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 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 904 | $212.8K | 0.00% | −52,220−98.3% | Reduced |
| Worldquant Millennium Advisors LLC | 903 | $212.6K | 0.00% | +903 | New |
| Kensington Investment Counsel, LLC | 900 | $211.9K | 0.09% | 00.0% | Unchanged |
| Quarry LP | 881 | $207.4K | 0.06% | +643+270.2% | Added |
| Mercer Global Advisors Inc | 889 | $206.4K | 0.00% | −139−13.5% | Reduced |
| Corton Capital Inc. | 864 | $203.4K | 0.10% | −690−44.4% | Reduced |
| Axxcess Wealth Management, LLC | 863 | $203.2K | 0.01% | +23+2.7% | Added |
| Shelton Capital Management | 853 | $200.8K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 853 | $200.8K | 0.00% | −946−52.6% | Reduced |
| Quadrant Capital Group LLC | 801 | $188.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 799 | $188.0K | 0.12% | +307+62.4% | Added |
| Northwest & Ethical Investments L.P. | 725 | $170.7K | 0.00% | +100+16.0% | Added |
| Capital Performance Advisors LLP | 662 | $155.8K | 0.05% | +662 | New |
| RiverPark Advisors, LLC | 630 | $148.3K | 0.12% | −237−27.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 626 | $147.4K | 0.00% | −9,726−94.0% | Reduced |
| KBC Group NV | 618 | $145.0K | 0.00% | +112+22.1% | Added |
| Amundi | 627 | $141.8K | 0.00% | +627 | New |
| Exchange Traded Concepts, LLC | 602 | $141.7K | 0.00% | +224+59.3% | Added |
| Parallel Advisors, LLC | 596 | $140.3K | 0.00% | +3+0.5% | Added |
| Nisa Investment Advisors, LLC | 551 | $129.7K | 0.00% | −139−20.1% | Reduced |
| Smartleaf Asset Management LLC | 541 | $126.9K | 0.02% | +517+2,154.2% | Added |
| Tower Research Capital LLC (TRC) | 483 | $113.7K | 0.00% | −8,153−94.4% | Reduced |
| Harbor Investment Advisory, LLC | 467 | $109.9K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 412 | $97.0K | 0.00% | +412 | New |
| Advisors Asset Management, Inc. | 390 | $91.8K | 0.00% | +141+56.6% | Added |
| True Wealth Design, LLC | 336 | $79.1K | 0.03% | +336 | New |
| C M Bidwell & Associates Ltd | 315 | $74.2K | 0.05% | −24−7.1% | Reduced |
| First Horizon Advisors, Inc. | 278 | $65.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 237 | $55.8K | 0.00% | −1,271−84.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 222 | $52.3K | 0.00% | +9+4.2% | Added |
| International Assets Investment Management, LLC | 11,064 | $47.0K | 0.00% | +11,064 | New |
| Signaturefd, LLC | 199 | $46.8K | 0.00% | +11+5.9% | Added |
| Mizuho Bank, Ltd. | 190 | $44.7K | 0.01% | +190 | New |
| Huntington National Bank | 164 | $38.6K | 0.00% | +1+0.6% | Added |
| GAMMA Investing LLC | 157 | $37.0K | 0.00% | +26+19.8% | Added |
| Jones Financial Companies LLLP | 154 | $36.1K | 0.00% | +144+1,440.0% | Added |
| Allworth Financial LP | 134 | $31.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 117 | $28.6K | 0.00% | +54+85.7% | Added |
| Fifth Third Bancorp | 103 | $24.2K | 0.00% | +19+22.6% | Added |
| Steward Partners Investment Advisory, LLC | 101 | $23.8K | 0.00% | +11+12.2% | Added |
| Farther Finance Advisors, LLC | 87 | $20.5K | 0.00% | +87 | New |
| Plato Investment Management Ltd | 86 | $20.2K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 84 | $19.8K | 0.00% | +59+236.0% | Added |
| Lindbrook Capital, LLC | 75 | $17.7K | 0.00% | −12−13.8% | Reduced |
| CoreCap Advisors, LLC | 63 | $14.8K | 0.00% | +63 | New |
| Global Retirement Partners, LLC | 60 | $14.1K | 0.00% | −29−32.6% | Reduced |
| Principal Securities, Inc. | 60 | $14.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 57 | $13.4K | 0.00% | +44+338.5% | Added |
| Private Trust Co NA | 54 | $12.7K | 0.00% | −33−37.9% | Reduced |
| Rise Advisors, LLC | 48 | $11.3K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 43 | $10.1K | 0.00% | +43 | New |
| Park Place Capital Corp | 41 | $9.65K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 40 | $9.42K | 0.00% | +20+100.0% | Added |
| Ci Investments Inc. | 40 | $9.00K | 0.00% | +5+14.3% | Added |
| Bell Investment Advisors, Inc | 38 | $8.95K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 36 | $8.47K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 29 | $6.83K | 0.00% | +5+20.8% | Added |
| MCF Advisors LLC | 26 | $6.12K | 0.00% | −11−29.7% | Reduced |
| Clearstead Advisors, LLC | 25 | $5.88K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 24 | $5.65K | 0.00% | +24 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $4.71K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 20 | $4.71K | 0.00% | +4+25.0% | Added |
| Financial Network Wealth Advisors LLC | 16 | $3.77K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 15 | $3.53K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $3.53K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 14 | $3.30K | 0.00% | −4−22.2% | Reduced |
| Wolff Wiese Magana LLC | 12 | $2.83K | 0.00% | +12 | New |
| Private Wealth Management Group, LLC | 10 | $2.35K | 0.00% | −14−58.3% | Reduced |
| Manchester Capital Management LLC | 10 | $2.35K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 9 | $2.12K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 9 | $2.10K | 0.00% | +1+12.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 8 | $2.00K | 0.00% | −50−86.2% | Reduced |
| Capital Advisors, Ltd. LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 8 | $1.88K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $1.41K | 0.00% | +2+50.0% | Added |
| TD Private Client Wealth LLC | 5 | $1.18K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4 | $942 | 0.00% | −4−50.0% | Reduced |
| Abound Wealth Management | 4 | $942 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2 | $471 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $471 | 0.00% | +2 | New |
| Aster Capital Management (DIFC) Ltd | 2 | $471 | 0.00% | +2 | New |
| Parkside Financial Bank & Trust | 1 | $236 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $236 | 0.00% | +1 | New |
| Rothschild Investment LLC | 1 | $235 | 0.00% | −3−75.0% | Reduced |
| Hemington Wealth Management | 1 | $0 | 0.00% | +1 | New |
| 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 |