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 |
|---|---|---|---|---|---|
| denkapparat Operations GmbH | 894 | $220.6K | 0.33% | +894 | New |
| Cache Advisors, LLC | 883 | $217.9K | 0.09% | +883 | New |
| Shelton Capital Management | 853 | $210.5K | 0.01% | 00.0% | Unchanged |
| Somerset Trust Co | 823 | $203.1K | 0.08% | +823 | New |
| Motley Fool Asset Management LLC | 822 | $202.8K | 0.01% | +822 | New |
| Gallacher Capital Management LLC | 822 | $202.8K | 0.10% | +822 | New |
| Stevens Capital Management LP | 820 | $202.0K | 0.08% | +820 | New |
| Delap Wealth Advisory, LLC | 814 | $200.8K | 0.12% | +814 | New |
| Quadrant Capital Group LLC | 804 | $198.4K | 0.01% | +3+0.4% | Added |
| Exchange Traded Concepts, LLC | 642 | $158.4K | 0.00% | +40+6.6% | Added |
| Nisa Investment Advisors, LLC | 616 | $152.0K | 0.00% | +65+11.8% | Added |
| Parallel Advisors, LLC | 580 | $143.1K | 0.00% | −16−2.7% | Reduced |
| Smartleaf Asset Management LLC | 554 | $137.0K | 0.01% | +13+2.4% | Added |
| True Wealth Design, LLC | 552 | $136.2K | 0.05% | +216+64.3% | Added |
| Salem Investment Counselors Inc | 500 | $123.4K | 0.00% | +500 | New |
| Advisors Asset Management, Inc. | 483 | $119.2K | 0.00% | +93+23.8% | Added |
| Harbor Investment Advisory, LLC | 467 | $115.2K | 0.01% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 450 | $110.9K | 0.00% | −275−37.9% | Reduced |
| Venturi Wealth Management, LLC | 400 | $98.7K | 0.00% | +400 | New |
| Sterling Capital Management LLC | 366 | $90.3K | 0.00% | −46−11.2% | Reduced |
| Transce3nd, LLC | 338 | $83.4K | 0.03% | +338 | New |
| Walleye Trading LLC | 319 | $78.7K | 0.00% | +319 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 311 | $76.7K | 0.00% | −315−50.3% | Reduced |
| C M Bidwell & Associates Ltd | 311 | $76.7K | 0.05% | −4−1.3% | Reduced |
| First Horizon Advisors, Inc. | 260 | $64.1K | 0.00% | −18−6.5% | Reduced |
| Jones Financial Companies LLLP | 247 | $60.9K | 0.00% | +93+60.4% | Added |
| PEAK6 LLC | 236 | $58.2K | 0.00% | +236 | New |
| EverSource Wealth Advisors, LLC | 222 | $54.8K | 0.00% | +208+1,485.7% | Added |
| Quarry LP | 212 | $52.3K | 0.01% | −669−75.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 208 | $51.3K | 0.02% | +206+10,300.0% | Added |
| Arcadia Investment Management Corp | 203 | $50.1K | 0.01% | +203 | New |
| Signaturefd, LLC | 198 | $48.9K | 0.00% | −1−0.5% | Reduced |
| Mizuho Bank, Ltd. | 190 | $46.9K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 168 | $41.4K | 0.00% | +11+7.0% | Added |
| Umb Bank N A | 167 | $41.2K | 0.00% | +110+193.0% | Added |
| Allworth Financial LP | 139 | $35.8K | 0.00% | +5+3.7% | Added |
| Huntington National Bank | 121 | $29.9K | 0.00% | −43−26.2% | Reduced |
| Fifth Third Bancorp | 117 | $28.9K | 0.00% | +14+13.6% | Added |
| Steward Partners Investment Advisory, LLC | 114 | $28.1K | 0.00% | +13+12.9% | Added |
| Colonial Trust Co | 114 | $28.1K | 0.00% | +114 | New |
| Northwestern Mutual Wealth Management Co | 100 | $24.7K | 0.00% | −122−55.0% | Reduced |
| Plato Investment Management Ltd | 86 | $21.3K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 84 | $20.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 75 | $18.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 65 | $16.0K | 0.00% | −172−72.6% | Reduced |
| Ronald Blue Trust, Inc. | 63 | $15.5K | 0.00% | −54−46.2% | Reduced |
| Principal Securities, Inc. | 60 | $14.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 50 | $12.3K | 0.00% | +50 | New |
| Global Retirement Partners, LLC | 48 | $11.8K | 0.00% | −12−20.0% | Reduced |
| Rise Advisors, LLC | 48 | $11.8K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 44 | $10.9K | 0.01% | +44 | New |
| Park Place Capital Corp | 41 | $10.1K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 37 | $9.13K | 0.00% | +12+48.0% | Added |
| Iron Horse Wealth Management, LLC | 36 | $8.88K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 34 | $8.39K | 0.00% | −29−46.0% | Reduced |
| Bell Investment Advisors, Inc | 32 | $7.90K | 0.00% | −6−15.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32 | $7.89K | 0.00% | +12+60.0% | Added |
| Massmutual Trust Co FSB | 30 | $7.40K | 0.00% | +1+3.4% | Added |
| Johnson Financial Group, Inc. | 26 | $6.08K | 0.00% | −17−39.5% | Reduced |
| Bryn Mawr Trust Co | 24 | $5.92K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 24 | $5.92K | 0.00% | +4+20.0% | Added |
| SBI Securities Co., Ltd. | 20 | $4.93K | 0.00% | +20 | New |
| IFP Advisors, Inc | 19 | $4.69K | 0.00% | +19 | New |
| Private Wealth Management Group, LLC | 18 | $4.44K | 0.00% | +8+80.0% | Added |
| Hollencrest Capital Management | 15 | $3.70K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $3.70K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 12 | $2.96K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 10 | $2.47K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 9 | $2.22K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 9 | $2.22K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 8 | $1.97K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 6 | $1.48K | 0.00% | −48−88.9% | Reduced |
| WPG Advisers, LLC | 6 | $1.48K | 0.00% | +6 | New |
| Sierra Ocean, LLC | 5 | $1.23K | 0.00% | +5 | New |
| Versant Capital Management, Inc | 4 | $987 | 0.00% | −2−33.3% | Reduced |
| Abound Wealth Management | 4 | $987 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4 | $987 | 0.00% | +2+100.0% | Added |
| SRS Capital Advisors, Inc. | 3 | $741 | 0.00% | −1−25.0% | Reduced |
| Larson Financial Group LLC | 3 | $740 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 2 | $494 | 0.00% | +1+100.0% | Added |
| Federation des caisses Desjardins du Quebec | 2 | $493 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1 | $247 | 0.00% | −86−98.9% | Reduced |
| Parkside Financial Bank & Trust | 1 | $247 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $247 | 0.00% | +1 | New |
| Migdal Insurance & Financial Holdings Ltd. | 1 | $0 | 0.00% | −7−87.5% | Reduced |
| Hemington Wealth Management | 4 | $0 | 0.00% | +3+300.0% | 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 |