Skip to main content

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.

Institutional holdersQ1 2025: 381 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 heldQ1 2025: $4.38B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q4 2024.

Institutions holding APPF in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bay Harbor Wealth Management, LLC1$2190.00%+1New
Stonebridge Financial Group, LLC1$2200.00%+1New
Rakuten Securities, Inc.1$2200.00%+1New
WealthTrak Capital Management LLC1$2200.00%+1New
HFM Investment Advisors, LLC1$2200.00%+1New
SJS Investment Consulting Inc.2$4400.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec2$4400.00%00.0%Unchanged
Creative Financial Designs Inc2$4400.00%+2New
AdvisorNet Financial, Inc2$4400.00%+2New
Financial Management Professionals, Inc.2$4400.00%+2New
WPG Advisers, LLC4$8800.00%−2−33.3%Reduced
JFS Wealth Advisors, LLC4$8800.00%00.0%Unchanged
Abound Wealth Management4$8800.00%00.0%Unchanged
Global Financial Private Client, LLC4$8800.00%+3+300.0%Added
CVA Family Office, LLC4$8800.00%+4New
Hemington Wealth Management6$1.00K0.00%+2+50.0%Added
Hantz Financial Services, Inc.5$1.00K0.00%+5New
Sierra Ocean, LLC5$1.10K0.00%00.0%Unchanged
South State Corp.5$1.10K0.00%+5New
Activest Wealth Management5$1.10K0.00%+5New
Private Trust Co NA6$1.32K0.00%00.0%Unchanged
Larson Financial Group LLC6$1.32K0.00%+3+100.0%Added
Anfield Capital Management, LLC9$1.98K0.00%00.0%Unchanged
NewSquare Capital LLC9$1.98K0.00%+9New
Capital Advisors, Ltd. LLC8$2.00K0.00%00.0%Unchanged
Manchester Capital Management LLC10$2.20K0.00%00.0%Unchanged
Farther Finance Advisors, LLC10$2.22K0.00%+9+900.0%Added
Whittier Trust Co of Nevada Inc12$2.64K0.00%+12New
CIBC Private Wealth Group, LLC14$2.92K0.00%+14New
Farmers & Merchants Investments Inc14$3.08K0.00%+6+75.0%Added
North Capital, Inc.14$3.08K0.00%+14New
Hollencrest Capital Management15$3.30K0.00%00.0%Unchanged
Bogart Wealth, LLC15$3.30K0.00%00.0%Unchanged
Globeflex Capital L P17$3.74K0.00%−6,582−99.7%Reduced
Private Wealth Management Group, LLC18$3.96K0.00%00.0%Unchanged
Parkside Financial Bank & Trust18$3.96K0.00%+17+1,700.0%Added
Continuum Advisory, LLC20$4.40K0.00%+11+122.2%Added
Transce3nd, LLC21$4.62K0.00%−317−93.8%Reduced
Asset Dedication, LLC23$5.06K0.00%−61−72.6%Reduced
Mather Group, LLC.23$5.06K0.00%+23New
MJT & Associates Financial Advisory Group, Inc.23$5.06K0.00%+23New
Tidemark, LLC25$5.50K0.00%+25New
CoreCap Advisors, LLC29$6.38K0.00%−5−14.7%Reduced
Cullen/Frost Bankers, Inc.29$6.38K0.00%+5+20.8%Added
Bell Investment Advisors, Inc32$7.04K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.32$7.04K0.00%+29+966.7%Added
Iron Horse Wealth Management, LLC36$7.92K0.00%00.0%Unchanged
Ci Investments Inc.40$9.00K0.00%00.0%Unchanged
Boston Private Wealth LLC42$9.23K0.00%+42New
Wolff Wiese Magana LLC42$9.24K0.01%+30+250.0%Added
