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 |
|---|---|---|---|---|---|
| Jupiter Asset Management Ltd | 23,451 | $5.79M | 0.06% | −237−1.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 22,870 | $5.64M | 0.03% | −68,366−74.9% | Reduced |
| Natixis Advisors, L.P. | 22,323 | $5.51M | 0.01% | +2,010+9.9% | Added |
| Vista Equity Partners Management, LLC | 22,255 | $5.49M | 0.15% | +22,255 | New |
| Moody Aldrich Partners LLC | 22,043 | $5.44M | 0.93% | +19,602+803.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 20,000 | $4.93M | 0.02% | +6,000+42.9% | Added |
| Baker Avenue Asset Management, LP | 19,852 | $4.90M | 0.19% | +467+2.4% | Added |
| California State Teachers Retirement System | 19,476 | $4.81M | 0.01% | −459−2.3% | Reduced |
| Guggenheim Capital LLC | 18,896 | $4.66M | 0.03% | +18,896 | New |
| Texas Permanent School Fund | 17,894 | $4.42M | 0.03% | +17,894 | New |
| Channel Wealth LLC | 17,860 | $4.41M | 1.77% | +14,122+377.8% | Added |
| Trexquant Investment LP | 17,838 | $4.40M | 0.09% | −14,516−44.9% | Reduced |
| Los Angeles Capital Management LLC | 17,816 | $4.40M | 0.02% | +449+2.6% | Added |
| Oberndorf William E | 17,433 | $4.30M | 7.02% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 17,243 | $4.25M | 0.34% | +17,243 | New |
| Engineers Gate Manager LP | 17,207 | $4.25M | 0.11% | −276−1.6% | Reduced |
| EAM Investors, LLC | 16,959 | $4.18M | 0.66% | +16,959 | New |
| Two Sigma Advisers, LP | 16,686 | $4.12M | 0.01% | −28,500−63.1% | Reduced |
| ClariVest Asset Management LLC | 16,244 | $4.01M | 0.42% | −850−5.0% | Reduced |
| Allianz Asset Management GmbH | 15,385 | $3.80M | 0.01% | +15,385 | New |
| EAM Global Investors LLC | 14,951 | $3.69M | 0.85% | +14,951 | New |
| Graham Capital Management, L.P. | 14,270 | $3.52M | 0.10% | −4,083−22.2% | Reduced |
| Canada Pension Plan Investment Board | 14,000 | $3.45M | 0.00% | +14,000 | New |
| Ami Asset Management Corp | 13,859 | $3.42M | 0.17% | +8,282+148.5% | Added |
| Twinbeech Capital LP | 13,845 | $3.42M | 0.07% | +13,845 | New |
| Robeco Institutional Asset Management B.V. | 13,820 | $3.41M | 0.01% | +10,823+361.1% | Added |
| Comerica Bank | 13,683 | $3.38M | 0.01% | +7,732+129.9% | Added |
| Gsa Capital Partners LLP | 13,404 | $3.31M | 0.26% | −7,763−36.7% | Reduced |
| State of New Jersey Common Pension Fund D | 13,000 | $3.21M | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 12,663 | $3.12M | 0.02% | +2,668+26.7% | Added |
| Martingale Asset Management L P | 12,017 | $2.97M | 0.06% | +1,010+9.2% | Added |
| Quadrature Capital Ltd | 11,419 | $2.82M | 0.05% | −42,134−78.7% | Reduced |
| Advisors Capital Management, LLC | 11,416 | $2.82M | 0.05% | +634+5.9% | Added |
| Advisor Group Holdings, Inc. | 11,129 | $2.75M | 0.01% | −3,857−25.7% | Reduced |
| Mutual of America Capital Management LLC | 11,128 | $2.75M | 0.03% | +11,128 | New |
| EULAV Asset Management | 10,902 | $2.69M | 0.07% | +10,902 | New |
| Amalgamated Bank | 10,801 | $2.67M | 0.02% | +8,013+287.4% | Added |
| Wells Fargo & Company | 10,618 | $2.62M | 0.00% | +1,231+13.1% | Added |
| Cavalier Investments, LLC | 10,479 | $2.59M | 0.94% | +561+5.7% | Added |
| 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 |
| Thrivent Financial for Lutherans | 10,001 | $2.47M | 0.00% | +10,001 | New |
| B. Metzler seel. Sohn & Co. AG | 9,647 | $2.38M | 0.03% | −2,099−17.9% | Reduced |
| Yousif Capital Management, LLC | 9,382 | $2.31M | 0.03% | +9,382 | New |
| Two Sigma Investments, LP | 9,251 | $2.28M | 0.01% | −32,231−77.7% | Reduced |
| Janus Henderson Group PLC | 9,236 | $2.28M | 0.00% | +10.0% | Added |
| Lazard Asset Management LLC | 9,211 | $2.27M | 0.00% | +8,128+750.5% | Added |
| Magnetar Financial LLC | 9,132 | $2.25M | 0.05% | −7,786−46.0% | Reduced |
| Gotham Asset Management, LLC | 8,373 | $2.07M | 0.03% | +3,883+86.5% | Added |
