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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 $3.77B 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: 162 institutionsQ4 2022: 188 institutionsQ1 2023: 193 institutionsQ2 2023: 214 institutionsQ3 2023: 246 institutionsQ4 2023: 295 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: $4.61B
Q1 2021: $2.29BQ2 2021: $2.29BQ3 2021: $1.93BQ4 2021: $1.95BQ1 2022: $1.78BQ2 2022: $1.46BQ3 2022: $1.70BQ4 2022: $1.67BQ1 2023: $2.05BQ2 2023: $2.78BQ3 2023: $3.01BQ4 2023: $3.01BQ1 2024: $4.86BQ2 2024: $4.61BQ3 2024: $4.50BQ4 2024: $4.70BQ1 2025: $4.38BQ2 2025: $4.73BQ3 2025: $5.52BQ4 2025: $4.88BQ1 2026: $3.41BQ2 2026: $3.77B
Institutions holding APPF and their total value by quarter
QuarterHoldersValue
Q2 2026394$3.77B
Q1 2026399$3.41B
Q4 2025404$4.88B
Q3 2025411$5.52B
Q2 2025385$4.73B
Q1 2025381$4.38B
Q4 2024388$4.70B
Q3 2024385$4.50B
Q2 2024391$4.61B
Q1 2024366$4.86B
Q4 2023295$3.01B
Q3 2023246$3.01B
Q2 2023214$2.78B
Q1 2023193$2.05B
Q4 2022188$1.67B
Q3 2022162$1.70B
Q2 2022156$1.46B
Q1 2022174$1.78B
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
Federation des caisses Desjardins du Quebec2$4890.00%+2New
Riggs Asset Managment Co. Inc.2$4900.00%+2New
Abich Financial Wealth Management LLC3$7340.00%+3New
Institutional & Family Asset Management, LLC4$9780.00%00.0%Unchanged
Versant Capital Management, Inc4$9780.00%00.0%Unchanged
Rothschild Investment LLC4$9780.00%+2+100.0%Added
Abound Wealth Management4$9790.00%00.0%Unchanged
TD Private Client Wealth LLC5$1.22K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.8$1.96K0.00%00.0%Unchanged
Continuum Advisory, LLC8$1.96K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc8$1.96K0.00%+8New
Capital Advisors, Ltd. LLC8$2.00K0.00%00.0%Unchanged
Anfield Capital Management, LLC9$2.20K0.00%+9New
Manchester Capital Management LLC10$2.45K0.00%+1+11.1%Added
Jones Financial Companies LLLP10$2.45K0.00%+10New
Umb Bank N A13$3.18K0.00%+13New
Hollencrest Capital Management15$3.67K0.00%00.0%Unchanged
Bogart Wealth, LLC15$3.67K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.16$3.91K0.00%+16New
Financial Network Wealth Advisors LLC16$3.91K0.00%+16New
EverSource Wealth Advisors, LLC18$3.99K0.00%+13+260.0%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC20$4.89K0.00%−4−16.7%Reduced
Redwood Wealth Management Group, LLC20$4.89K0.00%+20New
Rakuten Securities, Inc.20$4.89K0.00%+20New
Salem Investment Counselors Inc21$5.14K0.00%+21New
Private Wealth Management Group, LLC24$5.87K0.00%+14+140.0%Added
Massmutual Trust Co FSB24$5.87K0.00%+19+380.0%Added
Smartleaf Asset Management LLC24$5.97K0.00%+24New
Clearstead Advisors, LLC25$6.12K0.00%+25New
Asset Dedication, LLC25$6.12K0.00%+25New
Mather Group, LLC.31$7.65K0.00%−32−50.8%Reduced
Iron Horse Wealth Management, LLC36$8.80K0.00%00.0%Unchanged
Ci Investments Inc.35$9.00K0.00%−2−5.4%Reduced
MCF Advisors LLC37$9.05K0.00%+5+15.6%Added
Bell Investment Advisors, Inc38$9.29K0.00%+8+26.7%Added
Park Place Capital Corp41$10.0K0.00%00.0%Unchanged
Rise Advisors, LLC48$11.7K0.01%00.0%Unchanged
Opal Wealth Advisors, LLC50$12.2K0.00%+50New
Migdal Insurance & Financial Holdings Ltd.58$14.0K0.00%−26−31.0%Reduced
Principal Securities, Inc.60$14.7K0.00%+4+7.1%Added
