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 |
|---|---|---|---|---|---|
| Natixis Advisors, L.P. | 23,961 | $5.27M | 0.01% | −637−2.6% | Reduced |
| Oberndorf William E | 24,184 | $5.32M | 6.82% | +20,245+514.0% | Added |
| Corebridge Financial, Inc. | 25,917 | $5.70M | 0.03% | −457−1.7% | Reduced |
| D. E. Shaw & Co., Inc. | 26,218 | $5.77M | 0.01% | −12,927−33.0% | Reduced |
| Capital Impact Advisors, LLC | 26,464 | $5.82M | 2.23% | +26,464 | New |
| Retirement Systems of Alabama | 28,289 | $6.22M | 0.02% | +225+0.8% | Added |
| Algert Global LLC | 31,707 | $6.97M | 0.17% | −22,502−41.5% | Reduced |
| Ameriprise Financial Inc | 33,630 | $7.40M | 0.00% | −17,082−33.7% | Reduced |
| Martingale Asset Management L P | 34,360 | $7.56M | 0.19% | +160.0% | Added |
| Legal & General Group Plc | 35,831 | $7.88M | 0.00% | +1,086+3.1% | Added |
| Alliancebernstein L.P. | 36,177 | $7.96M | 0.00% | +5,428+17.7% | Added |
| Citadel Advisors LLC | 36,644 | $8.06M | 0.01% | −31,685−46.4% | Reduced |
| Great West Life Assurance Co | 41,297 | $9.09M | 0.02% | +5,793+16.3% | Added |
| Swiss National Bank | 42,500 | $9.35M | 0.01% | −500−1.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 42,558 | $9.36M | 0.01% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 43,314 | $9.52M | 0.98% | −1,016−2.3% | Reduced |
| Atika Capital Management LLC | 44,500 | $9.79M | 1.50% | −12,800−22.3% | Reduced |
| Royal Bank of Canada | 45,452 | $9.99M | 0.00% | +8,367+22.6% | Added |
| Bridgewater Associates, LP | 46,368 | $10.2M | 0.05% | −30,933−40.0% | Reduced |
| JPMorgan Chase & Co | 49,769 | $10.9M | 0.00% | −31,140−38.5% | Reduced |
| AXA S.A. | 52,823 | $11.6M | 0.04% | +157+0.3% | Added |
| Mission Wealth Management, LP | 53,439 | $11.8M | 0.29% | −7,400−12.2% | Reduced |
| Price T Rowe Associates Inc | 54,640 | $12.0M | 0.00% | −12,095−18.1% | Reduced |
| Wellington Management Group LLP | 55,257 | $12.2M | 0.00% | −35,581−39.2% | Reduced |
| EULAV Asset Management | 55,449 | $12.2M | 0.30% | 00.0% | Unchanged |
| Blair William & Co | 56,493 | $12.4M | 0.04% | −200−0.4% | Reduced |
| Jennison Associates LLC | 61,185 | $13.5M | 0.01% | +599+1.0% | Added |
| Man Group plc | 61,759 | $13.6M | 0.04% | −1,970−3.1% | Reduced |
| SEI Investments Co | 61,797 | $13.6M | 0.02% | +15,971+34.9% | Added |
| Rhumbline Advisers | 64,229 | $14.1M | 0.01% | +437+0.7% | Added |
| Goldman Sachs Group Inc | 66,777 | $14.7M | 0.00% | +50,970+322.5% | Added |
| Los Angeles Capital Management LLC | 68,135 | $15.0M | 0.07% | −46,327−40.5% | Reduced |
| Victory Capital Management Inc | 69,607 | $15.3M | 0.02% | −7,250−9.4% | Reduced |
| Russell Investments Group, Ltd. | 69,705 | $15.3M | 0.02% | +35,804+105.6% | Added |
| UBS Group AG | 70,071 | $15.4M | 0.00% | +44,577+174.9% | Added |
| Envestnet Asset Management Inc | 70,429 | $15.5M | 0.00% | +49,508+236.6% | Added |
| UBS Asset Management Americas Inc | 72,725 | $16.0M | 0.00% | −45,494−38.5% | Reduced |
| Sellaronda Global Management LP | 80,000 | $17.6M | 17.75% | +65,000+433.3% | Added |
| Zeno Equity Partners LLP | 88,789 | $19.5M | 7.06% | −40,467−31.3% | Reduced |
| Raymond James Financial Inc | 91,715 | $20.2M | 0.01% | −30,670−25.1% | Reduced |
| Squarepoint Ops LLC | 101,376 | $22.3M | 0.05% | −16,823−14.2% | Reduced |
| Wells Fargo & Company | 101,867 | $22.4M | 0.01% | +95,114+1,408.5% | Added |
| Greenstone Partners & Co., LLC | 111,740 | $24.6M | 6.52% | −1,327−1.2% | Reduced |
| Ranger Investment Management, L.P. | 119,878 | $26.4M | 1.88% | −1,805−1.5% | Reduced |
| Nuveen, LLC | 124,894 | $27.5M | 0.01% | +124,894 | New |
| Brown Advisory Inc | 126,419 | $27.8M | 0.04% | +126,419 | New |
| Caisse de Depot Et Placement du Quebec | 130,737 | $28.7M | 0.06% | +102,586+364.4% | Added |
| Bank of America Corp | 136,338 | $30.0M | 0.00% | +83,631+158.7% | Added |
