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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 4,426 | $1.04M | 0.01% | +4,426 | New |
| Xponance, Inc. | 4,427 | $1.04M | 0.01% | −348−7.3% | Reduced |
| PDT Partners, LLC | 4,606 | $1.08M | 0.10% | −27−0.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,660 | $1.10M | 0.00% | −1,616−25.7% | Reduced |
| Oregon Public Employees Retirement Fund | 4,662 | $1.10M | 0.02% | +320+7.4% | Added |
| Ameritas Investment Partners, Inc. | 4,720 | $1.11M | 0.04% | +220+4.9% | Added |
| PAX Financial Group, LLC | 4,734 | $1.11M | 0.20% | +4,734 | New |
| NorthCrest Asset Manangement, LLC | 4,746 | $1.12M | 0.03% | +601+14.5% | Added |
| Commonwealth Equity Services, LLC | 4,847 | $1.14M | 0.00% | +1,393+40.3% | Added |
| Raymond James & Associates | 4,878 | $1.15M | 0.00% | +803+19.7% | Added |
| State of Tennessee, Treasury Department | 5,000 | $1.18M | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,018 | $1.18M | 0.12% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 5,064 | $1.19M | 0.27% | +3,337+193.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,072 | $1.19M | 0.01% | +420+9.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,104 | $1.20M | 0.03% | +420+9.0% | Added |
| Vident Advisory, LLC | 5,150 | $1.21M | 0.03% | +4,220+453.8% | Added |
| DGS Capital Management, LLC | 5,246 | $1.23M | 0.33% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 5,306 | $1.25M | 0.46% | +5,306 | New |
| Rathbone Brothers plc | 5,416 | $1.27M | 0.01% | +370+7.3% | Added |
| New York State Teachers Retirement System | 5,456 | $1.28M | 0.00% | +1,443+36.0% | Added |
| Ami Asset Management Corp | 5,458 | $1.28M | 0.07% | −330−5.7% | Reduced |
| State of Michigan Retirement System | 5,500 | $1.29M | 0.01% | +400+7.8% | Added |
| Pinebridge Investments, L.P. | 5,657 | $1.33M | 0.01% | +5,657 | New |
| Jackson Creek Investment Advisors LLC | 5,861 | $1.38M | 0.41% | +1,292+28.3% | Added |
| BNP Paribas Arbitrage, SA | 5,933 | $1.40M | 0.00% | −24,875−80.7% | Reduced |
| Susquehanna International Group, LLP | 5,945 | $1.40M | 0.00% | −18,324−75.5% | Reduced |
| Evanson Asset Management, LLC | 6,000 | $1.41M | 0.10% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,107 | $1.44M | 0.01% | +323+5.6% | Added |
| Legato Capital Management LLC | 6,126 | $1.44M | 0.18% | −935−13.2% | Reduced |
| Louisiana State Employees Retirement System | 6,400 | $1.51M | 0.03% | +500+8.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,463 | $1.52M | 0.00% | +6,463 | New |
| State of Wisconsin Investment Board | 6,504 | $1.53M | 0.00% | −3,701−36.3% | Reduced |
| Thrivent Financial for Lutherans | 6,540 | $1.54M | 0.00% | −4,206−39.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,550 | $1.54M | 0.01% | −180−2.7% | Reduced |
| Globeflex Capital L P | 6,607 | $1.56M | 0.15% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 6,612 | $1.56M | 0.17% | −202−3.0% | Reduced |
| Bayesian Capital Management, LP | 6,625 | $1.56M | 0.18% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 6,774 | $1.59M | 0.11% | +1,348+24.8% | Added |
| Empowered Funds, LLC | 6,927 | $1.63M | 0.03% | +200+3.0% | Added |
| Wells Fargo & Company | 6,928 | $1.63M | 0.00% | +877+14.5% | Added |
| Schroder Investment Management Group | 7,497 | $1.76M | 0.00% | −8,377−52.8% | Reduced |
| Martingale Asset Management L P | 7,581 | $1.78M | 0.04% | −4,436−36.9% | Reduced |
| Global Endowment Management, LP | 7,683 | $1.81M | 0.18% | 00.0% | Unchanged |
| LPL Financial LLC | 7,712 | $1.82M | 0.00% | +944+13.9% | Added |
| Brinker Capital Investments, LLC | 7,762 | $1.83M | 0.02% | −1,319−14.5% | Reduced |
| Orion Portfolio Solutions, LLC | 7,762 | $1.83M | 0.02% | −1,319−14.5% | Reduced |
| Citigroup Inc | 8,060 | $1.90M | 0.00% | +995+14.1% | Added |
| Millennium Management LLC | 8,124 | $1.91M | 0.00% | −78,655−90.6% | Reduced |
| Yousif Capital Management, LLC | 8,329 | $1.96M | 0.02% | −436−5.0% | Reduced |