| FMR LLC | 8,073 | $1.99M | 0.00% | +257+3.3% | Added |
| EFG Asset Management (North America) Corp. | 8,021 | $1.98M | 0.34% | +452+6.0% | Added |
| Penserra Capital Management LLC | 7,705 | $1.90M | 0.02% | +7,705 | New |
| Global Endowment Management, LP | 7,683 | $1.90M | 0.20% | +7,683 | New |
| Teacher Retirement System of Texas | 7,669 | $1.89M | 0.01% | −592−7.2% | Reduced |
| Ensign Peak Advisors, Inc | 7,663 | $1.89M | 0.00% | −387−4.8% | Reduced |
| LPL Financial LLC | 7,400 | $1.83M | 0.00% | −488−6.2% | Reduced |
| Zacks Investment Management | 7,338 | $1.81M | 0.02% | +7,338 | New |
| Lisanti Capital Growth, LLC | 7,190 | $1.77M | 0.43% | +7,190 | New |
| Lido Advisors, LLC | 6,852 | $1.69M | 0.02% | +6,852 | New |
| 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 |
| Legato Capital Management LLC | 6,508 | $1.61M | 0.19% | +935+16.8% | Added |
| Ameritas Investment Partners, Inc. | 6,434 | $1.59M | 0.05% | +4,445+223.5% | Added |
| Danske Bank A/S | 6,285 | $1.55M | 0.00% | +6,285 | New |
| Voya Investment Management LLC | 6,261 | $1.54M | 0.00% | −1,390−18.2% | Reduced |
| Schroder Investment Management Group | 6,033 | $1.49M | 0.00% | +6,033 | New |
| Evanson Asset Management, LLC | 6,000 | $1.48M | 0.12% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 5,992 | $1.48M | 0.13% | +5,992 | New |
| Louisiana State Employees Retirement System | 5,900 | $1.46M | 0.03% | +5,900 | New |
| Brighton Jones LLC | 5,756 | $1.42M | 0.05% | +101+1.8% | Added |
| Dark Forest Capital Management LP | 5,740 | $1.42M | 0.24% | +4,300+298.6% | Added |
| STRS Ohio | 5,500 | $1.36M | 0.01% | −1,100−16.7% | Reduced |
| TD Asset Management Inc | 5,400 | $1.33M | 0.00% | +5,400 | New |
| Arizona State Retirement System | 5,354 | $1.32M | 0.01% | +89+1.7% | Added |
| Jump Financial, LLC | 5,275 | $1.30M | 0.04% | −14,134−72.8% | Reduced |
| DGS Capital Management, LLC | 5,245 | $1.29M | 0.37% | +5,245 | New |
| Oppenheimer Asset Management Inc. | 5,174 | $1.28M | 0.02% | −1,008−16.3% | Reduced |
| Capstone Investment Advisors, LLC | 5,056 | $1.25M | 0.02% | −102−2.0% | Reduced |
| Rathbone Brothers plc | 5,046 | $1.25M | 0.01% | +2,000+65.7% | Added |
| Quent Capital, LLC | 5,018 | $1.24M | 0.14% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 5,000 | $1.23M | 0.20% | +5,000 | New |
| Oregon Public Employees Retirement Fund | 5,000 | $1.23M | 0.02% | +5,000 | New |
| State of Michigan Retirement System | 4,900 | $1.21M | 0.01% | +4,900 | New |
| PDT Partners, LLC | 4,608 | $1.14M | 0.11% | −1,815−28.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,577 | $1.13M | 0.40% | −9−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,530 | $1.12M | 0.03% | +4,530 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,523 | $1.12M | 0.01% | +4,523 | New |
| Aigen Investment Management, LP | 4,429 | $1.09M | 0.24% | −648−12.8% | Reduced |
| Tower Research Capital LLC (TRC) | 4,335 | $1.07M | 0.03% | +549+14.5% | Added |
| NorthCrest Asset Manangement, LLC | 4,145 | $1.02M | 0.03% | −40−1.0% | Reduced |
| Summit Partners Public Asset Management, LLC | 4,088 | $1.01M | 0.05% | +4,088 | New |
| Raymond James & Associates | 4,038 | $996.3K | 0.00% | +128+3.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,008 | $988.9K | 0.00% | −361−8.3% | Reduced |
| Bank of Montreal | 3,914 | $982.4K | 0.00% | −2,230−36.3% | Reduced |
| Bayesian Capital Management, LP | 3,925 | $968.5K | 0.09% | −5,200−57.0% | Reduced |
| Omers Administration Corp | 3,700 | $912.9K | 0.01% | +3,700 | New |
| Inspire Advisors, LLC | 3,684 | $909.1K | 0.13% | +3,684 | New |
| Azzad Asset Management Inc | 3,641 | $898.4K | 0.10% | +1,009+38.3% | Added |
| Arlington Financial Advisors, LLC | 3,634 | $896.7K | 0.20% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 3,600 | $888.0K | 0.00% | 00.0% | Unchanged |