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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
Migdal Insurance & Financial Holdings Ltd.1$00.00%−7−87.5%Reduced
Hemington Wealth Management4$00.00%+3+300.0%Added
Farther Finance Advisors, LLC1$2470.00%−86−98.9%Reduced
Parkside Financial Bank & Trust1$2470.00%00.0%Unchanged
Global Financial Private Client, LLC1$2470.00%+1New
Federation des caisses Desjardins du Quebec2$4930.00%00.0%Unchanged
SJS Investment Consulting Inc.2$4940.00%+1+100.0%Added
Larson Financial Group LLC3$7400.00%+3New
SRS Capital Advisors, Inc.3$7410.00%−1−25.0%Reduced
Versant Capital Management, Inc4$9870.00%−2−33.3%Reduced
Abound Wealth Management4$9870.00%00.0%Unchanged
JFS Wealth Advisors, LLC4$9870.00%+2+100.0%Added
Sierra Ocean, LLC5$1.23K0.00%+5New
Private Trust Co NA6$1.48K0.00%−48−88.9%Reduced
WPG Advisers, LLC6$1.48K0.00%+6New
Farmers & Merchants Investments Inc8$1.97K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC8$2.00K0.00%00.0%Unchanged
Anfield Capital Management, LLC9$2.22K0.00%00.0%Unchanged
Continuum Advisory, LLC9$2.22K0.00%00.0%Unchanged
Manchester Capital Management LLC10$2.47K0.00%00.0%Unchanged
Wolff Wiese Magana LLC12$2.96K0.00%00.0%Unchanged
Hollencrest Capital Management15$3.70K0.00%00.0%Unchanged
Bogart Wealth, LLC15$3.70K0.00%00.0%Unchanged
Private Wealth Management Group, LLC18$4.44K0.00%+8+80.0%Added
IFP Advisors, Inc19$4.69K0.00%+19New
SBI Securities Co., Ltd.20$4.93K0.00%+20New
Bryn Mawr Trust Co24$5.92K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.24$5.92K0.00%+4+20.0%Added
Johnson Financial Group, Inc.26$6.08K0.00%−17−39.5%Reduced
Massmutual Trust Co FSB30$7.40K0.00%+1+3.4%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC32$7.89K0.00%+12+60.0%Added
Bell Investment Advisors, Inc32$7.90K0.00%−6−15.8%Reduced
CoreCap Advisors, LLC34$8.39K0.00%−29−46.0%Reduced
Iron Horse Wealth Management, LLC36$8.88K0.00%00.0%Unchanged
Clearstead Advisors, LLC37$9.13K0.00%+12+48.0%Added
Ci Investments Inc.40$10.0K0.00%00.0%Unchanged
Park Place Capital Corp41$10.1K0.00%00.0%Unchanged
Park Square Financial Group, LLC44$10.9K0.01%+44New
Global Retirement Partners, LLC48$11.8K0.00%−12−20.0%Reduced
Rise Advisors, LLC48$11.8K0.01%00.0%Unchanged
MAI Capital Management50$12.3K0.00%+50New
Principal Securities, Inc.60$14.8K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.63$15.5K0.00%−54−46.2%Reduced
US Bancorp65$16.0K0.00%−172−72.6%Reduced
Lindbrook Capital, LLC75$18.5K0.00%00.0%Unchanged
Asset Dedication, LLC84$20.7K0.00%00.0%Unchanged
Plato Investment Management Ltd86$21.3K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co100$24.7K0.00%−122−55.0%Reduced
Steward Partners Investment Advisory, LLC114$28.1K0.00%+13+12.9%Added
Colonial Trust Co114$28.1K0.00%+114New
Fifth Third Bancorp117$28.9K0.00%+14+13.6%Added
Huntington National Bank121$29.9K0.00%−43−26.2%Reduced
Allworth Financial LP139$35.8K0.00%+5+3.7%Added
Umb Bank N A167$41.2K0.00%+110+193.0%Added
GAMMA Investing LLC168$41.4K0.00%+11+7.0%Added
Mizuho Bank, Ltd.190$46.9K0.01%00.0%Unchanged
Signaturefd, LLC198$48.9K0.00%−1−0.5%Reduced
Arcadia Investment Management Corp203$50.1K0.01%+203New
Aster Capital Management (DIFC) Ltd208$51.3K0.02%+206+10,300.0%Added
Quarry LP212$52.3K0.01%−669−75.9%Reduced
EverSource Wealth Advisors, LLC222$54.8K0.00%+208+1,485.7%Added
PEAK6 LLC236$58.2K0.00%+236New
Jones Financial Companies LLLP247$60.9K0.00%+93+60.4%Added
First Horizon Advisors, Inc.260$64.1K0.00%−18−6.5%Reduced
Mirae Asset Global ETFs Holdings Ltd.311$76.7K0.00%−315−50.3%Reduced
C M Bidwell & Associates Ltd311$76.7K0.05%−4−1.3%Reduced
Walleye Trading LLC319$78.7K0.00%+319New
Transce3nd, LLC338$83.4K0.03%+338New
Sterling Capital Management LLC366$90.3K0.00%−46−11.2%Reduced
Venturi Wealth Management, LLC400$98.7K0.00%+400New
Northwest & Ethical Investments L.P.450$110.9K0.00%−275−37.9%Reduced
Harbor Investment Advisory, LLC467$115.2K0.01%00.0%Unchanged
Advisors Asset Management, Inc.483$119.2K0.00%+93+23.8%Added
Salem Investment Counselors Inc500$123.4K0.00%+500New
True Wealth Design, LLC552$136.2K0.05%+216+64.3%Added
Smartleaf Asset Management LLC554$137.0K0.01%+13+2.4%Added
Parallel Advisors, LLC580$143.1K0.00%−16−2.7%Reduced
Nisa Investment Advisors, LLC616$152.0K0.00%+65+11.8%Added
Exchange Traded Concepts, LLC642$158.4K0.00%+40+6.6%Added
Quadrant Capital Group LLC804$198.4K0.01%+3+0.4%Added
Delap Wealth Advisory, LLC814$200.8K0.12%+814New
Stevens Capital Management LP820$202.0K0.08%+820New
Motley Fool Asset Management LLC822$202.8K0.01%+822New
Gallacher Capital Management LLC822$202.8K0.10%+822New
Somerset Trust Co823$203.1K0.08%+823New
Shelton Capital Management853$210.5K0.01%00.0%Unchanged
Cache Advisors, LLC883$217.9K0.09%+883New
denkapparat Operations GmbH894$220.6K0.33%+894New
Aigen Investment Management, LP897$221.3K0.04%−637−41.5%Reduced
Kensington Investment Counsel, LLC900$222.0K0.09%00.0%Unchanged
Worldquant Millennium Advisors LLC901$222.3K0.00%−2−0.2%Reduced
Pathstone Holdings, LLC914$225.5K0.00%−68−6.9%Reduced
Congress Wealth Management LLC916$226.0K0.00%+916New
Buckingham Strategic Partners921$227.2K0.00%+921New
Arlington Financial Advisors, LLC952$234.9K0.05%00.0%Unchanged
Ashton Thomas Private Wealth, LLC953$235.1K0.01%+953New
MML Investors Services, LLC978$241.0K0.00%+59+6.4%Added
Poinciana Advisors Group, LLC995$245.5K0.25%+995New
Navellier & Associates Inc1,000$246.7K0.03%00.0%Unchanged
Davis R M Inc1,000$246.7K0.00%00.0%Unchanged