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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
First Foundation Advisors1,098$268.5K0.01%00.0%Unchanged
Mackenzie Financial Corp1,108$271.0K0.00%00.0%Unchanged
First Bank & Trust1,190$291.0K0.06%−15−1.2%Reduced
Cullinan Associates Inc1,200$293.5K0.02%00.0%Unchanged
Utah Retirement Systems1,200$293.5K0.00%+1,200New
Cerity Partners LLC1,200$293.5K0.00%−282−19.0%Reduced
Lewis Asset Management, LLC1,205$294.7K0.23%+21+1.8%Added
Cambridge Investment Research Advisors, Inc.1,215$297.0K0.00%+64+5.6%Added
Envestnet Portfolio Solutions, Inc.1,216$297.4K0.00%−30−2.4%Reduced
Deutsche Bank AG1,262$308.6K0.00%−69,694−98.2%Reduced
Stifel Financial Corp1,278$312.6K0.00%−193−13.1%Reduced
Diversify Wealth Management, LLC1,562$319.2K0.04%+1,562New
Laurion Capital Management LP1,310$320.4K0.01%+1,310New
Crossmark Global Holdings, Inc.1,324$324.0K0.01%+1,324New
Toroso Investments, LLC1,385$338.7K0.00%+1,385New
Mirabella Financial Services LLP1,395$341.2K0.02%+34+2.5%Added
nVerses Capital, LLC1,500$366.9K0.22%+1,400+1,400.0%Added
US Bancorp1,508$368.8K0.00%+64+4.4%Added
Captrust Financial Advisors1,544$377.6K0.00%+140+10.0%Added
DekaBank Deutsche Girozentrale1,523$378.0K0.00%+559+58.0%Added
Corton Capital Inc.1,554$380.1K0.20%+252+19.4%Added
Mutual Advisors, LLC1,677$384.1K0.01%+244+17.0%Added
HMS Capital Management, LLC1,590$388.9K0.20%00.0%Unchanged
Seaport Global Advisors, LLC1,630$398.6K1.43%+1,630New
Scientech Research LLC1,665$407.2K0.08%+1,665New
Securian Asset Management, Inc1,680$410.9K0.01%00.0%Unchanged
Maryland State Retirement & Pension System1,713$418.9K0.01%+1,713New
Delap Wealth Advisory, LLC1,720$420.7K0.19%−22,068−92.8%Reduced
Fox Run Management, L.L.C.1,727$422.4K0.08%+1,727New
JustInvest LLC1,759$430.2K0.01%+574+48.4%Added
Private Advisor Group, LLC1,799$440.0K0.00%−310−14.7%Reduced
South Dakota Investment Council1,800$440.0K0.01%+1,800New
LVZ Advisors, Inc.1,803$441.0K0.06%+1+0.1%Added
Simplex Trading, LLC1,817$444.0K0.01%+924+103.5%Added
Verdence Capital Advisors LLC1,822$445.6K0.04%−519−22.2%Reduced
Cetera Investment Advisers1,841$450.3K0.00%+656+55.4%Added
Two Sigma Investments, LP2,022$494.5K0.00%−7,229−78.1%Reduced
Centiva Capital, LP2,055$502.6K0.02%+43+2.1%Added
Unique Wealth Strategies, LLC2,040$503.3K0.24%00.0%Unchanged
Mariner, LLC2,088$510.7K0.00%+659+46.1%Added
NBC Securities, Inc.2,094$512.0K0.05%−609−22.5%Reduced
Marshall Wace, LLP2,107$515.3K0.00%−83,249−97.5%Reduced
Creative Planning2,142$523.9K0.00%+867+68.0%Added
Aigen Investment Management, LP2,163$529.0K0.10%−2,266−51.2%Reduced
Glenmede Trust Co NA2,235$546.6K0.00%−89−3.8%Reduced
State of Alaska, Department of Revenue2,300$562.0K0.01%00.0%Unchanged
HSBC Holdings PLC2,359$574.0K0.00%+1,309+124.7%Added
Public Employees Retirement Association of Colorado2,354$576.0K0.00%−115−4.7%Reduced
Truist Financial Corp2,467$603.4K0.00%+280+12.8%Added
Beacon Pointe Advisors, LLC2,511$614.1K0.01%+2+0.1%Added
