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.
| 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, 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 |
|---|---|---|---|---|---|
| Cottonwood Capital Advisors, LLC | 876 | $201.7K | 0.14% | +876 | New |
| Delap Wealth Advisory, LLC | 876 | $201.7K | 0.10% | +876 | New |
| Cache Advisors, LLC | 883 | $203.3K | 0.06% | +883 | New |
| Citadel Advisors LLC | 886 | $204.0K | 0.00% | −35,758−97.6% | Reduced |
| Sanctuary Advisors, LLC | 886 | $204.0K | 0.00% | +886 | New |
| Kensington Investment Counsel, LLC | 900 | $207.3K | 0.09% | +900 | New |
| Parallel Advisors, LLC | 912 | $210.0K | 0.00% | −131−12.6% | Reduced |
| Arlington Financial Advisors, LLC | 952 | $219.2K | 0.04% | 00.0% | Unchanged |
| Davis R M Inc | 1,000 | $230.3K | 0.00% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 1,000 | $230.3K | 0.01% | 00.0% | Unchanged |
| Navellier & Associates Inc | 1,000 | $230.3K | 0.03% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 1,010 | $232.6K | 0.01% | +1,010 | New |
| Ieq Capital, LLC | 1,021 | $235.1K | 0.00% | −11,414−91.8% | Reduced |
| Capstone Investment Advisors, LLC | 1,031 | $237.4K | 0.00% | +1,031 | New |
| denkapparat Operations GmbH | 1,036 | $238.6K | 0.19% | −20−1.9% | Reduced |
| Motley Fool Asset Management LLC | 1,048 | $241.3K | 0.01% | +93+9.7% | Added |
| Maryland State Retirement & Pension System | 1,059 | $243.9K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,078 | $248.2K | 0.00% | +37+3.6% | Added |
| Wallace Advisory Group, LLC | 1,134 | $249.4K | 0.18% | +1,134 | New |
| Strategic Advocates LLC | 1,088 | $250.5K | 0.07% | +98+9.9% | Added |
| Covestor Ltd | 1,093 | $252.0K | 0.15% | +60+5.8% | Added |
| First Foundation Advisors | 1,098 | $252.8K | 0.01% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 1,105 | $254.5K | 0.12% | +17+1.6% | Added |
| Somerset Trust Co | 1,105 | $254.5K | 0.08% | +69+6.7% | Added |
| Gallacher Capital Management LLC | 1,109 | $255.4K | 0.12% | −1,051−48.7% | Reduced |
| State of Wyoming | 1,114 | $256.5K | 0.03% | −1,109−49.9% | Reduced |
| Freestone Grove Partners LP | 1,130 | $260.2K | 0.00% | +1,130 | New |
| Janney Montgomery Scott LLC | 1,134 | $261.0K | 0.00% | −255−18.4% | Reduced |
| Utah Retirement Systems | 1,162 | $267.6K | 0.00% | −38−3.2% | Reduced |
| Cullinan Associates Inc | 1,200 | $276.3K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 1,205 | $277.5K | 0.00% | −636−34.5% | Reduced |
| CWM Advisors, LLC | 1,236 | $284.6K | 0.03% | −170−12.1% | Reduced |
| Park Avenue Securities LLC | 1,251 | $288.0K | 0.00% | +1,251 | New |
| Two Sigma Securities, LLC | 1,261 | $290.4K | 0.04% | −1,274−50.3% | Reduced |
| Engineers Gate Manager LP | 1,284 | $295.7K | 0.00% | −4,350−77.2% | Reduced |
| Summit Trail Advisors, LLC | 1,289 | $296.8K | 0.01% | +1,289 | New |
| First Bank & Trust | 1,307 | $301.0K | 0.05% | +104+8.6% | Added |
| Cerity Partners LLC | 1,342 | $309.0K | 0.00% | −7,911−85.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,380 | $317.1K | 0.00% | −11,026−88.9% | Reduced |
| Bokf, NA | 1,399 | $322.2K | 0.01% | +1,399 | New |
| Quest Partners LLC | 1,408 | $324.2K | 0.03% | +528+60.0% | Added |
| Bridgefront Capital, LLC | 1,432 | $329.8K | 0.09% | +1,432 | New |
| Burns Matteson Capital Management, LLC | 1,441 | $331.8K | 0.16% | +7+0.5% | Added |
| Mutual Advisors, LLC | 1,268 | $335.4K | 0.01% | −9−0.7% | Reduced |
| EP Wealth Advisors, LLC | 1,457 | $335.5K | 0.00% | +3+0.2% | Added |
| Linden Thomas Advisory Services, LLC | 1,469 | $338.3K | 0.04% | +75+5.4% | Added |
| Fiduciary Trust Co | 1,470 | $338.5K | 0.00% | +6+0.4% | Added |
| MML Investors Services, LLC | 1,500 | $345.0K | 0.00% | +52+3.6% | Added |
| DekaBank Deutsche Girozentrale | 1,523 | $346.0K | 0.00% | +559+58.0% | Added |
| Crossmark Global Holdings, Inc. | 1,510 | $347.7K | 0.01% | −99−6.2% | Reduced |
