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 |
|---|---|---|---|---|---|
| Lecap Asset Management Ltd | 4,119 | $1.02M | 0.28% | −140−3.3% | Reduced |
| New Mexico Educational Retirement Board | 4,200 | $1.04M | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,221 | $1.04M | 0.03% | +45+1.1% | Added |
| Harbor Capital Advisors, Inc. | 4,227 | $1.04M | 0.05% | +646+18.0% | Added |
| Pallas Capital Advisors LLC | 4,263 | $1.05M | 0.05% | +642+17.7% | Added |
| PAX Financial Group, LLC | 4,445 | $1.10M | 0.20% | −289−6.1% | Reduced |
| LPL Financial LLC | 4,447 | $1.10M | 0.00% | −3,265−42.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 4,576 | $1.13M | 0.03% | −170−3.6% | Reduced |
| Xponance, Inc. | 4,589 | $1.13M | 0.01% | +162+3.7% | Added |
| PDT Partners, LLC | 4,604 | $1.14M | 0.10% | −20.0% | Reduced |
| Ameritas Investment Partners, Inc. | 4,623 | $1.14M | 0.04% | −97−2.1% | Reduced |
| Oregon Public Employees Retirement Fund | 4,662 | $1.15M | 0.02% | 00.0% | Unchanged |
| American Century Companies Inc | 4,693 | $1.16M | 0.00% | +661+16.4% | Added |
| New York State Teachers Retirement System | 4,851 | $1.20M | 0.00% | −605−11.1% | Reduced |
| New Age Alpha Advisors, LLC | 5,062 | $1.25M | 0.05% | +5,062 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,097 | $1.26M | 0.01% | +25+0.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,130 | $1.27M | 0.03% | +26+0.5% | Added |
| Ami Asset Management Corp | 5,271 | $1.30M | 0.07% | −187−3.4% | Reduced |
| Millennium Management LLC | 5,346 | $1.32M | 0.00% | −2,778−34.2% | Reduced |
| Handelsbanken Fonder AB | 5,400 | $1.33M | 0.01% | +1,000+22.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,427 | $1.34M | 0.00% | +767+16.5% | Added |
| Thrivent Financial for Lutherans | 5,431 | $1.34M | 0.00% | −1,109−17.0% | Reduced |
| Legato Capital Management LLC | 5,458 | $1.35M | 0.18% | −668−10.9% | Reduced |
| State of Michigan Retirement System | 5,500 | $1.36M | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 5,550 | $1.37M | 0.00% | +703+14.5% | Added |
| Captrust Financial Advisors | 5,577 | $1.38M | 0.00% | +1,203+27.5% | Added |
| Bryce Point Capital, LLC | 5,640 | $1.39M | 0.40% | +5,640 | New |
| Jackson Creek Investment Advisors LLC | 5,689 | $1.40M | 0.42% | −172−2.9% | Reduced |
| Entropy Technologies, LP | 5,830 | $1.44M | 0.15% | +4,200+257.7% | Added |
| KLP Kapitalforvaltning AS | 5,900 | $1.46M | 0.01% | +5,900 | New |
| Evanson Asset Management, LLC | 6,000 | $1.48M | 0.10% | 00.0% | Unchanged |
| Rathbone Brothers plc | 6,187 | $1.53M | 0.01% | +771+14.2% | Added |
| Teachers Retirement System of the State of Kentucky | 6,200 | $1.53M | 0.01% | −350−5.3% | Reduced |
| Arizona State Retirement System | 6,334 | $1.56M | 0.01% | +227+3.7% | Added |
| Engineers Gate Manager LP | 6,369 | $1.57M | 0.03% | −2,531−28.4% | Reduced |
| Louisiana State Employees Retirement System | 6,400 | $1.58M | 0.03% | 00.0% | Unchanged |
| Global Endowment Management, LP | 6,549 | $1.62M | 0.21% | −1,134−14.8% | Reduced |
| Globeflex Capital L P | 6,599 | $1.63M | 0.14% | −8−0.1% | Reduced |
| Quadrature Capital Ltd | 6,740 | $1.66M | 0.03% | +6,740 | New |
| Wells Fargo & Company | 6,753 | $1.67M | 0.00% | −175−2.5% | Reduced |
| Vident Advisory, LLC | 6,846 | $1.69M | 0.03% | +1,696+32.9% | Added |
| Daiwa Securities Group Inc. | 7,022 | $1.73M | 0.01% | +5,822+485.2% | Added |
| SG Americas Securities, LLC | 7,145 | $1.76M | 0.01% | +5,674+385.7% | Added |
| Danske Bank A/S | 7,514 | $1.85M | 0.01% | −10,831−59.0% | Reduced |
| Brinker Capital Investments, LLC | 7,596 | $1.87M | 0.02% | −166−2.1% | Reduced |
| Orion Portfolio Solutions, LLC | 7,596 | $1.87M | 0.02% | −166−2.1% | Reduced |
| Pinebridge Investments, L.P. | 8,072 | $1.99M | 0.02% | +2,415+42.7% | Added |
| Yousif Capital Management, LLC | 8,073 | $1.99M | 0.02% | −256−3.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 8,240 | $2.03M | 0.02% | +8,240 | New |
| Public Employees Retirement System of Ohio | 8,287 | $2.04M | 0.01% | −537−6.1% | Reduced |