Ronald Blue Trust, Inc.63$15.5K0.00%+63New
Innealta Capital, LLC69$16.9K0.01%+69New
Fifth Third Bancorp84$20.5K0.00%+84New
Plato Investment Management Ltd86$21.0K0.00%00.0%Unchanged
Private Trust Co NA87$21.3K0.00%00.0%Unchanged
Lindbrook Capital, LLC87$21.3K0.00%+8+10.1%Added
Global Retirement Partners, LLC89$21.8K0.00%+29+48.3%Added
Steward Partners Investment Advisory, LLC90$22.0K0.00%00.0%Unchanged
Group One Trading, L.P.94$23.0K0.00%+79+526.7%Added
IFP Advisors, Inc100$24.5K0.00%00.0%Unchanged
Bessemer Group Inc128$31.0K0.00%+37+40.7%Added
GAMMA Investing LLC131$32.0K0.00%+112+589.5%Added
Citadel Advisors LLC143$35.0K0.00%−36,543−99.6%Reduced
Arcadia Investment Management Corp144$35.2K0.01%+22+18.0%Added
Allworth Financial LP134$35.2K0.00%−2−1.5%Reduced
CWM, LLC149$36.0K0.00%+105+238.6%Added
Huntington National Bank163$39.9K0.00%−5−3.0%Reduced
Signaturefd, LLC188$46.0K0.00%+12+6.8%Added
Ibex Wealth Advisors200$48.9K0.01%+200New
Northwestern Mutual Wealth Management Co213$52.1K0.00%+186+688.9%Added
Quarry LP238$58.2K0.02%+142+147.9%Added
Advisors Asset Management, Inc.249$60.9K0.00%+69+38.3%Added
First Horizon Advisors, Inc.278$68.0K0.00%−20−6.7%Reduced
Assetmark, Inc319$78.0K0.00%+18+6.0%Added
C M Bidwell & Associates Ltd339$82.9K0.06%00.0%Unchanged
Exchange Traded Concepts, LLC378$92.4K0.00%+42+12.5%Added
Harvest Fund Management Co., Ltd404$99.0K0.01%+108+36.5%Added
Harbor Investment Advisory, LLC467$114.2K0.01%00.0%Unchanged
Covestor Ltd492$120.0K0.08%−58−10.5%Reduced
KBC Group NV506$124.0K0.00%00.0%Unchanged
Parallel Advisors, LLC593$145.0K0.00%+15+2.6%Added
Catalyst Funds Management Pty Ltd600$146.7K0.04%+600New
Northwest & Ethical Investments L.P.625$152.9K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC690$168.8K0.00%+6+0.9%Added
Twin Tree Management, LP717$175.4K0.01%−23,002−97.0%Reduced
Quadrant Capital Group LLC801$195.9K0.01%+1+0.1%Added
Axxcess Wealth Management, LLC840$205.4K0.01%00.0%Unchanged
Linden Thomas Advisory Services, LLC841$205.7K0.03%+841New
Shelton Capital Management853$208.6K0.01%+853New
RiverPark Advisors, LLC867$212.0K0.18%+199+29.8%Added
Ashton Thomas Private Wealth, LLC871$213.0K0.01%+25+3.0%Added
Kensington Investment Counsel, LLC900$220.1K0.10%00.0%Unchanged
GWM Advisors LLC903$220.8K0.00%+903New
Vident Advisory, LLC930$227.5K0.01%+80+9.4%Added
Gordian Capital Singapore Pte Ltd1,082$227.9K0.13%+1,082New
Atria Investments LLC944$230.9K0.00%+944New
Cresset Asset Management, LLC955$233.6K0.00%+62+6.9%Added
HighTower Advisors, LLC972$237.0K0.00%−154−13.7%Reduced
Navellier & Associates Inc1,000$244.6K0.03%00.0%Unchanged
Davis R M Inc1,000$244.6K0.00%00.0%Unchanged
Prio Wealth Limited Partnership1,000$244.6K0.01%00.0%Unchanged
Steel Peak Wealth Management LLC1,000$244.6K0.01%00.0%Unchanged
Congress Wealth Management LLC1,000$244.6K0.00%00.0%Unchanged
Virtu Financial LLC1,000$245.0K0.02%−925−48.1%Reduced
Mercer Global Advisors Inc1,028$251.4K0.00%−8−0.8%Reduced
O'Shaughnessy Asset Management, LLC1,030$251.9K0.00%−265−20.5%Reduced
Sax Wealth Advisors, LLC1,035$253.1K0.02%+1,035New
MML Investors Services, LLC1,046$256.0K0.00%−491−31.9%Reduced
Nebula Research & Development LLC1,052$257.3K0.04%−730−41.0%Reduced
Convergence Investment Partners, LLC1,073$262.4K0.08%+1,073New