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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 3,347 | $787.9K | 0.01% | −1,539−31.5% | Reduced |
| DC Investments Management, LLC | 3,323 | $782.2K | 0.55% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 3,281 | $772.3K | 0.01% | 00.0% | Unchanged |
| Summit Global Investments | 3,225 | $759.0K | 0.05% | +3,225 | New |
| Inceptionr LLC | 3,183 | $749.3K | 0.18% | +3,183 | New |
| Headlands Technologies LLC | 3,163 | $744.6K | 0.09% | +3,163 | New |
| Commerce Bank | 3,150 | $741.5K | 0.00% | −83−2.6% | Reduced |
| Main Management ETF Advisors, LLC | 3,104 | $731.0K | 0.03% | +3,104 | New |
| SpiderRock Advisors, LLC | 2,980 | $701.5K | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 2,979 | $701.3K | 0.01% | −8,994−75.1% | Reduced |
| Pallas Capital Advisors LLC | 3,621 | $695.5K | 0.03% | +3,621 | New |
| Sanctuary Advisors, LLC | 2,833 | $686.7K | 0.00% | +2,833 | New |
| Curbstone Financial Management Corp | 2,840 | $668.5K | 0.14% | +280+10.9% | Added |
| Schonfeld Strategic Advisors LLC | 2,836 | $667.6K | 0.01% | −13,494−82.6% | Reduced |
| Aviva PLC | 2,796 | $658.2K | 0.00% | +109+4.1% | Added |
| Oak Thistle LLC | 2,744 | $645.9K | 0.21% | +2,744 | New |
| Pictet Asset Management Holding SA | 2,716 | $639.2K | 0.00% | −157−5.5% | Reduced |
| Quest Partners LLC | 2,685 | $632.0K | 0.06% | +2,685 | New |
| TownSquare Capital, LLC | 2,680 | $630.9K | 0.01% | +42+1.6% | Added |
| State of Alaska, Department of Revenue | 2,670 | $628.0K | 0.01% | +370+16.1% | Added |
| TD Asset Management Inc | 2,600 | $609.8K | 0.00% | −5,400−67.5% | Reduced |
| Independent Advisor Alliance | 2,554 | $601.2K | 0.02% | −148−5.5% | Reduced |
| Truist Financial Corp | 2,540 | $597.9K | 0.00% | +73+3.0% | Added |
| The PNC Financial Services Group, Inc. | 2,513 | $591.6K | 0.00% | −18−0.7% | Reduced |
| Jane Street Group, LLC | 2,486 | $585.2K | 0.00% | −86,060−97.2% | Reduced |
| Calamos Advisors LLC | 2,463 | $579.8K | 0.00% | −386−13.5% | Reduced |
| XTX Topco Ltd | 2,450 | $576.7K | 0.04% | −852−25.8% | Reduced |
| Moody Aldrich Partners LLC | 2,426 | $571.1K | 0.10% | −17,383−87.8% | Reduced |
| Assetmark, Inc | 2,391 | $562.8K | 0.00% | +2,072+649.5% | Added |
| State of Wyoming | 2,365 | $556.7K | 0.08% | −719−23.3% | Reduced |
| Public Employees Retirement Association of Colorado | 2,354 | $554.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,334 | $549.7K | 0.00% | −2,282−49.4% | Reduced |
| Colony Group, LLC | 2,323 | $546.8K | 0.00% | +2,323 | New |
| Beacon Pointe Advisors, LLC | 2,254 | $530.6K | 0.01% | −257−10.2% | Reduced |
| JustInvest LLC | 2,239 | $527.1K | 0.01% | +480+27.3% | Added |
| Two Sigma Advisers, LP | 2,200 | $517.9K | 0.00% | −1,100−33.3% | Reduced |
| Prelude Capital Management, LLC | 2,191 | $515.8K | 0.04% | −755−25.6% | Reduced |
| Verdence Capital Advisors LLC | 2,142 | $504.2K | 0.04% | +320+17.6% | Added |
| Keebeck Alpha, LP | 2,030 | $477.9K | 0.31% | −766−27.4% | Reduced |
| Two Sigma Securities, LLC | 1,988 | $468.0K | 0.04% | +1,988 | New |
| Mariner, LLC | 1,933 | $454.9K | 0.00% | −155−7.4% | Reduced |
| LVZ Advisors, Inc. | 1,869 | $440.0K | 0.06% | +66+3.7% | Added |
| Stifel Financial Corp | 1,853 | $436.2K | 0.00% | +575+45.0% | Added |
| South Dakota Investment Council | 1,800 | $424.0K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 1,789 | $421.1K | 0.01% | +109+6.5% | Added |
| Dynamic Technology Lab Private Ltd | 1,780 | $419.0K | 0.04% | +1,780 | New |
| Crossmark Global Holdings, Inc. | 1,770 | $416.0K | 0.01% | +446+33.7% | Added |
| Penserra Capital Management LLC | 1,762 | $414.0K | 0.01% | −2,160−55.1% | Reduced |
