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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, Q3 2024

Institutional positions in Appfolio Inc as of Sep 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
385
−3 vs. Q2 2024
Shares held
19.2M
+2.38M (+14.2%) vs. Q2 2024
Total value
$4.50B
+$427.6M (+10.5%) vs. Q2 2024
New holders
59
152 more added
Sold out
62
121 more reduced

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 385 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 heldQ3 2024: $4.50B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q2 2024.

Institutions holding APPF in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc2,404,353$566.0M0.01%+244,238+11.3%Added
BlackRock, Inc.2,224,890$523.7M0.01%+2,224,890New
Ashe Capital Management, LP1,397,308$328.9M26.20%00.0%Unchanged
Brown Capital Management LLC804,645$189.4M4.08%−105,534−11.6%Reduced
State Street Corp653,136$153.7M0.01%+49,238+8.2%Added
Gilder Gagnon Howe & Co LLC547,351$128.8M1.54%−12,645−2.3%Reduced
Lord, Abbett & Co. LLC459,285$108.1M0.34%+207,204+82.2%Added
AQR Capital Management LLC457,925$107.2M0.15%+399,385+682.2%Added
Geode Capital Management, LLC413,032$97.3M0.01%+32,743+8.6%Added
Invesco Ltd.407,484$95.9M0.02%+88,556+27.8%Added
DF Dent & Co Inc351,691$82.8M1.01%+32,181+10.1%Added
Nellore Capital Management LLC313,619$73.8M10.06%+34,170+12.2%Added
Macquarie Group Ltd306,012$72.0M0.08%+54,494+21.7%Added
Norges Bank277,436$65.3M0.01%+15,720+6.0%Added
GW&K Investment Management, LLC262,457$61.8M0.53%−11,564−4.2%Reduced
Renaissance Technologies LLC231,700$54.5M0.08%+12,700+5.8%Added
Morgan Stanley228,550$53.8M0.00%+53,856+30.8%Added
Franklin Resources Inc228,655$51.8M0.01%+54,386+31.2%Added
Driehaus Capital Management LLC212,984$50.1M0.43%−14,648−6.4%Reduced
Bank of New York Mellon Corp201,866$47.5M0.01%−39,935−16.5%Reduced
New York State Common Retirement Fund188,922$44.5M0.06%−76,254−28.8%Reduced
First Trust Advisors LP186,858$44.0M0.04%+66,093+54.7%Added
Fred Alger Management, LLC184,826$43.5M0.21%−174,057−48.5%Reduced
Principal Financial Group Inc177,831$41.9M0.02%+24,697+16.1%Added
Zeno Equity Partners LLP176,925$41.6M11.63%+4,361+2.5%Added
Charles Schwab Investment Management Inc176,815$41.6M0.01%+24,141+15.8%Added
Squarepoint Ops LLC172,155$40.5M0.13%−12,879−7.0%Reduced
Fuller & Thaler Asset Management, Inc.170,157$40.1M0.16%+22,196+15.0%Added
Price T Rowe Associates Inc166,318$39.2M0.00%−73,901−30.8%Reduced
Northern Trust Corp163,771$38.6M0.01%−73,929−31.1%Reduced
JPMorgan Chase & Co161,278$38.0M0.00%+5,077+3.3%Added
Nuveen Asset Management, LLC159,482$37.5M0.01%−8,626−5.1%Reduced
Baird Financial Group, Inc.156,046$36.7M0.07%−22,734−12.7%Reduced
Dimensional Fund Advisors LP130,126$30.6M0.01%+45,975+54.6%Added
Ranger Investment Management, L.P.124,406$29.3M1.88%+38,517+44.8%Added
UBS Asset Management Americas Inc117,717$27.7M0.01%+841+0.7%Added
Greenstone Partners & Co., LLC113,067$26.6M9.29%00.0%Unchanged
Eagle Asset Management Inc108,422$24.7M0.13%−9,266−7.9%Reduced
Los Angeles Capital Management LLC105,061$24.7M0.10%−4,789−4.4%Reduced
Wellington Management Group LLP97,129$22.9M0.00%−8,053−7.7%Reduced
Victory Capital Management Inc94,023$22.1M0.02%−6,317−6.3%Reduced
Bank of America Corp89,895$21.2M0.00%+31,991+55.2%Added
Jennison Associates LLC89,417$21.0M0.01%+3,943+4.6%Added
T. Rowe Price Investment Management, Inc.86,124$20.3M0.01%−182,321−67.9%Reduced
