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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 17,719 | $4.08M | 0.00% | −1,157−6.1% | Reduced |
| Alamar Capital Management, LLC | 18,300 | $4.21M | 2.28% | +6,925+60.9% | Added |
| Advisors Capital Management, LLC | 19,202 | $4.42M | 0.06% | +1,981+11.5% | Added |
| Zevenbergen Capital Investments LLC | 20,000 | $4.61M | 0.09% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 20,342 | $4.68M | 0.02% | +20,342 | New |
| California State Teachers Retirement System | 21,305 | $4.91M | 0.01% | −44−0.2% | Reduced |
| Franklin Resources Inc | 21,601 | $4.97M | 0.00% | −167,417−88.6% | Reduced |
| Quantinno Capital Management LP | 21,863 | $5.03M | 0.02% | +11+0.1% | Added |
| Stanley-Laman Group, Ltd. | 25,615 | $5.90M | 0.88% | +25,615 | New |
| Ameriprise Financial Inc | 25,639 | $5.90M | 0.00% | −7,991−23.8% | Reduced |
| Capital Impact Advisors, LLC | 26,687 | $6.21M | 1.87% | +223+0.8% | Added |
| Retirement Systems of Alabama | 28,169 | $6.49M | 0.02% | −120−0.4% | Reduced |
| Jupiter Asset Management Ltd | 28,760 | $6.62M | 0.06% | +16,521+135.0% | Added |
| Alliancebernstein L.P. | 30,196 | $6.95M | 0.00% | −5,981−16.5% | Reduced |
| Natixis Advisors, L.P. | 33,964 | $7.82M | 0.01% | +10,003+41.7% | Added |
| TFJ Management, LLC | 34,030 | $7.84M | 6.12% | +11,757+52.8% | Added |
| Verition Fund Management LLC | 35,298 | $8.13M | 0.05% | +25,334+254.3% | Added |
| Nicholas Investment Partners, LP | 36,546 | $8.42M | 0.75% | −6,768−15.6% | Reduced |
| Legal & General Group Plc | 36,775 | $8.47M | 0.00% | +944+2.6% | Added |
| AXA S.A. | 39,439 | $9.08M | 0.03% | −13,384−25.3% | Reduced |
| Great West Life Assurance Co | 39,519 | $9.09M | 0.01% | −1,778−4.3% | Reduced |
| Mission Wealth Management, LP | 42,159 | $9.71M | 0.21% | −11,280−21.1% | Reduced |
| Swiss National Bank | 42,500 | $9.79M | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 42,976 | $9.90M | 0.01% | −18,821−30.5% | Reduced |
| Wellington Management Group LLP | 44,291 | $10.2M | 0.00% | −10,966−19.8% | Reduced |
| Atika Capital Management LLC | 44,500 | $10.2M | 1.07% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 48,995 | $11.3M | 0.00% | −774−1.6% | Reduced |
| Nuveen, LLC | 52,259 | $12.0M | 0.00% | −72,635−58.2% | Reduced |
| Millennium Management LLC | 52,285 | $12.0M | 0.01% | +34,230+189.6% | Added |
| Macquarie Group Ltd | 54,790 | $12.6M | 0.02% | −251,843−82.1% | Reduced |
| EULAV Asset Management | 55,449 | $12.8M | 0.30% | 00.0% | Unchanged |
| Blair William & Co | 56,337 | $13.0M | 0.04% | −156−0.3% | Reduced |
| Marshall Wace, LLP | 57,429 | $13.2M | 0.02% | +55,277+2,568.6% | Added |
| CTF Capital Management, LP | 61,253 | $14.1M | 8.35% | +61,253 | New |
| Victory Capital Management Inc | 62,089 | $14.3M | 0.01% | −7,518−10.8% | Reduced |
| Rhumbline Advisers | 64,023 | $14.7M | 0.01% | −206−0.3% | Reduced |
| Man Group plc | 66,666 | $15.4M | 0.03% | +4,907+7.9% | Added |
| Envestnet Asset Management Inc | 67,728 | $15.6M | 0.00% | −2,701−3.8% | Reduced |
| Goldman Sachs Group Inc | 68,494 | $15.8M | 0.00% | +1,717+2.6% | Added |
| Russell Investments Group, Ltd. | 70,407 | $16.2M | 0.02% | +702+1.0% | Added |
| Sellaronda Global Management LP | 85,000 | $19.6M | 17.17% | +5,000+6.3% | Added |
| Jennison Associates LLC | 90,171 | $20.8M | 0.01% | +28,986+47.4% | Added |
| Raymond James Financial Inc | 94,155 | $21.7M | 0.01% | +2,440+2.7% | Added |
| UBS Asset Management Americas Inc | 94,459 | $21.8M | 0.00% | +21,734+29.9% | Added |
