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 |
|---|---|---|---|---|---|
| Nicholas Investment Partners, LP | 43,538 | $10.7M | 1.10% | +595+1.4% | Added |
| Manchester Global Management (UK) Ltd | 45,589 | $11.2M | 1.98% | +45,589 | New |
| Panagora Asset Management Inc | 47,071 | $11.6M | 0.06% | +47,071 | New |
| Russell Investments Group, Ltd. | 47,907 | $11.8M | 0.02% | −19,264−28.7% | Reduced |
| Acadian Asset Management LLC | 50,826 | $12.5M | 0.04% | +3,657+7.8% | Added |
| Federated Hermes, Inc. | 53,818 | $13.3M | 0.03% | −19,410−26.5% | Reduced |
| BNP Paribas Arbitrage, SA | 56,066 | $13.8M | 0.02% | +27,863+98.8% | Added |
| Franklin Resources Inc | 56,753 | $14.0M | 0.00% | +46,312+443.6% | Added |
| Arrowstreet Capital, Limited Partnership | 60,471 | $14.9M | 0.01% | +10,811+21.8% | Added |
| Rhumbline Advisers | 61,294 | $15.1M | 0.01% | +34,113+125.5% | Added |
| Prudential Financial Inc | 61,949 | $15.3M | 0.02% | −6,300−9.2% | Reduced |
| Blair William & Co | 62,265 | $15.4M | 0.05% | −1,946−3.0% | Reduced |
| Squarepoint Ops LLC | 64,199 | $15.8M | 0.07% | +22,820+55.1% | Added |
| Goldman Sachs Group Inc | 66,896 | $16.5M | 0.00% | −54,361−44.8% | Reduced |
| Bank of America Corp | 67,338 | $16.6M | 0.00% | +35,598+112.2% | Added |
| D. E. Shaw & Co., Inc. | 68,084 | $16.8M | 0.02% | +864+1.3% | Added |
| Jennison Associates LLC | 68,475 | $16.9M | 0.01% | +65,512+2,211.0% | Added |
| Atika Capital Management LLC | 69,000 | $17.0M | 1.91% | +8,000+13.1% | Added |
| Deutsche Bank AG | 70,956 | $17.5M | 0.01% | +60,846+601.8% | Added |
| Dimensional Fund Advisors LP | 71,041 | $17.5M | 0.00% | −12,911−15.4% | Reduced |
| Bridgewater Associates, LP | 71,213 | $17.6M | 0.09% | +55,246+346.0% | Added |
| UBS Asset Management Americas Inc | 84,508 | $20.9M | 0.01% | +4,152+5.2% | Added |
| Marshall Wace, LLP | 85,356 | $21.1M | 0.03% | −24,736−22.5% | Reduced |
| WCM Investment Management, LLC | 86,247 | $21.3M | 0.05% | +11,515+15.4% | Added |
| Insight Holdings Group, LLC | 86,461 | $21.3M | 0.60% | −66,400−43.4% | Reduced |
| Ranger Investment Management, L.P. | 86,964 | $21.5M | 1.38% | −58,560−40.2% | Reduced |
| Artisan Partners Limited Partnership | 87,182 | $21.5M | 0.03% | +87,182 | New |
| Jackson Square Partners, LLC | 87,411 | $21.6M | 0.90% | +87,411 | New |
| First Trust Advisors LP | 101,479 | $25.0M | 0.03% | −33,961−25.1% | Reduced |
| Victory Capital Management Inc | 104,726 | $25.8M | 0.03% | +34,684+49.5% | Added |
| Greenstone Partners & Co., LLC | 113,067 | $27.9M | 12.52% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 115,959 | $28.6M | 0.12% | +32,823+39.5% | Added |
| Eagle Asset Management Inc | 125,367 | $30.2M | 0.15% | −5,620−4.3% | Reduced |
| Wellington Management Group LLP | 123,643 | $30.5M | 0.01% | +16,068+14.9% | Added |
| 12 West Capital Management LP | 125,000 | $30.8M | 2.81% | 00.0% | Unchanged |
| Millennium Management LLC | 132,581 | $32.7M | 0.03% | −61,617−31.7% | Reduced |
| Long Walk Management LP | 143,000 | $35.3M | 17.60% | +21,000+17.2% | Added |
| Principal Financial Group Inc | 151,646 | $37.4M | 0.02% | +145,481+2,359.8% | Added |
| Assenagon Asset Management S.A. | 155,127 | $38.3M | 0.10% | +120,246+344.7% | Added |
| JPMorgan Chase & Co | 166,946 | $41.2M | 0.00% | +58,999+54.7% | Added |
| Baird Financial Group, Inc. | 177,716 | $43.8M | 0.09% | +176,155+11,284.8% | Added |
| Charles Schwab Investment Management Inc | 182,632 | $45.1M | 0.01% | +12,393+7.3% | Added |
