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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 1 | $0 | 0.00% | +1 | New |
| Rothschild Investment LLC | 1 | $235 | 0.00% | −3−75.0% | Reduced |
| Parkside Financial Bank & Trust | 1 | $236 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $236 | 0.00% | +1 | New |
| Federation des caisses Desjardins du Quebec | 2 | $471 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $471 | 0.00% | +2 | New |
| Aster Capital Management (DIFC) Ltd | 2 | $471 | 0.00% | +2 | New |
| SRS Capital Advisors, Inc. | 4 | $942 | 0.00% | −4−50.0% | Reduced |
| Abound Wealth Management | 4 | $942 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $1.18K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $1.41K | 0.00% | +2+50.0% | Added |
| Farmers & Merchants Investments Inc | 8 | $1.88K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 8 | $2.00K | 0.00% | −50−86.2% | Reduced |
| Capital Advisors, Ltd. LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 9 | $2.10K | 0.00% | +1+12.5% | Added |
| Anfield Capital Management, LLC | 9 | $2.12K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $2.35K | 0.00% | −14−58.3% | Reduced |
| Manchester Capital Management LLC | 10 | $2.35K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 12 | $2.83K | 0.00% | +12 | New |
| EverSource Wealth Advisors, LLC | 14 | $3.30K | 0.00% | −4−22.2% | Reduced |
| Hollencrest Capital Management | 15 | $3.53K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $3.53K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 16 | $3.77K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $4.71K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 20 | $4.71K | 0.00% | +4+25.0% | Added |
| Bryn Mawr Trust Co | 24 | $5.65K | 0.00% | +24 | New |
| Clearstead Advisors, LLC | 25 | $5.88K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 26 | $6.12K | 0.00% | −11−29.7% | Reduced |
| Massmutual Trust Co FSB | 29 | $6.83K | 0.00% | +5+20.8% | Added |
| Iron Horse Wealth Management, LLC | 36 | $8.47K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 38 | $8.95K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 40 | $9.00K | 0.00% | +5+14.3% | Added |
| Rakuten Securities, Inc. | 40 | $9.42K | 0.00% | +20+100.0% | Added |
| Park Place Capital Corp | 41 | $9.65K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 43 | $10.1K | 0.00% | +43 | New |
| Rise Advisors, LLC | 48 | $11.3K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 54 | $12.7K | 0.00% | −33−37.9% | Reduced |
| Umb Bank N A | 57 | $13.4K | 0.00% | +44+338.5% | Added |
| Global Retirement Partners, LLC | 60 | $14.1K | 0.00% | −29−32.6% | Reduced |
| Principal Securities, Inc. | 60 | $14.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 63 | $14.8K | 0.00% | +63 | New |
| Lindbrook Capital, LLC | 75 | $17.7K | 0.00% | −12−13.8% | Reduced |
| Asset Dedication, LLC | 84 | $19.8K | 0.00% | +59+236.0% | Added |
| Plato Investment Management Ltd | 86 | $20.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 87 | $20.5K | 0.00% | +87 | New |
| Steward Partners Investment Advisory, LLC | 101 | $23.8K | 0.00% | +11+12.2% | Added |
| Fifth Third Bancorp | 103 | $24.2K | 0.00% | +19+22.6% | Added |
| Ronald Blue Trust, Inc. | 117 | $28.6K | 0.00% | +54+85.7% | Added |
| Allworth Financial LP | 134 | $31.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 154 | $36.1K | 0.00% | +144+1,440.0% | Added |
| GAMMA Investing LLC | 157 | $37.0K | 0.00% | +26+19.8% | Added |