The PNC Financial Services Group, Inc.2,531$619.0K0.00%−290−10.3%Reduced
Curbstone Financial Management Corp2,560$626.1K0.14%00.0%Unchanged
TownSquare Capital, LLC2,638$645.2K0.01%−133−4.8%Reduced
Aviva PLC2,687$657.2K0.00%+2,687New
Independent Advisor Alliance2,702$660.8K0.02%+220+8.9%Added
Connor, Clark & Lunn Investment Management Ltd.2,779$679.7K0.00%+2,779New
Keebeck Alpha, LP2,796$683.8K0.50%+1,385+98.2%Added
Cornercap Investment Counsel Inc2,828$691.6K0.11%+3+0.1%Added
Belpointe Asset Management LLC2,839$694.3K0.05%+1,844+185.3%Added
Fortis Capital Advisors, LLC2,839$694.3K0.25%+1,844+185.3%Added
Calamos Advisors LLC2,849$696.8K0.00%−432−13.2%Reduced
Pictet Asset Management Holding SA2,873$702.6K0.00%+495+20.8%Added
Prelude Capital Management, LLC2,946$720.5K0.06%+1,467+99.2%Added
SpiderRock Advisors, LLC2,980$728.8K0.02%00.0%Unchanged
Capital Impact Advisors, LLC3,017$737.9K2.08%+3,017New
Cynosure Management, LLC3,063$749.1K0.12%+249+8.8%Added
State of Wyoming3,084$754.3K0.12%+654+26.9%Added
Pacer Advisors, Inc.3,119$762.8K0.00%+3,119New
Bank of Montreal3,125$778.4K0.00%−789−20.2%Reduced
Commerce Bank3,233$790.7K0.01%00.0%Unchanged
Illinois Municipal Retirement Fund3,281$802.4K0.01%00.0%Unchanged
Two Sigma Advisers, LP3,300$807.1K0.00%−13,386−80.2%Reduced
XTX Topco Ltd3,302$807.6K0.07%+3,302New
DC Investments Management, LLC3,323$812.7K0.69%00.0%Unchanged
Pearl River Capital, LLC3,346$818.3K0.13%+3,346New
Harbor Capital Advisors, Inc.3,374$825.0K0.06%+287+9.3%Added
Arlington Financial Advisors, LLC3,452$844.3K0.19%−182−5.0%Reduced
Commonwealth Equity Services, LLC3,454$845.0K0.00%+636+22.6%Added
PEAK6 Investments LLC3,520$860.9K0.04%+755+27.3%Added
Handelsbanken Fonder AB3,600$880.0K0.00%00.0%Unchanged
ProShare Advisors LLC3,630$887.8K0.00%+102+2.9%Added
American Century Companies Inc3,631$888.0K0.00%+257+7.6%Added
Hancock Whitney Corp3,652$893.2K0.03%+3,652New
Winton Group Ltd3,836$938.2K0.06%+3,836New
SG Americas Securities, LLC3,895$953.0K0.01%+2,397+160.0%Added
Penserra Capital Management LLC3,922$959.0K0.01%−3,783−49.1%Reduced
Oberndorf William E3,939$963.4K1.69%−13,494−77.4%Reduced
New York State Teachers Retirement System4,013$981.0K0.00%+836+26.3%Added
Raymond James & Associates4,075$996.6K0.00%+37+0.9%Added
NorthCrest Asset Manangement, LLC4,145$1.01M0.03%00.0%Unchanged
New Mexico Educational Retirement Board4,200$1.03M0.04%+4,200New
Versor Investments LP4,202$1.03M0.19%+4,202New
STRS Ohio4,253$1.04M0.00%−1,247−22.7%Reduced
Gladius Capital Management LP4,308$1.05M1.05%+4,308New
Oregon Public Employees Retirement Fund4,342$1.06M0.02%−658−13.2%Reduced
Jacobs Levy Equity Management, Inc4,401$1.08M0.00%−18,469−80.8%Reduced
Ameritas Investment Partners, Inc.4,500$1.10M0.04%−1,934−30.1%Reduced
Jackson Creek Investment Advisors LLC4,569$1.12M0.41%−8−0.2%Reduced
Advisor Group Holdings, Inc.4,616$1.13M0.00%−6,513−58.5%Reduced
PDT Partners, LLC4,633$1.13M0.11%+25+0.5%Added