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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
Susquehanna International Group, LLP24,269$5.94M0.01%+20,800+599.6%Added
1832 Asset Management L.P.25,200$6.16M0.01%+25,200New
Retirement Systems of Alabama25,903$6.34M0.02%+254+1.0%Added
Hillsdale Investment Management Inc.25,990$6.36M0.50%−1,940−6.9%Reduced
Royal Bank of Canada26,418$6.46M0.00%−12,109−31.4%Reduced
Alliancebernstein L.P.26,439$6.47M0.00%−16,397−38.3%Reduced
Corebridge Financial, Inc.26,822$6.56M0.04%+26,822New
Trexquant Investment LP29,178$7.14M0.11%+11,340+63.6%Added
BNP Paribas Arbitrage, SA30,808$7.53M0.01%−25,258−45.1%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
Envestnet Asset Management Inc32,566$7.96M0.00%−3,263−9.1%Reduced
Vista Equity Partners Management, LLC33,297$8.14M0.22%+11,042+49.6%Added
Spence Asset Management149,240$9.21M2.30%+112,024+301.0%Added
Next Century Growth Investors LLC38,052$9.31M0.77%+10,000+35.6%Added
Pier Capital, LLC38,125$9.32M1.39%−3,477−8.4%Reduced
SEI Investments Co38,279$9.36M0.01%+241+0.6%Added
Russell Investments Group, Ltd.38,819$9.49M0.02%−9,088−19.0%Reduced
EULAV Asset Management39,449$9.65M0.26%+28,547+261.9%Added
Moran Wealth Management, LLC39,483$9.66M0.32%+3,581+10.0%Added
Jupiter Asset Management Ltd39,620$9.69M0.09%+16,169+68.9%Added
Susquehanna Fundamental Investments, LLC40,100$9.81M0.23%+40,100New
Swiss National Bank40,700$9.95M0.01%+2,300+6.0%Added
Great West Life Assurance Co40,996$10.0M0.02%−492−1.2%Reduced
Man Group plc43,677$10.7M0.03%+9,660+28.4%Added
Federated Hermes, Inc.43,754$10.7M0.03%−10,064−18.7%Reduced
Qube Research & Technologies Ltd47,864$11.7M0.02%+47,864New
Nicholas Investment Partners, LP48,466$11.9M1.23%+4,928+11.3%Added
Cubist Systematic Strategies, LLC53,124$13.0M0.22%+53,124New
D. E. Shaw & Co., Inc.54,907$13.4M0.02%−13,177−19.4%Reduced
Bank of America Corp57,904$14.2M0.00%−9,434−14.0%Reduced
AQR Capital Management LLC58,540$14.3M0.02%+22,849+64.0%Added
Atika Capital Management LLC59,000$14.4M1.67%−10,000−14.5%Reduced
Blair William & Co60,819$14.9M0.05%−1,446−2.3%Reduced
Rhumbline Advisers60,963$14.9M0.01%−331−0.5%Reduced
Ameriprise Financial Inc61,934$15.1M0.00%+28,464+85.0%Added
Bridgewater Associates, LP65,350$16.0M0.08%−5,863−8.2%Reduced
Prudential Financial Inc70,302$17.2M0.03%+8,353+13.5%Added
12 West Capital Management LP80,000$19.6M2.01%−45,000−36.0%Reduced
Jackson Square Partners, LLC82,652$20.2M1.23%−4,759−5.4%Reduced
Manchester Global Management (UK) Ltd83,589$20.4M3.59%+38,000+83.4%Added
Dimensional Fund Advisors LP84,151$20.6M0.01%+13,110+18.5%Added
Jennison Associates LLC85,474$20.9M0.01%+16,999+24.8%Added
Ranger Investment Management, L.P.85,889$21.0M1.43%−1,075−1.2%Reduced
Insight Holdings Group, LLC86,461$21.1M0.73%00.0%Unchanged
Millennium Management LLC86,779$21.2M0.02%−45,802−34.5%Reduced
Jane Street Group, LLC88,546$21.7M0.02%+57,095+181.5%Added
Long Walk Management LP89,500$21.9M10.33%−53,500−37.4%Reduced
WCM Investment Management, LLC88,664$22.1M0.05%+2,417+2.8%Added
Victory Capital Management Inc100,340$24.5M0.02%−4,386−4.2%Reduced
