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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 27,607 | $6.50M | 0.00% | +1,168+4.4% | Added |
| Retirement Systems of Alabama | 27,950 | $6.58M | 0.02% | +2,047+7.9% | Added |
| Goldman Sachs Group Inc | 29,068 | $6.84M | 0.00% | −96,110−76.8% | Reduced |
| Envestnet Asset Management Inc | 29,384 | $6.92M | 0.00% | −3,182−9.8% | Reduced |
| Trexquant Investment LP | 29,501 | $6.94M | 0.09% | +323+1.1% | Added |
| Picton Mahoney Asset Management | 30,011 | $7.07M | 0.27% | +5,910+24.5% | Added |
| Castleark Management LLC | 30,490 | $7.18M | 0.29% | −1,110−3.5% | Reduced |
| Russell Investments Group, Ltd. | 33,146 | $7.80M | 0.01% | −5,673−14.6% | Reduced |
| Prudential Financial Inc | 34,146 | $8.04M | 0.01% | −36,156−51.4% | Reduced |
| Legal & General Group Plc | 34,247 | $8.06M | 0.00% | +2,647+8.4% | Added |
| AXA S.A. | 37,476 | $8.82M | 0.03% | +32,363+633.0% | Added |
| Burney Co | 38,205 | $8.99M | 0.32% | +28,225+282.8% | Added |
| Great West Life Assurance Co | 39,516 | $9.29M | 0.02% | −1,480−3.6% | Reduced |
| Moran Wealth Management, LLC | 40,341 | $9.50M | 0.29% | +858+2.2% | Added |
| Swiss National Bank | 41,500 | $9.77M | 0.01% | +800+2.0% | Added |
| SEI Investments Co | 41,891 | $9.86M | 0.01% | +3,612+9.4% | Added |
| D. E. Shaw & Co., Inc. | 41,937 | $9.87M | 0.01% | −12,970−23.6% | Reduced |
| Canada Pension Plan Investment Board | 42,600 | $10.0M | 0.01% | +27,800+187.8% | Added |
| Federated Hermes, Inc. | 43,771 | $10.3M | 0.02% | +170.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 44,370 | $10.4M | 0.01% | +44,370 | New |
| Assenagon Asset Management S.A. | 46,022 | $10.8M | 0.02% | +25,619+125.6% | Added |
| Man Group plc | 46,115 | $10.9M | 0.03% | +2,438+5.6% | Added |
| Long Walk Management LP | 50,750 | $11.9M | 4.94% | −38,750−43.3% | Reduced |
| Insight Holdings Group, LLC | 51,061 | $12.0M | 0.52% | −35,400−40.9% | Reduced |
| Nicholas Investment Partners, LP | 51,085 | $12.0M | 1.10% | +2,619+5.4% | Added |
| EULAV Asset Management | 55,449 | $13.1M | 0.32% | +16,000+40.6% | Added |
| Ameriprise Financial Inc | 58,374 | $13.7M | 0.00% | −3,560−5.7% | Reduced |
| Blair William & Co | 58,481 | $13.8M | 0.04% | −2,338−3.8% | Reduced |
| Atika Capital Management LLC | 59,000 | $13.9M | 1.49% | 00.0% | Unchanged |
| 12 West Capital Management LP | 60,000 | $14.1M | 1.45% | −20,000−25.0% | Reduced |
| FMR LLC | 60,894 | $14.3M | 0.00% | +55,348+998.0% | Added |
| Mission Wealth Management, LP | 61,689 | $14.5M | 0.36% | −39,328−38.9% | Reduced |
| Rhumbline Advisers | 63,967 | $15.1M | 0.01% | +3,004+4.9% | Added |
| WCM Investment Management, LLC | 69,350 | $16.3M | 0.04% | −19,314−21.8% | Reduced |
| Qube Research & Technologies Ltd | 70,424 | $16.6M | 0.03% | +22,560+47.1% | Added |
| Arrowstreet Capital, Limited Partnership | 71,352 | $16.8M | 0.01% | +49,819+231.4% | Added |
| Royal Bank of Canada | 74,433 | $17.5M | 0.00% | +48,015+181.8% | Added |
| Jackson Square Partners, LLC | 74,781 | $17.6M | 1.52% | −7,871−9.5% | Reduced |
| Bridgewater Associates, LP | 75,145 | $17.7M | 0.10% | +9,795+15.0% | Added |
| Jupiter Asset Management Ltd | 75,909 | $17.9M | 0.16% | +36,289+91.6% | Added |
| Spence Asset Management | 77,213 | $18.2M | 4.41% | −72,027−48.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 86,124 | $20.3M | 0.01% | −182,321−67.9% | Reduced |
| Jennison Associates LLC | 89,417 | $21.0M | 0.01% | +3,943+4.6% | Added |
| Bank of America Corp | 89,895 | $21.2M | 0.00% | +31,991+55.2% | Added |
| Victory Capital Management Inc | 94,023 | $22.1M | 0.02% | −6,317−6.3% | Reduced |
| Wellington Management Group LLP | 97,129 | $22.9M | 0.00% | −8,053−7.7% | Reduced |
| Los Angeles Capital Management LLC | 105,061 | $24.7M | 0.10% | −4,789−4.4% | Reduced |
| Eagle Asset Management Inc | 108,422 | $24.7M | 0.13% | −9,266−7.9% | Reduced |
