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 |
|---|---|---|---|---|---|
| Curbstone Financial Management Corp | 2,840 | $624.5K | 0.13% | 00.0% | Unchanged |
| Aviva PLC | 2,824 | $621.0K | 0.00% | +374+15.3% | Added |
| Vident Advisory, LLC | 2,804 | $616.6K | 0.01% | −4,042−59.0% | Reduced |
| State of Alaska, Department of Revenue | 2,720 | $598.0K | 0.01% | +85+3.2% | Added |
| JustInvest LLC | 2,592 | $570.0K | 0.01% | +521+25.2% | Added |
| Two Sigma Securities, LLC | 2,535 | $557.4K | 0.09% | +2,535 | New |
| Captrust Financial Advisors | 2,526 | $555.5K | 0.00% | −3,051−54.7% | Reduced |
| Unique Wealth Strategies, LLC | 2,508 | $551.6K | 0.25% | +2,508 | New |
| Skandinaviska Enskilda Banken AB (publ) | 2,500 | $549.8K | 0.00% | +2,500 | New |
| Bosman Wealth Management, LLC | 2,477 | $544.7K | 0.55% | −6,641−72.8% | Reduced |
| LVZ Advisors, Inc. | 2,437 | $535.9K | 0.07% | +185+8.2% | Added |
| Gotham Asset Management, LLC | 2,380 | $523.4K | 0.00% | −1,423−37.4% | Reduced |
| New York Life Investment Management LLC | 2,374 | $522.0K | 0.01% | +2,374 | New |
| Deutsche Bank AG | 2,362 | $519.4K | 0.00% | +75+3.3% | Added |
| Public Employees Retirement Association of Colorado | 2,354 | $518.0K | 0.00% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 2,319 | $509.9K | 0.39% | +2,319 | New |
| Natixis | 2,299 | $502.4K | 0.00% | −18−0.8% | Reduced |
| Independent Advisor Alliance | 2,242 | $493.0K | 0.02% | −365−14.0% | Reduced |
| State of Wyoming | 2,223 | $488.8K | 0.06% | −676−23.3% | Reduced |
| Global Endowment Management, LP | 2,194 | $482.5K | 0.06% | −4,355−66.5% | Reduced |
| Baird Financial Group, Inc. | 2,187 | $480.9K | 0.00% | −15−0.7% | Reduced |
| Gallacher Capital Management LLC | 2,160 | $475.0K | 0.23% | +1,338+162.8% | Added |
| Marshall Wace, LLP | 2,152 | $473.2K | 0.00% | +2,152 | New |
| Banque Pictet & Cie SA | 2,118 | $465.7K | 0.00% | +2,118 | New |
| Two Sigma Advisers, LP | 2,100 | $461.8K | 0.00% | −100−4.5% | Reduced |
| Commerce Bank | 2,045 | $449.7K | 0.00% | −21−1.0% | Reduced |
| Rathbone Brothers plc | 2,000 | $439.8K | 0.00% | −4,187−67.7% | Reduced |
| Beacon Pointe Advisors, LLC | 1,995 | $438.7K | 0.00% | −7−0.3% | Reduced |
| Guggenheim Capital LLC | 1,938 | $426.2K | 0.00% | −297−13.3% | Reduced |
| Hancock Whitney Corp | 1,920 | $422.2K | 0.01% | −2,301−54.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,908 | $419.6K | 0.00% | +1,908 | New |
| The PNC Financial Services Group, Inc. | 1,857 | $408.4K | 0.00% | +328+21.5% | Added |
| Mercer Global Advisors Inc | 1,841 | $404.8K | 0.00% | −397−17.7% | Reduced |
| Cetera Investment Advisers | 1,835 | $403.5K | 0.00% | +1,835 | New |
| Securian Asset Management, Inc | 1,789 | $393.4K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 1,785 | $392.7K | 0.00% | −1,814−50.4% | Reduced |
| Alliance Wealth Advisors, LLC | 1,758 | $386.6K | 0.10% | +1,758 | New |
| Woodline Partners LP | 1,754 | $385.7K | 0.00% | +50+2.9% | Added |
| Moody Aldrich Partners LLC | 1,739 | $382.4K | 0.08% | −676−28.0% | Reduced |
| US Bancorp | 1,722 | $378.7K | 0.00% | +1,657+2,549.2% | Added |
| Holocene Advisors, LP | 1,695 | $372.7K | 0.00% | −463−21.5% | Reduced |
| Alps Advisors Inc | 1,660 | $365.0K | 0.00% | +1,660 | New |
| Summit Global Investments | 1,652 | $363.0K | 0.03% | +40+2.5% | Added |
| Crossmark Global Holdings, Inc. | 1,609 | $353.8K | 0.01% | −75−4.5% | Reduced |
| Diversify Wealth Management, LLC | 1,727 | $351.8K | 0.03% | +356+26.0% | Added |
| HMS Capital Management, LLC | 1,590 | $341.5K | 0.19% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,545 | $339.7K | 0.01% | +1,545 | New |
| Versor Investments LP | 1,541 | $338.9K | 0.06% | +1,541 | New |