Mission Wealth Management, LP101,017$24.7M0.67%+58,152+135.7%Added
Wellington Management Group LLP105,182$25.7M0.00%−18,461−14.9%Reduced
Artisan Partners Limited Partnership108,639$26.6M0.04%+21,457+24.6%Added
Los Angeles Capital Management LLC109,850$26.9M0.10%+92,034+516.6%Added
Greenstone Partners & Co., LLC113,067$27.7M11.55%00.0%Unchanged
UBS Asset Management Americas Inc116,876$28.6M0.01%+32,368+38.3%Added
Eagle Asset Management Inc117,688$28.6M0.15%−7,679−6.1%Reduced
First Trust Advisors LP120,765$29.5M0.03%+19,286+19.0%Added
Goldman Sachs Group Inc125,178$30.6M0.01%+58,282+87.1%Added
Fuller & Thaler Asset Management, Inc.147,961$36.2M0.15%+32,002+27.6%Added
Charles Schwab Investment Management Inc152,674$37.3M0.01%−29,958−16.4%Reduced
Principal Financial Group Inc153,134$37.5M0.02%+1,488+1.0%Added
JPMorgan Chase & Co156,201$38.2M0.00%−10,745−6.4%Reduced
Nuveen Asset Management, LLC168,108$41.1M0.01%−39,661−19.1%Reduced
Zeno Equity Partners LLP172,564$42.2M11.32%−33,217−16.1%Reduced
Franklin Resources Inc174,269$42.6M0.01%+117,516+207.1%Added
Morgan Stanley174,694$42.7M0.00%−260,175−59.8%Reduced
Baird Financial Group, Inc.178,780$43.7M0.09%+1,064+0.6%Added
Squarepoint Ops LLC185,034$45.3M0.17%+120,835+188.2%Added
Renaissance Technologies LLC219,000$53.6M0.09%−38,500−15.0%Reduced
Driehaus Capital Management LLC227,632$55.7M0.54%+32,633+16.7%Added
Northern Trust Corp237,700$58.1M0.01%+30,208+14.6%Added
Price T Rowe Associates Inc240,219$58.8M0.01%−8,014−3.2%Reduced
Bank of New York Mellon Corp241,801$59.1M0.01%+28,673+13.5%Added
Macquarie Group Ltd251,518$61.5M0.07%+251,518New
Lord, Abbett & Co. LLC252,081$61.7M0.20%−5,149−2.0%Reduced
Norges Bank261,716$64.0M0.01%+43,832+20.1%Added
New York State Common Retirement Fund265,176$64.9M0.09%−23,483−8.1%Reduced
T. Rowe Price Investment Management, Inc.268,445$65.7M0.04%+81,318+43.5%Added
GW&K Investment Management, LLC274,021$67.0M0.61%−8,784−3.1%Reduced
Nellore Capital Management LLC279,449$68.3M10.31%+822+0.3%Added
Invesco Ltd.318,928$78.0M0.02%+114,129+55.7%Added
DF Dent & Co Inc319,510$78.1M1.01%−66,402−17.2%Reduced
Fred Alger Management, LLC358,883$87.8M0.43%−101,257−22.0%Reduced
Geode Capital Management, LLC380,289$93.0M0.01%−79,634−17.3%Reduced
Gilder Gagnon Howe & Co LLC559,996$137.0M1.72%−9,436−1.7%Reduced
State Street Corp603,898$147.7M0.01%−96,172−13.7%Reduced
Brown Capital Management LLC910,179$222.6M4.50%−225,753−19.9%Reduced
Ashe Capital Management, LP1,397,308$341.7M28.21%−50,725−3.5%Reduced
BlackRock Inc.2,158,592$527.9M0.01%−426,196−16.5%Reduced
Vanguard Group Inc2,160,115$528.3M0.01%+7,489+0.3%Added
Panagora Asset Management Inc0$00.00%−47,071−100.0%Sold out
American International Group, Inc.0$00.00%−36,367−100.0%Sold out
M&G Plc0$00.00%−35,980−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−20,000−100.0%Sold out
Texas Permanent School Fund0$00.00%−17,894−100.0%Sold out
BCJ Capital Management, LLC0$00.00%−17,243−100.0%Sold out
Twinbeech Capital LP0$00.00%−13,845−100.0%Sold out
Quadrature Capital Ltd0$00.00%−11,419−100.0%Sold out
Magnetar Financial LLC0$00.00%−9,132−100.0%Sold out