| Greenstone Partners & Co., LLC | 113,067 | $26.6M | 9.29% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 117,717 | $27.7M | 0.01% | +841+0.7% | Added |
| Ranger Investment Management, L.P. | 124,406 | $29.3M | 1.88% | +38,517+44.8% | Added |
| Dimensional Fund Advisors LP | 130,126 | $30.6M | 0.01% | +45,975+54.6% | Added |
| Baird Financial Group, Inc. | 156,046 | $36.7M | 0.07% | −22,734−12.7% | Reduced |
| Nuveen Asset Management, LLC | 159,482 | $37.5M | 0.01% | −8,626−5.1% | Reduced |
| JPMorgan Chase & Co | 161,278 | $38.0M | 0.00% | +5,077+3.3% | Added |
| Northern Trust Corp | 163,771 | $38.6M | 0.01% | −73,929−31.1% | Reduced |
| Price T Rowe Associates Inc | 166,318 | $39.2M | 0.00% | −73,901−30.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 170,157 | $40.1M | 0.16% | +22,196+15.0% | Added |
| Squarepoint Ops LLC | 172,155 | $40.5M | 0.13% | −12,879−7.0% | Reduced |
| Charles Schwab Investment Management Inc | 176,815 | $41.6M | 0.01% | +24,141+15.8% | Added |
| Zeno Equity Partners LLP | 176,925 | $41.6M | 11.63% | +4,361+2.5% | Added |
| Principal Financial Group Inc | 177,831 | $41.9M | 0.02% | +24,697+16.1% | Added |
| Fred Alger Management, LLC | 184,826 | $43.5M | 0.21% | −174,057−48.5% | Reduced |
| First Trust Advisors LP | 186,858 | $44.0M | 0.04% | +66,093+54.7% | Added |
| New York State Common Retirement Fund | 188,922 | $44.5M | 0.06% | −76,254−28.8% | Reduced |
| Bank of New York Mellon Corp | 201,866 | $47.5M | 0.01% | −39,935−16.5% | Reduced |
| Driehaus Capital Management LLC | 212,984 | $50.1M | 0.43% | −14,648−6.4% | Reduced |
| Franklin Resources Inc | 228,655 | $51.8M | 0.01% | +54,386+31.2% | Added |
| Morgan Stanley | 228,550 | $53.8M | 0.00% | +53,856+30.8% | Added |
| Renaissance Technologies LLC | 231,700 | $54.5M | 0.08% | +12,700+5.8% | Added |
| GW&K Investment Management, LLC | 262,457 | $61.8M | 0.53% | −11,564−4.2% | Reduced |
| Norges Bank | 277,436 | $65.3M | 0.01% | +15,720+6.0% | Added |
| Macquarie Group Ltd | 306,012 | $72.0M | 0.08% | +54,494+21.7% | Added |
| Nellore Capital Management LLC | 313,619 | $73.8M | 10.06% | +34,170+12.2% | Added |
| DF Dent & Co Inc | 351,691 | $82.8M | 1.01% | +32,181+10.1% | Added |
| Invesco Ltd. | 407,484 | $95.9M | 0.02% | +88,556+27.8% | Added |
| Geode Capital Management, LLC | 413,032 | $97.3M | 0.01% | +32,743+8.6% | Added |
| AQR Capital Management LLC | 457,925 | $107.2M | 0.15% | +399,385+682.2% | Added |
| Lord, Abbett & Co. LLC | 459,285 | $108.1M | 0.34% | +207,204+82.2% | Added |
| Gilder Gagnon Howe & Co LLC | 547,351 | $128.8M | 1.54% | −12,645−2.3% | Reduced |
| State Street Corp | 653,136 | $153.7M | 0.01% | +49,238+8.2% | Added |
| Brown Capital Management LLC | 804,645 | $189.4M | 4.08% | −105,534−11.6% | Reduced |
| Ashe Capital Management, LP | 1,397,308 | $328.9M | 26.20% | 00.0% | Unchanged |
| BlackRock, Inc. | 2,224,890 | $523.7M | 0.01% | +2,224,890 | New |
| Vanguard Group Inc | 2,404,353 | $566.0M | 0.01% | +244,238+11.3% | Added |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −108,639−100.0% | Sold out |
| Manchester Global Management (UK) Ltd | 0 | $0 | 0.00% | −83,589−100.0% | Sold out |
| Vista Equity Partners Management, LLC | 0 | $0 | 0.00% | −33,297−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −25,200−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,595−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −17,943−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −17,855−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −14,952−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −14,711−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −13,636−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −13,028−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −12,366−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −11,039−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −10,784−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −9,857−100.0% | Sold out |