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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
Intech Investment Management LLC15,629$3.86M0.04%+15,629New
Fred Alger Management, LLC15,535$3.83M0.02%−169,291−91.6%Reduced
Campbell & CO Investment Adviser LLC15,028$3.71M0.29%+15,028New
Sellaronda Global Management LP15,000$3.70M3.76%+15,000New
Cerity Partners LLC14,898$3.66M0.01%+250+1.7%Added
Creative Planning14,660$3.62M0.00%+13,669+1,379.3%Added
CWM, LLC14,173$3.50M0.01%+5,106+56.3%Added
MetLife Investment Management14,001$3.45M0.02%+1,084+8.4%Added
Allspring Global Investments Holdings, LLC13,583$3.37M0.01%−11,053−44.9%Reduced
Jane Street Group, LLC13,414$3.31M0.01%+10,928+439.6%Added
Bessemer Group Inc13,209$3.26M0.01%+26+0.2%Added
Robeco Institutional Asset Management B.V.13,089$3.23M0.01%00.0%Unchanged
Verition Fund Management LLC12,756$3.15M0.02%+11,598+1,001.6%Added
Mutual of America Capital Management LLC12,191$3.01M0.03%−243−2.0%Reduced
Comerica Bank12,090$2.98M0.01%−381−3.1%Reduced
Advisors Capital Management, LLC12,074$2.98M0.05%+7+0.1%Added
Aquatic Capital Management LLC11,833$2.92M0.08%+11,833New
Graham Capital Management, L.P.11,452$2.83M0.09%−2,643−18.8%Reduced
Amalgamated Bank11,260$2.78M0.02%+24+0.2%Added
Fieldview Capital Management, LLC11,243$2.77M0.43%+11,243New
Wealth Enhancement Advisory Services, LLC10,955$2.70M0.01%+4,492+69.5%Added
EFG Asset Management (North America) Corp.10,816$2.67M0.36%−233−2.1%Reduced
Inspire Advisors, LLC10,796$2.66M0.33%−110−1.0%Reduced
Balyasny Asset Management LLC10,628$2.62M0.01%−732−6.4%Reduced
Burney Co10,255$2.53M0.09%−27,950−73.2%Reduced
Voya Investment Management LLC10,063$2.48M0.00%−495−4.7%Reduced
Miura Global Management, LLC10,000$2.47M2.69%−9,000−47.4%Reduced
Treasurer of the State of North Carolina9,960$2.46M0.01%+60+0.6%Added
Prudential Financial Inc9,610$2.37M0.00%−24,536−71.9%Reduced
State of Wisconsin Investment Board9,450$2.33M0.01%+2,946+45.3%Added
Citigroup Inc9,191$2.27M0.00%+1,131+14.0%Added
State of New Jersey Common Pension Fund D9,185$2.27M0.01%+710+8.4%Added
Bosman Wealth Management, LLC9,118$2.25M2.16%+9,118New
State of Tennessee, Treasury Department8,923$2.20M0.01%+3,923+78.5%Added
T. Rowe Price Investment Management, Inc.8,672$2.14M0.00%−77,452−89.9%Reduced
Azzad Asset Management Inc8,656$2.14M0.41%+2,044+30.9%Added
Zacks Investment Management8,608$2.12M0.02%−297−3.3%Reduced
Savant Capital, LLC8,601$2.12M0.02%−1,141−11.7%Reduced
Public Employees Retirement System of Ohio8,287$2.04M0.01%−537−6.1%Reduced
Police & Firemen's Retirement System of New Jersey8,240$2.03M0.02%+8,240New
Yousif Capital Management, LLC8,073$1.99M0.02%−256−3.1%Reduced
Pinebridge Investments, L.P.8,072$1.99M0.02%+2,415+42.7%Added
Brinker Capital Investments, LLC7,596$1.87M0.02%−166−2.1%Reduced
Orion Portfolio Solutions, LLC7,596$1.87M0.02%−166−2.1%Reduced
Danske Bank A/S7,514$1.85M0.01%−10,831−59.0%Reduced
SG Americas Securities, LLC7,145$1.76M0.01%+5,674+385.7%Added
Daiwa Securities Group Inc.7,022$1.73M0.01%+5,822+485.2%Added
Vident Advisory, LLC6,846$1.69M0.03%+1,696+32.9%Added
Wells Fargo & Company6,753$1.67M0.00%−175−2.5%Reduced
