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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 3,528 | $870.5K | 0.00% | +271+8.3% | Added |
| Susquehanna International Group, LLP | 3,469 | $855.9K | 0.00% | −5,942−63.1% | Reduced |
| Janney Montgomery Scott LLC | 3,401 | $839.0K | 0.00% | +3,401 | New |
| American Century Companies Inc | 3,374 | $832.5K | 0.00% | +13+0.4% | Added |
| DC Investments Management, LLC | 3,323 | $819.9K | 0.69% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 3,281 | $810.0K | 0.01% | 00.0% | Unchanged |
| Calamos Advisors LLC | 3,281 | $809.6K | 0.00% | −7,146−68.5% | Reduced |
| State Board of Administration of Florida Retirement System | 6,456 | $803.6K | 0.00% | +970+17.7% | Added |
| Xponance, Inc. | 3,239 | $799.2K | 0.01% | +2,054+173.3% | Added |
| Commerce Bank | 3,233 | $797.7K | 0.01% | +188+6.2% | Added |
| New York State Teachers Retirement System | 3,177 | $784.0K | 0.00% | +3,177 | New |
| Wolverine Trading, LLC | 3,164 | $780.7K | 0.01% | +792+33.4% | Added |
| Harbor Capital Advisors, Inc. | 3,087 | $762.0K | 0.10% | −604−16.4% | Reduced |
| Fifth Lane Capital, LP | 3,000 | $740.2K | 0.96% | +3,000 | New |
| Tudor Investment Corp Et Al | 2,887 | $712.3K | 0.01% | −34,583−92.3% | Reduced |
| Cornercap Investment Counsel Inc | 2,825 | $697.0K | 0.11% | +57+2.1% | Added |
| The PNC Financial Services Group, Inc. | 2,821 | $696.1K | 0.00% | −196−6.5% | Reduced |
| Commonwealth Equity Services, LLC | 2,818 | $695.0K | 0.00% | −857−23.3% | Reduced |
| Cynosure Management, LLC | 2,814 | $694.3K | 0.12% | +2,814 | New |
| TownSquare Capital, LLC | 2,771 | $683.7K | 0.01% | −441−13.7% | Reduced |
| PEAK6 Investments LLC | 2,765 | $682.2K | 0.03% | +2,765 | New |
| NBC Securities, Inc. | 2,703 | $666.0K | 0.06% | −176−6.1% | Reduced |
| SpiderRock Advisors, LLC | 2,980 | $660.0K | 0.02% | +2,980 | New |
| Capital CS Group, LLC | 2,655 | $655.1K | 0.66% | +2,655 | New |
| State of Wisconsin Investment Board | 2,645 | $652.6K | 0.00% | +860+48.2% | Added |
| Curbstone Financial Management Corp | 2,560 | $631.7K | 0.14% | 00.0% | Unchanged |
| Diversified Trust Co | 2,510 | $619.3K | 0.02% | +2,510 | New |
| Beacon Pointe Advisors, LLC | 2,509 | $619.1K | 0.01% | 00.0% | Unchanged |
| Inceptionr LLC | 2,493 | $615.1K | 0.16% | +2,493 | New |
| Independent Advisor Alliance | 2,482 | $612.4K | 0.02% | −75−2.9% | Reduced |
| Public Employees Retirement Association of Colorado | 2,469 | $609.0K | 0.00% | −40−1.6% | Reduced |
| State of Wyoming | 2,430 | $599.6K | 0.10% | +23+1.0% | Added |
| Lombard Odier Asset Management (USA) Corp | 2,414 | $595.6K | 0.09% | +2,414 | New |
| Savant Capital, LLC | 2,381 | $587.5K | 0.01% | +2,381 | New |
| Pictet Asset Management Holding SA | 2,378 | $586.8K | 0.00% | +300+14.4% | Added |
| Verdence Capital Advisors LLC | 2,341 | $577.6K | 0.05% | +227+10.7% | Added |
| Glenmede Trust Co NA | 2,324 | $573.4K | 0.00% | +2,324 | New |
| State of Alaska, Department of Revenue | 2,300 | $567.0K | 0.01% | +2,300 | New |
| Truist Financial Corp | 2,187 | $539.6K | 0.00% | −32−1.4% | Reduced |
| Private Advisor Group, LLC | 2,109 | $520.4K | 0.00% | +9+0.4% | Added |
| Verition Fund Management LLC | 2,070 | $510.8K | 0.00% | −1,145−35.6% | Reduced |
| Unique Wealth Strategies, LLC | 2,040 | $503.3K | 0.25% | +2,040 | New |
| Centiva Capital, LP | 2,012 | $496.4K | 0.03% | +581+40.6% | Added |
| Virtu Financial LLC | 1,925 | $475.0K | 0.04% | −1,777−48.0% | Reduced |
| Cipher Capital LP | 1,894 | $467.3K | 0.22% | −2,243−54.2% | Reduced |
| LVZ Advisors, Inc. | 1,802 | $444.6K | 0.06% | +1,802 | New |
| Nebula Research & Development LLC | 1,782 | $439.7K | 0.09% | −7,257−80.3% | Reduced |
| Amundi | 1,959 | $416.3K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 1,680 | $414.5K | 0.01% | +1,680 | New |
