.00% | +1,231+13.1% | Added |
| Amalgamated Bank | 10,801 | $2.67M | 0.02% | +8,013+287.4% | Added |
| EULAV Asset Management | 10,902 | $2.69M | 0.07% | +10,902 | New |
| Mutual of America Capital Management LLC | 11,128 | $2.75M | 0.03% | +11,128 | New |
| Advisor Group Holdings, Inc. | 11,129 | $2.75M | 0.01% | −3,857−25.7% | Reduced |
| Advisors Capital Management, LLC | 11,416 | $2.82M | 0.05% | +634+5.9% | Added |
| Quadrature Capital Ltd | 11,419 | $2.82M | 0.05% | −42,134−78.7% | Reduced |
| Martingale Asset Management L P | 12,017 | $2.97M | 0.06% | +1,010+9.2% | Added |
| MetLife Investment Management | 12,663 | $3.12M | 0.02% | +2,668+26.7% | Added |
| State of New Jersey Common Pension Fund D | 13,000 | $3.21M | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 13,404 | $3.31M | 0.26% | −7,763−36.7% | Reduced |
| Comerica Bank | 13,683 | $3.38M | 0.01% | +7,732+129.9% | Added |
| Robeco Institutional Asset Management B.V. | 13,820 | $3.41M | 0.01% | +10,823+361.1% | Added |
| Twinbeech Capital LP | 13,845 | $3.42M | 0.07% | +13,845 | New |
| Ami Asset Management Corp | 13,859 | $3.42M | 0.17% | +8,282+148.5% | Added |
| Canada Pension Plan Investment Board | 14,000 | $3.45M | 0.00% | +14,000 | New |
| Graham Capital Management, L.P. | 14,270 | $3.52M | 0.10% | −4,083−22.2% | Reduced |
| EAM Global Investors LLC | 14,951 | $3.69M | 0.85% | +14,951 | New |
| Allianz Asset Management GmbH | 15,385 | $3.80M | 0.01% | +15,385 | New |
| ClariVest Asset Management LLC | 16,244 | $4.01M | 0.42% | −850−5.0% | Reduced |
| Two Sigma Advisers, LP | 16,686 | $4.12M | 0.01% | −28,500−63.1% | Reduced |
| EAM Investors, LLC | 16,959 | $4.18M | 0.66% | +16,959 | New |
| Engineers Gate Manager LP | 17,207 | $4.25M | 0.11% | −276−1.6% | Reduced |
| BCJ Capital Management, LLC | 17,243 | $4.25M | 0.34% | +17,243 | New |
| Oberndorf William E | 17,433 | $4.30M | 7.02% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 17,816 | $4.40M | 0.02% | +449+2.6% | Added |
| Trexquant Investment LP | 17,838 | $4.40M | 0.09% | −14,516−44.9% | Reduced |
| Channel Wealth LLC | 17,860 | $4.41M | 1.77% | +14,122+377.8% | Added |
| Texas Permanent School Fund | 17,894 | $4.42M | 0.03% | +17,894 | New |
| Guggenheim Capital LLC | 18,896 | $4.66M | 0.03% | +18,896 | New |
| California State Teachers Retirement System | 19,476 | $4.81M | 0.01% | −459−2.3% | Reduced |
| Baker Avenue Asset Management, LP | 19,852 | $4.90M | 0.19% | +467+2.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 20,000 | $4.93M | 0.02% | +6,000+42.9% | Added |
| Moody Aldrich Partners LLC | 22,043 | $5.44M | 0.93% | +19,602+803.0% | Added |
| Vista Equity Partners Management, LLC | 22,255 | $5.49M | 0.15% | +22,255 | New |
| Natixis Advisors, L.P. | 22,323 | $5.51M | 0.01% | +2,010+9.9% | Added |
