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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sax Wealth Advisors, LLC | 1,002 | $247.2K | 0.02% | −197−16.4% | Reduced |
| Steel Peak Wealth Management LLC | 1,006 | $248.2K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,023 | $252.0K | 0.00% | +405+65.5% | Added |
| Polymer Capital Management (US) LLC | 1,026 | $253.1K | 0.08% | +1,026 | New |
| Atom Investors LP | 1,036 | $255.6K | 0.03% | +1,036 | New |
| Capital Performance Advisors LLP | 1,037 | $255.8K | 0.08% | +375+56.6% | Added |
| Chicago Partners Investment Group LLC | 1,012 | $256.6K | 0.01% | +1,012 | New |
| Atria Investments LLC | 1,056 | $260.5K | 0.00% | +134+14.5% | Added |
| Stifel Financial Corp | 1,066 | $263.0K | 0.00% | −787−42.5% | Reduced |
| Bayforest Capital Ltd | 1,081 | $266.7K | 0.33% | +1,081 | New |
| First Foundation Advisors | 1,098 | $270.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,118 | $276.0K | 0.17% | +319+39.9% | Added |
| Lewis Asset Management, LLC | 1,119 | $276.1K | 0.21% | −209−15.7% | Reduced |
| ProShare Advisors LLC | 1,126 | $277.8K | 0.00% | +81+7.8% | Added |
| Neuberger Berman Group LLC | 1,126 | $277.8K | 0.00% | +1,126 | New |
| Advisor Group Holdings, Inc. | 1,158 | $286.0K | 0.00% | −1,176−50.4% | Reduced |
| First Bank & Trust | 1,173 | $289.4K | 0.06% | 00.0% | Unchanged |
| Sym Financial Corp | 1,182 | $291.6K | 0.04% | +1,182 | New |
| Utah Retirement Systems | 1,200 | $296.1K | 0.00% | 00.0% | Unchanged |
| Cullinan Associates Inc | 1,200 | $296.1K | 0.02% | 00.0% | Unchanged |
| Crestline Management, LP | 1,200 | $296.1K | 0.01% | +1,200 | New |
| Cornercap Investment Counsel Inc | 1,223 | $301.7K | 0.10% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 1,256 | $309.9K | 0.01% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 1,293 | $319.0K | 0.04% | +228+21.4% | Added |
| Burns Matteson Capital Management, LLC | 1,331 | $328.4K | 0.18% | +35+2.7% | Added |
| Diversify Wealth Management, LLC | 1,371 | $334.2K | 0.03% | −68−4.7% | Reduced |
| City Center Advisors, LLC | 1,372 | $338.5K | 0.38% | +123+9.8% | Added |
| Dakota Wealth Management | 1,374 | $339.0K | 0.01% | +1,374 | New |
| Cambridge Investment Research Advisors, Inc. | 1,413 | $349.0K | 0.00% | −224−13.7% | Reduced |
| Mutual Advisors, LLC | 1,449 | $365.6K | 0.01% | +1+0.1% | Added |
| HighTower Advisors, LLC | 1,485 | $366.5K | 0.00% | +559+60.4% | Added |
| Toroso Investments, LLC | 1,492 | $368.1K | 0.00% | +67+4.7% | Added |
| Prelude Capital Management, LLC | 1,521 | $375.3K | 0.03% | −670−30.6% | Reduced |
| DekaBank Deutsche Girozentrale | 1,523 | $376.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,529 | $377.2K | 0.00% | −984−39.2% | Reduced |
| HMS Capital Management, LLC | 1,590 | $392.3K | 0.19% | 00.0% | Unchanged |
| Summit Global Investments | 1,612 | $398.0K | 0.02% | −1,613−50.0% | Reduced |
| Keebeck Alpha, LP | 1,684 | $415.5K | 0.43% | −346−17.0% | Reduced |
| Crossmark Global Holdings, Inc. | 1,684 | $416.0K | 0.01% | −86−4.9% | Reduced |
| Woodline Partners LP | 1,704 | $420.4K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,716 | $423.4K | 0.06% | −969−36.1% | Reduced |
| XTX Topco Ltd | 1,730 | $426.8K | 0.04% | −720−29.4% | Reduced |
| Securian Asset Management, Inc | 1,789 | $441.4K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 1,882 | $464.3K | 0.14% | −862−31.4% | Reduced |
| Silvercrest Asset Management Group LLC | 1,950 | $481.1K | 0.00% | +684+54.0% | Added |
| Beacon Pointe Advisors, LLC | 2,002 | $493.9K | 0.01% | −252−11.2% | Reduced |
| Commerce Bank | 2,066 | $509.7K | 0.00% | −1,084−34.4% | Reduced |
| JustInvest LLC | 2,071 | $511.0K | 0.01% | −168−7.5% | Reduced |
| Mariner, LLC | 2,107 | $519.8K | 0.00% | +174+9.0% | Added |
| Holocene Advisors, LP | 2,158 | $532.4K | 0.00% | +2,158 | New |