| Winton Group Ltd | 1,734 | $408.2K | 0.03% | −2,102−54.8% | Reduced |
| Woodline Partners LP | 1,704 | $401.1K | 0.00% | +1,704 | New |
| PEAK6 Investments LLC | 1,697 | $399.5K | 0.02% | −1,823−51.8% | Reduced |
| Boothbay Fund Management, LLC | 1,684 | $396.4K | 0.01% | +1,684 | New |
| Cambridge Investment Research Advisors, Inc. | 1,637 | $385.0K | 0.00% | +422+34.7% | Added |
| 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 |
| HMS Capital Management, LLC | 1,590 | $374.3K | 0.18% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,534 | $361.1K | 0.07% | −629−29.1% | Reduced |
| DekaBank Deutsche Girozentrale | 1,523 | $355.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,471 | $346.0K | 0.00% | −2,424−62.2% | Reduced |
| Toroso Investments, LLC | 1,425 | $335.4K | 0.00% | +40+2.9% | Added |
| Lewis Asset Management, LLC | 1,328 | $312.6K | 0.23% | +123+10.2% | Added |
| nVerses Capital, LLC | 1,300 | $306.0K | 0.14% | −200−13.3% | Reduced |
| Burns Matteson Capital Management, LLC | 1,296 | $305.1K | 0.17% | +1,296 | New |
| Sherbrooke Park Advisers LLC | 1,282 | $301.8K | 0.07% | +1,282 | New |
| Silvercrest Asset Management Group LLC | 1,266 | $298.0K | 0.00% | +1,266 | New |
| Maryland State Retirement & Pension System | 1,256 | $295.7K | 0.01% | −457−26.7% | Reduced |
| City Center Advisors, LLC | 1,249 | $294.0K | 0.33% | +1,249 | New |
| Cornercap Investment Counsel Inc | 1,223 | $287.9K | 0.09% | −1,605−56.8% | Reduced |
| Cresset Asset Management, LLC | 1,218 | $286.7K | 0.00% | +263+27.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,216 | $286.2K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 1,210 | $284.8K | 0.00% | −631−34.3% | Reduced |
| 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 |
| Sax Wealth Advisors, LLC | 1,199 | $282.2K | 0.03% | +164+15.8% | Added |
| Daiwa Securities Group Inc. | 1,200 | $282.0K | 0.00% | +1,200 | New |
| Diversify Wealth Management, LLC | 1,439 | $281.4K | 0.03% | −123−7.9% | Reduced |
| Mutual Advisors, LLC | 1,448 | $278.1K | 0.01% | −229−13.7% | Reduced |
| First Bank & Trust | 1,173 | $276.1K | 0.05% | −17−1.4% | Reduced |
| Verition Fund Management LLC | 1,158 | $272.6K | 0.00% | −5,651−83.0% | Reduced |
| ClearAlpha Technologies LP | 1,140 | $268.4K | 0.11% | +1,140 | New |
| 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 |
| First Foundation Advisors | 1,098 | $258.5K | 0.01% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,069 | $251.6K | 0.03% | +1,069 | New |
| Linden Thomas Advisory Services, LLC | 1,065 | $250.7K | 0.03% | +224+26.6% | Added |
| Centiva Capital, LP | 1,047 | $246.5K | 0.01% | −1,008−49.1% | Reduced |
| ProShare Advisors LLC | 1,045 | $246.0K | 0.00% | −2,585−71.2% | Reduced |
| Cullinan Associates Inc | 1,200 | $240.3K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 1,013 | $238.5K | 0.00% | +1,013 | New |
| Steel Peak Wealth Management LLC | 1,006 | $236.8K | 0.01% | +6+0.6% | Added |
| Navellier & Associates Inc | 1,000 | $235.4K | 0.03% | 00.0% | Unchanged |
| Davis R M Inc | 1,000 | $235.4K | 0.00% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 1,000 | $235.4K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 991 | $233.3K | 0.00% | −1,151−53.7% | Reduced |
| Pathstone Holdings, LLC | 982 | $231.2K | 0.00% | +982 | New |
| Arlington Financial Advisors, LLC | 952 | $224.1K | 0.05% | −2,500−72.4% | Reduced |
| Magnetar Financial LLC | 944 | $222.2K | 0.00% | +944 | New |
| Atria Investments LLC | 922 | $217.0K | 0.00% | −22−2.3% | Reduced |
| MML Investors Services, LLC | 919 | $216.0K | 0.00% | −127−12.1% | Reduced |
| HighTower Advisors, LLC | 926 | $213.0K | 0.00% | −46−4.7% | Reduced |