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 |
|---|---|---|---|---|---|
| DC Investments Management, LLC | 3,323 | $819.9K | 0.53% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 3,310 | $816.6K | 0.01% | +474+16.7% | Added |
| Illinois Municipal Retirement Fund | 3,281 | $809.5K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 3,133 | $773.0K | 0.00% | +417+15.4% | Added |
| Nomura Holdings Inc | 3,062 | $755.5K | 0.00% | +3,062 | New |
| Y-Intercept (Hong Kong) Ltd | 3,052 | $753.0K | 0.05% | −935−23.5% | Reduced |
| Sanctuary Advisors, LLC | 2,958 | $750.1K | 0.00% | +125+4.4% | Added |
| Loomis Sayles & Co L P | 2,936 | $724.0K | 0.00% | +2,936 | New |
| CWM Advisors, LLC | 2,917 | $719.6K | 0.08% | −996−25.5% | Reduced |
| State of Wyoming | 2,899 | $715.2K | 0.09% | +534+22.6% | Added |
| Verdence Capital Advisors LLC | 2,883 | $711.3K | 0.06% | +741+34.6% | Added |
| Main Management ETF Advisors, LLC | 2,848 | $703.0K | 0.03% | −256−8.2% | Reduced |
| Curbstone Financial Management Corp | 2,840 | $700.7K | 0.15% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 2,812 | $693.8K | 0.22% | +1,530+119.3% | Added |
| Schroder Investment Management Group | 2,722 | $673.0K | 0.00% | −4,775−63.7% | Reduced |
| State of Alaska, Department of Revenue | 2,635 | $650.0K | 0.01% | −35−1.3% | Reduced |
| Independent Advisor Alliance | 2,607 | $643.2K | 0.01% | +53+2.1% | Added |
| Assetmark, Inc | 2,570 | $634.1K | 0.00% | +179+7.5% | Added |
| TownSquare Capital, LLC | 2,563 | $632.3K | 0.01% | −117−4.4% | Reduced |
| Truist Financial Corp | 2,501 | $617.0K | 0.00% | −39−1.5% | Reduced |
| Aviva PLC | 2,450 | $604.5K | 0.00% | −346−12.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,435 | $600.8K | 0.01% | +1,952+404.1% | Added |
| 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 |
| Moody Aldrich Partners LLC | 2,415 | $595.8K | 0.11% | −11−0.5% | Reduced |
| Public Employees Retirement Association of Colorado | 2,354 | $581.0K | 0.00% | 00.0% | Unchanged |
| Natixis | 2,317 | $571.6K | 0.00% | +2,317 | New |
| Deutsche Bank AG | 2,287 | $564.2K | 0.00% | +1,087+90.6% | Added |
| Merit Financial Group, LLC | 2,268 | $559.6K | 0.01% | +2,268 | New |
| HSBC Holdings PLC | 2,241 | $556.7K | 0.00% | +2,241 | New |
| LVZ Advisors, Inc. | 2,252 | $555.6K | 0.07% | +383+20.5% | Added |
| Inceptionr LLC | 2,240 | $552.7K | 0.12% | −943−29.6% | Reduced |
| Mercer Global Advisors Inc | 2,238 | $552.2K | 0.00% | +1,349+151.7% | Added |
| Guggenheim Capital LLC | 2,235 | $551.4K | 0.00% | −1,112−33.2% | Reduced |
| Penserra Capital Management LLC | 2,226 | $549.0K | 0.01% | +464+26.3% | Added |
| Dark Forest Capital Management LP | 2,224 | $548.7K | 0.08% | +2,224 | New |
| Baird Financial Group, Inc. | 2,202 | $543.3K | 0.00% | −153,844−98.6% | Reduced |
| Two Sigma Advisers, LP | 2,200 | $542.8K | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 2,158 | $532.4K | 0.00% | +2,158 | New |
| Mariner, LLC | 2,107 | $519.8K | 0.00% | +174+9.0% | Added |
| JustInvest LLC | 2,071 | $511.0K | 0.01% | −168−7.5% | Reduced |
| Commerce Bank | 2,066 | $509.7K | 0.00% | −1,084−34.4% | Reduced |
| Beacon Pointe Advisors, LLC | 2,002 | $493.9K | 0.01% | −252−11.2% | Reduced |
| Silvercrest Asset Management Group LLC | 1,950 | $481.1K | 0.00% | +684+54.0% | Added |
| Oak Thistle LLC | 1,882 | $464.3K | 0.14% | −862−31.4% | Reduced |
| Securian Asset Management, Inc | 1,789 | $441.4K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,730 | $426.8K | 0.04% | −720−29.4% | Reduced |
| Quest Partners LLC | 1,716 | $423.4K | 0.06% | −969−36.1% | Reduced |
