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 |
|---|---|---|---|---|---|
| Miura Global Management, LLC | 19,000 | $4.47M | 5.14% | +1,000+5.6% | Added |
| Danske Bank A/S | 18,345 | $4.32M | 0.01% | +12,463+211.9% | Added |
| Channel Wealth LLC | 17,862 | $4.20M | 1.39% | +20.0% | Added |
| Allianz Asset Management GmbH | 16,580 | $3.90M | 0.01% | +500+3.1% | Added |
| UBS Group AG | 15,034 | $3.54M | 0.00% | +1,496+11.1% | Added |
| Cerity Partners LLC | 14,648 | $3.45M | 0.01% | +13,448+1,120.7% | Added |
| Graham Capital Management, L.P. | 14,095 | $3.32M | 0.11% | +6,590+87.8% | Added |
| Bessemer Group Inc | 13,183 | $3.10M | 0.01% | +13,055+10,199.2% | Added |
| Robeco Institutional Asset Management B.V. | 13,089 | $3.08M | 0.01% | −691−5.0% | Reduced |
| MetLife Investment Management | 12,917 | $3.04M | 0.02% | +828+6.8% | Added |
| State Board of Administration of Florida Retirement System | 12,651 | $2.98M | 0.01% | +565+4.7% | Added |
| ClariVest Asset Management LLC | 12,123 | $2.96M | 0.30% | 00.0% | Unchanged |
| Comerica Bank | 12,471 | $2.94M | 0.01% | −536−4.1% | Reduced |
| Mutual of America Capital Management LLC | 12,434 | $2.93M | 0.03% | +419+3.5% | Added |
| Advisors Capital Management, LLC | 12,067 | $2.84M | 0.05% | +759+6.7% | Added |
| Cavalier Investments, LLC | 11,479 | $2.70M | 0.83% | +690+6.4% | Added |
| Balyasny Asset Management LLC | 11,360 | $2.67M | 0.01% | +11,360 | New |
| Amalgamated Bank | 11,236 | $2.65M | 0.02% | +291+2.7% | Added |
| EFG Asset Management (North America) Corp. | 11,049 | $2.60M | 0.43% | +2,990+37.1% | Added |
| Prescott Group Capital Management, L.L.C. | 11,000 | $2.59M | 0.38% | +3,000+37.5% | Added |
| Inspire Advisors, LLC | 10,906 | $2.57M | 0.31% | +10,906 | New |
| Voya Investment Management LLC | 10,558 | $2.49M | 0.00% | −348−3.2% | Reduced |
| Asset Management One Co.,Ltd. | 10,498 | $2.47M | 0.01% | +10,498 | New |
| Teacher Retirement System of Texas | 10,323 | $2.43M | 0.01% | +3,628+54.2% | Added |
| Treasurer of the State of North Carolina | 9,900 | $2.33M | 0.01% | +330+3.4% | Added |
| Barclays PLC | 9,888 | $2.33M | 0.00% | +1,681+20.5% | Added |
| Savant Capital, LLC | 9,742 | $2.29M | 0.02% | +9,742 | New |
| 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 |
| Janus Henderson Group PLC | 9,353 | $2.20M | 0.00% | +215+2.4% | Added |
| CWM, LLC | 9,067 | $2.13M | 0.01% | +8,918+5,985.2% | Added |
| Zacks Investment Management | 8,905 | $2.10M | 0.02% | +732+9.0% | Added |
| Engineers Gate Manager LP | 8,900 | $2.10M | 0.04% | +3,297+58.8% | Added |
| Public Employees Retirement System of Ohio | 8,824 | $2.08M | 0.01% | +442+5.3% | Added |
| Simplex Trading, LLC | 8,614 | $2.03M | 0.07% | +6,797+374.1% | Added |
| State of New Jersey Common Pension Fund D | 8,475 | $2.00M | 0.01% | +412+5.1% | Added |
| Yousif Capital Management, LLC | 8,329 | $1.96M | 0.02% | −436−5.0% | Reduced |
| Millennium Management LLC | 8,124 | $1.91M | 0.00% | −78,655−90.6% | Reduced |
| Citigroup Inc | 8,060 | $1.90M | 0.00% | +995+14.1% | 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 |
| LPL Financial LLC | 7,712 | $1.82M | 0.00% | +944+13.9% | Added |
| Global Endowment Management, LP | 7,683 | $1.81M | 0.18% | 00.0% | Unchanged |
| Martingale Asset Management L P | 7,581 | $1.78M | 0.04% | −4,436−36.9% | Reduced |
| Schroder Investment Management Group | 7,497 | $1.76M | 0.00% | −8,377−52.8% | Reduced |
| Wells Fargo & Company | 6,928 | $1.63M | 0.00% | +877+14.5% | Added |
| Empowered Funds, LLC | 6,927 | $1.63M | 0.03% | +200+3.0% | Added |
| Point72 Hong Kong Ltd | 6,774 | $1.59M | 0.11% | +1,348+24.8% | Added |
| Bayesian Capital Management, LP | 6,625 | $1.56M | 0.18% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 6,612 | $1.56M | 0.17% | −202−3.0% | Reduced |
