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Livermore
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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.

Q1 2025 vs. Q4 2024

How the institutions holding Appfolio Inc changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of APPF: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders3882381−5
Shares19.0M141.7K19.9M+1.04M (+5.5%)
Value$4.70B$35.0M$4.38B−$279.3M (−6.0%)

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (73)

Institutions that held Appfolio Inc at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to APPF in Q1 2025
InstitutionSharesValue% of portfolio
William Blair Investment Management, LLC422,594$92.9M0.26%
Fiera Capital Corp163,238$35.9M0.13%
Brown Advisory Inc126,419$27.8M0.04%
Nuveen, LLC124,894$27.5M0.01%
Capital Impact Advisors, LLC26,464$5.82M2.23%
Sone Capital Management, LLC22,733$5.00M0.51%
Quantinno Capital Management LP21,852$4.81M0.03%
ExodusPoint Capital Management, LP21,171$4.66M0.06%
Melqart Asset Management (UK) Ltd13,633$3.00M0.40%
Virginia Retirement Systems Et Al12,721$2.80M0.02%
Alamar Capital Management, LLC11,375$2.50M1.49%
Universal- Beteiligungs- und Servicegesellschaft mbH10,978$2.41M0.00%
Johnson Investment Counsel Inc10,820$2.38M0.02%
Kerrisdale Advisers, LLC9,748$2.14M0.90%
Davidson Kahn Capital Management, LLC8,656$1.90M1.47%
Parnassus Investments5,863$1.29M0.00%
Zions Bancorporation, National Association5,794$1.27M0.08%
M&T Bank Corp5,529$1.22M0.00%
Alpha Wealth Funds, LLC4,000$879.6K0.95%
Norden Group LLC3,701$813.9K0.09%
Custom Index Systems, LLC3,663$805.5K0.41%
Portside Wealth Group, LLC3,521$774.3K0.13%
Boothbay Fund Management, LLC3,508$771.4K0.03%
Wiley Bros.-Aintree Capital, LLC2,852$636.2K0.01%
Two Sigma Securities, LLC2,535$557.4K0.09%
Unique Wealth Strategies, LLC2,508$551.6K0.25%
Skandinaviska Enskilda Banken AB (publ)2,500$549.8K0.00%
New York Life Investment Management LLC2,374$522.0K0.01%
Precision Wealth Strategies, LLC2,319$509.9K0.39%
Marshall Wace, LLP2,152$473.2K0.00%
Banque Pictet & Cie SA2,118$465.7K0.00%
Envestnet Portfolio Solutions, Inc.1,908$419.6K0.00%
Cetera Investment Advisers1,835$403.5K0.00%
Alliance Wealth Advisors, LLC1,758$386.6K0.10%
Alps Advisors Inc1,660$365.0K0.00%
Snowden Capital Advisors LLC1,545$339.7K0.01%
Versor Investments LP1,541$338.9K0.06%
Fiduciary Trust Co1,464$321.9K0.00%
EP Wealth Advisors, LLC1,454$319.7K0.00%
Axq Capital, LP1,451$319.1K0.13%
United Services Automobile Association1,405$310.9K0.01%
Janney Montgomery Scott LLC1,389$305.0K0.00%
First Citizens Bank & Trust Co1,255$276.0K0.01%
Strategic Advocates LLC990$217.7K0.08%
CI Private Wealth, LLC981$215.9K0.00%
Ground Swell Capital, LLC928$204.1K0.46%
Coldstream Capital Management Inc790$173.7K0.00%
Caitong International Asset Management Co., Ltd251$55.2K0.04%
Pilgrim Partners Asia Pte Ltd220$48.4K0.05%
Skopos Labs, Inc.96$21.1K0.00%
Clear Street Markets LLC73$16.1K0.01%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.56$12.3K0.00%
Boston Private Wealth LLC42$9.23K0.00%
Tidemark, LLC25$5.50K0.00%
Mather Group, LLC.23$5.06K0.00%
MJT & Associates Financial Advisory Group, Inc.23$5.06K0.00%
North Capital, Inc.14$3.08K0.00%
CIBC Private Wealth Group, LLC14$2.92K0.00%
Whittier Trust Co of Nevada Inc12$2.64K0.00%
NewSquare Capital LLC9$1.98K0.00%
South State Corp.5$1.10K0.00%
Activest Wealth Management5$1.10K0.00%
Hantz Financial Services, Inc.5$1.00K0.00%
CVA Family Office, LLC4$8800.00%
Creative Financial Designs Inc2$4400.00%
AdvisorNet Financial, Inc2$4400.00%
Financial Management Professionals, Inc.2$4400.00%
Stonebridge Financial Group, LLC1$2200.00%
Rakuten Securities, Inc.1$2200.00%
WealthTrak Capital Management LLC1$2200.00%
HFM Investment Advisors, LLC1$2200.00%
Bay Harbor Wealth Management, LLC1$2190.00%
Legacy Advisors, LLC10––

