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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 20,921 | $5.16M | 0.00% | −8,463−28.8% | Reduced |
| Zevenbergen Capital Investments LLC | 20,950 | $5.17M | 0.11% | −500−2.3% | Reduced |
| TFJ Management, LLC | 22,273 | $5.50M | 4.95% | +22,273 | New |
| Baker Avenue Asset Management, LP | 22,440 | $5.54M | 0.17% | +957+4.5% | Added |
| Jump Financial, LLC | 22,610 | $5.58M | 0.12% | +22,610 | New |
| Ensign Peak Advisors, Inc | 22,798 | $5.62M | 0.01% | +1,470+6.9% | Added |
| Hillsdale Investment Management Inc. | 24,218 | $5.98M | 0.30% | −1,000−4.0% | Reduced |
| Natixis Advisors, L.P. | 24,598 | $6.07M | 0.01% | +2,504+11.3% | Added |
| Unisphere Establishment | 25,300 | $6.24M | 0.05% | +25,300 | New |
| UBS Group AG | 25,494 | $6.29M | 0.00% | +10,460+69.6% | Added |
| Corebridge Financial, Inc. | 26,374 | $6.51M | 0.04% | −1,098−4.0% | Reduced |
| Retirement Systems of Alabama | 28,064 | $6.92M | 0.03% | +114+0.4% | Added |
| Caisse de Depot Et Placement du Quebec | 28,151 | $6.95M | 0.01% | +28,151 | New |
| Lazard Asset Management LLC | 28,561 | $7.04M | 0.01% | +4,263+17.5% | Added |
| Alliancebernstein L.P. | 30,749 | $7.59M | 0.00% | +3,142+11.4% | Added |
| Russell Investments Group, Ltd. | 33,901 | $8.36M | 0.01% | +755+2.3% | Added |
| Martingale Asset Management L P | 34,344 | $8.47M | 0.21% | +26,763+353.0% | Added |
| Legal & General Group Plc | 34,745 | $8.57M | 0.00% | +498+1.5% | Added |
| Great West Life Assurance Co | 35,504 | $8.75M | 0.02% | −4,012−10.2% | Reduced |
| Royal Bank of Canada | 37,085 | $9.15M | 0.00% | −37,348−50.2% | Reduced |
| Ieq Capital, LLC | 37,960 | $9.37M | 0.09% | +34,184+905.3% | Added |
| D. E. Shaw & Co., Inc. | 39,145 | $9.66M | 0.01% | −2,792−6.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 42,558 | $10.5M | 0.01% | −1,812−4.1% | Reduced |
| Swiss National Bank | 43,000 | $10.6M | 0.01% | +1,500+3.6% | Added |
| Nicholas Investment Partners, LP | 44,330 | $10.9M | 0.96% | −6,755−13.2% | Reduced |
| SEI Investments Co | 45,826 | $11.3M | 0.01% | +3,935+9.4% | Added |
| Ameriprise Financial Inc | 50,712 | $12.5M | 0.00% | −7,662−13.1% | Reduced |
| Assenagon Asset Management S.A. | 52,007 | $12.8M | 0.02% | +5,985+13.0% | Added |
| AXA S.A. | 52,666 | $13.0M | 0.04% | +15,190+40.5% | Added |
| Bank of America Corp | 52,707 | $13.0M | 0.00% | −37,188−41.4% | Reduced |
| Canada Pension Plan Investment Board | 53,000 | $13.1M | 0.01% | +10,400+24.4% | Added |
| Algert Global LLC | 54,209 | $13.4M | 0.31% | +30,235+126.1% | Added |
| EULAV Asset Management | 55,449 | $13.7M | 0.33% | 00.0% | Unchanged |
| Blair William & Co | 56,693 | $14.0M | 0.04% | −1,788−3.1% | Reduced |
| Atika Capital Management LLC | 57,300 | $14.1M | 1.83% | −1,700−2.9% | Reduced |
| Jupiter Asset Management Ltd | 59,100 | $14.6M | 0.14% | −16,809−22.1% | Reduced |
| Jennison Associates LLC | 60,586 | $14.9M | 0.01% | −28,831−32.2% | Reduced |
| Mission Wealth Management, LP | 60,839 | $15.0M | 0.36% | −850−1.4% | Reduced |
| Crosslink Capital Inc | 61,534 | $15.2M | 2.11% | +61,534 | New |
| Loup Funds, LLC | 62,756 | $15.5M | 5.05% | +62,756 | New |
| Man Group plc | 63,729 | $15.7M | 0.05% | +17,614+38.2% | Added |
| Rhumbline Advisers | 63,792 | $15.7M | 0.01% | −175−0.3% | Reduced |
| Long Walk Management LP | 65,500 | $16.2M | 5.79% | +14,750+29.1% | Added |
| Price T Rowe Associates Inc | 66,735 | $16.5M | 0.00% | −99,583−59.9% | Reduced |
| Citadel Advisors LLC | 68,329 | $16.9M | 0.02% | +68,329 | New |
| Janus Henderson Group PLC | 75,791 | $18.7M | 0.01% | +66,438+710.3% | Added |
| Victory Capital Management Inc | 76,857 | $19.0M | 0.02% | −17,166−18.3% | Reduced |
| Bridgewater Associates, LP | 77,301 | $19.1M | 0.09% | +2,156+2.9% | Added |
| Spence Asset Management | 77,583 | $19.1M | 4.18% | +370+0.5% | Added |
| JPMorgan Chase & Co | 80,909 | $20.0M | 0.00% | −80,369−49.8% | Reduced |