| State of New Jersey Common Pension Fund D | 8,475 | $2.00M | 0.01% | +412+5.1% | Added |
| Simplex Trading, LLC | 8,614 | $2.03M | 0.07% | +6,797+374.1% | Added |
| Public Employees Retirement System of Ohio | 8,824 | $2.08M | 0.01% | +442+5.3% | Added |
| Engineers Gate Manager LP | 8,900 | $2.10M | 0.04% | +3,297+58.8% | Added |
| Zacks Investment Management | 8,905 | $2.10M | 0.02% | +732+9.0% | Added |
| CWM, LLC | 9,067 | $2.13M | 0.01% | +8,918+5,985.2% | Added |
| Janus Henderson Group PLC | 9,353 | $2.20M | 0.00% | +215+2.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 9,647 | $2.27M | 0.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 9,647 | $2.27M | 0.02% | +9,647 | New |
| Savant Capital, LLC | 9,742 | $2.29M | 0.02% | +9,742 | New |
| Barclays PLC | 9,888 | $2.33M | 0.00% | +1,681+20.5% | Added |
| Treasurer of the State of North Carolina | 9,900 | $2.33M | 0.01% | +330+3.4% | Added |
| Teacher Retirement System of Texas | 10,323 | $2.43M | 0.01% | +3,628+54.2% | Added |
| Asset Management One Co.,Ltd. | 10,498 | $2.47M | 0.01% | +10,498 | New |
| Voya Investment Management LLC | 10,558 | $2.49M | 0.00% | −348−3.2% | Reduced |
| Inspire Advisors, LLC | 10,906 | $2.57M | 0.31% | +10,906 | New |
| Prescott Group Capital Management, L.L.C. | 11,000 | $2.59M | 0.38% | +3,000+37.5% | Added |
| EFG Asset Management (North America) Corp. | 11,049 | $2.60M | 0.43% | +2,990+37.1% | Added |
| Amalgamated Bank | 11,236 | $2.65M | 0.02% | +291+2.7% | Added |
| Balyasny Asset Management LLC | 11,360 | $2.67M | 0.01% | +11,360 | New |
| Cavalier Investments, LLC | 11,479 | $2.70M | 0.83% | +690+6.4% | Added |
| Advisors Capital Management, LLC | 12,067 | $2.84M | 0.05% | +759+6.7% | Added |
| Mutual of America Capital Management LLC | 12,434 | $2.93M | 0.03% | +419+3.5% | Added |
| Comerica Bank | 12,471 | $2.94M | 0.01% | −536−4.1% | Reduced |
| ClariVest Asset Management LLC | 12,123 | $2.96M | 0.30% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 12,651 | $2.98M | 0.01% | +565+4.7% | Added |
| MetLife Investment Management | 12,917 | $3.04M | 0.02% | +828+6.8% | Added |
| Robeco Institutional Asset Management B.V. | 13,089 | $3.08M | 0.01% | −691−5.0% | Reduced |
| Bessemer Group Inc | 13,183 | $3.10M | 0.01% | +13,055+10,199.2% | Added |
| Graham Capital Management, L.P. | 14,095 | $3.32M | 0.11% | +6,590+87.8% | Added |
| Cerity Partners LLC | 14,648 | $3.45M | 0.01% | +13,448+1,120.7% | Added |
| UBS Group AG | 15,034 | $3.54M | 0.00% | +1,496+11.1% | Added |
| Allianz Asset Management GmbH | 16,580 | $3.90M | 0.01% | +500+3.1% | Added |
| Channel Wealth LLC | 17,862 | $4.20M | 1.39% | +20.0% | Added |
| Danske Bank A/S | 18,345 | $4.32M | 0.01% | +12,463+211.9% | Added |
| Miura Global Management, LLC | 19,000 | $4.47M | 5.14% | +1,000+5.6% | Added |
| Manufacturers Life Insurance Company, The | 19,130 | $4.50M | 0.00% | +962+5.3% | Added |
| Pier Capital, LLC | 19,924 | $4.69M | 0.66% | −18,201−47.7% | Reduced |
| Bank of Montreal | 20,199 | $4.74M | 0.00% | +17,074+546.4% | Added |
| California State Teachers Retirement System | 20,180 | $4.75M | 0.01% | −97−0.5% | Reduced |
| Ensign Peak Advisors, Inc | 21,328 | $5.02M | 0.01% | +6,295+41.9% | Added |
| Zevenbergen Capital Investments LLC | 21,450 | $5.05M | 0.11% | −1,000−4.5% | Reduced |
| Baker Avenue Asset Management, LP | 21,483 | $5.06M | 0.16% | +3,038+16.5% | Added |
| Natixis Advisors, L.P. | 22,094 | $5.20M | 0.01% | +3,533+19.0% | Added |
| Algert Global LLC | 23,974 | $5.64M | 0.15% | +4,917+25.8% | Added |
| Lazard Asset Management LLC | 24,298 | $5.72M | 0.01% | +15,851+187.7% | Added |
| Allspring Global Investments Holdings, LLC | 24,636 | $5.80M | 0.01% | +7,161+41.0% | Added |
| Hillsdale Investment Management Inc. | 25,218 | $5.94M | 0.46% | −772−3.0% | Reduced |
| Next Century Growth Investors LLC | 26,135 | $6.15M | 0.50% | −11,917−31.3% | Reduced |
| Corebridge Financial, Inc. | 27,472 | $6.47M | 0.03% | +650+2.4% | Added |
| Point72 Asset Management, L.P. | 27,501 | $6.47M | 0.02% | +27,501 | New |