| Woodline Partners LP | 1,704 | $420.4K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 1,684 | $416.0K | 0.01% | −86−4.9% | Reduced |
| Keebeck Alpha, LP | 1,684 | $415.5K | 0.43% | −346−17.0% | Reduced |
| Summit Global Investments | 1,612 | $398.0K | 0.02% | −1,613−50.0% | Reduced |
| HMS Capital Management, LLC | 1,590 | $392.3K | 0.19% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,529 | $377.2K | 0.00% | −984−39.2% | Reduced |
| DekaBank Deutsche Girozentrale | 1,523 | $376.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,521 | $375.3K | 0.03% | −670−30.6% | Reduced |
| Toroso Investments, LLC | 1,492 | $368.1K | 0.00% | +67+4.7% | Added |
| HighTower Advisors, LLC | 1,485 | $366.5K | 0.00% | +559+60.4% | Added |
| Mutual Advisors, LLC | 1,449 | $365.6K | 0.01% | +1+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,413 | $349.0K | 0.00% | −224−13.7% | Reduced |
| Dakota Wealth Management | 1,374 | $339.0K | 0.01% | +1,374 | New |
| City Center Advisors, LLC | 1,372 | $338.5K | 0.38% | +123+9.8% | Added |
| Diversify Wealth Management, LLC | 1,371 | $334.2K | 0.03% | −68−4.7% | Reduced |
| Burns Matteson Capital Management, LLC | 1,331 | $328.4K | 0.18% | +35+2.7% | Added |
| Linden Thomas Advisory Services, LLC | 1,293 | $319.0K | 0.04% | +228+21.4% | Added |
| Maryland State Retirement & Pension System | 1,256 | $309.9K | 0.01% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 1,223 | $301.7K | 0.10% | 00.0% | Unchanged |
| 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 |
| Sym Financial Corp | 1,182 | $291.6K | 0.04% | +1,182 | New |
| First Bank & Trust | 1,173 | $289.4K | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,158 | $286.0K | 0.00% | −1,176−50.4% | Reduced |
| Neuberger Berman Group LLC | 1,126 | $277.8K | 0.00% | +1,126 | New |
| ProShare Advisors LLC | 1,126 | $277.8K | 0.00% | +81+7.8% | Added |
| Lewis Asset Management, LLC | 1,119 | $276.1K | 0.21% | −209−15.7% | Reduced |
| Covestor Ltd | 1,118 | $276.0K | 0.17% | +319+39.9% | Added |
| First Foundation Advisors | 1,098 | $270.9K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,081 | $266.7K | 0.33% | +1,081 | New |
| Stifel Financial Corp | 1,066 | $263.0K | 0.00% | −787−42.5% | Reduced |
| Atria Investments LLC | 1,056 | $260.5K | 0.00% | +134+14.5% | Added |
| Chicago Partners Investment Group LLC | 1,012 | $256.6K | 0.01% | +1,012 | New |
| Capital Performance Advisors LLP | 1,037 | $255.8K | 0.08% | +375+56.6% | Added |
| Atom Investors LP | 1,036 | $255.6K | 0.03% | +1,036 | New |
| Polymer Capital Management (US) LLC | 1,026 | $253.1K | 0.08% | +1,026 | New |
| KBC Group NV | 1,023 | $252.0K | 0.00% | +405+65.5% | Added |
| Steel Peak Wealth Management LLC | 1,006 | $248.2K | 0.01% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 1,002 | $247.2K | 0.02% | −197−16.4% | Reduced |
| Navellier & Associates Inc | 1,000 | $246.7K | 0.03% | 00.0% | Unchanged |
| Davis R M Inc | 1,000 | $246.7K | 0.00% | 00.0% | Unchanged |
| Poinciana Advisors Group, LLC | 995 | $245.5K | 0.25% | +995 | New |
| MML Investors Services, LLC | 978 | $241.0K | 0.00% | +59+6.4% | Added |
| Ashton Thomas Private Wealth, LLC | 953 | $235.1K | 0.01% | +953 | New |
| Arlington Financial Advisors, LLC | 952 | $234.9K | 0.05% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 921 | $227.2K | 0.00% | +921 | New |
| Congress Wealth Management LLC | 916 | $226.0K | 0.00% | +916 | New |
| Pathstone Holdings, LLC | 914 | $225.5K | 0.00% | −68−6.9% | Reduced |
| Worldquant Millennium Advisors LLC | 901 | $222.3K | 0.00% | −2−0.2% | Reduced |
| Kensington Investment Counsel, LLC | 900 | $222.0K | 0.09% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 897 | $221.3K | 0.04% | −637−41.5% | Reduced |