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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.

Institutional holdersQ3 2024: 385 institutions
Q1 2021: 158 institutionsQ2 2021: 160 institutionsQ3 2021: 155 institutionsQ4 2021: 150 institutionsQ1 2022: 174 institutionsQ2 2022: 156 institutionsQ3 2022: 162 institutionsQ4 2022: 188 institutionsQ1 2023: 193 institutionsQ2 2023: 214 institutionsQ3 2023: 246 institutionsQ4 2023: 295 institutionsQ1 2024: 366 institutionsQ2 2024: 391 institutionsQ3 2024: 385 institutionsQ4 2024: 388 institutionsQ1 2025: 381 institutionsQ2 2025: 385 institutionsQ3 2025: 411 institutionsQ4 2025: 404 institutionsQ1 2026: 399 institutionsQ2 2026: 394 institutions
Value heldQ3 2024: $4.50B
Q1 2021: $2.29BQ2 2021: $2.29BQ3 2021: $1.93BQ4 2021: $1.95BQ1 2022: $1.78BQ2 2022: $1.46BQ3 2022: $1.70BQ4 2022: $1.67BQ1 2023: $2.05BQ2 2023: $2.78BQ3 2023: $3.01BQ4 2023: $3.01BQ1 2024: $4.86BQ2 2024: $4.61BQ3 2024: $4.50BQ4 2024: $4.70BQ1 2025: $4.38BQ2 2025: $4.73BQ3 2025: $5.52BQ4 2025: $4.88BQ1 2026: $3.41BQ2 2026: $3.77B
Institutions holding APPF and their total value by quarter
QuarterHoldersValue
Q2 2026394$3.77B
Q1 2026399$3.41B
Q4 2025404$4.88B
Q3 2025411$5.52B
Q2 2025385$4.73B
Q1 2025381$4.38B
Q4 2024388$4.70B
Q3 2024385$4.50B
Q2 2024391$4.61B
Q1 2024366$4.86B
Q4 2023295$3.01B
Q3 2023246$3.01B
Q2 2023214$2.78B
Q1 2023193$2.05B
Q4 2022188$1.67B
Q3 2022162$1.70B
Q2 2022156$1.46B
Q1 2022174$1.78B
Q4 2021150$1.95B
Q3 2021155$1.93B
Q2 2021160$2.29B
Q1 2021158$2.29B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q2 2024.

Institutions holding APPF in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Miura Global Management, LLC19,000$4.47M5.14%+1,000+5.6%Added
Danske Bank A/S18,345$4.32M0.01%+12,463+211.9%Added
Channel Wealth LLC17,862$4.20M1.39%+20.0%Added
Allianz Asset Management GmbH16,580$3.90M0.01%+500+3.1%Added
UBS Group AG15,034$3.54M0.00%+1,496+11.1%Added
Cerity Partners LLC14,648$3.45M0.01%+13,448+1,120.7%Added
Graham Capital Management, L.P.14,095$3.32M0.11%+6,590+87.8%Added
Bessemer Group Inc13,183$3.10M0.01%+13,055+10,199.2%Added
Robeco Institutional Asset Management B.V.13,089$3.08M0.01%−691−5.0%Reduced
MetLife Investment Management12,917$3.04M0.02%+828+6.8%Added
State Board of Administration of Florida Retirement System12,651$2.98M0.01%+565+4.7%Added
ClariVest Asset Management LLC12,123$2.96M0.30%00.0%Unchanged
Comerica Bank12,471$2.94M0.01%−536−4.1%Reduced
Mutual of America Capital Management LLC12,434$2.93M0.03%+419+3.5%Added
Advisors Capital Management, LLC12,067$2.84M0.05%+759+6.7%Added
Cavalier Investments, LLC11,479$2.70M0.83%+690+6.4%Added
Balyasny Asset Management LLC11,360$2.67M0.01%+11,360New
Amalgamated Bank11,236$2.65M0.02%+291+2.7%Added
EFG Asset Management (North America) Corp.11,049$2.60M0.43%+2,990+37.1%Added
Prescott Group Capital Management, L.L.C.11,000$2.59M0.38%+3,000+37.5%Added
Inspire Advisors, LLC10,906$2.57M0.31%+10,906New
Voya Investment Management LLC10,558$2.49M0.00%−348−3.2%Reduced
Asset Management One Co.,Ltd.10,498$2.47M0.01%+10,498New
Teacher Retirement System of Texas10,323$2.43M0.01%+3,628+54.2%Added
Treasurer of the State of North Carolina9,900$2.33M0.01%+330+3.4%Added
Barclays PLC9,888$2.33M0.00%+1,681+20.5%Added
Savant Capital, LLC9,742$2.29M0.02%+9,742New
B. Metzler seel. Sohn & Co. AG9,647$2.27M0.02%00.0%Unchanged
B. Metzler seel. Sohn & Co. Holding AG9,647$2.27M0.02%+9,647New
Janus Henderson Group PLC9,353$2.20M0.00%+215+2.4%Added
CWM, LLC9,067$2.13M0.01%+8,918+5,985.2%Added
Zacks Investment Management8,905$2.10M0.02%+732+9.0%Added
Engineers Gate Manager LP8,900$2.10M0.04%+3,297+58.8%Added
Public Employees Retirement System of Ohio8,824$2.08M0.01%+442+5.3%Added
Simplex Trading, LLC8,614$2.03M0.07%+6,797+374.1%Added
State of New Jersey Common Pension Fund D8,475$2.00M0.01%+412+5.1%Added
Yousif Capital Management, LLC8,329$1.96M0.02%−436−5.0%Reduced
