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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 4,079 | $897.0K | 0.00% | −614−13.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,109 | $903.6K | 0.00% | −6,846−62.5% | Reduced |
| New Mexico Educational Retirement Board | 4,200 | $924.0K | 0.03% | 00.0% | Unchanged |
| South Dakota Investment Council | 4,300 | $946.0K | 0.02% | +800+22.9% | Added |
| CWM, LLC | 4,374 | $962.0K | 0.00% | −9,799−69.1% | Reduced |
| Bessemer Group Inc | 4,426 | $973.0K | 0.00% | −8,783−66.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 4,586 | $1.01M | 0.03% | +10+0.2% | Added |
| Ameritas Investment Partners, Inc. | 4,623 | $1.02M | 0.03% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 4,678 | $1.03M | 0.05% | −384−7.6% | Reduced |
| Xponance, Inc. | 4,753 | $1.05M | 0.01% | +164+3.6% | Added |
| Oregon Public Employees Retirement Fund | 4,762 | $1.05M | 0.02% | +100+2.1% | Added |
| Ami Asset Management Corp | 5,032 | $1.11M | 0.06% | −239−4.5% | Reduced |
| Oppenheimer Asset Management Inc. | 5,049 | $1.11M | 0.01% | +1,304+34.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,168 | $1.14M | 0.02% | +38+0.7% | Added |
| Legato Capital Management LLC | 5,402 | $1.19M | 0.16% | −56−1.0% | Reduced |
| Thrivent Financial for Lutherans | 5,449 | $1.20M | 0.00% | +18+0.3% | Added |
| M&T Bank Corp | 5,529 | $1.22M | 0.00% | +5,529 | New |
| Allianz Asset Management GmbH | 5,553 | $1.22M | 0.00% | −10,918−66.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,556 | $1.22M | 0.01% | +459+9.0% | Added |
| Prudential Financial Inc | 5,589 | $1.23M | 0.00% | −4,021−41.8% | Reduced |
| KLP Kapitalforvaltning AS | 5,600 | $1.23M | 0.01% | −300−5.1% | Reduced |
| State of Michigan Retirement System | 5,600 | $1.23M | 0.01% | +100+1.8% | Added |
| Engineers Gate Manager LP | 5,634 | $1.24M | 0.02% | −735−11.5% | Reduced |
| PDT Partners, LLC | 5,704 | $1.25M | 0.09% | +1,100+23.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,742 | $1.26M | 0.00% | +315+5.8% | Added |
| Nisa Investment Advisors, LLC | 5,749 | $1.26M | 0.01% | +5,133+833.3% | Added |
| Zions Bancorporation, National Association | 5,794 | $1.27M | 0.08% | +5,794 | New |
| Parnassus Investments | 5,863 | $1.29M | 0.00% | +5,863 | New |
| Evanson Asset Management, LLC | 6,087 | $1.34M | 0.10% | +87+1.5% | Added |
| Teachers Retirement System of the State of Kentucky | 6,200 | $1.36M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,274 | $1.38M | 0.01% | −60−0.9% | Reduced |
| Louisiana State Employees Retirement System | 6,500 | $1.43M | 0.03% | +100+1.6% | Added |
| Citigroup Inc | 6,661 | $1.46M | 0.00% | −2,530−27.5% | Reduced |
| Commonwealth Equity Services, LLC | 6,748 | $1.48M | 0.00% | +1,198+21.6% | Added |
| Comerica Bank | 7,127 | $1.57M | 0.01% | −4,963−41.1% | Reduced |
| Canada Pension Plan Investment Board | 7,400 | $1.63M | 0.00% | −45,600−86.0% | Reduced |
| Fred Alger Management, LLC | 7,473 | $1.64M | 0.01% | −8,062−51.9% | Reduced |
| Public Employees Retirement System of Ohio | 7,484 | $1.65M | 0.01% | −803−9.7% | Reduced |
| Handelsbanken Fonder AB | 7,600 | $1.67M | 0.01% | +2,200+40.7% | Added |
| Yousif Capital Management, LLC | 7,925 | $1.74M | 0.02% | −148−1.8% | Reduced |
| BNP Paribas Arbitrage, SA | 7,986 | $1.76M | 0.00% | +4,389+122.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 8,240 | $1.81M | 0.02% | 00.0% | Unchanged |
| Burney Co | 8,608 | $1.89M | 0.07% | −1,647−16.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 8,639 | $1.90M | 0.00% | −33−0.4% | Reduced |
| Davidson Kahn Capital Management, LLC | 8,656 | $1.90M | 1.47% | +8,656 | New |
| Danske Bank A/S | 8,676 | $1.91M | 0.01% | +1,162+15.5% | Added |
| Zacks Investment Management | 8,757 | $1.93M | 0.02% | +149+1.7% | Added |
| New York State Teachers Retirement System | 8,773 | $1.93M | 0.00% | +3,922+80.8% | Added |
| State of Wisconsin Investment Board | 8,840 | $1.94M | 0.01% | −610−6.5% | Reduced |
| Lecap Asset Management Ltd | 8,842 | $1.94M | 0.45% | +4,723+114.7% | Added |