| Diversify Advisory Services, LLC | 1,683 | $405.9K | 0.02% | +1,683 | New |
| HMS Capital Management, LLC | 1,590 | $392.3K | 0.22% | +1,590 | New |
| MML Investors Services, LLC | 1,537 | $379.0K | 0.00% | +1,537 | New |
| SG Americas Securities, LLC | 1,498 | $370.0K | 0.00% | +343+29.7% | Added |
| Cerity Partners LLC | 1,482 | $365.7K | 0.00% | +1,482 | New |
| Prelude Capital Management, LLC | 1,479 | $364.9K | 0.02% | +1,479 | New |
| Stifel Financial Corp | 1,471 | $363.0K | 0.00% | −902−38.0% | Reduced |
| Maven Securities LTD | 1,470 | $362.7K | 0.02% | +1,470 | New |
| US Bancorp | 1,444 | $356.3K | 0.00% | +964+200.8% | Added |
| New York Life Investment Management LLC | 1,434 | $353.8K | 0.00% | +1,434 | New |
| Mutual Advisors, LLC | 1,433 | $353.6K | 0.01% | −224−13.5% | Reduced |
| Mariner, LLC | 1,429 | $352.6K | 0.00% | +254+21.6% | Added |
| Keebeck Alpha, LP | 1,411 | $348.1K | 0.23% | +1,411 | New |
| Captrust Financial Advisors | 1,404 | $346.4K | 0.00% | −285−16.9% | Reduced |
| Kapitalo Investimentos Ltda | 1,386 | $342.0K | 0.08% | −592−29.9% | Reduced |
| Paloma Partners Management Co | 1,361 | $335.8K | 0.05% | +1,361 | New |
| Mirabella Financial Services LLP | 1,361 | $334.4K | 0.02% | +1,361 | New |
| Corton Capital Inc. | 1,302 | $321.3K | 0.12% | +1,302 | New |
| O'Shaughnessy Asset Management, LLC | 1,295 | $319.5K | 0.00% | −1,021−44.1% | Reduced |
| Creative Planning | 1,275 | $314.6K | 0.00% | +1,275 | New |
| Profund Advisors LLC | 1,253 | $309.2K | 0.01% | +1,253 | New |
| Envestnet Portfolio Solutions, Inc. | 1,246 | $307.4K | 0.00% | +1,246 | New |
| Avantax Advisory Services, Inc. | 1,239 | $305.7K | 0.00% | +1,239 | New |
| First Bank & Trust | 1,205 | $297.3K | 0.06% | +1,205 | New |
| Cullinan Associates Inc | 1,200 | $296.1K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 1,185 | $292.4K | 0.00% | +1,185 | New |
| JustInvest LLC | 1,185 | $292.4K | 0.01% | +1,185 | New |
| Lewis Asset Management, LLC | 1,184 | $292.1K | 0.24% | +1,184 | New |
| Caxton Associates LP | 1,176 | $290.2K | 0.02% | +1,176 | New |
| Cambridge Investment Research Advisors, Inc. | 1,151 | $284.0K | 0.00% | +1,151 | New |
| HighTower Advisors, LLC | 1,126 | $281.0K | 0.00% | +1,126 | New |
| Mackenzie Financial Corp | 1,108 | $273.4K | 0.00% | −278−20.1% | Reduced |
| First Foundation Advisors | 1,098 | $270.9K | 0.01% | +1,098 | New |
| HSBC Holdings PLC | 1,050 | $259.1K | 0.00% | −3,533−77.1% | Reduced |
| Mercer Global Advisors Inc | 1,036 | $256.0K | 0.00% | +1,036 | New |
| Metropolitan Life Insurance Co | 1,009 | $249.0K | 0.01% | −97−8.8% | Reduced |
| Navellier & Associates Inc | 1,000 | $246.7K | 0.03% | +1,000 | New |
| Davis R M Inc | 1,000 | $246.7K | 0.01% | +1,000 | New |
| Prio Wealth Limited Partnership | 1,000 | $246.7K | 0.01% | +1,000 | New |
| Steel Peak Wealth Management LLC | 1,000 | $246.7K | 0.01% | +1,000 | New |
| Congress Wealth Management LLC | 1,000 | $246.7K | 0.00% | +1,000 | New |
| Susquehanna Portfolio Strategies, LLC | 1,000 | $246.7K | 0.01% | +1,000 | New |
| Belpointe Asset Management LLC | 995 | $245.5K | 0.02% | +995 | New |
| Fortis Capital Advisors, LLC | 995 | $245.5K | 0.10% | +995 | New |
| DekaBank Deutsche Girozentrale | 964 | $235.0K | 0.00% | +964 | New |
| KCM Investment Advisors LLC | 948 | $233.9K | 0.01% | +948 | New |
| Handelsinvest Investeringsforvaltning | 912 | $225.0K | 0.11% | −473−34.2% | Reduced |
| Kensington Investment Counsel, LLC | 900 | $222.1K | 0.10% | +900 | New |
| Petrus Trust Company, LTA | 897 | $221.3K | 0.02% | −1,528−63.0% | Reduced |
| Cresset Asset Management, LLC | 893 | $220.3K | 0.00% | +893 | New |
| Simplex Trading, LLC | 893 | $220.0K | 0.01% | +24+2.8% | Added |