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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Foundation Advisors | 1,098 | $268.5K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 1,108 | $271.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 1,190 | $291.0K | 0.06% | −15−1.2% | Reduced |
| Cullinan Associates Inc | 1,200 | $293.5K | 0.02% | 00.0% | Unchanged |
| Utah Retirement Systems | 1,200 | $293.5K | 0.00% | +1,200 | New |
| Cerity Partners LLC | 1,200 | $293.5K | 0.00% | −282−19.0% | Reduced |
| Lewis Asset Management, LLC | 1,205 | $294.7K | 0.23% | +21+1.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,215 | $297.0K | 0.00% | +64+5.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,216 | $297.4K | 0.00% | −30−2.4% | Reduced |
| Deutsche Bank AG | 1,262 | $308.6K | 0.00% | −69,694−98.2% | Reduced |
| Stifel Financial Corp | 1,278 | $312.6K | 0.00% | −193−13.1% | Reduced |
| Diversify Wealth Management, LLC | 1,562 | $319.2K | 0.04% | +1,562 | New |
| Laurion Capital Management LP | 1,310 | $320.4K | 0.01% | +1,310 | New |
| Crossmark Global Holdings, Inc. | 1,324 | $324.0K | 0.01% | +1,324 | New |
| Toroso Investments, LLC | 1,385 | $338.7K | 0.00% | +1,385 | New |
| Mirabella Financial Services LLP | 1,395 | $341.2K | 0.02% | +34+2.5% | Added |
| nVerses Capital, LLC | 1,500 | $366.9K | 0.22% | +1,400+1,400.0% | Added |
| US Bancorp | 1,508 | $368.8K | 0.00% | +64+4.4% | Added |
| Captrust Financial Advisors | 1,544 | $377.6K | 0.00% | +140+10.0% | Added |
| DekaBank Deutsche Girozentrale | 1,523 | $378.0K | 0.00% | +559+58.0% | Added |
| Corton Capital Inc. | 1,554 | $380.1K | 0.20% | +252+19.4% | Added |
| Mutual Advisors, LLC | 1,677 | $384.1K | 0.01% | +244+17.0% | Added |
| HMS Capital Management, LLC | 1,590 | $388.9K | 0.20% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 1,630 | $398.6K | 1.43% | +1,630 | New |
| Scientech Research LLC | 1,665 | $407.2K | 0.08% | +1,665 | New |
| Securian Asset Management, Inc | 1,680 | $410.9K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 1,713 | $418.9K | 0.01% | +1,713 | New |
| Delap Wealth Advisory, LLC | 1,720 | $420.7K | 0.19% | −22,068−92.8% | Reduced |
| Fox Run Management, L.L.C. | 1,727 | $422.4K | 0.08% | +1,727 | New |
| JustInvest LLC | 1,759 | $430.2K | 0.01% | +574+48.4% | Added |
| Private Advisor Group, LLC | 1,799 | $440.0K | 0.00% | −310−14.7% | Reduced |
| South Dakota Investment Council | 1,800 | $440.0K | 0.01% | +1,800 | New |
| LVZ Advisors, Inc. | 1,803 | $441.0K | 0.06% | +1+0.1% | Added |
| Simplex Trading, LLC | 1,817 | $444.0K | 0.01% | +924+103.5% | Added |
| Verdence Capital Advisors LLC | 1,822 | $445.6K | 0.04% | −519−22.2% | Reduced |
| Cetera Investment Advisers | 1,841 | $450.3K | 0.00% | +656+55.4% | Added |
| Two Sigma Investments, LP | 2,022 | $494.5K | 0.00% | −7,229−78.1% | Reduced |
| Centiva Capital, LP | 2,055 | $502.6K | 0.02% | +43+2.1% | Added |
| Unique Wealth Strategies, LLC | 2,040 | $503.3K | 0.24% | 00.0% | Unchanged |
| Mariner, LLC | 2,088 | $510.7K | 0.00% | +659+46.1% | Added |
| NBC Securities, Inc. | 2,094 | $512.0K | 0.05% | −609−22.5% | Reduced |
| Marshall Wace, LLP | 2,107 | $515.3K | 0.00% | −83,249−97.5% | Reduced |
| Creative Planning | 2,142 | $523.9K | 0.00% | +867+68.0% | Added |
| Aigen Investment Management, LP | 2,163 | $529.0K | 0.10% | −2,266−51.2% | Reduced |
| Glenmede Trust Co NA | 2,235 | $546.6K | 0.00% | −89−3.8% | Reduced |
| State of Alaska, Department of Revenue | 2,300 | $562.0K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 2,359 | $574.0K | 0.00% | +1,309+124.7% | Added |
| Public Employees Retirement Association of Colorado | 2,354 | $576.0K | 0.00% | −115−4.7% | Reduced |
| Truist Financial Corp | 2,467 | $603.4K | 0.00% | +280+12.8% | Added |
| Beacon Pointe Advisors, LLC | 2,511 | $614.1K | 0.01% | +2+0.1% | Added |
