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 $3.78B in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Appfolio Inc as of Jun 30, 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
- 385
- +7 vs. Q1 2025
- Shares held
- 20.5M
- +621.5K (+3.1%) vs. Q1 2025
- Total value
- $4.73B
- +$348.9M (+8.0%) vs. Q1 2025
- New holders
- 63
- 118 more added
- Sold out
- 56
- 156 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $3.78B |
| Q1 2026 | 399 | $3.41B |
| Q4 2025 | 404 | $4.88B |
| Q3 2025 | 411 | $5.53B |
| Q2 2025 | 385 | $4.75B |
| Q1 2025 | 381 | $4.39B |
| Q4 2024 | 388 | $4.70B |
| Q3 2024 | 385 | $4.54B |
| Q2 2024 | 391 | $4.71B |
| Q1 2024 | 366 | $5.18B |
| Q4 2023 | 296 | $3.15B |
| Q3 2023 | 246 | $3.04B |
| Q2 2023 | 214 | $2.78B |
| Q1 2023 | 193 | $2.05B |
| Q4 2022 | 188 | $1.67B |
| Q3 2022 | 163 | $1.70B |
| Q2 2022 | 156 | $1.46B |
| Q1 2022 | 174 | $6.67B |
| Q4 2021 | 150 | $1.95B |
| Q3 2021 | 155 | $1.93B |
| Q2 2021 | 160 | $2.29B |
| Q1 2021 | 158 | $2.29B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,403,717 | $553.5M | 0.01% | −34,712−1.4% | Reduced |
| BlackRock, Inc. | 2,356,065 | $542.6M | 0.01% | −48,715−2.0% | Reduced |
| Ashe Capital Management, LP | 1,331,260 | $306.6M | 23.89% | +195,148+17.2% | Added |
| Principal Financial Group Inc | 832,891 | $191.8M | 0.10% | +431,003+107.2% | Added |
| William Blair Investment Management, LLC | 733,428 | $168.9M | 0.45% | +310,834+73.6% | Added |
| State Street Corp | 692,171 | $159.4M | 0.01% | −21,883−3.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 686,460 | $158.1M | 0.38% | −87,119−11.3% | Reduced |
| Brown Capital Management LLC | 578,745 | $133.3M | 3.88% | −33,084−5.4% | Reduced |
| FMR LLC | 574,363 | $132.3M | 0.01% | −271,815−32.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 525,334 | $121.0M | 1.28% | −7,266−1.4% | Reduced |
| Nellore Capital Management LLC | 506,892 | $116.7M | 13.09% | +104,153+25.9% | Added |
| DF Dent & Co Inc | 494,818 | $113.9M | 1.45% | +102,915+26.3% | Added |
| Price T Rowe Associates Inc | 454,478 | $104.7M | 0.01% | +399,838+731.8% | Added |
| Geode Capital Management, LLC | 438,522 | $101.0M | 0.01% | +1,458+0.3% | Added |
| Morgan Stanley | 375,436 | $86.5M | 0.01% | +108,215+40.5% | Added |
| Invesco Ltd. | 313,873 | $72.3M | 0.01% | −33,252−9.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 292,771 | $67.4M | 0.05% | −5,125−1.7% | Reduced |
| Long Walk Management LP | 276,325 | $63.6M | 16.11% | +121,525+78.5% | Added |
| Dimensional Fund Advisors LP | 266,040 | $61.3M | 0.01% | +17,092+6.9% | Added |
| Caledonia (Private) Investments Pty Ltd | 238,880 | $55.0M | 0.87% | +238,880 | New |
| Renaissance Technologies LLC | 229,100 | $52.8M | 0.07% | −47,800−17.3% | Reduced |
| New York State Common Retirement Fund | 224,737 | $51.8M | 0.07% | −735−0.3% | Reduced |
| Brown Advisory Inc | 222,889 | $51.3M | 0.07% | +96,470+76.3% | Added |
| Bank of New York Mellon Corp | 221,812 | $51.1M | 0.01% | +13,493+6.5% | Added |
