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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, Q4 2024

Institutional positions in Appfolio Inc as of Dec 31, 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
388
+12 vs. Q3 2024
Shares held
19.0M
+34.0K (+0.2%) vs. Q3 2024
Total value
$4.70B
+$229.3M (+5.1%) vs. Q3 2024
New holders
66
135 more added
Sold out
54
135 more reduced

9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 388 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 heldQ4 2024: $4.70B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q3 2024.

Institutions holding APPF in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc2,495,527$615.7M0.01%+91,174+3.8%Added
BlackRock, Inc.2,408,899$594.3M0.01%+184,009+8.3%Added
Ashe Capital Management, LP1,089,919$268.9M22.12%−307,389−22.0%Reduced
State Street Corp696,891$171.9M0.01%+43,755+6.7%Added
Brown Capital Management LLC682,033$168.3M3.90%−122,612−15.2%Reduced
AQR Capital Management LLC655,625$161.8M0.21%+197,700+43.2%Added
FMR LLC597,485$147.4M0.01%+536,591+881.2%Added
Gilder Gagnon Howe & Co LLC572,917$141.4M1.52%+25,566+4.7%Added
Kayne Anderson Rudnick Investment Management LLC419,518$103.5M0.24%+419,518New
Geode Capital Management, LLC416,508$102.8M0.01%+3,476+0.8%Added
DF Dent & Co Inc413,968$102.1M1.29%+62,277+17.7%Added
Nellore Capital Management LLC371,934$91.8M11.99%+58,315+18.6%Added
Invesco Ltd.340,597$84.0M0.02%−66,887−16.4%Reduced
Macquarie Group Ltd320,372$79.0M0.10%+14,360+4.7%Added
Norges Bank275,768$68.0M0.01%−1,668−0.6%Reduced
Renaissance Technologies LLC249,900$61.7M0.09%+18,200+7.9%Added
Morgan Stanley249,685$61.6M0.00%+21,135+9.2%Added
Franklin Resources Inc248,850$61.4M0.02%+20,195+8.8%Added
Arrowstreet Capital, Limited Partnership233,892$57.7M0.05%+162,540+227.8%Added
Bank of New York Mellon Corp207,136$51.1M0.01%+5,270+2.6%Added
Northern Trust Corp192,287$47.4M0.01%+28,516+17.4%Added
Dimensional Fund Advisors LP189,405$46.7M0.01%+59,279+45.6%Added
GW&K Investment Management, LLC188,631$46.5M0.40%−73,826−28.1%Reduced
Fuller & Thaler Asset Management, Inc.185,132$45.7M0.17%+14,975+8.8%Added
New York State Common Retirement Fund182,841$45.1M0.06%−6,081−3.2%Reduced
Principal Financial Group Inc181,649$44.8M0.02%+3,818+2.1%Added
Charles Schwab Investment Management Inc166,842$41.2M0.01%−9,973−5.6%Reduced
Nuveen Asset Management, LLC141,640$34.9M0.01%−17,842−11.2%Reduced
Zeno Equity Partners LLP129,256$31.9M9.57%−47,669−26.9%Reduced
First Trust Advisors LP128,445$31.7M0.03%−58,413−31.3%Reduced
Raymond James Financial Inc122,385$30.2M0.01%+122,385New
Ranger Investment Management, L.P.121,683$30.0M1.90%−2,723−2.2%Reduced
UBS Asset Management Americas Inc118,219$29.2M0.01%+502+0.4%Added
Squarepoint Ops LLC118,199$29.2M0.07%−53,956−31.3%Reduced
Los Angeles Capital Management LLC114,462$28.2M0.11%+9,401+8.9%Added
Greenstone Partners & Co., LLC113,067$27.9M6.55%00.0%Unchanged
Qube Research & Technologies Ltd111,070$27.4M0.04%+40,646+57.7%Added
Wellington Management Group LLP90,838$22.4M0.00%−6,291−6.5%Reduced
JPMorgan Chase & Co80,909$20.0M0.00%−80,369−49.8%Reduced
Spence Asset Management77,583$19.1M4.18%+370+0.5%Added
Bridgewater Associates, LP77,301$19.1M0.09%+2,156+2.9%Added
Victory Capital Management Inc76,857$19.0M0.02%−17,166−18.3%Reduced
Janus Henderson Group PLC75,791$18.7M0.01%+66,438+710.3%Added
Citadel Advisors LLC68,329$16.9M0.02%+68,329New
