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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 13,757 | $3.03M | 0.03% | +6,161+81.1% | Added |
| Melqart Asset Management (UK) Ltd | 13,633 | $3.00M | 0.40% | +13,633 | New |
| EFG Asset Management (North America) Corp. | 13,612 | $2.99M | 0.50% | +2,796+25.9% | Added |
| Teacher Retirement System of Texas | 13,591 | $2.99M | 0.01% | −6,962−33.9% | Reduced |
| Stifel Financial Corp | 12,948 | $2.85M | 0.00% | +11,882+1,114.6% | Added |
| Balyasny Asset Management LLC | 12,896 | $2.84M | 0.01% | +2,268+21.3% | Added |
| Virginia Retirement Systems Et Al | 12,721 | $2.80M | 0.02% | +12,721 | New |
| Allspring Global Investments Holdings, LLC | 12,406 | $2.76M | 0.00% | −1,177−8.7% | Reduced |
| Ieq Capital, LLC | 12,435 | $2.73M | 0.02% | −25,525−67.2% | Reduced |
| Jupiter Asset Management Ltd | 12,239 | $2.69M | 0.03% | −46,861−79.3% | Reduced |
| Creative Planning | 12,092 | $2.66M | 0.00% | −2,568−17.5% | Reduced |
| Mutual of America Capital Management LLC | 11,962 | $2.63M | 0.03% | −229−1.9% | Reduced |
| Graham Capital Management, L.P. | 11,869 | $2.61M | 0.08% | +417+3.6% | Added |
| Federated Hermes, Inc. | 11,736 | $2.58M | 0.01% | −8,355−41.6% | Reduced |
| Neuberger Berman Group LLC | 11,526 | $2.53M | 0.00% | +10,400+923.6% | Added |
| Alamar Capital Management, LLC | 11,375 | $2.50M | 1.49% | +11,375 | New |
| Daiwa Securities Group Inc. | 11,213 | $2.47M | 0.01% | +4,191+59.7% | Added |
| Amalgamated Bank | 11,066 | $2.43M | 0.02% | −194−1.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,978 | $2.41M | 0.00% | +10,978 | New |
| Barclays PLC | 10,863 | $2.39M | 0.00% | −7,221−39.9% | Reduced |
| Johnson Investment Counsel Inc | 10,820 | $2.38M | 0.02% | +10,820 | New |
| Treasurer of the State of North Carolina | 10,370 | $2.28M | 0.01% | +410+4.1% | Added |
| LPL Financial LLC | 10,279 | $2.23M | 0.00% | +5,832+131.1% | Added |
| Verition Fund Management LLC | 9,964 | $2.19M | 0.01% | −2,792−21.9% | Reduced |
| Kerrisdale Advisers, LLC | 9,748 | $2.14M | 0.90% | +9,748 | New |
| Voya Investment Management LLC | 9,715 | $2.14M | 0.00% | −348−3.5% | Reduced |
| Assetmark, Inc | 9,341 | $2.05M | 0.01% | +6,771+263.5% | Added |
| Cerity Partners LLC | 9,253 | $2.03M | 0.00% | −5,645−37.9% | Reduced |
| State of New Jersey Common Pension Fund D | 8,997 | $1.98M | 0.01% | −188−2.0% | Reduced |
| State of Tennessee, Treasury Department | 8,923 | $1.96M | 0.01% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 8,842 | $1.94M | 0.45% | +4,723+114.7% | Added |
| State of Wisconsin Investment Board | 8,840 | $1.94M | 0.01% | −610−6.5% | Reduced |
| New York State Teachers Retirement System | 8,773 | $1.93M | 0.00% | +3,922+80.8% | Added |
| Zacks Investment Management | 8,757 | $1.93M | 0.02% | +149+1.7% | Added |
| Danske Bank A/S | 8,676 | $1.91M | 0.01% | +1,162+15.5% | Added |
| Davidson Kahn Capital Management, LLC | 8,656 | $1.90M | 1.47% | +8,656 | New |
| T. Rowe Price Investment Management, Inc. | 8,639 | $1.90M | 0.00% | −33−0.4% | Reduced |
| Burney Co | 8,608 | $1.89M | 0.07% | −1,647−16.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 8,240 | $1.81M | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,986 | $1.76M | 0.00% | +4,389+122.0% | Added |
| Yousif Capital Management, LLC | 7,925 | $1.74M | 0.02% | −148−1.8% | Reduced |
| Handelsbanken Fonder AB | 7,600 | $1.67M | 0.01% | +2,200+40.7% | Added |
| Public Employees Retirement System of Ohio | 7,484 | $1.65M | 0.01% | −803−9.7% | Reduced |
| Fred Alger Management, LLC | 7,473 | $1.64M | 0.01% | −8,062−51.9% | Reduced |
| Canada Pension Plan Investment Board | 7,400 | $1.63M | 0.00% | −45,600−86.0% | Reduced |
| Comerica Bank | 7,127 | $1.57M | 0.01% | −4,963−41.1% | Reduced |
| Commonwealth Equity Services, LLC | 6,748 | $1.48M | 0.00% | +1,198+21.6% | Added |
| Citigroup Inc | 6,661 | $1.46M | 0.00% | −2,530−27.5% | Reduced |
