Skip to main content

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
Baker Avenue Asset Management, LP18,445$4.51M0.15%−1,407−7.1%Reduced
Manufacturers Life Insurance Company, The18,168$4.44M0.00%−7,470−29.1%Reduced
Miura Global Management, LLC18,000$4.40M4.29%−7,000−28.0%Reduced
LMR Partners LLP17,943$4.39M0.09%+17,943New
Channel Wealth LLC17,860$4.37M1.58%00.0%Unchanged
Polen Capital Management LLC17,855$4.37M0.01%−8,599−32.5%Reduced
Allspring Global Investments Holdings, LLC17,475$4.27M0.01%−6,255−26.4%Reduced
Y-Intercept (Hong Kong) Ltd16,829$4.12M0.23%+16,829New
Schonfeld Strategic Advisors LLC16,330$3.99M0.03%+16,330New
Allianz Asset Management GmbH16,080$3.93M0.01%+695+4.5%Added
Schroder Investment Management Group15,874$3.88M0.00%+9,841+163.1%Added
Ensign Peak Advisors, Inc15,033$3.68M0.01%+7,370+96.2%Added
EAM Global Investors LLC14,952$3.66M0.82%+10.0%Added
Canada Pension Plan Investment Board14,800$3.62M0.00%+800+5.7%Added
Jump Financial, LLC14,711$3.60M0.07%+9,436+178.9%Added
Robeco Institutional Asset Management B.V.13,780$3.37M0.01%−40−0.3%Reduced
Acadian Asset Management LLC13,636$3.33M0.01%−37,190−73.2%Reduced
UBS Group AG13,538$3.31M0.00%−13,484−49.9%Reduced
EAM Investors, LLC13,028$3.19M0.52%−3,931−23.2%Reduced
Comerica Bank13,007$3.18M0.01%−676−4.9%Reduced
Gsa Capital Partners LLP12,540$3.07M0.21%−864−6.4%Reduced
Paloma Partners Management Co12,366$3.02M0.26%+11,005+808.6%Added
ClariVest Asset Management LLC12,123$2.96M0.30%−4,121−25.4%Reduced
MetLife Investment Management12,089$2.96M0.02%−574−4.5%Reduced
State Board of Administration of Florida Retirement System12,086$2.96M0.01%+5,630+87.2%Added
Martingale Asset Management L P12,017$2.94M0.06%00.0%Unchanged
Mutual of America Capital Management LLC12,015$2.94M0.03%+887+8.0%Added
Gotham Asset Management, LLC11,973$2.93M0.04%+3,600+43.0%Added
Advisors Capital Management, LLC11,308$2.77M0.05%−108−0.9%Reduced
Capital Fund Management S.A.11,039$2.70M0.03%+11,039New
Amalgamated Bank10,945$2.68M0.02%+144+1.3%Added
Voya Investment Management LLC10,906$2.67M0.00%+4,645+74.2%Added
Cavalier Investments, LLC10,789$2.64M0.81%+310+3.0%Added
Edgestream Partners, L.P.10,784$2.64M0.13%+10,784New
Thrivent Financial for Lutherans10,746$2.63M0.01%+745+7.4%Added
Mirae Asset Global ETFs Holdings Ltd.10,352$2.53M0.01%+10,352New
State of Wisconsin Investment Board10,205$2.50M0.01%+7,560+285.8%Added
Burney Co9,980$2.44M0.09%+9,980New
Wolverine Trading, LLC9,857$2.41M0.04%+6,693+211.5%Added
B. Metzler seel. Sohn & Co. AG9,647$2.36M0.03%00.0%Unchanged
Treasurer of the State of North Carolina9,570$2.34M0.01%+9,570New
Janus Henderson Group PLC9,138$2.24M0.00%−98−1.1%Reduced
Brinker Capital Investments, LLC9,081$2.22M0.02%−947−9.4%Reduced
Orion Portfolio Solutions, LLC9,081$2.22M0.02%−947−9.4%Reduced
Yousif Capital Management, LLC8,765$2.14M0.02%−617−6.6%Reduced
Tower Research Capital LLC (TRC)8,636$2.11M0.04%+4,301+99.2%Added
Lazard Asset Management LLC8,447$2.06M0.00%−764−8.3%Reduced
Public Employees Retirement System of Ohio8,382$2.05M0.01%+8,382New
Barclays PLC8,207$2.01M0.00%−31,453−79.3%Reduced