| The PNC Financial Services Group, Inc. | 2,531 | $619.0K | 0.00% | −290−10.3% | Reduced |
| Curbstone Financial Management Corp | 2,560 | $626.1K | 0.14% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 2,638 | $645.2K | 0.01% | −133−4.8% | Reduced |
| Aviva PLC | 2,687 | $657.2K | 0.00% | +2,687 | New |
| Independent Advisor Alliance | 2,702 | $660.8K | 0.02% | +220+8.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,779 | $679.7K | 0.00% | +2,779 | New |
| Keebeck Alpha, LP | 2,796 | $683.8K | 0.50% | +1,385+98.2% | Added |
| Cornercap Investment Counsel Inc | 2,828 | $691.6K | 0.11% | +3+0.1% | Added |
| Belpointe Asset Management LLC | 2,839 | $694.3K | 0.05% | +1,844+185.3% | Added |
| Fortis Capital Advisors, LLC | 2,839 | $694.3K | 0.25% | +1,844+185.3% | Added |
| Calamos Advisors LLC | 2,849 | $696.8K | 0.00% | −432−13.2% | Reduced |
| Pictet Asset Management Holding SA | 2,873 | $702.6K | 0.00% | +495+20.8% | Added |
| Prelude Capital Management, LLC | 2,946 | $720.5K | 0.06% | +1,467+99.2% | Added |
| SpiderRock Advisors, LLC | 2,980 | $728.8K | 0.02% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 3,017 | $737.9K | 2.08% | +3,017 | New |
| Cynosure Management, LLC | 3,063 | $749.1K | 0.12% | +249+8.8% | Added |
| State of Wyoming | 3,084 | $754.3K | 0.12% | +654+26.9% | Added |
| Pacer Advisors, Inc. | 3,119 | $762.8K | 0.00% | +3,119 | New |
| Bank of Montreal | 3,125 | $778.4K | 0.00% | −789−20.2% | Reduced |
| Commerce Bank | 3,233 | $790.7K | 0.01% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 3,281 | $802.4K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 3,300 | $807.1K | 0.00% | −13,386−80.2% | Reduced |
| XTX Topco Ltd | 3,302 | $807.6K | 0.07% | +3,302 | New |
| DC Investments Management, LLC | 3,323 | $812.7K | 0.69% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 3,346 | $818.3K | 0.13% | +3,346 | New |
| Harbor Capital Advisors, Inc. | 3,374 | $825.0K | 0.06% | +287+9.3% | Added |
| Arlington Financial Advisors, LLC | 3,452 | $844.3K | 0.19% | −182−5.0% | Reduced |
| Commonwealth Equity Services, LLC | 3,454 | $845.0K | 0.00% | +636+22.6% | Added |
| PEAK6 Investments LLC | 3,520 | $860.9K | 0.04% | +755+27.3% | Added |
| Handelsbanken Fonder AB | 3,600 | $880.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 3,630 | $887.8K | 0.00% | +102+2.9% | Added |
| American Century Companies Inc | 3,631 | $888.0K | 0.00% | +257+7.6% | Added |
| Hancock Whitney Corp | 3,652 | $893.2K | 0.03% | +3,652 | New |
| Winton Group Ltd | 3,836 | $938.2K | 0.06% | +3,836 | New |
| SG Americas Securities, LLC | 3,895 | $953.0K | 0.01% | +2,397+160.0% | Added |
| Penserra Capital Management LLC | 3,922 | $959.0K | 0.01% | −3,783−49.1% | Reduced |
| Oberndorf William E | 3,939 | $963.4K | 1.69% | −13,494−77.4% | Reduced |
| New York State Teachers Retirement System | 4,013 | $981.0K | 0.00% | +836+26.3% | Added |
| Raymond James & Associates | 4,075 | $996.6K | 0.00% | +37+0.9% | Added |
| NorthCrest Asset Manangement, LLC | 4,145 | $1.01M | 0.03% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 4,200 | $1.03M | 0.04% | +4,200 | New |
| Versor Investments LP | 4,202 | $1.03M | 0.19% | +4,202 | New |
| STRS Ohio | 4,253 | $1.04M | 0.00% | −1,247−22.7% | Reduced |
| Gladius Capital Management LP | 4,308 | $1.05M | 1.05% | +4,308 | New |
| Oregon Public Employees Retirement Fund | 4,342 | $1.06M | 0.02% | −658−13.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 4,401 | $1.08M | 0.00% | −18,469−80.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,500 | $1.10M | 0.04% | −1,934−30.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,569 | $1.12M | 0.41% | −8−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 4,616 | $1.13M | 0.00% | −6,513−58.5% | Reduced |
| PDT Partners, LLC | 4,633 | $1.13M | 0.11% | +25+0.5% | Added |