| Northern Trust Corp | 191,259 | $44.0M | 0.01% | −2,521−1.3% | Reduced |
| Fiera Capital Corp | 166,161 | $38.3M | 0.13% | +2,923+1.8% | Added |
| GW&K Investment Management, LLC | 165,407 | $38.1M | 0.34% | −16,242−8.9% | Reduced |
| Charles Schwab Investment Management Inc | 159,670 | $36.8M | 0.01% | +127+0.1% | Added |
| Insight Holdings Group, LLC | 152,600 | $35.1M | 1.47% | +152,600 | New |
| Norges Bank | 149,491 | $34.4M | 0.00% | −108,488−42.1% | Reduced |
| First Trust Advisors LP | 144,712 | $33.3M | 0.03% | −53,799−27.1% | Reduced |
| Ranger Investment Management, L.P. | 140,685 | $32.4M | 2.26% | +20,807+17.4% | Added |
| Bank of America Corp | 140,505 | $32.4M | 0.00% | +4,167+3.1% | Added |
| Greenstone Partners & Co., LLC | 134,229 | $30.9M | 7.24% | +22,489+20.1% | Added |
| Janus Henderson Group PLC | 131,830 | $30.4M | 0.01% | −17,349−11.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 131,532 | $30.3M | 0.12% | −41,440−24.0% | Reduced |
| Squarepoint Ops LLC | 126,689 | $29.2M | 0.06% | +25,313+25.0% | Added |
| Caisse de Depot Et Placement du Quebec | 109,866 | $25.3M | 0.05% | −20,871−16.0% | Reduced |
| Wells Fargo & Company | 102,637 | $23.6M | 0.01% | +770+0.8% | Added |
| UBS Group AG | 101,781 | $23.4M | 0.00% | +31,710+45.3% | Added |
| Royal Bank of Canada | 97,111 | $22.4M | 0.00% | +51,659+113.7% | Added |
| UBS Asset Management Americas Inc | 94,459 | $21.8M | 0.00% | +21,734+29.9% | Added |
| Raymond James Financial Inc | 94,155 | $21.7M | 0.01% | +2,440+2.7% | Added |
| Jennison Associates LLC | 90,171 | $20.8M | 0.01% | +28,986+47.4% | Added |
| Sellaronda Global Management LP | 85,000 | $19.6M | 17.17% | +5,000+6.3% | Added |
| Russell Investments Group, Ltd. | 70,407 | $16.2M | 0.02% | +702+1.0% | Added |
| Goldman Sachs Group Inc | 68,494 | $15.8M | 0.00% | +1,717+2.6% | Added |
| Envestnet Asset Management Inc | 67,728 | $15.6M | 0.00% | −2,701−3.8% | Reduced |
| Man Group plc | 66,666 | $15.4M | 0.03% | +4,907+7.9% | Added |
| Rhumbline Advisers | 64,023 | $14.7M | 0.01% | −206−0.3% | Reduced |
| Victory Capital Management Inc | 62,089 | $14.3M | 0.01% | −7,518−10.8% | Reduced |
| CTF Capital Management, LP | 61,253 | $14.1M | 8.35% | +61,253 | New |
| Marshall Wace, LLP | 57,429 | $13.2M | 0.02% | +55,277+2,568.6% | Added |
| Blair William & Co | 56,337 | $13.0M | 0.04% | −156−0.3% | Reduced |
| EULAV Asset Management | 55,449 | $12.8M | 0.30% | 00.0% | Unchanged |
| Macquarie Group Ltd | 54,790 | $12.6M | 0.02% | −251,843−82.1% | Reduced |
| Millennium Management LLC | 52,285 | $12.0M | 0.01% | +34,230+189.6% | Added |
| Nuveen, LLC | 52,259 | $12.0M | 0.00% | −72,635−58.2% | Reduced |
| JPMorgan Chase & Co | 48,995 | $11.3M | 0.00% | −774−1.6% | Reduced |
| Atika Capital Management LLC | 44,500 | $10.2M | 1.07% | 00.0% | Unchanged |
| Wellington Management Group LLP | 44,291 | $10.2M | 0.00% | −10,966−19.8% | Reduced |
| SEI Investments Co | 42,976 | $9.90M | 0.01% | −18,821−30.5% | Reduced |