| Janus Henderson Group PLC | 149,179 | $33.0M | 0.02% | +73,388+96.8% | Added |
| Long Walk Management LP | 154,800 | $34.0M | 11.03% | +89,300+136.3% | Added |
| Charles Schwab Investment Management Inc | 159,543 | $35.1M | 0.01% | −7,299−4.4% | Reduced |
| Fiera Capital Corp | 163,238 | $35.9M | 0.13% | +163,238 | New |
| Jacobs Levy Equity Management, Inc | 172,972 | $38.0M | 0.15% | +169,016+4,272.4% | Added |
| AQR Capital Management LLC | 184,067 | $39.7M | 0.04% | −471,558−71.9% | Reduced |
| GW&K Investment Management, LLC | 181,649 | $39.9M | 0.37% | −6,982−3.7% | Reduced |
| Franklin Resources Inc | 189,018 | $41.6M | 0.01% | −59,832−24.0% | Reduced |
| Northern Trust Corp | 193,780 | $42.6M | 0.01% | +1,493+0.8% | Added |
| First Trust Advisors LP | 198,511 | $43.7M | 0.04% | +70,066+54.5% | Added |
| Bank of New York Mellon Corp | 208,319 | $45.8M | 0.01% | +1,183+0.6% | Added |
| New York State Common Retirement Fund | 225,472 | $49.6M | 0.07% | +42,631+23.3% | Added |
| Dimensional Fund Advisors LP | 248,948 | $54.7M | 0.01% | +59,543+31.4% | Added |
| Norges Bank | 257,979 | $56.7M | 0.01% | −17,789−6.5% | Reduced |
| Morgan Stanley | 267,221 | $58.8M | 0.00% | +17,536+7.0% | Added |
| Renaissance Technologies LLC | 276,900 | $60.9M | 0.09% | +27,000+10.8% | Added |
| Arrowstreet Capital, Limited Partnership | 297,896 | $65.5M | 0.05% | +64,004+27.4% | Added |
| Macquarie Group Ltd | 306,633 | $67.4M | 0.08% | −13,739−4.3% | Reduced |
| Invesco Ltd. | 347,125 | $76.3M | 0.01% | +6,528+1.9% | Added |
| DF Dent & Co Inc | 391,903 | $86.2M | 1.15% | −22,065−5.3% | Reduced |
| Principal Financial Group Inc | 401,888 | $88.4M | 0.05% | +220,239+121.2% | Added |
| Nellore Capital Management LLC | 402,739 | $88.6M | 12.05% | +30,805+8.3% | Added |
| William Blair Investment Management, LLC | 422,594 | $92.9M | 0.26% | +422,594 | New |
| Geode Capital Management, LLC | 437,064 | $96.1M | 0.01% | +20,556+4.9% | Added |
| Gilder Gagnon Howe & Co LLC | 532,600 | $117.1M | 1.53% | −40,317−7.0% | Reduced |
| Brown Capital Management LLC | 611,829 | $134.5M | 4.06% | −70,204−10.3% | Reduced |
| State Street Corp | 714,054 | $157.0M | 0.01% | +17,163+2.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 773,579 | $170.1M | 0.42% | +354,061+84.4% | Added |
| FMR LLC | 846,178 | $186.1M | 0.01% | +248,693+41.6% | Added |
| Ashe Capital Management, LP | 1,136,112 | $249.8M | 22.34% | +46,193+4.2% | Added |
| BlackRock, Inc. | 2,404,780 | $528.8M | 0.01% | −4,119−0.2% | Reduced |
| Vanguard Group Inc | 2,438,429 | $536.2M | 0.01% | −57,098−2.3% | Reduced |
| Legacy Advisors, LLC | 10 | – | – | +10 | New |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −111,070−100.0% | Sold out |
| Spence Asset Management | 0 | $0 | 0.00% | −77,583−100.0% | Sold out |
| Loup Funds, LLC | 0 | $0 | 0.00% | −62,756−100.0% | Sold out |
| Crosslink Capital Inc | 0 | $0 | 0.00% | −61,534−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −52,007−100.0% | Sold out |
| Unisphere Establishment | 0 | $0 | 0.00% | −25,300−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −24,218−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −22,610−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −19,709−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −15,629−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −15,028−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,414−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −11,833−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −10,796−100.0% | Sold out |
| Miura Global Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −8,601−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −8,072−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −7,145−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,740−100.0% | Sold out |