| Bayforest Capital Ltd | 1,534 | $337.3K | 0.15% | +453+41.9% | Added |
| Pallas Capital Advisors LLC | 1,483 | $326.1K | 0.01% | −2,780−65.2% | Reduced |
| Fiduciary Trust Co | 1,464 | $321.9K | 0.00% | +1,464 | New |
| EP Wealth Advisors, LLC | 1,454 | $319.7K | 0.00% | +1,454 | New |
| Axq Capital, LP | 1,451 | $319.1K | 0.13% | +1,451 | New |
| Quadrant Capital Group LLC | 1,449 | $318.6K | 0.01% | +645+80.2% | Added |
| MML Investors Services, LLC | 1,448 | $318.0K | 0.00% | +470+48.1% | Added |
| Burns Matteson Capital Management, LLC | 1,434 | $315.3K | 0.17% | +103+7.7% | Added |
| United Services Automobile Association | 1,405 | $310.9K | 0.01% | +1,405 | New |
| CWM Advisors, LLC | 1,406 | $309.2K | 0.04% | −1,511−51.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,394 | $306.5K | 0.04% | +101+7.8% | Added |
| Janney Montgomery Scott LLC | 1,389 | $305.0K | 0.00% | +1,389 | New |
| First Citizens Bank & Trust Co | 1,255 | $276.0K | 0.01% | +1,255 | New |
| First Bank & Trust | 1,203 | $264.5K | 0.05% | +30+2.6% | 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 |
| Aigen Investment Management, LP | 1,141 | $250.9K | 0.04% | +244+27.2% | Added |
| City Center Advisors, LLC | 1,139 | $250.5K | 0.29% | −233−17.0% | Reduced |
| Mutual Advisors, LLC | 1,277 | $245.2K | 0.01% | −172−11.9% | Reduced |
| First Foundation Advisors | 1,098 | $241.4K | 0.01% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 1,088 | $239.3K | 0.20% | −31−2.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,073 | $236.0K | 0.00% | −12,016−91.8% | Reduced |
| Maryland State Retirement & Pension System | 1,059 | $232.9K | 0.01% | −197−15.7% | Reduced |
| denkapparat Operations GmbH | 1,056 | $232.2K | 0.25% | +162+18.1% | Added |
| Parallel Advisors, LLC | 1,043 | $229.4K | 0.01% | +463+79.8% | Added |
| ProShare Advisors LLC | 1,041 | $228.9K | 0.00% | −85−7.5% | Reduced |
| Somerset Trust Co | 1,036 | $227.8K | 0.08% | +213+25.9% | Added |
| Covestor Ltd | 1,033 | $227.0K | 0.15% | −85−7.6% | Reduced |
| KBC Group NV | 1,006 | $221.0K | 0.00% | −17−1.7% | Reduced |
| Keebeck Alpha, LP | 1,004 | $220.8K | 0.26% | −680−40.4% | Reduced |
| 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 |
| Strategic Advocates LLC | 990 | $217.7K | 0.08% | +990 | New |
| CI Private Wealth, LLC | 981 | $215.9K | 0.00% | +981 | New |
| Navellier & Associates Inc | 1,000 | $214.3K | 0.03% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 964 | $211.0K | 0.00% | −559−36.7% | Reduced |
| Motley Fool Asset Management LLC | 955 | $210.0K | 0.01% | +133+16.2% | Added |
| Arlington Financial Advisors, LLC | 952 | $209.3K | 0.04% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 934 | $205.4K | 0.02% | −587−38.6% | Reduced |
| Ground Swell Capital, LLC | 928 | $204.1K | 0.46% | +928 | New |
| Quest Partners LLC | 880 | $193.5K | 0.02% | −836−48.7% | Reduced |
| Coldstream Capital Management Inc | 790 | $173.7K | 0.00% | +790 | New |
| IFP Advisors, Inc | 642 | $141.2K | 0.00% | +623+3,278.9% | Added |
| Tower Research Capital LLC (TRC) | 633 | $139.2K | 0.00% | −1,802−74.0% | Reduced |
| First Horizon Advisors, Inc. | 554 | $121.8K | 0.00% | +294+113.1% | Added |
| Smartleaf Asset Management LLC | 513 | $113.5K | 0.01% | −41−7.4% | Reduced |
| Advisors Asset Management, Inc. | 494 | $108.6K | 0.00% | +11+2.3% | Added |
| Harbor Investment Advisory, LLC | 467 | $102.7K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 464 | $102.0K | 0.00% | −178−27.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 384 | $84.4K | 0.00% | +73+23.5% | Added |
| GAMMA Investing LLC | 353 | $77.6K | 0.01% | +185+110.1% | Added |
| Jones Financial Companies LLLP | 342 | $75.7K | 0.00% | +95+38.5% | Added |