| Globeflex Capital L P | 6,607 | $1.56M | 0.15% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 6,550 | $1.54M | 0.01% | −180−2.7% | Reduced |
| Thrivent Financial for Lutherans | 6,540 | $1.54M | 0.00% | −4,206−39.1% | Reduced |
| State of Wisconsin Investment Board | 6,504 | $1.53M | 0.00% | −3,701−36.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,463 | $1.52M | 0.00% | +6,463 | New |
| Louisiana State Employees Retirement System | 6,400 | $1.51M | 0.03% | +500+8.5% | Added |
| Legato Capital Management LLC | 6,126 | $1.44M | 0.18% | −935−13.2% | Reduced |
| Arizona State Retirement System | 6,107 | $1.44M | 0.01% | +323+5.6% | Added |
| Evanson Asset Management, LLC | 6,000 | $1.41M | 0.10% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 5,945 | $1.40M | 0.00% | −18,324−75.5% | Reduced |
| BNP Paribas Arbitrage, SA | 5,933 | $1.40M | 0.00% | −24,875−80.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 5,861 | $1.38M | 0.41% | +1,292+28.3% | Added |
| Pinebridge Investments, L.P. | 5,657 | $1.33M | 0.01% | +5,657 | New |
| State of Michigan Retirement System | 5,500 | $1.29M | 0.01% | +400+7.8% | Added |
| Ami Asset Management Corp | 5,458 | $1.28M | 0.07% | −330−5.7% | Reduced |
| New York State Teachers Retirement System | 5,456 | $1.28M | 0.00% | +1,443+36.0% | Added |
| Rathbone Brothers plc | 5,416 | $1.27M | 0.01% | +370+7.3% | Added |
| Lombard Odier Asset Management (USA) Corp | 5,306 | $1.25M | 0.46% | +5,306 | New |
| DGS Capital Management, LLC | 5,246 | $1.23M | 0.33% | 00.0% | Unchanged |
| Vident Advisory, LLC | 5,150 | $1.21M | 0.03% | +4,220+453.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,104 | $1.20M | 0.03% | +420+9.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,072 | $1.19M | 0.01% | +420+9.0% | Added |
| Fox Run Management, L.L.C. | 5,064 | $1.19M | 0.27% | +3,337+193.2% | Added |
| Quent Capital, LLC | 5,018 | $1.18M | 0.12% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 5,000 | $1.18M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 4,878 | $1.15M | 0.00% | +803+19.7% | Added |
| Commonwealth Equity Services, LLC | 4,847 | $1.14M | 0.00% | +1,393+40.3% | Added |
| NorthCrest Asset Manangement, LLC | 4,746 | $1.12M | 0.03% | +601+14.5% | Added |
| PAX Financial Group, LLC | 4,734 | $1.11M | 0.20% | +4,734 | New |
| Ameritas Investment Partners, Inc. | 4,720 | $1.11M | 0.04% | +220+4.9% | Added |
| Oregon Public Employees Retirement Fund | 4,662 | $1.10M | 0.02% | +320+7.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,660 | $1.10M | 0.00% | −1,616−25.7% | Reduced |
| PDT Partners, LLC | 4,606 | $1.08M | 0.10% | −27−0.6% | Reduced |
| Xponance, Inc. | 4,427 | $1.04M | 0.01% | −348−7.3% | Reduced |
| ExodusPoint Capital Management, LP | 4,426 | $1.04M | 0.01% | +4,426 | New |
| Gsa Capital Partners LLP | 4,420 | $1.04M | 0.08% | −8,120−64.8% | Reduced |
| Handelsbanken Fonder AB | 4,400 | $1.04M | 0.00% | +800+22.2% | Added |
| Captrust Financial Advisors | 4,374 | $1.03M | 0.00% | +2,830+183.3% | Added |
| Jacobs Levy Equity Management, Inc | 4,265 | $1.00M | 0.00% | −136−3.1% | Reduced |
| Lecap Asset Management Ltd | 4,259 | $1.00M | 0.22% | +4,259 | New |
| New Mexico Educational Retirement Board | 4,200 | $989.0K | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,176 | $983.0K | 0.03% | +524+14.3% | Added |
| Oppenheimer Asset Management Inc. | 4,079 | $960.2K | 0.01% | −1,071−20.8% | Reduced |
| American Century Companies Inc | 4,032 | $949.1K | 0.00% | +401+11.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,987 | $938.5K | 0.06% | −12,842−76.3% | Reduced |
| Oberndorf William E | 3,939 | $927.2K | 1.23% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,913 | $921.1K | 0.09% | +3,913 | New |
| Ieq Capital, LLC | 3,776 | $888.9K | 0.01% | +3,776 | New |
| Harbor Capital Advisors, Inc. | 3,581 | $843.0K | 0.04% | +207+6.1% | Added |
| Pacer Advisors, Inc. | 3,417 | $804.4K | 0.00% | +298+9.6% | Added |