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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,404,353 | $566.0M | 0.01% | +244,238+11.3% | Added |
| BlackRock, Inc. | 2,224,890 | $523.7M | 0.01% | +2,224,890 | New |
| Ashe Capital Management, LP | 1,397,308 | $328.9M | 26.20% | 00.0% | Unchanged |
| Brown Capital Management LLC | 804,645 | $189.4M | 4.08% | −105,534−11.6% | Reduced |
| State Street Corp | 653,136 | $153.7M | 0.01% | +49,238+8.2% | Added |
| Gilder Gagnon Howe & Co LLC | 547,351 | $128.8M | 1.54% | −12,645−2.3% | Reduced |
| Lord, Abbett & Co. LLC | 459,285 | $108.1M | 0.34% | +207,204+82.2% | Added |
| AQR Capital Management LLC | 457,925 | $107.2M | 0.15% | +399,385+682.2% | Added |
| Geode Capital Management, LLC | 413,032 | $97.3M | 0.01% | +32,743+8.6% | Added |
| Invesco Ltd. | 407,484 | $95.9M | 0.02% | +88,556+27.8% | Added |
| DF Dent & Co Inc | 351,691 | $82.8M | 1.01% | +32,181+10.1% | Added |
| Nellore Capital Management LLC | 313,619 | $73.8M | 10.06% | +34,170+12.2% | Added |
| Macquarie Group Ltd | 306,012 | $72.0M | 0.08% | +54,494+21.7% | Added |
| Norges Bank | 277,436 | $65.3M | 0.01% | +15,720+6.0% | Added |
| GW&K Investment Management, LLC | 262,457 | $61.8M | 0.53% | −11,564−4.2% | Reduced |
| Renaissance Technologies LLC | 231,700 | $54.5M | 0.08% | +12,700+5.8% | Added |
| Morgan Stanley | 228,550 | $53.8M | 0.00% | +53,856+30.8% | Added |
| Franklin Resources Inc | 228,655 | $51.8M | 0.01% | +54,386+31.2% | Added |
| Driehaus Capital Management LLC | 212,984 | $50.1M | 0.43% | −14,648−6.4% | Reduced |
| Bank of New York Mellon Corp | 201,866 | $47.5M | 0.01% | −39,935−16.5% | Reduced |
| New York State Common Retirement Fund | 188,922 | $44.5M | 0.06% | −76,254−28.8% | Reduced |
| First Trust Advisors LP | 186,858 | $44.0M | 0.04% | +66,093+54.7% | Added |
| Fred Alger Management, LLC | 184,826 | $43.5M | 0.21% | −174,057−48.5% | Reduced |
| Principal Financial Group Inc | 177,831 | $41.9M | 0.02% | +24,697+16.1% | Added |
| Zeno Equity Partners LLP | 176,925 | $41.6M | 11.63% | +4,361+2.5% | Added |
| Charles Schwab Investment Management Inc | 176,815 | $41.6M | 0.01% | +24,141+15.8% | Added |
| Squarepoint Ops LLC | 172,155 | $40.5M | 0.13% | −12,879−7.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 170,157 | $40.1M | 0.16% | +22,196+15.0% | Added |
| Price T Rowe Associates Inc | 166,318 | $39.2M | 0.00% | −73,901−30.8% | Reduced |
| Northern Trust Corp | 163,771 | $38.6M | 0.01% | −73,929−31.1% | Reduced |
| JPMorgan Chase & Co | 161,278 | $38.0M | 0.00% | +5,077+3.3% | Added |
| Nuveen Asset Management, LLC | 159,482 | $37.5M | 0.01% | −8,626−5.1% | Reduced |
| Baird Financial Group, Inc. | 156,046 | $36.7M | 0.07% | −22,734−12.7% | Reduced |
| Dimensional Fund Advisors LP | 130,126 | $30.6M | 0.01% | +45,975+54.6% | Added |
| Ranger Investment Management, L.P. | 124,406 | $29.3M | 1.88% | +38,517+44.8% | Added |
| UBS Asset Management Americas Inc | 117,717 | $27.7M | 0.01% | +841+0.7% | Added |
| Greenstone Partners & Co., LLC | 113,067 | $26.6M | 9.29% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 108,422 | $24.7M | 0.13% | −9,266−7.9% | Reduced |
| Los Angeles Capital Management LLC | 105,061 | $24.7M | 0.10% | −4,789−4.4% | Reduced |
| Wellington Management Group LLP | 97,129 | $22.9M | 0.00% | −8,053−7.7% | Reduced |
| Victory Capital Management Inc | 94,023 | $22.1M | 0.02% | −6,317−6.3% | Reduced |
| Bank of America Corp | 89,895 | $21.2M | 0.00% | +31,991+55.2% | Added |
| Jennison Associates LLC | 89,417 | $21.0M | 0.01% | +3,943+4.6% | Added |
| T. Rowe Price Investment Management, Inc. | 86,124 | $20.3M | 0.01% | −182,321−67.9% | Reduced |
| Spence Asset Management | 77,213 | $18.2M | 4.41% | −72,027−48.3% | Reduced |
| Jupiter Asset Management Ltd | 75,909 | $17.9M | 0.16% | +36,289+91.6% | Added |
| Bridgewater Associates, LP | 75,145 | $17.7M | 0.10% | +9,795+15.0% | Added |
| Jackson Square Partners, LLC | 74,781 | $17.6M | 1.52% | −7,871−9.5% | Reduced |
| Royal Bank of Canada | 74,433 | $17.5M | 0.00% | +48,015+181.8% | Added |