Spence Asset Management77,213$18.2M4.41%−72,027−48.3%Reduced
Jupiter Asset Management Ltd75,909$17.9M0.16%+36,289+91.6%Added
Bridgewater Associates, LP75,145$17.7M0.10%+9,795+15.0%Added
Jackson Square Partners, LLC74,781$17.6M1.52%−7,871−9.5%Reduced
Royal Bank of Canada74,433$17.5M0.00%+48,015+181.8%Added
Arrowstreet Capital, Limited Partnership71,352$16.8M0.01%+49,819+231.4%Added
Qube Research & Technologies Ltd70,424$16.6M0.03%+22,560+47.1%Added
WCM Investment Management, LLC69,350$16.3M0.04%−19,314−21.8%Reduced
Rhumbline Advisers63,967$15.1M0.01%+3,004+4.9%Added
Mission Wealth Management, LP61,689$14.5M0.36%−39,328−38.9%Reduced
FMR LLC60,894$14.3M0.00%+55,348+998.0%Added
12 West Capital Management LP60,000$14.1M1.45%−20,000−25.0%Reduced
Atika Capital Management LLC59,000$13.9M1.49%00.0%Unchanged
Blair William & Co58,481$13.8M0.04%−2,338−3.8%Reduced
Ameriprise Financial Inc58,374$13.7M0.00%−3,560−5.7%Reduced
EULAV Asset Management55,449$13.1M0.32%+16,000+40.6%Added
Nicholas Investment Partners, LP51,085$12.0M1.10%+2,619+5.4%Added
Insight Holdings Group, LLC51,061$12.0M0.52%−35,400−40.9%Reduced
Long Walk Management LP50,750$11.9M4.94%−38,750−43.3%Reduced
Man Group plc46,115$10.9M0.03%+2,438+5.6%Added
Assenagon Asset Management S.A.46,022$10.8M0.02%+25,619+125.6%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main44,370$10.4M0.01%+44,370New
Federated Hermes, Inc.43,771$10.3M0.02%+170.0%Added
Canada Pension Plan Investment Board42,600$10.0M0.01%+27,800+187.8%Added
D. E. Shaw & Co., Inc.41,937$9.87M0.01%−12,970−23.6%Reduced
SEI Investments Co41,891$9.86M0.01%+3,612+9.4%Added
Swiss National Bank41,500$9.77M0.01%+800+2.0%Added
Moran Wealth Management, LLC40,341$9.50M0.29%+858+2.2%Added
Great West Life Assurance Co39,516$9.29M0.02%−1,480−3.6%Reduced
Burney Co38,205$8.99M0.32%+28,225+282.8%Added
AXA S.A.37,476$8.82M0.03%+32,363+633.0%Added
Legal & General Group Plc34,247$8.06M0.00%+2,647+8.4%Added
Prudential Financial Inc34,146$8.04M0.01%−36,156−51.4%Reduced
Russell Investments Group, Ltd.33,146$7.80M0.01%−5,673−14.6%Reduced
Castleark Management LLC30,490$7.18M0.29%−1,110−3.5%Reduced
Picton Mahoney Asset Management30,011$7.07M0.27%+5,910+24.5%Added
Trexquant Investment LP29,501$6.94M0.09%+323+1.1%Added
Envestnet Asset Management Inc29,384$6.92M0.00%−3,182−9.8%Reduced
Goldman Sachs Group Inc29,068$6.84M0.00%−96,110−76.8%Reduced
Retirement Systems of Alabama27,950$6.58M0.02%+2,047+7.9%Added
Alliancebernstein L.P.27,607$6.50M0.00%+1,168+4.4%Added
Point72 Asset Management, L.P.27,501$6.47M0.02%+27,501New
Corebridge Financial, Inc.27,472$6.47M0.03%+650+2.4%Added
Next Century Growth Investors LLC26,135$6.15M0.50%−11,917−31.3%Reduced
Hillsdale Investment Management Inc.25,218$5.94M0.46%−772−3.0%Reduced
Allspring Global Investments Holdings, LLC24,636$5.80M0.01%+7,161+41.0%Added
Lazard Asset Management LLC24,298$5.72M0.01%+15,851+187.7%Added
Algert Global LLC23,974$5.64M0.15%+4,917+25.8%Added
Natixis Advisors, L.P.22,094$5.20M0.01%+3,533+19.0%Added
Baker Avenue Asset Management, LP21,483$5.06M0.16%+3,038+16.5%Added
Zevenbergen Capital Investments LLC21,450$5.05M0.11%−1,000−4.5%Reduced
Ensign Peak Advisors, Inc21,328$5.02M0.01%+6,295+41.9%Added
California State Teachers Retirement System20,180$4.75M0.01%−97−0.5%Reduced
Bank of Montreal20,199$4.74M0.00%+17,074+546.4%Added
Pier Capital, LLC19,924$4.69M0.66%−18,201−47.7%Reduced
Manufacturers Life Insurance Company, The19,130$4.50M0.00%+962+5.3%Added