| State of Tennessee, Treasury Department | 8,923 | $1.96M | 0.01% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 8,997 | $1.98M | 0.01% | −188−2.0% | Reduced |
| Cerity Partners LLC | 9,253 | $2.03M | 0.00% | −5,645−37.9% | Reduced |
| Assetmark, Inc | 9,341 | $2.05M | 0.01% | +6,771+263.5% | Added |
| Voya Investment Management LLC | 9,715 | $2.14M | 0.00% | −348−3.5% | Reduced |
| Kerrisdale Advisers, LLC | 9,748 | $2.14M | 0.90% | +9,748 | New |
| Verition Fund Management LLC | 9,964 | $2.19M | 0.01% | −2,792−21.9% | Reduced |
| LPL Financial LLC | 10,279 | $2.23M | 0.00% | +5,832+131.1% | Added |
| Treasurer of the State of North Carolina | 10,370 | $2.28M | 0.01% | +410+4.1% | Added |
| Johnson Investment Counsel Inc | 10,820 | $2.38M | 0.02% | +10,820 | New |
| Barclays PLC | 10,863 | $2.39M | 0.00% | −7,221−39.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,978 | $2.41M | 0.00% | +10,978 | New |
| Amalgamated Bank | 11,066 | $2.43M | 0.02% | −194−1.7% | Reduced |
| Daiwa Securities Group Inc. | 11,213 | $2.47M | 0.01% | +4,191+59.7% | Added |
| Alamar Capital Management, LLC | 11,375 | $2.50M | 1.49% | +11,375 | New |
| Neuberger Berman Group LLC | 11,526 | $2.53M | 0.00% | +10,400+923.6% | Added |
| Federated Hermes, Inc. | 11,736 | $2.58M | 0.01% | −8,355−41.6% | Reduced |
| Graham Capital Management, L.P. | 11,869 | $2.61M | 0.08% | +417+3.6% | Added |
| Mutual of America Capital Management LLC | 11,962 | $2.63M | 0.03% | −229−1.9% | Reduced |
| Creative Planning | 12,092 | $2.66M | 0.00% | −2,568−17.5% | Reduced |
| Jupiter Asset Management Ltd | 12,239 | $2.69M | 0.03% | −46,861−79.3% | Reduced |
| Ieq Capital, LLC | 12,435 | $2.73M | 0.02% | −25,525−67.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 12,406 | $2.76M | 0.00% | −1,177−8.7% | Reduced |
| Virginia Retirement Systems Et Al | 12,721 | $2.80M | 0.02% | +12,721 | New |
| Balyasny Asset Management LLC | 12,896 | $2.84M | 0.01% | +2,268+21.3% | Added |
| Stifel Financial Corp | 12,948 | $2.85M | 0.00% | +11,882+1,114.6% | Added |
| Teacher Retirement System of Texas | 13,591 | $2.99M | 0.01% | −6,962−33.9% | Reduced |
| EFG Asset Management (North America) Corp. | 13,612 | $2.99M | 0.50% | +2,796+25.9% | Added |
| Melqart Asset Management (UK) Ltd | 13,633 | $3.00M | 0.40% | +13,633 | New |
| Brinker Capital Investments, LLC | 13,757 | $3.03M | 0.03% | +6,161+81.1% | Added |
| Orion Portfolio Solutions, LLC | 13,757 | $3.03M | 0.03% | +6,161+81.1% | Added |
| MetLife Investment Management | 13,882 | $3.05M | 0.02% | −119−0.8% | Reduced |
| Amundi | 13,734 | $3.08M | 0.00% | −3,447−20.1% | Reduced |
| Edgestream Partners, L.P. | 14,181 | $3.12M | 0.11% | −2,315−14.0% | Reduced |
| Ensign Peak Advisors, Inc | 14,761 | $3.25M | 0.01% | −8,037−35.3% | Reduced |
| Azzad Asset Management Inc | 15,479 | $3.40M | 0.40% | +6,823+78.8% | Added |
| State Board of Administration of Florida Retirement System | 16,561 | $3.64M | 0.01% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 17,221 | $3.79M | 0.06% | +5,147+42.6% | Added |
| Channel Wealth LLC | 17,837 | $3.92M | 1.22% | 00.0% | Unchanged |
| Millennium Management LLC | 18,055 | $3.97M | 0.00% | +12,709+237.7% | Added |
| Manufacturers Life Insurance Company, The | 18,876 | $4.15M | 0.00% | +41+0.2% | Added |
| Lazard Asset Management LLC | 19,396 | $4.26M | 0.01% | −9,165−32.1% | Reduced |
| Zevenbergen Capital Investments LLC | 20,000 | $4.40M | 0.11% | −950−4.5% | Reduced |
| TownSquare Capital, LLC | 20,416 | $4.49M | 0.05% | +17,853+696.6% | Added |
| ExodusPoint Capital Management, LP | 21,171 | $4.66M | 0.06% | +21,171 | New |
| California State Teachers Retirement System | 21,349 | $4.69M | 0.01% | +836+4.1% | Added |
| Quantinno Capital Management LP | 21,852 | $4.81M | 0.03% | +21,852 | New |
| TFJ Management, LLC | 22,273 | $4.90M | 4.64% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 22,362 | $4.92M | 0.15% | −78−0.3% | Reduced |
| Sone Capital Management, LLC | 22,733 | $5.00M | 0.51% | +22,733 | New |