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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 $3.78B in total; no superinvestor holds it.

13F holders, Q2 2024

Institutional positions in Appfolio Inc as of Jun 30, 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
391
+28 vs. Q1 2024
Shares held
19.0M
−675.4K (−3.4%) vs. Q1 2024
Total value
$4.61B
−$233.3M (−4.8%) vs. Q1 2024
New holders
72
142 more added
Sold out
44
125 more reduced

3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 391 institutions
Q1 2021: 158 institutionsQ2 2021: 160 institutionsQ3 2021: 155 institutionsQ4 2021: 150 institutionsQ1 2022: 174 institutionsQ2 2022: 156 institutionsQ3 2022: 163 institutionsQ4 2022: 188 institutionsQ1 2023: 193 institutionsQ2 2023: 214 institutionsQ3 2023: 246 institutionsQ4 2023: 296 institutionsQ1 2024: 366 institutionsQ2 2024: 391 institutionsQ3 2024: 385 institutionsQ4 2024: 388 institutionsQ1 2025: 381 institutionsQ2 2025: 385 institutionsQ3 2025: 411 institutionsQ4 2025: 404 institutionsQ1 2026: 399 institutionsQ2 2026: 394 institutions
Value heldQ2 2024: $4.71B
Q1 2021: $2.29BQ2 2021: $2.29BQ3 2021: $1.93BQ4 2021: $1.95BQ1 2022: $6.67BQ2 2022: $1.46BQ3 2022: $1.70BQ4 2022: $1.67BQ1 2023: $2.05BQ2 2023: $2.78BQ3 2023: $3.04BQ4 2023: $3.15BQ1 2024: $5.18BQ2 2024: $4.71BQ3 2024: $4.54BQ4 2024: $4.70BQ1 2025: $4.39BQ2 2025: $4.75BQ3 2025: $5.53BQ4 2025: $4.88BQ1 2026: $3.41BQ2 2026: $3.78B
Institutions holding APPF and their total value by quarter
QuarterHoldersValue
Q2 2026394$3.78B
Q1 2026399$3.41B
Q4 2025404$4.88B
Q3 2025411$5.53B
Q2 2025385$4.75B
Q1 2025381$4.39B
Q4 2024388$4.70B
Q3 2024385$4.54B
Q2 2024391$4.71B
Q1 2024366$5.18B
Q4 2023296$3.15B
Q3 2023246$3.04B
Q2 2023214$2.78B
Q1 2023193$2.05B
Q4 2022188$1.67B
Q3 2022163$1.70B
Q2 2022156$1.46B
Q1 2022174$6.67B
Q4 2021150$1.95B
Q3 2021155$1.93B
Q2 2021160$2.29B
Q1 2021158$2.29B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q1 2024.

Institutions holding APPF in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc2,160,115$528.3M0.01%+7,489+0.3%Added
BlackRock Inc.2,158,592$527.9M0.01%−426,196−16.5%Reduced
Ashe Capital Management, LP1,397,308$341.7M28.21%−50,725−3.5%Reduced
Brown Capital Management LLC910,179$222.6M4.50%−225,753−19.9%Reduced
State Street Corp603,898$147.7M0.01%−96,172−13.7%Reduced
Gilder Gagnon Howe & Co LLC559,996$137.0M1.72%−9,436−1.7%Reduced
Geode Capital Management, LLC380,289$93.0M0.01%−79,634−17.3%Reduced
Fred Alger Management, LLC358,883$87.8M0.43%−101,257−22.0%Reduced
DF Dent & Co Inc319,510$78.1M1.01%−66,402−17.2%Reduced
Invesco Ltd.318,928$78.0M0.02%+114,129+55.7%Added
Nellore Capital Management LLC279,449$68.3M10.31%+822+0.3%Added
GW&K Investment Management, LLC274,021$67.0M0.61%−8,784−3.1%Reduced
