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 |
|---|---|---|---|---|---|
| Steel Peak Wealth Management LLC | 1,000 | $219.9K | 0.01% | −6−0.6% | Reduced |
| Davis R M Inc | 1,000 | $219.9K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 1,004 | $220.8K | 0.26% | −680−40.4% | Reduced |
| KBC Group NV | 1,006 | $221.0K | 0.00% | −17−1.7% | Reduced |
| Covestor Ltd | 1,033 | $227.0K | 0.15% | −85−7.6% | Reduced |
| Somerset Trust Co | 1,036 | $227.8K | 0.08% | +213+25.9% | Added |
| ProShare Advisors LLC | 1,041 | $228.9K | 0.00% | −85−7.5% | Reduced |
| Parallel Advisors, LLC | 1,043 | $229.4K | 0.01% | +463+79.8% | Added |
| denkapparat Operations GmbH | 1,056 | $232.2K | 0.25% | +162+18.1% | Added |
| Maryland State Retirement & Pension System | 1,059 | $232.9K | 0.01% | −197−15.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,073 | $236.0K | 0.00% | −12,016−91.8% | Reduced |
| Lewis Asset Management, LLC | 1,088 | $239.3K | 0.20% | −31−2.8% | Reduced |
| First Foundation Advisors | 1,098 | $241.4K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,277 | $245.2K | 0.01% | −172−11.9% | Reduced |
| City Center Advisors, LLC | 1,139 | $250.5K | 0.29% | −233−17.0% | Reduced |
| Aigen Investment Management, LP | 1,141 | $250.9K | 0.04% | +244+27.2% | Added |
| Cullinan Associates Inc | 1,200 | $263.9K | 0.02% | 00.0% | Unchanged |
| Utah Retirement Systems | 1,200 | $263.9K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 1,203 | $264.5K | 0.05% | +30+2.6% | Added |
| First Citizens Bank & Trust Co | 1,255 | $276.0K | 0.01% | +1,255 | New |
| Janney Montgomery Scott LLC | 1,389 | $305.0K | 0.00% | +1,389 | New |
| Linden Thomas Advisory Services, LLC | 1,394 | $306.5K | 0.04% | +101+7.8% | Added |
| CWM Advisors, LLC | 1,406 | $309.2K | 0.04% | −1,511−51.8% | Reduced |
| United Services Automobile Association | 1,405 | $310.9K | 0.01% | +1,405 | New |
| Burns Matteson Capital Management, LLC | 1,434 | $315.3K | 0.17% | +103+7.7% | Added |
| MML Investors Services, LLC | 1,448 | $318.0K | 0.00% | +470+48.1% | Added |
| Quadrant Capital Group LLC | 1,449 | $318.6K | 0.01% | +645+80.2% | Added |
| Axq Capital, LP | 1,451 | $319.1K | 0.13% | +1,451 | New |
| EP Wealth Advisors, LLC | 1,454 | $319.7K | 0.00% | +1,454 | New |
| Fiduciary Trust Co | 1,464 | $321.9K | 0.00% | +1,464 | New |
| Pallas Capital Advisors LLC | 1,483 | $326.1K | 0.01% | −2,780−65.2% | Reduced |
| Bayforest Capital Ltd | 1,534 | $337.3K | 0.15% | +453+41.9% | Added |
| Versor Investments LP | 1,541 | $338.9K | 0.06% | +1,541 | New |
| Snowden Capital Advisors LLC | 1,545 | $339.7K | 0.01% | +1,545 | New |
| HMS Capital Management, LLC | 1,590 | $341.5K | 0.19% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 1,727 | $351.8K | 0.03% | +356+26.0% | Added |
| Crossmark Global Holdings, Inc. | 1,609 | $353.8K | 0.01% | −75−4.5% | Reduced |
| Summit Global Investments | 1,652 | $363.0K | 0.03% | +40+2.5% | Added |
| Alps Advisors Inc | 1,660 | $365.0K | 0.00% | +1,660 | New |
| Holocene Advisors, LP | 1,695 | $372.7K | 0.00% | −463−21.5% | Reduced |
| US Bancorp | 1,722 | $378.7K | 0.00% | +1,657+2,549.2% | Added |
| Moody Aldrich Partners LLC | 1,739 | $382.4K | 0.08% | −676−28.0% | Reduced |
| Woodline Partners LP | 1,754 | $385.7K | 0.00% | +50+2.9% | Added |
| Alliance Wealth Advisors, LLC | 1,758 | $386.6K | 0.10% | +1,758 | New |
| Colony Group, LLC | 1,785 | $392.7K | 0.00% | −1,814−50.4% | Reduced |
| Securian Asset Management, Inc | 1,789 | $393.4K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 1,835 | $403.5K | 0.00% | +1,835 | New |
| Mercer Global Advisors Inc | 1,841 | $404.8K | 0.00% | −397−17.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,857 | $408.4K | 0.00% | +328+21.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,908 | $419.6K | 0.00% | +1,908 | New |