| HMS Capital Management, LLC | 1,538 | $354.2K | 0.16% | −52−3.3% | Reduced |
| TownSquare Capital, LLC | 1,544 | $355.6K | 0.03% | −18,872−92.4% | Reduced |
| Snowden Capital Advisors LLC | 1,552 | $357.4K | 0.01% | +7+0.5% | Added |
| Summit Global Investments | 1,577 | $363.0K | 0.02% | −75−4.5% | Reduced |
| Alliance Wealth Advisors, LLC | 1,625 | $374.2K | 0.09% | −133−7.6% | Reduced |
| Independent Advisor Alliance | 1,625 | $374.2K | 0.01% | −617−27.5% | Reduced |
| Captrust Financial Advisors | 1,635 | $376.5K | 0.00% | −891−35.3% | Reduced |
| Alps Advisors Inc | 1,680 | $386.9K | 0.00% | +20+1.2% | Added |
| Federated Hermes, Inc. | 1,685 | $387.9K | 0.00% | −10,051−85.6% | Reduced |
| Bank of Nova Scotia | 1,691 | $389.5K | 0.00% | +1,691 | New |
| Moody Aldrich Partners LLC | 1,712 | $394.2K | 0.08% | −27−1.6% | Reduced |
| Securian Asset Management, Inc | 1,789 | $412.0K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,792 | $412.7K | 0.00% | −146−7.5% | Reduced |
| Deutsche Bank AG | 1,832 | $421.9K | 0.00% | −530−22.4% | Reduced |
| Readystate Asset Management LP | 1,837 | $423.0K | 0.02% | +1,837 | New |
| Prudential Financial Inc | 1,867 | $429.6K | 0.00% | −3,722−66.6% | Reduced |
| Gotham Asset Management, LLC | 1,869 | $430.4K | 0.00% | −511−21.5% | Reduced |
| Diversify Wealth Management, LLC | 1,590 | $433.2K | 0.03% | −137−7.9% | Reduced |
| Banque Pictet & Cie SA | 1,984 | $456.9K | 0.00% | −134−6.3% | Reduced |
| Beacon Pointe Advisors, LLC | 1,995 | $459.4K | 0.00% | 00.0% | Unchanged |
| Rathbone Brothers plc | 2,000 | $460.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,022 | $465.6K | 0.00% | +300+17.4% | Added |
| Commerce Bank | 2,045 | $470.9K | 0.00% | 00.0% | Unchanged |
| Woodline Partners LP | 2,070 | $476.7K | 0.00% | +316+18.0% | Added |
| Grandeur Peak Global Advisors, LLC | 2,106 | $485.0K | 0.06% | +2,106 | New |
| BNP Paribas Arbitrage, SA | 2,138 | $492.3K | 0.00% | −5,848−73.2% | Reduced |
| Aviva PLC | 2,153 | $495.8K | 0.00% | −671−23.8% | Reduced |
| Bryce Point Capital, LLC | 2,178 | $501.6K | 0.42% | +2,178 | New |
| Global Endowment Management, LP | 2,194 | $505.2K | 0.07% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,203 | $507.0K | 0.00% | −2,223−50.2% | Reduced |
| The PNC Financial Services Group, Inc. | 2,202 | $507.1K | 0.00% | +345+18.6% | Added |
| Cetera Investment Advisers | 2,222 | $511.7K | 0.00% | +387+21.1% | Added |
| Precision Wealth Strategies, LLC | 2,311 | $532.2K | 0.17% | −8−0.3% | Reduced |
| New York Life Investment Management LLC | 2,345 | $540.0K | 0.01% | −29−1.2% | Reduced |
| Public Employees Retirement Association of Colorado | 2,354 | $542.0K | 0.00% | 00.0% | Unchanged |
| Natixis | 2,373 | $546.5K | 0.00% | +74+3.2% | Added |
| ISAM Funds (UK) Ltd | 2,385 | $549.2K | 0.12% | +2,385 | New |
| JustInvest LLC | 2,389 | $550.1K | 0.01% | −203−7.8% | Reduced |
| Lazard Asset Management LLC | 2,425 | $557.0K | 0.00% | −16,971−87.5% | Reduced |
| LVZ Advisors, Inc. | 2,442 | $562.3K | 0.07% | +5+0.2% | Added |
| Baird Financial Group, Inc. | 2,530 | $582.6K | 0.00% | +343+15.7% | Added |
| HighTower Advisors, LLC | 2,551 | $587.5K | 0.00% | −331−11.5% | Reduced |
| State of Alaska, Department of Revenue | 2,595 | $597.0K | 0.01% | −125−4.6% | Reduced |
| Edgestream Partners, L.P. | 2,648 | $609.8K | 0.02% | −11,533−81.3% | Reduced |
| Ami Asset Management Corp | 2,718 | $625.9K | 0.04% | −2,314−46.0% | Reduced |
| Callan Family Office, LLC | 2,720 | $626.4K | 0.02% | +2,720 | New |
| Entropy Technologies, LP | 2,730 | $628.7K | 0.05% | +2,730 | New |
| Unique Wealth Strategies, LLC | 2,773 | $638.5K | 0.27% | +265+10.6% | Added |
| NorthCrest Asset Manangement, LLC | 2,829 | $666.2K | 0.02% | −1,757−38.3% | Reduced |
| Allianz Asset Management GmbH | 2,927 | $674.0K | 0.00% | −2,626−47.3% | Reduced |