| T. Rowe Price Investment Management, Inc. | 187,127 | $46.2M | 0.03% | +187,127 | New |
| Driehaus Capital Management LLC | 194,999 | $48.1M | 0.48% | −84,092−30.1% | Reduced |
| Invesco Ltd. | 204,799 | $50.5M | 0.01% | +190,720+1,354.6% | Added |
| Zeno Equity Partners LLP | 205,781 | $50.8M | 11.37% | +12,786+6.6% | Added |
| Northern Trust Corp | 207,492 | $51.2M | 0.01% | +5,357+2.7% | Added |
| Nuveen Asset Management, LLC | 207,769 | $51.3M | 0.02% | −10,344−4.7% | Reduced |
| Bank of New York Mellon Corp | 213,128 | $52.6M | 0.01% | +78,505+58.3% | Added |
| Norges Bank | 217,884 | $53.8M | 0.01% | −4,108−1.9% | Reduced |
| Price T Rowe Associates Inc | 248,233 | $61.3M | 0.01% | −11,714−4.5% | Reduced |
| Lord, Abbett & Co. LLC | 257,230 | $63.5M | 0.20% | −2,753−1.1% | Reduced |
| Renaissance Technologies LLC | 257,500 | $63.5M | 0.10% | +32,300+14.3% | Added |
| Nellore Capital Management LLC | 278,627 | $68.7M | 10.62% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 282,805 | $69.8M | 0.62% | −5,426−1.9% | Reduced |
| New York State Common Retirement Fund | 288,659 | $71.2M | 0.09% | +13,165+4.8% | Added |
| DF Dent & Co Inc | 385,912 | $95.2M | 1.16% | +31,855+9.0% | Added |
| Morgan Stanley | 434,869 | $107.3M | 0.01% | +88,740+25.6% | Added |
| Geode Capital Management, LLC | 459,923 | $113.5M | 0.01% | +27,306+6.3% | Added |
| Fred Alger Management, LLC | 460,140 | $113.5M | 0.56% | −68,249−12.9% | Reduced |
| Gilder Gagnon Howe & Co LLC | 569,432 | $140.5M | 1.76% | +148,123+35.2% | Added |
| State Street Corp | 700,070 | $172.7M | 0.01% | +258,955+58.7% | Added |
| Brown Capital Management LLC | 1,135,932 | $280.3M | 4.96% | −449,628−28.4% | Reduced |
| Ashe Capital Management, LP | 1,448,033 | $357.3M | 29.15% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,152,626 | $531.1M | 0.01% | +73,965+3.6% | Added |
| BlackRock Inc. | 2,584,788 | $637.8M | 0.01% | +912,530+54.6% | Added |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −92,132−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −83,531−100.0% | Sold out |
| Dynamo Internacional Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −69,765−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −22,382−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −20,793−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −17,904−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −17,717−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,129−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −9,879−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,469−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −8,318−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,776−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −7,202−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −5,193−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,606−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −4,385−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −3,097−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −2,922−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,844−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,743−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −2,128−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −1,599−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,230−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,220−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,161−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −97−100.0% | Sold out |