Zacks Investment Management8,173$2.00M0.02%+835+11.4%Added
EFG Asset Management (North America) Corp.8,059$1.97M0.34%+38+0.5%Added
State of New Jersey Common Pension Fund D8,063$1.97M0.01%−4,937−38.0%Reduced
Prescott Group Capital Management, L.L.C.8,000$1.96M0.31%+3,000+60.0%Added
TD Asset Management Inc8,000$1.96M0.00%+2,600+48.1%Added
Global Endowment Management, LP7,683$1.88M0.20%00.0%Unchanged
Graham Capital Management, L.P.7,505$1.84M0.06%−6,765−47.4%Reduced
Lisanti Capital Growth, LLC7,115$1.74M0.42%−75−1.0%Reduced
Citigroup Inc7,065$1.73M0.00%+458+6.9%Added
Legato Capital Management LLC7,061$1.73M0.23%+553+8.5%Added
Azzad Asset Management Inc6,814$1.67M0.20%+3,173+87.1%Added
Verition Fund Management LLC6,809$1.67M0.01%+4,739+228.9%Added
LPL Financial LLC6,768$1.66M0.00%−632−8.5%Reduced
Teachers Retirement System of the State of Kentucky6,730$1.65M0.01%+6,730New
Empowered Funds, LLC6,727$1.65M0.03%−16,821−71.4%Reduced
Teacher Retirement System of Texas6,695$1.64M0.01%−974−12.7%Reduced
Bayesian Capital Management, LP6,625$1.62M0.19%+2,700+68.8%Added
Globeflex Capital L P6,607$1.62M0.17%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)6,276$1.53M0.00%+2,268+56.6%Added
Wells Fargo & Company6,051$1.48M0.00%−4,567−43.0%Reduced
Evanson Asset Management, LLC6,000$1.47M0.11%00.0%Unchanged
Louisiana State Employees Retirement System5,900$1.44M0.03%00.0%Unchanged
Danske Bank A/S5,882$1.44M0.01%−403−6.4%Reduced
Brighton Jones LLC5,805$1.42M0.05%+49+0.9%Added
Ami Asset Management Corp5,788$1.42M0.08%−8,071−58.2%Reduced
Arizona State Retirement System5,784$1.41M0.01%+430+8.0%Added
Engineers Gate Manager LP5,603$1.37M0.03%−11,604−67.4%Reduced
FMR LLC5,546$1.36M0.00%−2,527−31.3%Reduced
Point72 Hong Kong Ltd5,426$1.33M0.08%+5,426New
DGS Capital Management, LLC5,246$1.28M0.36%+10.0%Added
Oppenheimer Asset Management Inc.5,150$1.26M0.02%−24−0.5%Reduced
AXA S.A.5,113$1.25M0.00%+5,113New
State of Michigan Retirement System5,100$1.25M0.01%+200+4.1%Added
Rathbone Brothers plc5,046$1.23M0.01%00.0%Unchanged
Quent Capital, LLC5,018$1.23M0.14%00.0%Unchanged
Jefferies Financial Group Inc.5,000$1.22M0.02%+5,000New
State of Tennessee, Treasury Department5,000$1.22M0.00%+5,000New
Guggenheim Capital LLC4,886$1.19M0.01%−14,010−74.1%Reduced
Point72 (DIFC) Ltd4,831$1.18M0.10%+4,831New
Xponance, Inc.4,775$1.17M0.01%+1,536+47.4%Added
Northwestern Mutual Investment Management Company, LLC4,684$1.15M0.03%+154+3.4%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys4,652$1.14M0.01%+129+2.9%Added
PDT Partners, LLC4,633$1.13M0.11%+25+0.5%Added
Advisor Group Holdings, Inc.4,616$1.13M0.00%−6,513−58.5%Reduced
Jackson Creek Investment Advisors LLC4,569$1.12M0.41%−8−0.2%Reduced
Ameritas Investment Partners, Inc.4,500$1.10M0.04%−1,934−30.1%Reduced
Jacobs Levy Equity Management, Inc4,401$1.08M0.00%−18,469−80.8%Reduced
Oregon Public Employees Retirement Fund4,342$1.06M0.02%−658−13.2%Reduced
Gladius Capital Management LP4,308$1.05M1.05%+4,308New
STRS Ohio4,253$1.04M0.00%−1,247−22.7%Reduced
Versor Investments LP4,202$1.03M0.19%+4,202New