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 |
|---|---|---|---|---|---|
| DGS Capital Management, LLC | 3,036 | $699.1K | 0.14% | +18+0.6% | Added |
| Curbstone Financial Management Corp | 3,090 | $711.6K | 0.15% | +250+8.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,190 | $734.6K | 0.01% | +338+11.9% | Added |
| Bank of Montreal | 3,210 | $739.2K | 0.00% | −425−11.7% | Reduced |
| Vident Advisory, LLC | 3,219 | $741.3K | 0.01% | +415+14.8% | Added |
| Alpha Wealth Funds, LLC | 3,400 | $772.9K | 0.72% | −600−15.0% | Reduced |
| Pictet Asset Management Holding SA | 3,365 | $774.3K | 0.00% | −82−2.4% | Reduced |
| Index Fund Advisors, Inc. | 3,373 | $776.7K | 0.04% | +3,373 | New |
| Mach-1 Financial Group, Inc. | 3,488 | $803.2K | 0.23% | +3,488 | New |
| Brevan Howard Capital Management LP | 3,681 | $847.7K | 0.01% | +3,681 | New |
| National Philanthropic Trust | 3,700 | $852.0K | 0.01% | 00.0% | Unchanged |
| Norden Group LLC | 3,801 | $875.3K | 0.10% | +100+2.7% | Added |
| Portside Wealth Group, LLC | 3,828 | $881.5K | 0.13% | +307+8.7% | Added |
| Atria Investments LLC | 3,830 | $882.0K | 0.01% | +178+4.9% | Added |
| Truist Financial Corp | 3,885 | $894.6K | 0.00% | +253+7.0% | Added |
| ING Groep NV | 3,900 | $898.1K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 4,195 | $966.0K | 0.07% | +1,302+45.0% | Added |
| New Mexico Educational Retirement Board | 4,200 | $967.0K | 0.03% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 4,203 | $967.9K | 0.00% | +4,203 | New |
| Custom Index Systems, LLC | 4,263 | $981.7K | 0.47% | +600+16.4% | Added |
| South Dakota Investment Council | 4,300 | $990.0K | 0.02% | 00.0% | Unchanged |
| American Century Companies Inc | 4,466 | $1.03M | 0.00% | +387+9.5% | Added |
| Ameritas Investment Partners, Inc. | 4,475 | $1.03M | 0.03% | −148−3.2% | Reduced |
| First Citizens Bank & Trust Co | 4,556 | $1.05M | 0.02% | +3,301+263.0% | Added |
| PDT Partners, LLC | 4,564 | $1.05M | 0.06% | −1,140−20.0% | Reduced |
| Xponance, Inc. | 4,669 | $1.08M | 0.01% | −84−1.8% | Reduced |
| KLP Kapitalforvaltning AS | 4,700 | $1.08M | 0.00% | −900−16.1% | Reduced |
| Oregon Public Employees Retirement Fund | 4,735 | $1.09M | 0.02% | −27−0.6% | Reduced |
| Legato Capital Management LLC | 4,752 | $1.09M | 0.13% | −650−12.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,886 | $1.13M | 0.01% | +4,886 | New |
| Oppenheimer Asset Management Inc. | 4,906 | $1.13M | 0.01% | −143−2.8% | Reduced |
| Commonwealth Equity Services, LLC | 4,962 | $1.14M | 0.00% | −1,786−26.5% | Reduced |
| Versor Investments LP | 5,111 | $1.18M | 0.21% | +3,570+231.7% | Added |
| New Age Alpha Advisors, LLC | 5,141 | $1.18M | 0.05% | +463+9.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,146 | $1.19M | 0.02% | −22−0.4% | Reduced |
| Handelsbanken Fonder AB | 5,200 | $1.20M | 0.00% | −2,400−31.6% | Reduced |
| Thrivent Financial for Lutherans | 5,426 | $1.25M | 0.00% | −23−0.4% | Reduced |
| Graham Capital Management, L.P. | 5,477 | $1.26M | 0.04% | −6,392−53.9% | Reduced |
| State of Michigan Retirement System | 5,500 | $1.27M | 0.01% | −100−1.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,633 | $1.30M | 0.00% | −109−1.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,634 | $1.30M | 0.00% | +3,726+195.3% | Added |
| M&T Bank Corp | 5,842 | $1.35M | 0.00% | +313+5.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,921 | $1.36M | 0.01% | +365+6.6% | Added |
| Redwood Investment Management, LLC | 5,967 | $1.37M | 0.15% | +5,967 | New |
| Evanson Asset Management, LLC | 6,000 | $1.38M | 0.09% | −87−1.4% | Reduced |
| Point72 Asset Management, L.P. | 6,103 | $1.41M | 0.00% | +6,103 | New |
| Illinois Municipal Retirement Fund | 6,115 | $1.41M | 0.02% | +2,834+86.4% | Added |
| XTX Topco Ltd | 6,142 | $1.41M | 0.06% | +6,142 | New |
| Teachers Retirement System of the State of Kentucky | 6,200 | $1.43M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,489 | $1.49M | 0.01% | +215+3.4% | Added |