Park Square Financial Group, LLC44$9.68K0.01%00.0%Unchanged
Rise Advisors, LLC48$10.6K0.00%00.0%Unchanged
Park Place Capital Corp48$10.6K0.00%+7+17.1%Added
MAI Capital Management50$11.0K0.00%00.0%Unchanged
SBI Securities Co., Ltd.51$11.2K0.00%+31+155.0%Added
Massmutual Trust Co FSB56$12.3K0.00%+26+86.7%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.56$12.3K0.00%+56New
Principal Securities, Inc.60$14.8K0.00%00.0%Unchanged
Clear Street Markets LLC73$16.1K0.01%+73New
Sterling Capital Management LLC76$16.7K0.00%−290−79.2%Reduced
EverSource Wealth Advisors, LLC78$17.2K0.00%−144−64.9%Reduced
Fuller & Thaler Asset Management, Inc.78$17.2K0.00%−185,054−100.0%Reduced
Steward Partners Investment Advisory, LLC90$19.8K0.00%−24−21.1%Reduced
PEAK6 LLC95$20.8K0.00%−141−59.7%Reduced
Skopos Labs, Inc.96$21.1K0.00%+96New
Northwestern Mutual Wealth Management Co106$23.3K0.00%+6+6.0%Added
Clearstead Advisors, LLC108$23.8K0.00%+71+191.9%Added
Huntington National Bank126$27.7K0.00%+5+4.1%Added
Advisor Group Holdings, Inc.151$33.5K0.00%−1,007−87.0%Reduced
Allworth Financial LP162$38.0K0.00%+23+16.5%Added
Fifth Third Bancorp179$39.4K0.00%+62+53.0%Added
True Wealth Design, LLC190$41.8K0.02%−362−65.6%Reduced
Versant Capital Management, Inc203$44.6K0.01%+199+4,975.0%Added
Pilgrim Partners Asia Pte Ltd220$48.4K0.05%+220New
Signaturefd, LLC243$53.4K0.00%+45+22.7%Added
Caitong International Asset Management Co., Ltd251$55.2K0.04%+251New
Ronald Blue Trust, Inc.271$59.6K0.00%+208+330.2%Added
Umb Bank N A289$63.6K0.00%+122+73.1%Added
Lindbrook Capital, LLC310$68.2K0.01%+235+313.3%Added
Aster Capital Management (DIFC) Ltd344$73.8K0.01%+136+65.4%Added
Jones Financial Companies LLLP342$75.7K0.00%+95+38.5%Added
GAMMA Investing LLC353$77.6K0.01%+185+110.1%Added
Mirae Asset Global ETFs Holdings Ltd.384$84.4K0.00%+73+23.5%Added
Exchange Traded Concepts, LLC464$102.0K0.00%−178−27.7%Reduced
Harbor Investment Advisory, LLC467$102.7K0.01%00.0%Unchanged
Advisors Asset Management, Inc.494$108.6K0.00%+11+2.3%Added
Smartleaf Asset Management LLC513$113.5K0.01%−41−7.4%Reduced
First Horizon Advisors, Inc.554$121.8K0.00%+294+113.1%Added
Tower Research Capital LLC (TRC)633$139.2K0.00%−1,802−74.0%Reduced
IFP Advisors, Inc642$141.2K0.00%+623+3,278.9%Added
Coldstream Capital Management Inc790$173.7K0.00%+790New
Quest Partners LLC880$193.5K0.02%−836−48.7%Reduced
Ground Swell Capital, LLC928$204.1K0.46%+928New
Prelude Capital Management, LLC934$205.4K0.02%−587−38.6%Reduced
Arlington Financial Advisors, LLC952$209.3K0.04%00.0%Unchanged
Motley Fool Asset Management LLC955$210.0K0.01%+133+16.2%Added
DekaBank Deutsche Girozentrale964$211.0K0.00%−559−36.7%Reduced
Navellier & Associates Inc1,000$214.3K0.03%00.0%Unchanged
CI Private Wealth, LLC981$215.9K0.00%+981New
Strategic Advocates LLC990$217.7K0.08%+990New