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 |
|---|---|---|---|---|---|
| Linden Thomas Advisory Services, LLC | 1,065 | $250.7K | 0.03% | +224+26.6% | Added |
| Claro Advisors LLC | 1,069 | $251.6K | 0.03% | +1,069 | New |
| First Foundation Advisors | 1,098 | $258.5K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 1,102 | $259.4K | 0.00% | +1,102 | New |
| Blueshift Asset Management, LLC | 1,102 | $259.4K | 0.06% | +1,102 | New |
| ClearAlpha Technologies LP | 1,140 | $268.4K | 0.11% | +1,140 | New |
| Verition Fund Management LLC | 1,158 | $272.6K | 0.00% | −5,651−83.0% | Reduced |
| First Bank & Trust | 1,173 | $276.1K | 0.05% | −17−1.4% | Reduced |
| Mutual Advisors, LLC | 1,448 | $278.1K | 0.01% | −229−13.7% | Reduced |
| Diversify Wealth Management, LLC | 1,439 | $281.4K | 0.03% | −123−7.9% | Reduced |
| Daiwa Securities Group Inc. | 1,200 | $282.0K | 0.00% | +1,200 | New |
| Sax Wealth Advisors, LLC | 1,199 | $282.2K | 0.03% | +164+15.8% | Added |
| Deutsche Bank AG | 1,200 | $282.5K | 0.00% | −62−4.9% | Reduced |
| Utah Retirement Systems | 1,200 | $282.5K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 1,210 | $284.8K | 0.00% | −631−34.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,216 | $286.2K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,218 | $286.7K | 0.00% | +263+27.5% | Added |
| Cornercap Investment Counsel Inc | 1,223 | $287.9K | 0.09% | −1,605−56.8% | Reduced |
| City Center Advisors, LLC | 1,249 | $294.0K | 0.33% | +1,249 | New |
| Maryland State Retirement & Pension System | 1,256 | $295.7K | 0.01% | −457−26.7% | Reduced |
| Silvercrest Asset Management Group LLC | 1,266 | $298.0K | 0.00% | +1,266 | New |
| Sherbrooke Park Advisers LLC | 1,282 | $301.8K | 0.07% | +1,282 | New |
| Burns Matteson Capital Management, LLC | 1,296 | $305.1K | 0.17% | +1,296 | New |
| nVerses Capital, LLC | 1,300 | $306.0K | 0.14% | −200−13.3% | Reduced |
| Lewis Asset Management, LLC | 1,328 | $312.6K | 0.23% | +123+10.2% | Added |
| Toroso Investments, LLC | 1,425 | $335.4K | 0.00% | +40+2.9% | Added |
| SG Americas Securities, LLC | 1,471 | $346.0K | 0.00% | −2,424−62.2% | Reduced |
| DekaBank Deutsche Girozentrale | 1,523 | $355.0K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,534 | $361.1K | 0.07% | −629−29.1% | Reduced |
| HMS Capital Management, LLC | 1,590 | $374.3K | 0.18% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 1,630 | $383.7K | 1.21% | 00.0% | Unchanged |
| Entropy Technologies, LP | 1,630 | $383.7K | 0.04% | +1,630 | New |
| Cambridge Investment Research Advisors, Inc. | 1,637 | $385.0K | 0.00% | +422+34.7% | Added |
| Boothbay Fund Management, LLC | 1,684 | $396.4K | 0.01% | +1,684 | New |
| PEAK6 Investments LLC | 1,697 | $399.5K | 0.02% | −1,823−51.8% | Reduced |
| Woodline Partners LP | 1,704 | $401.1K | 0.00% | +1,704 | New |
| Winton Group Ltd | 1,734 | $408.2K | 0.03% | −2,102−54.8% | Reduced |
| Penserra Capital Management LLC | 1,762 | $414.0K | 0.01% | −2,160−55.1% | Reduced |
| Crossmark Global Holdings, Inc. | 1,770 | $416.0K | 0.01% | +446+33.7% | Added |
| Dynamic Technology Lab Private Ltd | 1,780 | $419.0K | 0.04% | +1,780 | New |
| Securian Asset Management, Inc | 1,789 | $421.1K | 0.01% | +109+6.5% | Added |
| South Dakota Investment Council | 1,800 | $424.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 1,853 | $436.2K | 0.00% | +575+45.0% | Added |
| LVZ Advisors, Inc. | 1,869 | $440.0K | 0.06% | +66+3.7% | Added |
| Mariner, LLC | 1,933 | $454.9K | 0.00% | −155−7.4% | Reduced |
| Two Sigma Securities, LLC | 1,988 | $468.0K | 0.04% | +1,988 | New |
| Keebeck Alpha, LP | 2,030 | $477.9K | 0.31% | −766−27.4% | Reduced |
| Verdence Capital Advisors LLC | 2,142 | $504.2K | 0.04% | +320+17.6% | Added |
| Prelude Capital Management, LLC | 2,191 | $515.8K | 0.04% | −755−25.6% | Reduced |