| Wellington Management Group LLP | 90,838 | $22.4M | 0.00% | −6,291−6.5% | Reduced |
| Qube Research & Technologies Ltd | 111,070 | $27.4M | 0.04% | +40,646+57.7% | Added |
| Greenstone Partners & Co., LLC | 113,067 | $27.9M | 6.55% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 114,462 | $28.2M | 0.11% | +9,401+8.9% | Added |
| Squarepoint Ops LLC | 118,199 | $29.2M | 0.07% | −53,956−31.3% | Reduced |
| UBS Asset Management Americas Inc | 118,219 | $29.2M | 0.01% | +502+0.4% | Added |
| Ranger Investment Management, L.P. | 121,683 | $30.0M | 1.90% | −2,723−2.2% | Reduced |
| Raymond James Financial Inc | 122,385 | $30.2M | 0.01% | +122,385 | New |
| First Trust Advisors LP | 128,445 | $31.7M | 0.03% | −58,413−31.3% | Reduced |
| Zeno Equity Partners LLP | 129,256 | $31.9M | 9.57% | −47,669−26.9% | Reduced |
| Nuveen Asset Management, LLC | 141,640 | $34.9M | 0.01% | −17,842−11.2% | Reduced |
| Charles Schwab Investment Management Inc | 166,842 | $41.2M | 0.01% | −9,973−5.6% | Reduced |
| Principal Financial Group Inc | 181,649 | $44.8M | 0.02% | +3,818+2.1% | Added |
| New York State Common Retirement Fund | 182,841 | $45.1M | 0.06% | −6,081−3.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 185,132 | $45.7M | 0.17% | +14,975+8.8% | Added |
| GW&K Investment Management, LLC | 188,631 | $46.5M | 0.40% | −73,826−28.1% | Reduced |
| Dimensional Fund Advisors LP | 189,405 | $46.7M | 0.01% | +59,279+45.6% | Added |
| Northern Trust Corp | 192,287 | $47.4M | 0.01% | +28,516+17.4% | Added |
| Bank of New York Mellon Corp | 207,136 | $51.1M | 0.01% | +5,270+2.6% | Added |
| Arrowstreet Capital, Limited Partnership | 233,892 | $57.7M | 0.05% | +162,540+227.8% | Added |
| Franklin Resources Inc | 248,850 | $61.4M | 0.02% | +20,195+8.8% | Added |
| Morgan Stanley | 249,685 | $61.6M | 0.00% | +21,135+9.2% | Added |
| Renaissance Technologies LLC | 249,900 | $61.7M | 0.09% | +18,200+7.9% | Added |
| Norges Bank | 275,768 | $68.0M | 0.01% | −1,668−0.6% | Reduced |
| Macquarie Group Ltd | 320,372 | $79.0M | 0.10% | +14,360+4.7% | Added |
| Invesco Ltd. | 340,597 | $84.0M | 0.02% | −66,887−16.4% | Reduced |
| Nellore Capital Management LLC | 371,934 | $91.8M | 11.99% | +58,315+18.6% | Added |
| DF Dent & Co Inc | 413,968 | $102.1M | 1.29% | +62,277+17.7% | Added |
| Geode Capital Management, LLC | 416,508 | $102.8M | 0.01% | +3,476+0.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 419,518 | $103.5M | 0.24% | +419,518 | New |
| Gilder Gagnon Howe & Co LLC | 572,917 | $141.4M | 1.52% | +25,566+4.7% | Added |
| FMR LLC | 597,485 | $147.4M | 0.01% | +536,591+881.2% | Added |
| AQR Capital Management LLC | 655,625 | $161.8M | 0.21% | +197,700+43.2% | Added |
| Brown Capital Management LLC | 682,033 | $168.3M | 3.90% | −122,612−15.2% | Reduced |
| State Street Corp | 696,891 | $171.9M | 0.01% | +43,755+6.7% | Added |
| Ashe Capital Management, LP | 1,089,919 | $268.9M | 22.12% | −307,389−22.0% | Reduced |
| BlackRock, Inc. | 2,408,899 | $594.3M | 0.01% | +184,009+8.3% | Added |
| Vanguard Group Inc | 2,495,527 | $615.7M | 0.01% | +91,174+3.8% | Added |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −459,285−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −212,984−100.0% | Sold out |
| Jackson Square Partners, LLC | 0 | $0 | 0.00% | −74,781−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −69,350−100.0% | Sold out |
| 12 West Capital Management LP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Insight Holdings Group, LLC | 0 | $0 | 0.00% | −51,061−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −40,341−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −30,490−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −29,501−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −27,501−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −26,135−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −19,924−100.0% | Sold out |