T. Rowe Price Investment Management, Inc.268,445$65.7M0.04%+81,318+43.5%Added
New York State Common Retirement Fund265,176$64.9M0.09%−23,483−8.1%Reduced
Norges Bank261,716$64.0M0.01%+43,832+20.1%Added
Lord, Abbett & Co. LLC252,081$61.7M0.20%−5,149−2.0%Reduced
Macquarie Group Ltd251,518$61.5M0.07%+251,518New
Bank of New York Mellon Corp241,801$59.1M0.01%+28,673+13.5%Added
Price T Rowe Associates Inc240,219$58.8M0.01%−8,014−3.2%Reduced
Northern Trust Corp237,700$58.1M0.01%+30,208+14.6%Added
Driehaus Capital Management LLC227,632$55.7M0.54%+32,633+16.7%Added
Renaissance Technologies LLC219,000$53.6M0.09%−38,500−15.0%Reduced
Squarepoint Ops LLC185,034$45.3M0.17%+120,835+188.2%Added
Baird Financial Group, Inc.178,780$43.7M0.09%+1,064+0.6%Added
Morgan Stanley174,694$42.7M0.00%−260,175−59.8%Reduced
Franklin Resources Inc174,269$42.6M0.01%+117,516+207.1%Added
Zeno Equity Partners LLP172,564$42.2M11.32%−33,217−16.1%Reduced
Nuveen Asset Management, LLC168,108$41.1M0.01%−39,661−19.1%Reduced
JPMorgan Chase & Co156,201$38.2M0.00%−10,745−6.4%Reduced
Principal Financial Group Inc153,134$37.5M0.02%+1,488+1.0%Added
Charles Schwab Investment Management Inc152,674$37.3M0.01%−29,958−16.4%Reduced
Fuller & Thaler Asset Management, Inc.147,961$36.2M0.15%+32,002+27.6%Added
Goldman Sachs Group Inc125,178$30.6M0.01%+58,282+87.1%Added
First Trust Advisors LP120,765$29.5M0.03%+19,286+19.0%Added
Eagle Asset Management Inc117,688$28.6M0.15%−7,679−6.1%Reduced
UBS Asset Management Americas Inc116,876$28.6M0.01%+32,368+38.3%Added
Greenstone Partners & Co., LLC113,067$27.7M11.55%00.0%Unchanged
Los Angeles Capital Management LLC109,850$26.9M0.10%+92,034+516.6%Added
Artisan Partners Limited Partnership108,639$26.6M0.04%+21,457+24.6%Added
Wellington Management Group LLP105,182$25.7M0.00%−18,461−14.9%Reduced
Mission Wealth Management, LP101,017$24.7M0.67%+58,152+135.7%Added
Victory Capital Management Inc100,340$24.5M0.02%−4,386−4.2%Reduced
WCM Investment Management, LLC88,664$22.1M0.05%+2,417+2.8%Added
Long Walk Management LP89,500$21.9M10.33%−53,500−37.4%Reduced
Jane Street Group, LLC88,546$21.7M0.02%+57,095+181.5%Added
Millennium Management LLC86,779$21.2M0.02%−45,802−34.5%Reduced
Insight Holdings Group, LLC86,461$21.1M0.73%00.0%Unchanged
Ranger Investment Management, L.P.85,889$21.0M1.43%−1,075−1.2%Reduced
Jennison Associates LLC85,474$20.9M0.01%+16,999+24.8%Added
Dimensional Fund Advisors LP84,151$20.6M0.01%+13,110+18.5%Added
Manchester Global Management (UK) Ltd83,589$20.4M3.59%+38,000+83.4%Added
Jackson Square Partners, LLC82,652$20.2M1.23%−4,759−5.4%Reduced
12 West Capital Management LP80,000$19.6M2.01%−45,000−36.0%Reduced
Prudential Financial Inc70,302$17.2M0.03%+8,353+13.5%Added
Bridgewater Associates, LP65,350$16.0M0.08%−5,863−8.2%Reduced
