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, Q1 2025
Institutional positions in Appfolio Inc as of Mar 31, 2025. 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
- 381
- −5 vs. Q4 2024
- Shares held
- 19.9M
- +1.04M (+5.5%) vs. Q4 2024
- Total value
- $4.38B
- −$279.3M (−6.0%) vs. Q4 2024
- New holders
- 73
- 135 more added
- Sold out
- 78
- 129 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,438,429 | $536.2M | 0.01% | −57,098−2.3% | Reduced |
| BlackRock, Inc. | 2,404,780 | $528.8M | 0.01% | −4,119−0.2% | Reduced |
| Ashe Capital Management, LP | 1,136,112 | $249.8M | 22.34% | +46,193+4.2% | Added |
| FMR LLC | 846,178 | $186.1M | 0.01% | +248,693+41.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 773,579 | $170.1M | 0.42% | +354,061+84.4% | Added |
| State Street Corp | 714,054 | $157.0M | 0.01% | +17,163+2.5% | Added |
| Brown Capital Management LLC | 611,829 | $134.5M | 4.06% | −70,204−10.3% | Reduced |
| Gilder Gagnon Howe & Co LLC | 532,600 | $117.1M | 1.53% | −40,317−7.0% | Reduced |
| Geode Capital Management, LLC | 437,064 | $96.1M | 0.01% | +20,556+4.9% | Added |
| William Blair Investment Management, LLC | 422,594 | $92.9M | 0.26% | +422,594 | New |
| Nellore Capital Management LLC | 402,739 | $88.6M | 12.05% | +30,805+8.3% | Added |
| Principal Financial Group Inc | 401,888 | $88.4M | 0.05% | +220,239+121.2% | Added |
| DF Dent & Co Inc | 391,903 | $86.2M | 1.15% | −22,065−5.3% | Reduced |
| Invesco Ltd. | 347,125 | $76.3M | 0.01% | +6,528+1.9% | Added |
| Macquarie Group Ltd | 306,633 | $67.4M | 0.08% | −13,739−4.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 297,896 | $65.5M | 0.05% | +64,004+27.4% | Added |
| Renaissance Technologies LLC | 276,900 | $60.9M | 0.09% | +27,000+10.8% | Added |
| Morgan Stanley | 267,221 | $58.8M | 0.00% | +17,536+7.0% | Added |
| Norges Bank | 257,979 | $56.7M | 0.01% | −17,789−6.5% | Reduced |
| Dimensional Fund Advisors LP | 248,948 | $54.7M | 0.01% | +59,543+31.4% | Added |
| New York State Common Retirement Fund | 225,472 | $49.6M | 0.07% | +42,631+23.3% | Added |
| Bank of New York Mellon Corp | 208,319 | $45.8M | 0.01% | +1,183+0.6% | Added |
| First Trust Advisors LP | 198,511 | $43.7M | 0.04% | +70,066+54.5% | Added |
| Northern Trust Corp | 193,780 | $42.6M | 0.01% | +1,493+0.8% | Added |
| Franklin Resources Inc | 189,018 | $41.6M | 0.01% | −59,832−24.0% | Reduced |
| GW&K Investment Management, LLC | 181,649 | $39.9M | 0.37% | −6,982−3.7% | Reduced |
| AQR Capital Management LLC | 184,067 | $39.7M | 0.04% | −471,558−71.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 172,972 | $38.0M | 0.15% | +169,016+4,272.4% | Added |
| Fiera Capital Corp | 163,238 | $35.9M | 0.13% | +163,238 | New |
| Charles Schwab Investment Management Inc | 159,543 | $35.1M | 0.01% | −7,299−4.4% | Reduced |
| Long Walk Management LP | 154,800 | $34.0M | 11.03% | +89,300+136.3% | Added |
| Janus Henderson Group PLC | 149,179 | $33.0M | 0.02% | +73,388+96.8% | Added |
| Bank of America Corp | 136,338 | $30.0M | 0.00% | +83,631+158.7% | Added |
| Caisse de Depot Et Placement du Quebec | 130,737 | $28.7M | 0.06% | +102,586+364.4% | Added |
| Brown Advisory Inc | 126,419 | $27.8M | 0.04% | +126,419 | New |
| Nuveen, LLC | 124,894 | $27.5M | 0.01% | +124,894 | New |
| Ranger Investment Management, L.P. | 119,878 | $26.4M | 1.88% | −1,805−1.5% | Reduced |
| Greenstone Partners & Co., LLC | 111,740 | $24.6M | 6.52% | −1,327−1.2% | Reduced |
| Wells Fargo & Company | 101,867 | $22.4M | 0.01% | +95,114+1,408.5% | Added |
| Squarepoint Ops LLC | 101,376 | $22.3M | 0.05% | −16,823−14.2% | Reduced |
| Raymond James Financial Inc | 91,715 | $20.2M | 0.01% | −30,670−25.1% | Reduced |
| Zeno Equity Partners LLP | 88,789 | $19.5M | 7.06% | −40,467−31.3% | Reduced |
| Sellaronda Global Management LP | 80,000 | $17.6M | 17.75% | +65,000+433.3% | Added |
| UBS Asset Management Americas Inc | 72,725 | $16.0M | 0.00% | −45,494−38.5% | Reduced |
| Envestnet Asset Management Inc | 70,429 | $15.5M | 0.00% | +49,508+236.6% | Added |
| UBS Group AG | 70,071 | $15.4M | 0.00% | +44,577+174.9% | Added |
| Russell Investments Group, Ltd. | 69,705 | $15.3M | 0.02% | +35,804+105.6% | Added |