| Swiss National Bank | 42,500 | $9.79M | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 42,159 | $9.71M | 0.21% | −11,280−21.1% | Reduced |
| Great West Life Assurance Co | 39,519 | $9.09M | 0.01% | −1,778−4.3% | Reduced |
| AXA S.A. | 39,439 | $9.08M | 0.03% | −13,384−25.3% | Reduced |
| Legal & General Group Plc | 36,775 | $8.47M | 0.00% | +944+2.6% | Added |
| Nicholas Investment Partners, LP | 36,546 | $8.42M | 0.75% | −6,768−15.6% | Reduced |
| Verition Fund Management LLC | 35,298 | $8.13M | 0.05% | +25,334+254.3% | Added |
| TFJ Management, LLC | 34,030 | $7.84M | 6.12% | +11,757+52.8% | Added |
| Natixis Advisors, L.P. | 33,964 | $7.82M | 0.01% | +10,003+41.7% | Added |
| Alliancebernstein L.P. | 30,196 | $6.95M | 0.00% | −5,981−16.5% | Reduced |
| Jupiter Asset Management Ltd | 28,760 | $6.62M | 0.06% | +16,521+135.0% | Added |
| Retirement Systems of Alabama | 28,169 | $6.49M | 0.02% | −120−0.4% | Reduced |
| Capital Impact Advisors, LLC | 26,687 | $6.21M | 1.87% | +223+0.8% | Added |
| Ameriprise Financial Inc | 25,639 | $5.90M | 0.00% | −7,991−23.8% | Reduced |
| Stanley-Laman Group, Ltd. | 25,615 | $5.90M | 0.88% | +25,615 | New |
| Quantinno Capital Management LP | 21,863 | $5.03M | 0.02% | +11+0.1% | Added |
| Franklin Resources Inc | 21,601 | $4.97M | 0.00% | −167,417−88.6% | Reduced |
| California State Teachers Retirement System | 21,305 | $4.91M | 0.01% | −44−0.2% | Reduced |
| SG Americas Securities, LLC | 20,342 | $4.68M | 0.02% | +20,342 | New |
| Zevenbergen Capital Investments LLC | 20,000 | $4.61M | 0.09% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 19,202 | $4.42M | 0.06% | +1,981+11.5% | Added |
| Alamar Capital Management, LLC | 18,300 | $4.21M | 2.28% | +6,925+60.9% | Added |
| Manufacturers Life Insurance Company, The | 17,719 | $4.08M | 0.00% | −1,157−6.1% | Reduced |
| Melqart Asset Management (UK) Ltd | 16,832 | $3.88M | 0.55% | +3,199+23.5% | Added |
| State Board of Administration of Florida Retirement System | 16,772 | $3.86M | 0.01% | +211+1.3% | Added |
| Channel Wealth LLC | 16,526 | $3.81M | 1.08% | −1,311−7.3% | Reduced |
| Baker Avenue Asset Management, LP | 16,437 | $3.79M | 0.11% | −5,925−26.5% | Reduced |
| Azzad Asset Management Inc | 15,935 | $3.67M | 0.39% | +456+2.9% | Added |
| Agf Management Ltd | 14,314 | $3.30M | 0.01% | +14,314 | New |
| Brinker Capital Investments, LLC | 14,006 | $3.23M | 0.03% | +249+1.8% | Added |
| Amundi | 13,734 | $3.20M | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 13,747 | $3.17M | 0.00% | −12,471−47.6% | Reduced |
| EFG Asset Management (North America) Corp. | 13,497 | $3.11M | 0.44% | −115−0.8% | Reduced |
| MetLife Investment Management | 13,394 | $3.08M | 0.02% | −488−3.5% | Reduced |
| Johnson Investment Counsel Inc | 13,242 | $3.05M | 0.03% | +2,422+22.4% | Added |
| Kerrisdale Advisers, LLC | 12,942 | $2.98M | 1.55% | +3,194+32.8% | Added |
| Stifel Financial Corp | 11,829 | $2.72M | 0.00% | −1,119−8.6% | Reduced |
| Teacher Retirement System of Texas | 11,715 | $2.70M | 0.01% | −1,876−13.8% | Reduced |