| Two Sigma Advisers, LP | 2,200 | $517.9K | 0.00% | −1,100−33.3% | Reduced |
| JustInvest LLC | 2,239 | $527.1K | 0.01% | +480+27.3% | Added |
| Beacon Pointe Advisors, LLC | 2,254 | $530.6K | 0.01% | −257−10.2% | Reduced |
| Colony Group, LLC | 2,323 | $546.8K | 0.00% | +2,323 | New |
| Advisor Group Holdings, Inc. | 2,334 | $549.7K | 0.00% | −2,282−49.4% | Reduced |
| Public Employees Retirement Association of Colorado | 2,354 | $554.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,365 | $556.7K | 0.08% | −719−23.3% | Reduced |
| Assetmark, Inc | 2,391 | $562.8K | 0.00% | +2,072+649.5% | Added |
| Moody Aldrich Partners LLC | 2,426 | $571.1K | 0.10% | −17,383−87.8% | Reduced |
| XTX Topco Ltd | 2,450 | $576.7K | 0.04% | −852−25.8% | Reduced |
| Calamos Advisors LLC | 2,463 | $579.8K | 0.00% | −386−13.5% | Reduced |
| Jane Street Group, LLC | 2,486 | $585.2K | 0.00% | −86,060−97.2% | Reduced |
| The PNC Financial Services Group, Inc. | 2,513 | $591.6K | 0.00% | −18−0.7% | Reduced |
| Truist Financial Corp | 2,540 | $597.9K | 0.00% | +73+3.0% | Added |
| Independent Advisor Alliance | 2,554 | $601.2K | 0.02% | −148−5.5% | Reduced |
| TD Asset Management Inc | 2,600 | $609.8K | 0.00% | −5,400−67.5% | Reduced |
| State of Alaska, Department of Revenue | 2,670 | $628.0K | 0.01% | +370+16.1% | Added |
| TownSquare Capital, LLC | 2,680 | $630.9K | 0.01% | +42+1.6% | Added |
| Quest Partners LLC | 2,685 | $632.0K | 0.06% | +2,685 | New |
| Pictet Asset Management Holding SA | 2,716 | $639.2K | 0.00% | −157−5.5% | Reduced |
| Oak Thistle LLC | 2,744 | $645.9K | 0.21% | +2,744 | New |
| Aviva PLC | 2,796 | $658.2K | 0.00% | +109+4.1% | Added |
| Schonfeld Strategic Advisors LLC | 2,836 | $667.6K | 0.01% | −13,494−82.6% | Reduced |
| Curbstone Financial Management Corp | 2,840 | $668.5K | 0.14% | +280+10.9% | Added |
| Sanctuary Advisors, LLC | 2,833 | $686.7K | 0.00% | +2,833 | New |
| Pallas Capital Advisors LLC | 3,621 | $695.5K | 0.03% | +3,621 | New |
| Gotham Asset Management, LLC | 2,979 | $701.3K | 0.01% | −8,994−75.1% | Reduced |
| SpiderRock Advisors, LLC | 2,980 | $701.5K | 0.02% | 00.0% | Unchanged |
| Main Management ETF Advisors, LLC | 3,104 | $731.0K | 0.03% | +3,104 | New |
| Commerce Bank | 3,150 | $741.5K | 0.00% | −83−2.6% | Reduced |
| Headlands Technologies LLC | 3,163 | $744.6K | 0.09% | +3,163 | New |
| Inceptionr LLC | 3,183 | $749.3K | 0.18% | +3,183 | New |
| Summit Global Investments | 3,225 | $759.0K | 0.05% | +3,225 | New |
| Illinois Municipal Retirement Fund | 3,281 | $772.3K | 0.01% | 00.0% | Unchanged |
| DC Investments Management, LLC | 3,323 | $782.2K | 0.55% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 3,347 | $787.9K | 0.01% | −1,539−31.5% | Reduced |
| Pacer Advisors, Inc. | 3,417 | $804.4K | 0.00% | +298+9.6% | Added |
| Harbor Capital Advisors, Inc. | 3,581 | $843.0K | 0.04% | +207+6.1% | Added |
| Ieq Capital, LLC | 3,776 | $888.9K | 0.01% | +3,776 | New |
| CWM Advisors, LLC | 3,913 | $921.1K | 0.09% | +3,913 | New |
| Oberndorf William E | 3,939 | $927.2K | 1.23% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,987 | $938.5K | 0.06% | −12,842−76.3% | Reduced |
| American Century Companies Inc | 4,032 | $949.1K | 0.00% | +401+11.0% | Added |
| Oppenheimer Asset Management Inc. | 4,079 | $960.2K | 0.01% | −1,071−20.8% | Reduced |
| Hancock Whitney Corp | 4,176 | $983.0K | 0.03% | +524+14.3% | Added |
| New Mexico Educational Retirement Board | 4,200 | $989.0K | 0.03% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 4,259 | $1.00M | 0.22% | +4,259 | New |
| Jacobs Levy Equity Management, Inc | 4,265 | $1.00M | 0.00% | −136−3.1% | Reduced |
| Captrust Financial Advisors | 4,374 | $1.03M | 0.00% | +2,830+183.3% | Added |
| Handelsbanken Fonder AB | 4,400 | $1.04M | 0.00% | +800+22.2% | Added |
| Gsa Capital Partners LLP | 4,420 | $1.04M | 0.08% | −8,120−64.8% | Reduced |