| Jacobs Levy Equity Management, Inc | 22,870 | $5.64M | 0.03% | −68,366−74.9% | Reduced |
| Jupiter Asset Management Ltd | 23,451 | $5.79M | 0.06% | −237−1.0% | Reduced |
| Empowered Funds, LLC | 23,548 | $5.81M | 0.10% | +16,777+247.8% | Added |
| Twin Tree Management, LP | 23,719 | $5.85M | 0.13% | +23,719 | New |
| Allspring Global Investments Holdings, LLC | 23,730 | $5.86M | 0.01% | −19,822−45.5% | Reduced |
| Delap Wealth Advisory, LLC | 23,788 | $5.87M | 2.37% | −7,011−22.8% | Reduced |
| Picton Mahoney Asset Management | 24,118 | $5.95M | 0.25% | +11,396+89.6% | Added |
| Miura Global Management, LLC | 25,000 | $6.17M | 5.26% | +25,000 | New |
| Manufacturers Life Insurance Company, The | 25,638 | $6.33M | 0.01% | +15,107+143.5% | Added |
| Retirement Systems of Alabama | 25,649 | $6.33M | 0.02% | +25,649 | New |
| Polen Capital Management LLC | 26,454 | $6.53M | 0.02% | −621−2.3% | Reduced |
| UBS Group AG | 27,022 | $6.67M | 0.00% | −3,781−12.3% | Reduced |
| Hillsdale Investment Management Inc. | 27,930 | $6.89M | 0.55% | +2,195+8.5% | Added |
| Next Century Growth Investors LLC | 28,052 | $6.92M | 0.60% | −6,211−18.1% | Reduced |
| Legal & General Group Plc | 29,699 | $7.33M | 0.00% | +9,209+44.9% | Added |
| Jane Street Group, LLC | 31,451 | $7.76M | 0.01% | +6,227+24.7% | Added |
| Castleark Management LLC | 31,870 | $7.86M | 0.33% | −3,790−10.6% | Reduced |
| Ameriprise Financial Inc | 33,470 | $8.26M | 0.00% | +20,499+158.0% | Added |
| Credit Suisse AG | 33,508 | $8.27M | 0.01% | +1,829+5.8% | Added |
| Man Group plc | 34,017 | $8.39M | 0.02% | +12,499+58.1% | Added |
| AQR Capital Management LLC | 35,691 | $8.81M | 0.01% | −14,549−29.0% | Reduced |
| Envestnet Asset Management Inc | 35,829 | $8.84M | 0.00% | +12,760+55.3% | Added |
| Moran Wealth Management, LLC | 35,902 | $8.86M | 0.29% | +35,902 | New |
| M&G Plc | 35,980 | $8.89M | 0.05% | +35,980 | New |
| American International Group, Inc. | 36,367 | $8.97M | 0.03% | +26,815+280.7% | Added |
| Algert Global LLC | 36,397 | $8.98M | 0.35% | +22,037+153.5% | Added |
| Citadel Advisors LLC | 36,686 | $9.05M | 0.01% | −34,302−48.3% | Reduced |
| Spence Asset Management | 37,216 | $9.17M | 2.32% | +37,216 | New |
| SEI Investments Co | 38,038 | $9.39M | 0.01% | +29,752+359.1% | Added |
| Swiss National Bank | 38,400 | $9.47M | 0.01% | +1,300+3.5% | Added |
| Royal Bank of Canada | 38,527 | $9.51M | 0.00% | −2,733−6.6% | Reduced |
| Barclays PLC | 39,660 | $9.79M | 0.00% | −6,955−14.9% | Reduced |
| Great West Life Assurance Co | 41,488 | $10.2M | 0.02% | +4,131+11.1% | Added |
| Pier Capital, LLC | 41,602 | $10.3M | 1.41% | +1,308+3.2% | Added |
| Alliancebernstein L.P. | 42,836 | $10.6M | 0.00% | +16,055+59.9% | Added |
| Mission Wealth Management, LP | 42,865 | $10.6M | 0.28% | +5,100+13.5% | Added |