Quadrature Capital Ltd6,740$1.66M0.03%+6,740New
Globeflex Capital L P6,599$1.63M0.14%−8−0.1%Reduced
Global Endowment Management, LP6,549$1.62M0.21%−1,134−14.8%Reduced
Louisiana State Employees Retirement System6,400$1.58M0.03%00.0%Unchanged
Engineers Gate Manager LP6,369$1.57M0.03%−2,531−28.4%Reduced
Arizona State Retirement System6,334$1.56M0.01%+227+3.7%Added
Teachers Retirement System of the State of Kentucky6,200$1.53M0.01%−350−5.3%Reduced
Rathbone Brothers plc6,187$1.53M0.01%+771+14.2%Added
Evanson Asset Management, LLC6,000$1.48M0.10%00.0%Unchanged
KLP Kapitalforvaltning AS5,900$1.46M0.01%+5,900New
Entropy Technologies, LP5,830$1.44M0.15%+4,200+257.7%Added
Jackson Creek Investment Advisors LLC5,689$1.40M0.42%−172−2.9%Reduced
Bryce Point Capital, LLC5,640$1.39M0.40%+5,640New
Captrust Financial Advisors5,577$1.38M0.00%+1,203+27.5%Added
Commonwealth Equity Services, LLC5,550$1.37M0.00%+703+14.5%Added
State of Michigan Retirement System5,500$1.36M0.01%00.0%Unchanged
Legato Capital Management LLC5,458$1.35M0.18%−668−10.9%Reduced
Thrivent Financial for Lutherans5,431$1.34M0.00%−1,109−17.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)5,427$1.34M0.00%+767+16.5%Added
Handelsbanken Fonder AB5,400$1.33M0.01%+1,000+22.7%Added
Millennium Management LLC5,346$1.32M0.00%−2,778−34.2%Reduced
Ami Asset Management Corp5,271$1.30M0.07%−187−3.4%Reduced
Northwestern Mutual Investment Management Company, LLC5,130$1.27M0.03%+26+0.5%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys5,097$1.26M0.01%+25+0.5%Added
New Age Alpha Advisors, LLC5,062$1.25M0.05%+5,062New
New York State Teachers Retirement System4,851$1.20M0.00%−605−11.1%Reduced
American Century Companies Inc4,693$1.16M0.00%+661+16.4%Added
Oregon Public Employees Retirement Fund4,662$1.15M0.02%00.0%Unchanged
Ameritas Investment Partners, Inc.4,623$1.14M0.04%−97−2.1%Reduced
PDT Partners, LLC4,604$1.14M0.10%−20.0%Reduced
Xponance, Inc.4,589$1.13M0.01%+162+3.7%Added
NorthCrest Asset Manangement, LLC4,576$1.13M0.03%−170−3.6%Reduced
LPL Financial LLC4,447$1.10M0.00%−3,265−42.3%Reduced
PAX Financial Group, LLC4,445$1.10M0.20%−289−6.1%Reduced
Pallas Capital Advisors LLC4,263$1.05M0.05%+642+17.7%Added
Harbor Capital Advisors, Inc.4,227$1.04M0.05%+646+18.0%Added
Hancock Whitney Corp4,221$1.04M0.03%+45+1.1%Added
New Mexico Educational Retirement Board4,200$1.04M0.03%00.0%Unchanged
Lecap Asset Management Ltd4,119$1.02M0.28%−140−3.3%Reduced
DGS Capital Management, LLC3,972$980.0K0.25%−1,274−24.3%Reduced
Jacobs Levy Equity Management, Inc3,956$976.0K0.00%−309−7.2%Reduced
Oberndorf William E3,939$971.8K1.62%00.0%Unchanged
ING Groep NV3,900$962.2K0.01%+3,900New
Gotham Asset Management, LLC3,803$938.3K0.01%+824+27.7%Added
Oppenheimer Asset Management Inc.3,745$924.0K0.01%−334−8.2%Reduced
National Philanthropic Trust3,700$912.9K0.01%+3,700New
Bank of Montreal3,680$907.9K0.00%−16,519−81.8%Reduced
Colony Group, LLC3,599$888.0K0.00%+1,276+54.9%Added
BNP Paribas Arbitrage, SA3,597$887.5K0.00%−2,336−39.4%Reduced
South Dakota Investment Council3,500$864.0K0.02%+1,700+94.4%Added
Pacer Advisors, Inc.3,334$822.6K0.00%−83−2.4%Reduced