| Savant Capital, LLC | 8,601 | $2.12M | 0.02% | −1,141−11.7% | Reduced |
| Zacks Investment Management | 8,608 | $2.12M | 0.02% | −297−3.3% | Reduced |
| Azzad Asset Management Inc | 8,656 | $2.14M | 0.41% | +2,044+30.9% | Added |
| T. Rowe Price Investment Management, Inc. | 8,672 | $2.14M | 0.00% | −77,452−89.9% | Reduced |
| State of Tennessee, Treasury Department | 8,923 | $2.20M | 0.01% | +3,923+78.5% | Added |
| Bosman Wealth Management, LLC | 9,118 | $2.25M | 2.16% | +9,118 | New |
| State of New Jersey Common Pension Fund D | 9,185 | $2.27M | 0.01% | +710+8.4% | Added |
| Citigroup Inc | 9,191 | $2.27M | 0.00% | +1,131+14.0% | Added |
| State of Wisconsin Investment Board | 9,450 | $2.33M | 0.01% | +2,946+45.3% | Added |
| Prudential Financial Inc | 9,610 | $2.37M | 0.00% | −24,536−71.9% | Reduced |
| Treasurer of the State of North Carolina | 9,960 | $2.46M | 0.01% | +60+0.6% | Added |
| Miura Global Management, LLC | 10,000 | $2.47M | 2.69% | −9,000−47.4% | Reduced |
| Voya Investment Management LLC | 10,063 | $2.48M | 0.00% | −495−4.7% | Reduced |
| Burney Co | 10,255 | $2.53M | 0.09% | −27,950−73.2% | Reduced |
| Balyasny Asset Management LLC | 10,628 | $2.62M | 0.01% | −732−6.4% | Reduced |
| Inspire Advisors, LLC | 10,796 | $2.66M | 0.33% | −110−1.0% | Reduced |
| EFG Asset Management (North America) Corp. | 10,816 | $2.67M | 0.36% | −233−2.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,955 | $2.70M | 0.01% | +4,492+69.5% | Added |
| Fieldview Capital Management, LLC | 11,243 | $2.77M | 0.43% | +11,243 | New |
| Amalgamated Bank | 11,260 | $2.78M | 0.02% | +24+0.2% | Added |
| Graham Capital Management, L.P. | 11,452 | $2.83M | 0.09% | −2,643−18.8% | Reduced |
| Aquatic Capital Management LLC | 11,833 | $2.92M | 0.08% | +11,833 | New |
| Advisors Capital Management, LLC | 12,074 | $2.98M | 0.05% | +7+0.1% | Added |
| Comerica Bank | 12,090 | $2.98M | 0.01% | −381−3.1% | Reduced |
| Mutual of America Capital Management LLC | 12,191 | $3.01M | 0.03% | −243−2.0% | Reduced |
| Verition Fund Management LLC | 12,756 | $3.15M | 0.02% | +11,598+1,001.6% | Added |
| Robeco Institutional Asset Management B.V. | 13,089 | $3.23M | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 13,209 | $3.26M | 0.01% | +26+0.2% | Added |
| Jane Street Group, LLC | 13,414 | $3.31M | 0.01% | +10,928+439.6% | Added |
| Allspring Global Investments Holdings, LLC | 13,583 | $3.37M | 0.01% | −11,053−44.9% | Reduced |
| MetLife Investment Management | 14,001 | $3.45M | 0.02% | +1,084+8.4% | Added |
| CWM, LLC | 14,173 | $3.50M | 0.01% | +5,106+56.3% | Added |
| Creative Planning | 14,660 | $3.62M | 0.00% | +13,669+1,379.3% | Added |
| Cerity Partners LLC | 14,898 | $3.66M | 0.01% | +250+1.7% | Added |
| Sellaronda Global Management LP | 15,000 | $3.70M | 3.76% | +15,000 | New |
| Campbell & CO Investment Adviser LLC | 15,028 | $3.71M | 0.29% | +15,028 | New |
| Fred Alger Management, LLC | 15,535 | $3.83M | 0.02% | −169,291−91.6% | Reduced |
| Intech Investment Management LLC | 15,629 | $3.86M | 0.04% | +15,629 | New |
| Goldman Sachs Group Inc | 15,807 | $3.90M | 0.00% | −13,261−45.6% | Reduced |
| Allianz Asset Management GmbH | 16,471 | $4.06M | 0.01% | −109−0.7% | Reduced |
| Edgestream Partners, L.P. | 16,496 | $4.07M | 0.17% | +16,496 | New |
| State Board of Administration of Florida Retirement System | 16,561 | $4.09M | 0.01% | +3,910+30.9% | Added |
| Amundi | 17,181 | $4.36M | 0.00% | +16,554+2,640.2% | Added |
| Channel Wealth LLC | 17,837 | $4.40M | 1.43% | −25−0.1% | Reduced |
| Barclays PLC | 18,084 | $4.46M | 0.00% | +8,196+82.9% | Added |
| Manufacturers Life Insurance Company, The | 18,835 | $4.65M | 0.00% | −295−1.5% | Reduced |
| Picton Mahoney Asset Management | 19,709 | $4.86M | 0.18% | −10,302−34.3% | Reduced |
| Federated Hermes, Inc. | 20,091 | $4.96M | 0.01% | −23,680−54.1% | Reduced |
| California State Teachers Retirement System | 20,513 | $5.06M | 0.01% | +333+1.7% | Added |
| Teacher Retirement System of Texas | 20,553 | $5.07M | 0.02% | +10,230+99.1% | Added |