Ameriprise Financial Inc61,934$15.1M0.00%+28,464+85.0%Added
Rhumbline Advisers60,963$14.9M0.01%−331−0.5%Reduced
Blair William & Co60,819$14.9M0.05%−1,446−2.3%Reduced
Atika Capital Management LLC59,000$14.4M1.67%−10,000−14.5%Reduced
AQR Capital Management LLC58,540$14.3M0.02%+22,849+64.0%Added
Bank of America Corp57,904$14.2M0.00%−9,434−14.0%Reduced
D. E. Shaw & Co., Inc.54,907$13.4M0.02%−13,177−19.4%Reduced
Cubist Systematic Strategies, LLC53,124$13.0M0.22%+53,124New
Nicholas Investment Partners, LP48,466$11.9M1.23%+4,928+11.3%Added
Qube Research & Technologies Ltd47,864$11.7M0.02%+47,864New
Federated Hermes, Inc.43,754$10.7M0.03%−10,064−18.7%Reduced
Man Group plc43,677$10.7M0.03%+9,660+28.4%Added
Great West Life Assurance Co40,996$10.0M0.02%−492−1.2%Reduced
Swiss National Bank40,700$9.95M0.01%+2,300+6.0%Added
Susquehanna Fundamental Investments, LLC40,100$9.81M0.23%+40,100New
Jupiter Asset Management Ltd39,620$9.69M0.09%+16,169+68.9%Added
Moran Wealth Management, LLC39,483$9.66M0.32%+3,581+10.0%Added
EULAV Asset Management39,449$9.65M0.26%+28,547+261.9%Added
Russell Investments Group, Ltd.38,819$9.49M0.02%−9,088−19.0%Reduced
SEI Investments Co38,279$9.36M0.01%+241+0.6%Added
Pier Capital, LLC38,125$9.32M1.39%−3,477−8.4%Reduced
Next Century Growth Investors LLC38,052$9.31M0.77%+10,000+35.6%Added
Spence Asset Management149,240$9.21M2.29%+112,024+301.0%Added
Vista Equity Partners Management, LLC33,297$8.14M0.22%+11,042+49.6%Added
Envestnet Asset Management Inc32,566$7.96M0.00%−3,263−9.1%Reduced
Castleark Management LLC31,600$7.73M0.32%−270−0.8%Reduced
Legal & General Group Plc31,600$7.73M0.00%+1,901+6.4%Added
BNP Paribas Arbitrage, SA30,808$7.53M0.01%−25,258−45.1%Reduced
Trexquant Investment LP29,178$7.14M0.11%+11,340+63.6%Added
Corebridge Financial, Inc.26,822$6.56M0.04%+26,822New
Alliancebernstein L.P.26,439$6.47M0.00%−16,397−38.3%Reduced
Royal Bank of Canada26,418$6.46M0.00%−12,109−31.4%Reduced
Hillsdale Investment Management Inc.25,990$6.36M0.50%−1,940−6.9%Reduced
Retirement Systems of Alabama25,903$6.34M0.02%+254+1.0%Added
1832 Asset Management L.P.25,200$6.16M0.01%+25,200New
Susquehanna International Group, LLP24,269$5.94M0.01%+20,800+599.6%Added
Picton Mahoney Asset Management24,101$5.89M0.25%−17−0.1%Reduced
HRT Financial LP23,595$5.77M0.03%+23,595New
Zevenbergen Capital Investments LLC22,450$5.49M0.12%+22,450New
Arrowstreet Capital, Limited Partnership21,533$5.27M0.00%−38,938−64.4%Reduced
Assenagon Asset Management S.A.20,403$4.99M0.01%−134,724−86.8%Reduced
California State Teachers Retirement System20,277$4.96M0.01%+801+4.1%Added
Moody Aldrich Partners LLC19,809$4.84M0.94%−2,234−10.1%Reduced
Algert Global LLC19,057$4.66M0.16%−17,340−47.6%Reduced
Natixis Advisors, L.P.18,561$4.54M0.01%−3,762−16.9%Reduced