| Louisiana State Employees Retirement System | 6,500 | $1.43M | 0.03% | +100+1.6% | Added |
| Arizona State Retirement System | 6,274 | $1.38M | 0.01% | −60−0.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,200 | $1.36M | 0.01% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 6,087 | $1.34M | 0.10% | +87+1.5% | Added |
| Parnassus Investments | 5,863 | $1.29M | 0.00% | +5,863 | New |
| Zions Bancorporation, National Association | 5,794 | $1.27M | 0.08% | +5,794 | New |
| Nisa Investment Advisors, LLC | 5,749 | $1.26M | 0.01% | +5,133+833.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,742 | $1.26M | 0.00% | +315+5.8% | Added |
| PDT Partners, LLC | 5,704 | $1.25M | 0.09% | +1,100+23.9% | Added |
| Engineers Gate Manager LP | 5,634 | $1.24M | 0.02% | −735−11.5% | 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 |
| Prudential Financial Inc | 5,589 | $1.23M | 0.00% | −4,021−41.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,556 | $1.22M | 0.01% | +459+9.0% | Added |
| Allianz Asset Management GmbH | 5,553 | $1.22M | 0.00% | −10,918−66.3% | Reduced |
| M&T Bank Corp | 5,529 | $1.22M | 0.00% | +5,529 | New |
| Thrivent Financial for Lutherans | 5,449 | $1.20M | 0.00% | +18+0.3% | Added |
| Legato Capital Management LLC | 5,402 | $1.19M | 0.16% | −56−1.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,168 | $1.14M | 0.02% | +38+0.7% | Added |
| Oppenheimer Asset Management Inc. | 5,049 | $1.11M | 0.01% | +1,304+34.8% | Added |
| Ami Asset Management Corp | 5,032 | $1.11M | 0.06% | −239−4.5% | Reduced |
| Oregon Public Employees Retirement Fund | 4,762 | $1.05M | 0.02% | +100+2.1% | Added |
| Xponance, Inc. | 4,753 | $1.05M | 0.01% | +164+3.6% | Added |
| New Age Alpha Advisors, LLC | 4,678 | $1.03M | 0.05% | −384−7.6% | Reduced |
| Ameritas Investment Partners, Inc. | 4,623 | $1.02M | 0.03% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 4,586 | $1.01M | 0.03% | +10+0.2% | Added |
| Bessemer Group Inc | 4,426 | $973.0K | 0.00% | −8,783−66.5% | Reduced |
| CWM, LLC | 4,374 | $962.0K | 0.00% | −9,799−69.1% | Reduced |
| South Dakota Investment Council | 4,300 | $946.0K | 0.02% | +800+22.9% | Added |
| New Mexico Educational Retirement Board | 4,200 | $924.0K | 0.03% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 4,109 | $903.6K | 0.00% | −6,846−62.5% | Reduced |
| American Century Companies Inc | 4,079 | $897.0K | 0.00% | −614−13.1% | Reduced |
| Alpha Wealth Funds, LLC | 4,000 | $879.6K | 0.95% | +4,000 | New |
| ING Groep NV | 3,900 | $857.6K | 0.01% | 00.0% | Unchanged |
| Norden Group LLC | 3,701 | $813.9K | 0.09% | +3,701 | New |
| National Philanthropic Trust | 3,700 | $813.6K | 0.01% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 3,663 | $805.5K | 0.41% | +3,663 | New |
| Atria Investments LLC | 3,652 | $803.1K | 0.01% | +2,596+245.8% | Added |
| Bank of Montreal | 3,635 | $799.3K | 0.00% | −45−1.2% | Reduced |
| Truist Financial Corp | 3,632 | $798.7K | 0.00% | +1,131+45.2% | Added |
| Portside Wealth Group, LLC | 3,521 | $774.3K | 0.13% | +3,521 | New |
| Boothbay Fund Management, LLC | 3,508 | $771.4K | 0.03% | +3,508 | New |
| Pictet Asset Management Holding SA | 3,447 | $758.3K | 0.00% | +314+10.0% | Added |
| Toroso Investments, LLC | 3,293 | $724.1K | 0.01% | +1,801+120.7% | Added |
| Illinois Municipal Retirement Fund | 3,281 | $721.5K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 3,029 | $666.1K | 0.00% | +922+43.8% | Added |
| DGS Capital Management, LLC | 3,018 | $663.7K | 0.17% | −954−24.0% | Reduced |
| Loomis Sayles & Co L P | 2,936 | $646.0K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 2,852 | $636.2K | 0.01% | +2,852 | New |
| Verdence Capital Advisors LLC | 2,893 | $636.2K | 0.05% | +10+0.3% | Added |
| HighTower Advisors, LLC | 2,882 | $633.9K | 0.00% | +1,397+94.1% | Added |
| Fieldview Capital Management, LLC | 2,844 | $625.4K | 0.09% | −8,399−74.7% | Reduced |