Price T Rowe Associates Inc66,735$16.5M0.00%−99,583−59.9%Reduced
Long Walk Management LP65,500$16.2M5.79%+14,750+29.1%Added
Rhumbline Advisers63,792$15.7M0.01%−175−0.3%Reduced
Man Group plc63,729$15.7M0.05%+17,614+38.2%Added
Loup Funds, LLC62,756$15.5M5.05%+62,756New
Crosslink Capital Inc61,534$15.2M2.11%+61,534New
Mission Wealth Management, LP60,839$15.0M0.36%−850−1.4%Reduced
Jennison Associates LLC60,586$14.9M0.01%−28,831−32.2%Reduced
Jupiter Asset Management Ltd59,100$14.6M0.14%−16,809−22.1%Reduced
Atika Capital Management LLC57,300$14.1M1.83%−1,700−2.9%Reduced
Blair William & Co56,693$14.0M0.04%−1,788−3.1%Reduced
EULAV Asset Management55,449$13.7M0.33%00.0%Unchanged
Algert Global LLC54,209$13.4M0.31%+30,235+126.1%Added
Canada Pension Plan Investment Board53,000$13.1M0.01%+10,400+24.4%Added
Bank of America Corp52,707$13.0M0.00%−37,188−41.4%Reduced
AXA S.A.52,666$13.0M0.04%+15,190+40.5%Added
Assenagon Asset Management S.A.52,007$12.8M0.02%+5,985+13.0%Added
Ameriprise Financial Inc50,712$12.5M0.00%−7,662−13.1%Reduced
SEI Investments Co45,826$11.3M0.01%+3,935+9.4%Added
Nicholas Investment Partners, LP44,330$10.9M0.96%−6,755−13.2%Reduced
Swiss National Bank43,000$10.6M0.01%+1,500+3.6%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main42,558$10.5M0.01%−1,812−4.1%Reduced
D. E. Shaw & Co., Inc.39,145$9.66M0.01%−2,792−6.7%Reduced
Ieq Capital, LLC37,960$9.37M0.09%+34,184+905.3%Added
Royal Bank of Canada37,085$9.15M0.00%−37,348−50.2%Reduced
Great West Life Assurance Co35,504$8.75M0.02%−4,012−10.2%Reduced
Legal & General Group Plc34,745$8.57M0.00%+498+1.5%Added
Martingale Asset Management L P34,344$8.47M0.21%+26,763+353.0%Added
Russell Investments Group, Ltd.33,901$8.36M0.01%+755+2.3%Added
Alliancebernstein L.P.30,749$7.59M0.00%+3,142+11.4%Added
Lazard Asset Management LLC28,561$7.04M0.01%+4,263+17.5%Added
Caisse de Depot Et Placement du Quebec28,151$6.95M0.01%+28,151New
Retirement Systems of Alabama28,064$6.92M0.03%+114+0.4%Added
Corebridge Financial, Inc.26,374$6.51M0.04%−1,098−4.0%Reduced
UBS Group AG25,494$6.29M0.00%+10,460+69.6%Added
Unisphere Establishment25,300$6.24M0.05%+25,300New
Natixis Advisors, L.P.24,598$6.07M0.01%+2,504+11.3%Added
Hillsdale Investment Management Inc.24,218$5.98M0.30%−1,000−4.0%Reduced
Ensign Peak Advisors, Inc22,798$5.62M0.01%+1,470+6.9%Added
Jump Financial, LLC22,610$5.58M0.12%+22,610New
Baker Avenue Asset Management, LP22,440$5.54M0.17%+957+4.5%Added
TFJ Management, LLC22,273$5.50M4.95%+22,273New
Zevenbergen Capital Investments LLC20,950$5.17M0.11%−500−2.3%Reduced
Envestnet Asset Management Inc20,921$5.16M0.00%−8,463−28.8%Reduced
Teacher Retirement System of Texas20,553$5.07M0.02%+10,230+99.1%Added
California State Teachers Retirement System20,513$5.06M0.01%+333+1.7%Added
Federated Hermes, Inc.20,091$4.96M0.01%−23,680−54.1%Reduced
Picton Mahoney Asset Management19,709$4.86M0.18%−10,302−34.3%Reduced
Manufacturers Life Insurance Company, The18,835$4.65M0.00%−295−1.5%Reduced
Barclays PLC18,084$4.46M0.00%+8,196+82.9%Added
Channel Wealth LLC17,837$4.40M1.43%−25−0.1%Reduced
Amundi17,181$4.36M0.00%+16,554+2,640.2%Added
State Board of Administration of Florida Retirement System16,561$4.09M0.01%+3,910+30.9%Added
Edgestream Partners, L.P.16,496$4.07M0.17%+16,496New
Allianz Asset Management GmbH16,471$4.06M0.01%−109−0.7%Reduced
Goldman Sachs Group Inc15,807$3.90M0.00%−13,261−45.6%Reduced