| Two Sigma Advisers, LP | 2,200 | $542.8K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 2,202 | $543.3K | 0.00% | −153,844−98.6% | Reduced |
| Dark Forest Capital Management LP | 2,224 | $548.7K | 0.08% | +2,224 | New |
| Penserra Capital Management LLC | 2,226 | $549.0K | 0.01% | +464+26.3% | Added |
| Guggenheim Capital LLC | 2,235 | $551.4K | 0.00% | −1,112−33.2% | Reduced |
| Mercer Global Advisors Inc | 2,238 | $552.2K | 0.00% | +1,349+151.7% | Added |
| Inceptionr LLC | 2,240 | $552.7K | 0.12% | −943−29.6% | Reduced |
| LVZ Advisors, Inc. | 2,252 | $555.6K | 0.07% | +383+20.5% | Added |
| HSBC Holdings PLC | 2,241 | $556.7K | 0.00% | +2,241 | New |
| Merit Financial Group, LLC | 2,268 | $559.6K | 0.01% | +2,268 | New |
| Deutsche Bank AG | 2,287 | $564.2K | 0.00% | +1,087+90.6% | Added |
| Natixis | 2,317 | $571.6K | 0.00% | +2,317 | New |
| Public Employees Retirement Association of Colorado | 2,354 | $581.0K | 0.00% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 2,415 | $595.8K | 0.11% | −11−0.5% | Reduced |
| Belpointe Asset Management LLC | 2,574 | $597.1K | 0.04% | +2,574 | New |
| Fortis Capital Advisors, LLC | 2,574 | $597.1K | 0.20% | +2,574 | New |
| Tower Research Capital LLC (TRC) | 2,435 | $600.8K | 0.01% | +1,952+404.1% | Added |
| Aviva PLC | 2,450 | $604.5K | 0.00% | −346−12.4% | Reduced |
| Truist Financial Corp | 2,501 | $617.0K | 0.00% | −39−1.5% | Reduced |
| TownSquare Capital, LLC | 2,563 | $632.3K | 0.01% | −117−4.4% | Reduced |
| Assetmark, Inc | 2,570 | $634.1K | 0.00% | +179+7.5% | Added |
| Independent Advisor Alliance | 2,607 | $643.2K | 0.01% | +53+2.1% | Added |
| State of Alaska, Department of Revenue | 2,635 | $650.0K | 0.01% | −35−1.3% | Reduced |
| Schroder Investment Management Group | 2,722 | $673.0K | 0.00% | −4,775−63.7% | Reduced |
| Sherbrooke Park Advisers LLC | 2,812 | $693.8K | 0.22% | +1,530+119.3% | Added |
| Curbstone Financial Management Corp | 2,840 | $700.7K | 0.15% | 00.0% | Unchanged |
| Main Management ETF Advisors, LLC | 2,848 | $703.0K | 0.03% | −256−8.2% | Reduced |
| Verdence Capital Advisors LLC | 2,883 | $711.3K | 0.06% | +741+34.6% | Added |
| State of Wyoming | 2,899 | $715.2K | 0.09% | +534+22.6% | Added |
| CWM Advisors, LLC | 2,917 | $719.6K | 0.08% | −996−25.5% | Reduced |
| Loomis Sayles & Co L P | 2,936 | $724.0K | 0.00% | +2,936 | New |
| Sanctuary Advisors, LLC | 2,958 | $750.1K | 0.00% | +125+4.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,052 | $753.0K | 0.05% | −935−23.5% | Reduced |
| Nomura Holdings Inc | 3,062 | $755.5K | 0.00% | +3,062 | New |
| Pictet Asset Management Holding SA | 3,133 | $773.0K | 0.00% | +417+15.4% | Added |
| Illinois Municipal Retirement Fund | 3,281 | $809.5K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 3,310 | $816.6K | 0.01% | +474+16.7% | Added |
| DC Investments Management, LLC | 3,323 | $819.9K | 0.53% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 3,334 | $822.6K | 0.00% | −83−2.4% | Reduced |
| South Dakota Investment Council | 3,500 | $864.0K | 0.02% | +1,700+94.4% | Added |
| BNP Paribas Arbitrage, SA | 3,597 | $887.5K | 0.00% | −2,336−39.4% | Reduced |
| Colony Group, LLC | 3,599 | $888.0K | 0.00% | +1,276+54.9% | Added |
| Bank of Montreal | 3,680 | $907.9K | 0.00% | −16,519−81.8% | Reduced |
| National Philanthropic Trust | 3,700 | $912.9K | 0.01% | +3,700 | New |
| Oppenheimer Asset Management Inc. | 3,745 | $924.0K | 0.01% | −334−8.2% | Reduced |
| Gotham Asset Management, LLC | 3,803 | $938.3K | 0.01% | +824+27.7% | Added |
| ING Groep NV | 3,900 | $962.2K | 0.01% | +3,900 | New |
| Oberndorf William E | 3,939 | $971.8K | 1.62% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 3,956 | $976.0K | 0.00% | −309−7.2% | Reduced |
| DGS Capital Management, LLC | 3,972 | $980.0K | 0.25% | −1,274−24.3% | Reduced |