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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 4,200 | $1.03M | 0.04% | +4,200 | New |
| NorthCrest Asset Manangement, LLC | 4,145 | $1.01M | 0.03% | 00.0% | Unchanged |
| Raymond James & Associates | 4,075 | $996.6K | 0.00% | +37+0.9% | Added |
| New York State Teachers Retirement System | 4,013 | $981.0K | 0.00% | +836+26.3% | Added |
| Oberndorf William E | 3,939 | $963.4K | 1.69% | −13,494−77.4% | Reduced |
| Penserra Capital Management LLC | 3,922 | $959.0K | 0.01% | −3,783−49.1% | Reduced |
| SG Americas Securities, LLC | 3,895 | $953.0K | 0.01% | +2,397+160.0% | Added |
| Winton Group Ltd | 3,836 | $938.2K | 0.06% | +3,836 | New |
| Hancock Whitney Corp | 3,652 | $893.2K | 0.03% | +3,652 | New |
| American Century Companies Inc | 3,631 | $888.0K | 0.00% | +257+7.6% | Added |
| ProShare Advisors LLC | 3,630 | $887.8K | 0.00% | +102+2.9% | Added |
| Handelsbanken Fonder AB | 3,600 | $880.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3,520 | $860.9K | 0.04% | +755+27.3% | Added |
| Commonwealth Equity Services, LLC | 3,454 | $845.0K | 0.00% | +636+22.6% | Added |
| Arlington Financial Advisors, LLC | 3,452 | $844.3K | 0.19% | −182−5.0% | Reduced |
| Harbor Capital Advisors, Inc. | 3,374 | $825.0K | 0.06% | +287+9.3% | Added |
| Pearl River Capital, LLC | 3,346 | $818.3K | 0.13% | +3,346 | New |
| DC Investments Management, LLC | 3,323 | $812.7K | 0.69% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,302 | $807.6K | 0.07% | +3,302 | New |
| Two Sigma Advisers, LP | 3,300 | $807.1K | 0.00% | −13,386−80.2% | Reduced |
| Illinois Municipal Retirement Fund | 3,281 | $802.4K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 3,233 | $790.7K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 3,125 | $778.4K | 0.00% | −789−20.2% | Reduced |
| Pacer Advisors, Inc. | 3,119 | $762.8K | 0.00% | +3,119 | New |
| State of Wyoming | 3,084 | $754.3K | 0.12% | +654+26.9% | Added |
| Cynosure Management, LLC | 3,063 | $749.1K | 0.12% | +249+8.8% | Added |
| Capital Impact Advisors, LLC | 3,017 | $737.9K | 2.08% | +3,017 | New |
| SpiderRock Advisors, LLC | 2,980 | $728.8K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 2,946 | $720.5K | 0.06% | +1,467+99.2% | Added |
| Pictet Asset Management Holding SA | 2,873 | $702.6K | 0.00% | +495+20.8% | Added |
| Calamos Advisors LLC | 2,849 | $696.8K | 0.00% | −432−13.2% | Reduced |
| 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 |
| Cornercap Investment Counsel Inc | 2,828 | $691.6K | 0.11% | +3+0.1% | Added |
| Keebeck Alpha, LP | 2,796 | $683.8K | 0.50% | +1,385+98.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,779 | $679.7K | 0.00% | +2,779 | New |
| Independent Advisor Alliance | 2,702 | $660.8K | 0.02% | +220+8.9% | Added |
| Aviva PLC | 2,687 | $657.2K | 0.00% | +2,687 | New |
| TownSquare Capital, LLC | 2,638 | $645.2K | 0.01% | −133−4.8% | Reduced |
| Curbstone Financial Management Corp | 2,560 | $626.1K | 0.14% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,531 | $619.0K | 0.00% | −290−10.3% | Reduced |
| Beacon Pointe Advisors, LLC | 2,511 | $614.1K | 0.01% | +2+0.1% | Added |
| Truist Financial Corp | 2,467 | $603.4K | 0.00% | +280+12.8% | Added |
| Public Employees Retirement Association of Colorado | 2,354 | $576.0K | 0.00% | −115−4.7% | Reduced |
| HSBC Holdings PLC | 2,359 | $574.0K | 0.00% | +1,309+124.7% | Added |
| State of Alaska, Department of Revenue | 2,300 | $562.0K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 2,235 | $546.6K | 0.00% | −89−3.8% | Reduced |
| Aigen Investment Management, LP | 2,163 | $529.0K | 0.10% | −2,266−51.2% | Reduced |
| Creative Planning | 2,142 | $523.9K | 0.00% | +867+68.0% | Added |