Sold out (78)

Institutions that held Appfolio Inc at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of APPF in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Qube Research & Technologies Ltd111,070$27.4M
Spence Asset Management77,583$19.1M
Loup Funds, LLC62,756$15.5M
Crosslink Capital Inc61,534$15.2M
Assenagon Asset Management S.A.52,007$12.8M
Unisphere Establishment25,300$6.24M
Hillsdale Investment Management Inc.24,218$5.98M
Jump Financial, LLC22,610$5.58M
Picton Mahoney Asset Management19,709$4.86M
Intech Investment Management LLC15,629$3.86M
Campbell & CO Investment Adviser LLC15,028$3.71M
Jane Street Group, LLC13,414$3.31M
Aquatic Capital Management LLC11,833$2.92M
Inspire Advisors, LLC10,796$2.66M
Miura Global Management, LLC10,000$2.47M
Savant Capital, LLC8,601$2.12M
Pinebridge Investments, L.P.8,072$1.99M
SG Americas Securities, LLC7,145$1.76M
Quadrature Capital Ltd6,740$1.66M
Entropy Technologies, LP5,830$1.44M
Jackson Creek Investment Advisors LLC5,689$1.40M
Bryce Point Capital, LLC5,640$1.39M
PAX Financial Group, LLC4,445$1.10M
Harbor Capital Advisors, Inc.4,227$1.04M
Pacer Advisors, Inc.3,334$822.6K
DC Investments Management, LLC3,323$819.9K
Schonfeld Strategic Advisors LLC3,310$816.6K
Nomura Holdings Inc3,062$755.5K
Y-Intercept (Hong Kong) Ltd3,052$753.0K
Sanctuary Advisors, LLC2,958$750.1K
Main Management ETF Advisors, LLC2,848$703.0K
Sherbrooke Park Advisers LLC2,812$693.8K
Schroder Investment Management Group2,722$673.0K
Belpointe Asset Management LLC2,574$597.1K
Fortis Capital Advisors, LLC2,574$597.1K
Merit Financial Group, LLC2,268$559.6K
HSBC Holdings PLC2,241$556.7K
Inceptionr LLC2,240$552.7K
Penserra Capital Management LLC2,226$549.0K
Dark Forest Capital Management LP2,224$548.7K
Silvercrest Asset Management Group LLC1,950$481.1K
Oak Thistle LLC1,882$464.3K
XTX Topco Ltd1,730$426.8K
Cambridge Investment Research Advisors, Inc.1,413$349.0K
Dakota Wealth Management1,374$339.0K
Cornercap Investment Counsel Inc1,223$301.7K
Crestline Management, LP1,200$296.1K
Sym Financial Corp1,182$291.6K
Chicago Partners Investment Group LLC1,012$256.6K
Capital Performance Advisors LLP1,037$255.8K
Atom Investors LP1,036$255.6K
Polymer Capital Management (US) LLC1,026$253.1K
Sax Wealth Advisors, LLC1,002$247.2K
Poinciana Advisors Group, LLC995$245.5K
Ashton Thomas Private Wealth, LLC953$235.1K
Buckingham Strategic Partners921$227.2K
Congress Wealth Management LLC916$226.0K
Pathstone Holdings, LLC914$225.5K
Worldquant Millennium Advisors LLC901$222.3K
Kensington Investment Counsel, LLC900$222.0K
Cache Advisors, LLC883$217.9K
Shelton Capital Management853$210.5K
Stevens Capital Management LP820$202.0K
Delap Wealth Advisory, LLC814$200.8K
Salem Investment Counselors Inc500$123.4K
Northwest & Ethical Investments L.P.450$110.9K
Venturi Wealth Management, LLC400$98.7K
Walleye Trading LLC319$78.7K
C M Bidwell & Associates Ltd311$76.7K
Quarry LP212$52.3K
Arcadia Investment Management Corp203$50.1K
Mizuho Bank, Ltd.190$46.9K
Colonial Trust Co114$28.1K
Plato Investment Management Ltd86$21.3K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC32$7.89K
Johnson Financial Group, Inc.26$6.08K
Bryn Mawr Trust Co24$5.92K
Migdal Insurance & Financial Holdings Ltd.1$0

Not filed for Q1 2025 yet (2)

Institutions that held Appfolio Inc at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding APPF in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC141,640$34.9M
Global Retirement Partners, LLC48$11.8K