| Victory Capital Management Inc | 69,607 | $15.3M | 0.02% | −7,250−9.4% | Reduced |
| Los Angeles Capital Management LLC | 68,135 | $15.0M | 0.07% | −46,327−40.5% | Reduced |
| Goldman Sachs Group Inc | 66,777 | $14.7M | 0.00% | +50,970+322.5% | Added |
| Rhumbline Advisers | 64,229 | $14.1M | 0.01% | +437+0.7% | Added |
| SEI Investments Co | 61,797 | $13.6M | 0.02% | +15,971+34.9% | Added |
| Man Group plc | 61,759 | $13.6M | 0.04% | −1,970−3.1% | Reduced |
| Jennison Associates LLC | 61,185 | $13.5M | 0.01% | +599+1.0% | Added |
| Blair William & Co | 56,493 | $12.4M | 0.04% | −200−0.4% | Reduced |
| EULAV Asset Management | 55,449 | $12.2M | 0.30% | 00.0% | Unchanged |
| Wellington Management Group LLP | 55,257 | $12.2M | 0.00% | −35,581−39.2% | Reduced |
| Price T Rowe Associates Inc | 54,640 | $12.0M | 0.00% | −12,095−18.1% | Reduced |
| Mission Wealth Management, LP | 53,439 | $11.8M | 0.29% | −7,400−12.2% | Reduced |
| AXA S.A. | 52,823 | $11.6M | 0.04% | +157+0.3% | Added |
| JPMorgan Chase & Co | 49,769 | $10.9M | 0.00% | −31,140−38.5% | Reduced |
| Bridgewater Associates, LP | 46,368 | $10.2M | 0.05% | −30,933−40.0% | Reduced |
| Royal Bank of Canada | 45,452 | $9.99M | 0.00% | +8,367+22.6% | Added |
| Atika Capital Management LLC | 44,500 | $9.79M | 1.50% | −12,800−22.3% | Reduced |
| Nicholas Investment Partners, LP | 43,314 | $9.52M | 0.98% | −1,016−2.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 42,558 | $9.36M | 0.01% | 00.0% | Unchanged |
| Swiss National Bank | 42,500 | $9.35M | 0.01% | −500−1.2% | Reduced |
| Great West Life Assurance Co | 41,297 | $9.09M | 0.02% | +5,793+16.3% | Added |
| Citadel Advisors LLC | 36,644 | $8.06M | 0.01% | −31,685−46.4% | Reduced |
| Alliancebernstein L.P. | 36,177 | $7.96M | 0.00% | +5,428+17.7% | Added |
| Legal & General Group Plc | 35,831 | $7.88M | 0.00% | +1,086+3.1% | Added |
| Martingale Asset Management L P | 34,360 | $7.56M | 0.19% | +160.0% | Added |
| Ameriprise Financial Inc | 33,630 | $7.40M | 0.00% | −17,082−33.7% | Reduced |
| Algert Global LLC | 31,707 | $6.97M | 0.17% | −22,502−41.5% | Reduced |
| Retirement Systems of Alabama | 28,289 | $6.22M | 0.02% | +225+0.8% | Added |
| Capital Impact Advisors, LLC | 26,464 | $5.82M | 2.23% | +26,464 | New |
| D. E. Shaw & Co., Inc. | 26,218 | $5.77M | 0.01% | −12,927−33.0% | Reduced |
| Corebridge Financial, Inc. | 25,917 | $5.70M | 0.03% | −457−1.7% | Reduced |
| Oberndorf William E | 24,184 | $5.32M | 6.82% | +20,245+514.0% | Added |
| Natixis Advisors, L.P. | 23,961 | $5.27M | 0.01% | −637−2.6% | Reduced |
| Sone Capital Management, LLC | 22,733 | $5.00M | 0.51% | +22,733 | New |
| Baker Avenue Asset Management, LP | 22,362 | $4.92M | 0.15% | −78−0.3% | Reduced |
| TFJ Management, LLC | 22,273 | $4.90M | 4.64% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 21,852 | $4.81M | 0.03% | +21,852 | New |
| California State Teachers Retirement System | 21,349 | $4.69M | 0.01% | +836+4.1% | Added |
| ExodusPoint Capital Management, LP | 21,171 | $4.66M | 0.06% | +21,171 | New |
| TownSquare Capital, LLC | 20,416 | $4.49M | 0.05% | +17,853+696.6% | Added |
| Zevenbergen Capital Investments LLC | 20,000 | $4.40M | 0.11% | −950−4.5% | Reduced |
| Lazard Asset Management LLC | 19,396 | $4.26M | 0.01% | −9,165−32.1% | Reduced |
| Manufacturers Life Insurance Company, The | 18,876 | $4.15M | 0.00% | +41+0.2% | Added |
| Millennium Management LLC | 18,055 | $3.97M | 0.00% | +12,709+237.7% | Added |
| Channel Wealth LLC | 17,837 | $3.92M | 1.22% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 17,221 | $3.79M | 0.06% | +5,147+42.6% | Added |
| State Board of Administration of Florida Retirement System | 16,561 | $3.64M | 0.01% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 15,479 | $3.40M | 0.40% | +6,823+78.8% | Added |
| Ensign Peak Advisors, Inc | 14,761 | $3.25M | 0.01% | −8,037−35.3% | Reduced |
| Edgestream Partners, L.P. | 14,181 | $3.12M | 0.11% | −2,315−14.0% | Reduced |
| Amundi | 13,734 | $3.08M | 0.00% | −3,447−20.1% | Reduced |
| MetLife Investment Management | 13,882 | $3.05M | 0.02% | −119−0.8% | Reduced |
| Brinker Capital Investments, LLC | 13,757 | $3.03M | 0.03% | +6,161+81.1% | Added |