| Arrowstreet Capital, Limited Partnership | 71,352 | $16.8M | 0.01% | +49,819+231.4% | Added |
| Qube Research & Technologies Ltd | 70,424 | $16.6M | 0.03% | +22,560+47.1% | Added |
| WCM Investment Management, LLC | 69,350 | $16.3M | 0.04% | −19,314−21.8% | Reduced |
| Rhumbline Advisers | 63,967 | $15.1M | 0.01% | +3,004+4.9% | Added |
| Mission Wealth Management, LP | 61,689 | $14.5M | 0.36% | −39,328−38.9% | Reduced |
| FMR LLC | 60,894 | $14.3M | 0.00% | +55,348+998.0% | Added |
| 12 West Capital Management LP | 60,000 | $14.1M | 1.45% | −20,000−25.0% | Reduced |
| Atika Capital Management LLC | 59,000 | $13.9M | 1.49% | 00.0% | Unchanged |
| Blair William & Co | 58,481 | $13.8M | 0.04% | −2,338−3.8% | Reduced |
| Ameriprise Financial Inc | 58,374 | $13.7M | 0.00% | −3,560−5.7% | Reduced |
| EULAV Asset Management | 55,449 | $13.1M | 0.32% | +16,000+40.6% | Added |
| Nicholas Investment Partners, LP | 51,085 | $12.0M | 1.10% | +2,619+5.4% | Added |
| Insight Holdings Group, LLC | 51,061 | $12.0M | 0.52% | −35,400−40.9% | Reduced |
| Long Walk Management LP | 50,750 | $11.9M | 4.94% | −38,750−43.3% | Reduced |
| Man Group plc | 46,115 | $10.9M | 0.03% | +2,438+5.6% | Added |
| Assenagon Asset Management S.A. | 46,022 | $10.8M | 0.02% | +25,619+125.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 44,370 | $10.4M | 0.01% | +44,370 | New |
| Federated Hermes, Inc. | 43,771 | $10.3M | 0.02% | +170.0% | Added |
| Canada Pension Plan Investment Board | 42,600 | $10.0M | 0.01% | +27,800+187.8% | Added |
| D. E. Shaw & Co., Inc. | 41,937 | $9.87M | 0.01% | −12,970−23.6% | Reduced |
| SEI Investments Co | 41,891 | $9.86M | 0.01% | +3,612+9.4% | Added |
| Swiss National Bank | 41,500 | $9.77M | 0.01% | +800+2.0% | Added |
| Moran Wealth Management, LLC | 40,341 | $9.50M | 0.29% | +858+2.2% | Added |
| Great West Life Assurance Co | 39,516 | $9.29M | 0.02% | −1,480−3.6% | Reduced |
| Burney Co | 38,205 | $8.99M | 0.32% | +28,225+282.8% | Added |
| AXA S.A. | 37,476 | $8.82M | 0.03% | +32,363+633.0% | Added |
| Legal & General Group Plc | 34,247 | $8.06M | 0.00% | +2,647+8.4% | Added |
| Prudential Financial Inc | 34,146 | $8.04M | 0.01% | −36,156−51.4% | Reduced |
| Russell Investments Group, Ltd. | 33,146 | $7.80M | 0.01% | −5,673−14.6% | Reduced |
| Castleark Management LLC | 30,490 | $7.18M | 0.29% | −1,110−3.5% | Reduced |
| Picton Mahoney Asset Management | 30,011 | $7.07M | 0.27% | +5,910+24.5% | Added |
| Trexquant Investment LP | 29,501 | $6.94M | 0.09% | +323+1.1% | Added |
| Envestnet Asset Management Inc | 29,384 | $6.92M | 0.00% | −3,182−9.8% | Reduced |
| Goldman Sachs Group Inc | 29,068 | $6.84M | 0.00% | −96,110−76.8% | Reduced |
| Retirement Systems of Alabama | 27,950 | $6.58M | 0.02% | +2,047+7.9% | Added |
| Alliancebernstein L.P. | 27,607 | $6.50M | 0.00% | +1,168+4.4% | Added |
| Point72 Asset Management, L.P. | 27,501 | $6.47M | 0.02% | +27,501 | New |
| Corebridge Financial, Inc. | 27,472 | $6.47M | 0.03% | +650+2.4% | Added |
| Next Century Growth Investors LLC | 26,135 | $6.15M | 0.50% | −11,917−31.3% | Reduced |
| Hillsdale Investment Management Inc. | 25,218 | $5.94M | 0.46% | −772−3.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 24,636 | $5.80M | 0.01% | +7,161+41.0% | Added |
| Lazard Asset Management LLC | 24,298 | $5.72M | 0.01% | +15,851+187.7% | Added |
| Algert Global LLC | 23,974 | $5.64M | 0.15% | +4,917+25.8% | Added |
| Natixis Advisors, L.P. | 22,094 | $5.20M | 0.01% | +3,533+19.0% | Added |
| Baker Avenue Asset Management, LP | 21,483 | $5.06M | 0.16% | +3,038+16.5% | Added |
| Zevenbergen Capital Investments LLC | 21,450 | $5.05M | 0.11% | −1,000−4.5% | Reduced |
| Ensign Peak Advisors, Inc | 21,328 | $5.02M | 0.01% | +6,295+41.9% | Added |
| California State Teachers Retirement System | 20,180 | $4.75M | 0.01% | −97−0.5% | Reduced |
| Bank of Montreal | 20,199 | $4.74M | 0.00% | +17,074+546.4% | Added |
| Pier Capital, LLC | 19,924 | $4.69M | 0.66% | −18,201−47.7% | Reduced |
| Manufacturers Life Insurance Company, The | 19,130 | $4.50M | 0.00% | +962+5.3% | Added |