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 |
|---|---|---|---|---|---|
| Entropy Technologies, LP | 0 | $0 | 0.00% | −5,830−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −5,689−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −5,640−100.0% | Sold out |
| PAX Financial Group, LLC | 0 | $0 | 0.00% | −4,445−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −4,227−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −3,334−100.0% | Sold out |
| DC Investments Management, LLC | 0 | $0 | 0.00% | −3,323−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −3,310−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −3,062−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,052−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −2,958−100.0% | Sold out |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −2,848−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −2,812−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −2,722−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,574−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −2,574−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −2,268−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −2,241−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,240−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −2,226−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,224−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −1,882−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,730−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −1,413−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −1,374−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −1,223−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Sym Financial Corp | 0 | $0 | 0.00% | −1,182−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −1,012−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −1,037−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −1,036−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −1,026−100.0% | Sold out |
| Sax Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,002−100.0% | Sold out |
| Poinciana Advisors Group, LLC | 0 | $0 | 0.00% | −995−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −953−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −921−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −916−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −914−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −901−100.0% | Sold out |
| Kensington Investment Counsel, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Cache Advisors, LLC | 0 | $0 | 0.00% | −883−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −853−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −820−100.0% | Sold out |
| Delap Wealth Advisory, LLC | 0 | $0 | 0.00% | −814−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Mizuho Bank, Ltd. | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |