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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, 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
+$350.7M (+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.

Institutional holdersQ2 2025: 385 institutions
Q1 2021: 158 institutionsQ2 2021: 160 institutionsQ3 2021: 155 institutionsQ4 2021: 150 institutionsQ1 2022: 174 institutionsQ2 2022: 156 institutionsQ3 2022: 162 institutionsQ4 2022: 188 institutionsQ1 2023: 193 institutionsQ2 2023: 214 institutionsQ3 2023: 246 institutionsQ4 2023: 295 institutionsQ1 2024: 366 institutionsQ2 2024: 391 institutionsQ3 2024: 385 institutionsQ4 2024: 388 institutionsQ1 2025: 381 institutionsQ2 2025: 385 institutionsQ3 2025: 411 institutionsQ4 2025: 404 institutionsQ1 2026: 399 institutionsQ2 2026: 394 institutions
Value heldQ2 2025: $4.73B
Q1 2021: $2.29BQ2 2021: $2.29BQ3 2021: $1.93BQ4 2021: $1.95BQ1 2022: $1.78BQ2 2022: $1.46BQ3 2022: $1.70BQ4 2022: $1.67BQ1 2023: $2.05BQ2 2023: $2.78BQ3 2023: $3.01BQ4 2023: $3.01BQ1 2024: $4.86BQ2 2024: $4.61BQ3 2024: $4.50BQ4 2024: $4.70BQ1 2025: $4.38BQ2 2025: $4.73BQ3 2025: $5.52BQ4 2025: $4.88BQ1 2026: $3.41BQ2 2026: $3.77B
Institutions holding APPF and their total value by quarter
QuarterHoldersValue
Q2 2026394$3.77B
Q1 2026399$3.41B
Q4 2025404$4.88B
Q3 2025411$5.52B
Q2 2025385$4.73B
Q1 2025381$4.38B
Q4 2024388$4.70B
Q3 2024385$4.50B
Q2 2024391$4.61B
Q1 2024366$4.86B
Q4 2023295$3.01B
Q3 2023246$3.01B
Q2 2023214$2.78B
Q1 2023193$2.05B
Q4 2022188$1.67B
Q3 2022162$1.70B
Q2 2022156$1.46B
Q1 2022174$1.78B
Q4 2021150$1.95B
Q3 2021155$1.93B
Q2 2021160$2.29B
Q1 2021158$2.29B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q1 2025.

Institutions holding APPF in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Cottonwood Capital Advisors, LLC876$201.7K0.14%+876New
Delap Wealth Advisory, LLC876$201.7K0.10%+876New
Cache Advisors, LLC883$203.3K0.06%+883New
Citadel Advisors LLC886$204.0K0.00%−35,758−97.6%Reduced
Sanctuary Advisors, LLC886$204.0K0.00%+886New
Kensington Investment Counsel, LLC900$207.3K0.09%+900New
Parallel Advisors, LLC912$210.0K0.00%−131−12.6%Reduced
Arlington Financial Advisors, LLC952$219.2K0.04%00.0%Unchanged
Davis R M Inc1,000$230.3K0.00%00.0%Unchanged
Steel Peak Wealth Management LLC1,000$230.3K0.01%00.0%Unchanged
Navellier & Associates Inc1,000$230.3K0.03%00.0%Unchanged
Ashton Thomas Private Wealth, LLC1,010$232.6K0.01%+1,010New
Ieq Capital, LLC1,021$235.1K0.00%−11,414−91.8%Reduced
Capstone Investment Advisors, LLC1,031$237.4K0.00%+1,031New
denkapparat Operations GmbH1,036$238.6K0.19%−20−1.9%Reduced
Motley Fool Asset Management LLC1,048$241.3K0.01%+93+9.7%Added
Maryland State Retirement & Pension System1,059$243.9K0.01%00.0%Unchanged
ProShare Advisors LLC1,078$248.2K0.00%+37+3.6%Added
Wallace Advisory Group, LLC1,134$249.4K0.18%+1,134New
Strategic Advocates LLC1,088$250.5K0.07%+98+9.9%Added
Covestor Ltd1,093$252.0K0.15%+60+5.8%Added
First Foundation Advisors1,098$252.8K0.01%00.0%Unchanged
Lewis Asset Management, LLC1,105$254.5K0.12%+17+1.6%Added
Somerset Trust Co1,105$254.5K0.08%+69+6.7%Added
Gallacher Capital Management LLC1,109$255.4K0.12%−1,051−48.7%Reduced
State of Wyoming1,114$256.5K0.03%−1,109−49.9%Reduced
Freestone Grove Partners LP1,130$260.2K0.00%+1,130New
Janney Montgomery Scott LLC1,134$261.0K0.00%−255−18.4%Reduced
Utah Retirement Systems1,162$267.6K0.00%−38−3.2%Reduced
Cullinan Associates Inc1,200$276.3K0.02%00.0%Unchanged
Mercer Global Advisors Inc1,205$277.5K0.00%−636−34.5%Reduced
CWM Advisors, LLC1,236$284.6K0.03%−170−12.1%Reduced
Park Avenue Securities LLC1,251$288.0K0.00%+1,251New
Two Sigma Securities, LLC1,261$290.4K0.04%−1,274−50.3%Reduced
Engineers Gate Manager LP1,284$295.7K0.00%−4,350−77.2%Reduced
Summit Trail Advisors, LLC1,289$296.8K0.01%+1,289New
First Bank & Trust1,307$301.0K0.05%+104+8.6%Added
Cerity Partners LLC1,342$309.0K0.00%−7,911−85.5%Reduced
Allspring Global Investments Holdings, LLC1,380$317.1K0.00%−11,026−88.9%Reduced
Bokf, NA1,399$322.2K0.01%+1,399New
Quest Partners LLC1,408$324.2K0.03%+528+60.0%Added
Bridgefront Capital, LLC1,432$329.8K0.09%+1,432New
Burns Matteson Capital Management, LLC1,441$331.8K0.16%+7+0.5%Added
Mutual Advisors, LLC1,268$335.4K0.01%−9−0.7%Reduced
EP Wealth Advisors, LLC1,457$335.5K0.00%+3+0.2%Added
Linden Thomas Advisory Services, LLC1,469$338.3K0.04%+75+5.4%Added
Fiduciary Trust Co1,470$338.5K0.00%+6+0.4%Added
MML Investors Services, LLC1,500$345.0K0.00%+52+3.6%Added
DekaBank Deutsche Girozentrale1,523$346.0K0.00%+559+58.0%Added
Crossmark Global Holdings, Inc.1,510$347.7K0.01%−99−6.2%Reduced
HMS Capital Management, LLC1,538$354.2K0.16%−52−3.3%Reduced
TownSquare Capital, LLC1,544$355.6K0.03%−18,872−92.4%Reduced
Snowden Capital Advisors LLC1,552$357.4K0.01%+7+0.5%Added
Summit Global Investments1,577$363.0K0.02%−75−4.5%Reduced
Alliance Wealth Advisors, LLC1,625$374.2K0.09%−133−7.6%Reduced
Independent Advisor Alliance1,625$374.2K0.01%−617−27.5%Reduced
Captrust Financial Advisors1,635$376.5K0.00%−891−35.3%Reduced
Alps Advisors Inc1,680$386.9K0.00%+20+1.2%Added
Federated Hermes, Inc.1,685$387.9K0.00%−10,051−85.6%Reduced
Bank of Nova Scotia1,691$389.5K0.00%+1,691New
Moody Aldrich Partners LLC1,712$394.2K0.08%−27−1.6%Reduced
Securian Asset Management, Inc1,789$412.0K0.01%00.0%Unchanged
Guggenheim Capital LLC1,792$412.7K0.00%−146−7.5%Reduced
Deutsche Bank AG1,832$421.9K0.00%−530−22.4%Reduced
Readystate Asset Management LP1,837$423.0K0.02%+1,837New
Prudential Financial Inc1,867$429.6K0.00%−3,722−66.6%Reduced
Gotham Asset Management, LLC1,869$430.4K0.00%−511−21.5%Reduced
Diversify Wealth Management, LLC1,590$433.2K0.03%−137−7.9%Reduced
Banque Pictet & Cie SA1,984$456.9K0.00%−134−6.3%Reduced
Beacon Pointe Advisors, LLC1,995$459.4K0.00%00.0%Unchanged
Rathbone Brothers plc2,000$460.6K0.00%00.0%Unchanged
US Bancorp2,022$465.6K0.00%+300+17.4%Added
Commerce Bank2,045$470.9K0.00%00.0%Unchanged
Woodline Partners LP2,070$476.7K0.00%+316+18.0%Added
Grandeur Peak Global Advisors, LLC2,106$485.0K0.06%+2,106New
BNP Paribas Arbitrage, SA2,138$492.3K0.00%−5,848−73.2%Reduced
Aviva PLC2,153$495.8K0.00%−671−23.8%Reduced
Bryce Point Capital, LLC2,178$501.6K0.42%+2,178New
Global Endowment Management, LP2,194$505.2K0.07%00.0%Unchanged
Bessemer Group Inc2,203$507.0K0.00%−2,223−50.2%Reduced
The PNC Financial Services Group, Inc.2,202$507.1K0.00%+345+18.6%Added
Cetera Investment Advisers2,222$511.7K0.00%+387+21.1%Added
Precision Wealth Strategies, LLC2,311$532.2K0.17%−8−0.3%Reduced
New York Life Investment Management LLC2,345$540.0K0.01%−29−1.2%Reduced
Public Employees Retirement Association of Colorado2,354$542.0K0.00%00.0%Unchanged
Natixis2,373$546.5K0.00%+74+3.2%Added
ISAM Funds (UK) Ltd2,385$549.2K0.12%+2,385New
JustInvest LLC2,389$550.1K0.01%−203−7.8%Reduced
Lazard Asset Management LLC2,425$557.0K0.00%−16,971−87.5%Reduced
LVZ Advisors, Inc.2,442$562.3K0.07%+5+0.2%Added
Baird Financial Group, Inc.2,530$582.6K0.00%+343+15.7%Added
HighTower Advisors, LLC2,551$587.5K0.00%−331−11.5%Reduced
State of Alaska, Department of Revenue2,595$597.0K0.01%−125−4.6%Reduced
Edgestream Partners, L.P.2,648$609.8K0.02%−11,533−81.3%Reduced
Ami Asset Management Corp2,718$625.9K0.04%−2,314−46.0%Reduced
Callan Family Office, LLC2,720$626.4K0.02%+2,720New
Entropy Technologies, LP2,730$628.7K0.05%+2,730New
Unique Wealth Strategies, LLC2,773$638.5K0.27%+265+10.6%Added
NorthCrest Asset Manangement, LLC2,829$666.2K0.02%−1,757−38.3%Reduced
Allianz Asset Management GmbH2,927$674.0K0.00%−2,626−47.3%Reduced