| Louisiana State Employees Retirement System | 6,500 | $1.50M | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 6,509 | $1.50M | 0.00% | −152−2.3% | Reduced |
| Assetmark, Inc | 6,683 | $1.54M | 0.00% | −2,658−28.5% | Reduced |
| Susquehanna International Group, LLP | 6,753 | $1.56M | 0.00% | +6,753 | New |
| Zions Bancorporation, National Association | 6,766 | $1.56M | 0.08% | +972+16.8% | Added |
| Parnassus Investments | 6,858 | $1.58M | 0.00% | +995+17.0% | Added |
| Assenagon Asset Management S.A. | 6,923 | $1.59M | 0.00% | +6,923 | New |
| Comerica Bank | 7,199 | $1.66M | 0.01% | +72+1.0% | Added |
| Public Employees Retirement System of Ohio | 7,340 | $1.69M | 0.01% | −144−1.9% | Reduced |
| State of Wisconsin Investment Board | 7,599 | $1.75M | 0.00% | −1,241−14.0% | Reduced |
| Ensign Peak Advisors, Inc | 7,663 | $1.76M | 0.00% | −7,098−48.1% | Reduced |
| Burney Co | 7,709 | $1.78M | 0.06% | −899−10.4% | Reduced |
| Nebula Research & Development LLC | 7,711 | $1.78M | 0.15% | +7,711 | New |
| Yousif Capital Management, LLC | 7,734 | $1.78M | 0.02% | −191−2.4% | Reduced |
| King Luther Capital Management Corp | 7,744 | $1.78M | 0.01% | +7,744 | New |
| Police & Firemen's Retirement System of New Jersey | 8,214 | $1.89M | 0.02% | −26−0.3% | Reduced |
| Intech Investment Management LLC | 8,415 | $1.94M | 0.02% | +8,415 | New |
| AQR Capital Management LLC | 8,532 | $1.94M | 0.00% | −175,535−95.4% | Reduced |
| New York State Teachers Retirement System | 8,940 | $2.06M | 0.00% | +167+1.9% | Added |
| State of New Jersey Common Pension Fund D | 9,041 | $2.08M | 0.01% | +44+0.5% | Added |
| Davidson Kahn Capital Management, LLC | 9,225 | $2.13M | 1.36% | +569+6.6% | Added |
| Nisa Investment Advisors, LLC | 9,370 | $2.16M | 0.01% | +3,621+63.0% | Added |
| Voya Investment Management LLC | 9,551 | $2.20M | 0.00% | −164−1.7% | Reduced |
| Virginia Retirement Systems Et Al | 9,621 | $2.22M | 0.02% | −3,100−24.4% | Reduced |
| Martingale Asset Management L P | 10,091 | $2.32M | 0.06% | −24,269−70.6% | Reduced |
| Neuberger Berman Group LLC | 10,155 | $2.34M | 0.00% | −1,371−11.9% | Reduced |
| Treasurer of the State of North Carolina | 10,273 | $2.37M | 0.01% | −97−0.9% | Reduced |
| Daiwa Securities Group Inc. | 10,413 | $2.40M | 0.01% | −800−7.1% | Reduced |
| Barclays PLC | 10,668 | $2.46M | 0.00% | −195−1.8% | Reduced |
| Creative Planning | 10,729 | $2.47M | 0.00% | −1,363−11.3% | Reduced |
| State of Tennessee, Treasury Department | 10,923 | $2.52M | 0.01% | +2,000+22.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,008 | $2.53M | 0.00% | +30+0.3% | Added |
| Amalgamated Bank | 11,022 | $2.54M | 0.02% | −44−0.4% | Reduced |
| Mutual of America Capital Management LLC | 11,462 | $2.64M | 0.03% | −500−4.2% | Reduced |
| LPL Financial LLC | 11,662 | $2.69M | 0.00% | +1,383+13.5% | Added |
| Teacher Retirement System of Texas | 11,715 | $2.70M | 0.01% | −1,876−13.8% | Reduced |
| Stifel Financial Corp | 11,829 | $2.72M | 0.00% | −1,119−8.6% | Reduced |
| Kerrisdale Advisers, LLC | 12,942 | $2.98M | 1.55% | +3,194+32.8% | Added |
| Johnson Investment Counsel Inc | 13,242 | $3.05M | 0.03% | +2,422+22.4% | Added |
| MetLife Investment Management | 13,394 | $3.08M | 0.02% | −488−3.5% | Reduced |
| EFG Asset Management (North America) Corp. | 13,497 | $3.11M | 0.44% | −115−0.8% | Reduced |
| D. E. Shaw & Co., Inc. | 13,747 | $3.17M | 0.00% | −12,471−47.6% | Reduced |
| Amundi | 13,734 | $3.20M | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 14,006 | $3.23M | 0.03% | +249+1.8% | Added |
| Agf Management Ltd | 14,314 | $3.30M | 0.01% | +14,314 | New |
| Azzad Asset Management Inc | 15,935 | $3.67M | 0.39% | +456+2.9% | Added |
| Baker Avenue Asset Management, LP | 16,437 | $3.79M | 0.11% | −5,925−26.5% | Reduced |
| Channel Wealth LLC | 16,526 | $3.81M | 1.08% | −1,311−7.3% | Reduced |
| State Board of Administration of Florida Retirement System | 16,772 | $3.86M | 0.01% | +211+1.3% | Added |
| Melqart Asset Management (UK) Ltd | 16,832 | $3.88M | 0.55% | +3,199+23.5% | Added |