| Hancock Whitney Corp | 1,920 | $422.2K | 0.01% | −2,301−54.5% | Reduced |
| Guggenheim Capital LLC | 1,938 | $426.2K | 0.00% | −297−13.3% | Reduced |
| Beacon Pointe Advisors, LLC | 1,995 | $438.7K | 0.00% | −7−0.3% | Reduced |
| Rathbone Brothers plc | 2,000 | $439.8K | 0.00% | −4,187−67.7% | Reduced |
| Commerce Bank | 2,045 | $449.7K | 0.00% | −21−1.0% | Reduced |
| Two Sigma Advisers, LP | 2,100 | $461.8K | 0.00% | −100−4.5% | Reduced |
| Banque Pictet & Cie SA | 2,118 | $465.7K | 0.00% | +2,118 | New |
| Marshall Wace, LLP | 2,152 | $473.2K | 0.00% | +2,152 | New |
| Gallacher Capital Management LLC | 2,160 | $475.0K | 0.23% | +1,338+162.8% | Added |
| Baird Financial Group, Inc. | 2,187 | $480.9K | 0.00% | −15−0.7% | Reduced |
| Global Endowment Management, LP | 2,194 | $482.5K | 0.06% | −4,355−66.5% | Reduced |
| State of Wyoming | 2,223 | $488.8K | 0.06% | −676−23.3% | Reduced |
| Independent Advisor Alliance | 2,242 | $493.0K | 0.02% | −365−14.0% | Reduced |
| Natixis | 2,299 | $502.4K | 0.00% | −18−0.8% | Reduced |
| Precision Wealth Strategies, LLC | 2,319 | $509.9K | 0.39% | +2,319 | New |
| Public Employees Retirement Association of Colorado | 2,354 | $518.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,362 | $519.4K | 0.00% | +75+3.3% | Added |
| New York Life Investment Management LLC | 2,374 | $522.0K | 0.01% | +2,374 | New |
| Gotham Asset Management, LLC | 2,380 | $523.4K | 0.00% | −1,423−37.4% | Reduced |
| LVZ Advisors, Inc. | 2,437 | $535.9K | 0.07% | +185+8.2% | Added |
| Bosman Wealth Management, LLC | 2,477 | $544.7K | 0.55% | −6,641−72.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 2,500 | $549.8K | 0.00% | +2,500 | New |
| Unique Wealth Strategies, LLC | 2,508 | $551.6K | 0.25% | +2,508 | New |
| Captrust Financial Advisors | 2,526 | $555.5K | 0.00% | −3,051−54.7% | Reduced |
| Two Sigma Securities, LLC | 2,535 | $557.4K | 0.09% | +2,535 | New |
| JustInvest LLC | 2,592 | $570.0K | 0.01% | +521+25.2% | Added |
| State of Alaska, Department of Revenue | 2,720 | $598.0K | 0.01% | +85+3.2% | Added |
| Vident Advisory, LLC | 2,804 | $616.6K | 0.01% | −4,042−59.0% | Reduced |
| Aviva PLC | 2,824 | $621.0K | 0.00% | +374+15.3% | Added |
| Curbstone Financial Management Corp | 2,840 | $624.5K | 0.13% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 2,844 | $625.4K | 0.09% | −8,399−74.7% | Reduced |
| HighTower Advisors, LLC | 2,882 | $633.9K | 0.00% | +1,397+94.1% | Added |
| Verdence Capital Advisors LLC | 2,893 | $636.2K | 0.05% | +10+0.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,852 | $636.2K | 0.01% | +2,852 | New |
| Loomis Sayles & Co L P | 2,936 | $646.0K | 0.00% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 3,018 | $663.7K | 0.17% | −954−24.0% | Reduced |
| Mariner, LLC | 3,029 | $666.1K | 0.00% | +922+43.8% | Added |
| Illinois Municipal Retirement Fund | 3,281 | $721.5K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,293 | $724.1K | 0.01% | +1,801+120.7% | Added |
| Pictet Asset Management Holding SA | 3,447 | $758.3K | 0.00% | +314+10.0% | Added |
| Boothbay Fund Management, LLC | 3,508 | $771.4K | 0.03% | +3,508 | New |
| Portside Wealth Group, LLC | 3,521 | $774.3K | 0.13% | +3,521 | New |
| Truist Financial Corp | 3,632 | $798.7K | 0.00% | +1,131+45.2% | Added |
| Bank of Montreal | 3,635 | $799.3K | 0.00% | −45−1.2% | Reduced |
| Atria Investments LLC | 3,652 | $803.1K | 0.01% | +2,596+245.8% | Added |
| Custom Index Systems, LLC | 3,663 | $805.5K | 0.41% | +3,663 | New |
| National Philanthropic Trust | 3,700 | $813.6K | 0.01% | 00.0% | Unchanged |
| Norden Group LLC | 3,701 | $813.9K | 0.09% | +3,701 | New |
| ING Groep NV | 3,900 | $857.6K | 0.01% | 00.0% | Unchanged |
| Alpha Wealth Funds, LLC | 4,000 | $879.6K | 0.95% | +4,000 | New |