Millennium Management LLC8,124$1.91M0.00%−78,655−90.6%Reduced
Citigroup Inc8,060$1.90M0.00%+995+14.1%Added
Brinker Capital Investments, LLC7,762$1.83M0.02%−1,319−14.5%Reduced
Orion Portfolio Solutions, LLC7,762$1.83M0.02%−1,319−14.5%Reduced
LPL Financial LLC7,712$1.82M0.00%+944+13.9%Added
Global Endowment Management, LP7,683$1.81M0.18%00.0%Unchanged
Martingale Asset Management L P7,581$1.78M0.04%−4,436−36.9%Reduced
Schroder Investment Management Group7,497$1.76M0.00%−8,377−52.8%Reduced
Wells Fargo & Company6,928$1.63M0.00%+877+14.5%Added
Empowered Funds, LLC6,927$1.63M0.03%+200+3.0%Added
Point72 Hong Kong Ltd6,774$1.59M0.11%+1,348+24.8%Added
Bayesian Capital Management, LP6,625$1.56M0.18%00.0%Unchanged
Azzad Asset Management Inc6,612$1.56M0.17%−202−3.0%Reduced
Globeflex Capital L P6,607$1.56M0.15%00.0%Unchanged
Teachers Retirement System of the State of Kentucky6,550$1.54M0.01%−180−2.7%Reduced
Thrivent Financial for Lutherans6,540$1.54M0.00%−4,206−39.1%Reduced
State of Wisconsin Investment Board6,504$1.53M0.00%−3,701−36.3%Reduced
Wealth Enhancement Advisory Services, LLC6,463$1.52M0.00%+6,463New
Louisiana State Employees Retirement System6,400$1.51M0.03%+500+8.5%Added
Legato Capital Management LLC6,126$1.44M0.18%−935−13.2%Reduced
Arizona State Retirement System6,107$1.44M0.01%+323+5.6%Added
Evanson Asset Management, LLC6,000$1.41M0.10%00.0%Unchanged
Susquehanna International Group, LLP5,945$1.40M0.00%−18,324−75.5%Reduced
BNP Paribas Arbitrage, SA5,933$1.40M0.00%−24,875−80.7%Reduced
Jackson Creek Investment Advisors LLC5,861$1.38M0.41%+1,292+28.3%Added
Pinebridge Investments, L.P.5,657$1.33M0.01%+5,657New
State of Michigan Retirement System5,500$1.29M0.01%+400+7.8%Added
Ami Asset Management Corp5,458$1.28M0.07%−330−5.7%Reduced
New York State Teachers Retirement System5,456$1.28M0.00%+1,443+36.0%Added
Rathbone Brothers plc5,416$1.27M0.01%+370+7.3%Added
Lombard Odier Asset Management (USA) Corp5,306$1.25M0.46%+5,306New
DGS Capital Management, LLC5,246$1.23M0.33%00.0%Unchanged
Vident Advisory, LLC5,150$1.21M0.03%+4,220+453.8%Added
Northwestern Mutual Investment Management Company, LLC5,104$1.20M0.03%+420+9.0%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys5,072$1.19M0.01%+420+9.0%Added
Fox Run Management, L.L.C.5,064$1.19M0.27%+3,337+193.2%Added
Quent Capital, LLC5,018$1.18M0.12%00.0%Unchanged
State of Tennessee, Treasury Department5,000$1.18M0.00%00.0%Unchanged
Raymond James & Associates4,878$1.15M0.00%+803+19.7%Added
Commonwealth Equity Services, LLC4,847$1.14M0.00%+1,393+40.3%Added
NorthCrest Asset Manangement, LLC4,746$1.12M0.03%+601+14.5%Added
PAX Financial Group, LLC4,734$1.11M0.20%+4,734New
Ameritas Investment Partners, Inc.4,720$1.11M0.04%+220+4.9%Added
Oregon Public Employees Retirement Fund4,662$1.10M0.02%+320+7.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)4,660$1.10M0.00%−1,616−25.7%Reduced
PDT Partners, LLC4,606$1.08M0.10%−27−0.6%Reduced
Xponance, Inc.4,427$1.04M0.01%−348−7.3%Reduced
ExodusPoint Capital Management, LP4,426$1.04M0.01%+4,426New
Gsa Capital Partners LLP4,420$1.04M0.08%−8,120−64.8%Reduced
Handelsbanken Fonder AB4,400$1.04M0.00%+800+22.2%Added
Captrust Financial Advisors4,374$1.03M0.00%+2,830+183.3%Added
Jacobs Levy Equity Management, Inc4,265$1.00M0.00%−136−3.1%Reduced
Lecap Asset Management Ltd4,259$1.00M0.22%+4,259New
New Mexico Educational Retirement Board4,200$989.0K0.03%00.0%Unchanged
Hancock Whitney Corp4,176$983.0K0.03%+524+14.3%Added
Oppenheimer Asset Management Inc.4,079$960.2K0.01%−1,071−20.8%Reduced
American Century Companies Inc4,032$949.1K0.00%+401+11.0%Added
Y-Intercept (Hong Kong) Ltd3,987$938.5K0.06%−12,842−76.3%Reduced
Oberndorf William E3,939$927.2K1.23%00.0%Unchanged
CWM Advisors, LLC3,913$921.1K0.09%+3,913New
Ieq Capital, LLC3,776$888.9K0.01%+3,776New
Harbor Capital Advisors, Inc.3,581$843.0K0.04%+207+6.1%Added
Pacer Advisors, Inc.3,417$804.4K0.00%+298+9.6%Added