| Huntington National Bank | 164 | $38.6K | 0.00% | +1+0.6% | Added |
| Mizuho Bank, Ltd. | 190 | $44.7K | 0.01% | +190 | New |
| Signaturefd, LLC | 199 | $46.8K | 0.00% | +11+5.9% | Added |
| International Assets Investment Management, LLC | 11,064 | $47.0K | 0.00% | +11,064 | New |
| Northwestern Mutual Wealth Management Co | 222 | $52.3K | 0.00% | +9+4.2% | Added |
| US Bancorp | 237 | $55.8K | 0.00% | −1,271−84.3% | Reduced |
| First Horizon Advisors, Inc. | 278 | $65.4K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 315 | $74.2K | 0.05% | −24−7.1% | Reduced |
| True Wealth Design, LLC | 336 | $79.1K | 0.03% | +336 | New |
| Advisors Asset Management, Inc. | 390 | $91.8K | 0.00% | +141+56.6% | Added |
| Sterling Capital Management LLC | 412 | $97.0K | 0.00% | +412 | New |
| Harbor Investment Advisory, LLC | 467 | $109.9K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 483 | $113.7K | 0.00% | −8,153−94.4% | Reduced |
| Smartleaf Asset Management LLC | 541 | $126.9K | 0.02% | +517+2,154.2% | Added |
| Nisa Investment Advisors, LLC | 551 | $129.7K | 0.00% | −139−20.1% | Reduced |
| Parallel Advisors, LLC | 596 | $140.3K | 0.00% | +3+0.5% | Added |
| Exchange Traded Concepts, LLC | 602 | $141.7K | 0.00% | +224+59.3% | Added |
| Amundi | 627 | $141.8K | 0.00% | +627 | New |
| KBC Group NV | 618 | $145.0K | 0.00% | +112+22.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 626 | $147.4K | 0.00% | −9,726−94.0% | Reduced |
| RiverPark Advisors, LLC | 630 | $148.3K | 0.12% | −237−27.3% | Reduced |
| Capital Performance Advisors LLP | 662 | $155.8K | 0.05% | +662 | New |
| Northwest & Ethical Investments L.P. | 725 | $170.7K | 0.00% | +100+16.0% | Added |
| Covestor Ltd | 799 | $188.0K | 0.12% | +307+62.4% | Added |
| Quadrant Capital Group LLC | 801 | $188.6K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 853 | $200.8K | 0.00% | −946−52.6% | Reduced |
| Shelton Capital Management | 853 | $200.8K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 863 | $203.2K | 0.01% | +23+2.7% | Added |
| Corton Capital Inc. | 864 | $203.4K | 0.10% | −690−44.4% | Reduced |
| Mercer Global Advisors Inc | 889 | $206.4K | 0.00% | −139−13.5% | Reduced |
| Quarry LP | 881 | $207.4K | 0.06% | +643+270.2% | Added |
| Kensington Investment Counsel, LLC | 900 | $211.9K | 0.09% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 903 | $212.6K | 0.00% | +903 | New |
| Cubist Systematic Strategies, LLC | 904 | $212.8K | 0.00% | −52,220−98.3% | Reduced |
| HighTower Advisors, LLC | 926 | $213.0K | 0.00% | −46−4.7% | Reduced |
| MML Investors Services, LLC | 919 | $216.0K | 0.00% | −127−12.1% | Reduced |
| Atria Investments LLC | 922 | $217.0K | 0.00% | −22−2.3% | Reduced |
| Magnetar Financial LLC | 944 | $222.2K | 0.00% | +944 | New |
| Arlington Financial Advisors, LLC | 952 | $224.1K | 0.05% | −2,500−72.4% | Reduced |
| Pathstone Holdings, LLC | 982 | $231.2K | 0.00% | +982 | New |
| Creative Planning | 991 | $233.3K | 0.00% | −1,151−53.7% | Reduced |
| Navellier & Associates Inc | 1,000 | $235.4K | 0.03% | 00.0% | Unchanged |
| Davis R M Inc | 1,000 | $235.4K | 0.00% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 1,000 | $235.4K | 0.01% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 1,006 | $236.8K | 0.01% | +6+0.6% | Added |
| Credit Agricole S A | 1,013 | $238.5K | 0.00% | +1,013 | New |
| Cullinan Associates Inc | 1,200 | $240.3K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,045 | $246.0K | 0.00% | −2,585−71.2% | Reduced |
| Centiva Capital, LP | 1,047 | $246.5K | 0.01% | −1,008−49.1% | Reduced |