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 |
|---|---|---|---|---|---|
| Vident Advisory, LLC | 850 | $209.7K | 0.00% | +850 | New |
| Ashton Thomas Private Wealth, LLC | 846 | $208.7K | 0.01% | +846 | New |
| Axxcess Wealth Management, LLC | 840 | $207.3K | 0.01% | +840 | New |
| Quadrant Capital Group LLC | 800 | $197.4K | 0.02% | +773+2,863.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 708 | $174.7K | 0.07% | +708 | New |
| Nisa Investment Advisors, LLC | 684 | $168.8K | 0.00% | +18+2.7% | Added |
| RiverPark Advisors, LLC | 668 | $164.8K | 0.14% | +485+265.0% | Added |
| Northwest & Ethical Investments L.P. | 625 | $154.2K | 0.00% | +625 | New |
| Parallel Advisors, LLC | 578 | $142.6K | 0.00% | −7−1.2% | Reduced |
| Covestor Ltd | 550 | $136.0K | 0.09% | +293+114.0% | Added |
| KBC Group NV | 506 | $125.0K | 0.00% | +85+20.2% | Added |
| Walleye Trading LLC | 499 | $123.1K | 0.00% | +234+88.3% | Added |
| Harbor Investment Advisory, LLC | 467 | $115.2K | 0.01% | −85−15.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 382 | $94.0K | 0.00% | +10+2.7% | Added |
| Walleye Capital LLC | 353 | $87.1K | 0.00% | −20,080−98.3% | Reduced |
| C M Bidwell & Associates Ltd | 339 | $83.6K | 0.06% | +323+2,018.8% | Added |
| Exchange Traded Concepts, LLC | 336 | $82.9K | 0.00% | +336 | New |
| Assetmark, Inc | 301 | $74.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 298 | $73.5K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 296 | $73.0K | 0.01% | +296 | New |
| Advisors Asset Management, Inc. | 180 | $44.4K | 0.00% | +134+291.3% | Added |
| Signaturefd, LLC | 176 | $43.4K | 0.00% | +2+1.1% | Added |
| Huntington National Bank | 168 | $41.5K | 0.00% | +3+1.8% | Added |
| Allworth Financial LP | 136 | $33.6K | 0.00% | +3+2.3% | Added |
| Arcadia Investment Management Corp | 122 | $30.1K | 0.01% | −32−20.8% | Reduced |
| nVerses Capital, LLC | 100 | $24.7K | 0.06% | – | – |
| IFP Advisors, Inc | 100 | $24.7K | 0.00% | +100 | New |
| Quarry LP | 96 | $23.7K | 0.01% | +96 | New |
| CIBC Private Wealth Group, LLC | 95 | $22.9K | 0.00% | +95 | New |
| USA Financial Portformulas Corp | 92 | $22.7K | 0.00% | −246−72.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 90 | $22.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 91 | $22.0K | 0.00% | +91 | New |
| Private Trust Co NA | 87 | $21.5K | 0.00% | −11−11.2% | Reduced |
| Plato Investment Management Ltd | 86 | $21.2K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 84 | $21.0K | 0.00% | +6+7.7% | Added |
| Lindbrook Capital, LLC | 79 | $19.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 60 | $14.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 56 | $13.8K | 0.00% | −14−20.0% | Reduced |
| Rise Advisors, LLC | 48 | $11.8K | 0.01% | +48 | New |
| CWM, LLC | 44 | $11.0K | 0.00% | +16+57.1% | Added |
| Mather Group, LLC. | 63 | $10.9K | 0.00% | +63 | New |
| Park Place Capital Corp | 41 | $10.1K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 37 | $9.00K | 0.00% | +9+32.1% | Added |
| Iron Horse Wealth Management, LLC | 36 | $8.88K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 32 | $7.90K | 0.00% | −8−20.0% | Reduced |
| Bell Investment Advisors, Inc | 30 | $7.40K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 27 | $6.66K | 0.00% | +27 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24 | $5.92K | 0.00% | +24 | New |
| GAMMA Investing LLC | 19 | $4.69K | 0.00% | +5+35.7% | Added |
| Group One Trading, L.P. | 15 | $3.70K | 0.00% | −582−97.5% | Reduced |
| Hollencrest Capital Management | 15 | $3.70K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $3.70K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $2.47K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9 | $2.22K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8 | $1.97K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 8 | $1.96K | 0.00% | +8 | New |
| West Paces Advisors Inc. | 6 | $1.48K | 0.00% | −19−76.0% | Reduced |
| Massmutual Trust Co FSB | 5 | $1.23K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $1.23K | 0.00% | +5 | New |
| EverSource Wealth Advisors, LLC | 5 | $1.13K | 0.00% | +5 | New |
| Institutional & Family Asset Management, LLC | 4 | $987 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $987 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $987 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $493 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $247 | 0.00% | +1 | New |
| 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 |