| Marshall Wace, LLP | 2,107 | $515.3K | 0.00% | −83,249−97.5% | Reduced |
| NBC Securities, Inc. | 2,094 | $512.0K | 0.05% | −609−22.5% | Reduced |
| Mariner, LLC | 2,088 | $510.7K | 0.00% | +659+46.1% | Added |
| Unique Wealth Strategies, LLC | 2,040 | $503.3K | 0.24% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,055 | $502.6K | 0.02% | +43+2.1% | Added |
| Two Sigma Investments, LP | 2,022 | $494.5K | 0.00% | −7,229−78.1% | Reduced |
| Cetera Investment Advisers | 1,841 | $450.3K | 0.00% | +656+55.4% | Added |
| Verdence Capital Advisors LLC | 1,822 | $445.6K | 0.04% | −519−22.2% | Reduced |
| Simplex Trading, LLC | 1,817 | $444.0K | 0.01% | +924+103.5% | Added |
| LVZ Advisors, Inc. | 1,803 | $441.0K | 0.06% | +1+0.1% | Added |
| South Dakota Investment Council | 1,800 | $440.0K | 0.01% | +1,800 | New |
| Private Advisor Group, LLC | 1,799 | $440.0K | 0.00% | −310−14.7% | Reduced |
| JustInvest LLC | 1,759 | $430.2K | 0.01% | +574+48.4% | Added |
| Fox Run Management, L.L.C. | 1,727 | $422.4K | 0.08% | +1,727 | New |
| Delap Wealth Advisory, LLC | 1,720 | $420.7K | 0.19% | −22,068−92.8% | Reduced |
| Maryland State Retirement & Pension System | 1,713 | $418.9K | 0.01% | +1,713 | New |
| Securian Asset Management, Inc | 1,680 | $410.9K | 0.01% | 00.0% | Unchanged |
| Scientech Research LLC | 1,665 | $407.2K | 0.08% | +1,665 | New |
| Seaport Global Advisors, LLC | 1,630 | $398.6K | 1.43% | +1,630 | New |
| HMS Capital Management, LLC | 1,590 | $388.9K | 0.20% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,677 | $384.1K | 0.01% | +244+17.0% | Added |
| Corton Capital Inc. | 1,554 | $380.1K | 0.20% | +252+19.4% | Added |
| DekaBank Deutsche Girozentrale | 1,523 | $378.0K | 0.00% | +559+58.0% | Added |
| Captrust Financial Advisors | 1,544 | $377.6K | 0.00% | +140+10.0% | Added |
| US Bancorp | 1,508 | $368.8K | 0.00% | +64+4.4% | Added |
| nVerses Capital, LLC | 1,500 | $366.9K | 0.22% | +1,400+1,400.0% | Added |
| Mirabella Financial Services LLP | 1,395 | $341.2K | 0.02% | +34+2.5% | Added |
| Toroso Investments, LLC | 1,385 | $338.7K | 0.00% | +1,385 | New |
| Crossmark Global Holdings, Inc. | 1,324 | $324.0K | 0.01% | +1,324 | New |
| Laurion Capital Management LP | 1,310 | $320.4K | 0.01% | +1,310 | New |
| Diversify Wealth Management, LLC | 1,562 | $319.2K | 0.04% | +1,562 | New |
| Stifel Financial Corp | 1,278 | $312.6K | 0.00% | −193−13.1% | Reduced |
| Deutsche Bank AG | 1,262 | $308.6K | 0.00% | −69,694−98.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,216 | $297.4K | 0.00% | −30−2.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,215 | $297.0K | 0.00% | +64+5.6% | Added |
| Lewis Asset Management, LLC | 1,205 | $294.7K | 0.23% | +21+1.8% | Added |
| Cerity Partners LLC | 1,200 | $293.5K | 0.00% | −282−19.0% | 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 |
| First Bank & Trust | 1,190 | $291.0K | 0.06% | −15−1.2% | Reduced |
| Mackenzie Financial Corp | 1,108 | $271.0K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 1,098 | $268.5K | 0.01% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 1,073 | $262.4K | 0.08% | +1,073 | New |
| Nebula Research & Development LLC | 1,052 | $257.3K | 0.04% | −730−41.0% | Reduced |
| MML Investors Services, LLC | 1,046 | $256.0K | 0.00% | −491−31.9% | Reduced |
| Sax Wealth Advisors, LLC | 1,035 | $253.1K | 0.02% | +1,035 | New |
| O'Shaughnessy Asset Management, LLC | 1,030 | $251.9K | 0.00% | −265−20.5% | Reduced |
| Mercer Global Advisors Inc | 1,028 | $251.4K | 0.00% | −8−0.8% | Reduced |
| Virtu Financial LLC | 1,000 | $245.0K | 0.02% | −925−48.1% | Reduced |
| Navellier & Associates Inc | 1,000 | $244.6K | 0.03% | 00.0% | Unchanged |
| Davis R M Inc | 1,000 | $244.6K | 0.00% | 00.0% | Unchanged |