| Royal Bank of Canada | 97,111 | $22.4M | 0.00% | +51,659+113.7% | Added |
| UBS Group AG | 101,781 | $23.4M | 0.00% | +31,710+45.3% | Added |
| Wells Fargo & Company | 102,637 | $23.6M | 0.01% | +770+0.8% | Added |
| Caisse de Depot Et Placement du Quebec | 109,866 | $25.3M | 0.05% | −20,871−16.0% | Reduced |
| Squarepoint Ops LLC | 126,689 | $29.2M | 0.06% | +25,313+25.0% | Added |
| Jacobs Levy Equity Management, Inc | 131,532 | $30.3M | 0.12% | −41,440−24.0% | Reduced |
| Janus Henderson Group PLC | 131,830 | $30.4M | 0.01% | −17,349−11.6% | Reduced |
| Greenstone Partners & Co., LLC | 134,229 | $30.9M | 7.24% | +22,489+20.1% | Added |
| Bank of America Corp | 140,505 | $32.4M | 0.00% | +4,167+3.1% | Added |
| Ranger Investment Management, L.P. | 140,685 | $32.4M | 2.26% | +20,807+17.4% | Added |
| First Trust Advisors LP | 144,712 | $33.3M | 0.03% | −53,799−27.1% | Reduced |
| Norges Bank | 149,491 | $34.4M | 0.00% | −108,488−42.1% | Reduced |
| Insight Holdings Group, LLC | 152,600 | $35.1M | 1.47% | +152,600 | New |
| Charles Schwab Investment Management Inc | 159,670 | $36.8M | 0.01% | +127+0.1% | Added |
| GW&K Investment Management, LLC | 165,407 | $38.1M | 0.34% | −16,242−8.9% | Reduced |
| Fiera Capital Corp | 166,161 | $38.3M | 0.13% | +2,923+1.8% | Added |
| Northern Trust Corp | 191,259 | $44.0M | 0.01% | −2,521−1.3% | Reduced |
| Bank of New York Mellon Corp | 221,812 | $51.1M | 0.01% | +13,493+6.5% | Added |
| Brown Advisory Inc | 222,889 | $51.3M | 0.07% | +96,470+76.3% | Added |
| New York State Common Retirement Fund | 224,737 | $51.8M | 0.07% | −735−0.3% | Reduced |
| Renaissance Technologies LLC | 229,100 | $52.8M | 0.07% | −47,800−17.3% | Reduced |
| Caledonia (Private) Investments Pty Ltd | 238,880 | $55.0M | 0.87% | +238,880 | New |
| Dimensional Fund Advisors LP | 266,040 | $61.3M | 0.01% | +17,092+6.9% | Added |
| Long Walk Management LP | 276,325 | $63.6M | 16.11% | +121,525+78.5% | Added |
| Arrowstreet Capital, Limited Partnership | 292,771 | $67.4M | 0.05% | −5,125−1.7% | Reduced |
| Invesco Ltd. | 313,873 | $72.3M | 0.01% | −33,252−9.6% | Reduced |
| Morgan Stanley | 375,436 | $86.5M | 0.01% | +108,215+40.5% | Added |
| Geode Capital Management, LLC | 438,522 | $101.0M | 0.01% | +1,458+0.3% | Added |
| Price T Rowe Associates Inc | 454,478 | $104.7M | 0.01% | +399,838+731.8% | Added |
| DF Dent & Co Inc | 494,818 | $113.9M | 1.45% | +102,915+26.3% | Added |
| Nellore Capital Management LLC | 506,892 | $116.7M | 13.09% | +104,153+25.9% | Added |
| Gilder Gagnon Howe & Co LLC | 525,334 | $121.0M | 1.28% | −7,266−1.4% | Reduced |
| FMR LLC | 574,363 | $132.3M | 0.01% | −271,815−32.1% | Reduced |
| Brown Capital Management LLC | 578,745 | $133.3M | 3.88% | −33,084−5.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 686,460 | $158.1M | 0.38% | −87,119−11.3% | Reduced |
| State Street Corp | 692,171 | $159.4M | 0.01% | −21,883−3.1% | Reduced |
| William Blair Investment Management, LLC | 733,428 | $168.9M | 0.45% | +310,834+73.6% | Added |
| Principal Financial Group Inc | 832,891 | $191.8M | 0.10% | +431,003+107.2% | Added |
| Ashe Capital Management, LP | 1,331,260 | $306.6M | 23.89% | +195,148+17.2% | Added |
| BlackRock, Inc. | 2,356,065 | $542.6M | 0.01% | −48,715−2.0% | Reduced |
| Vanguard Group Inc | 2,403,717 | $553.5M | 0.01% | −34,712−1.4% | Reduced |
| Activest Wealth Management | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Zeno Equity Partners LLP | 0 | $0 | 0.00% | −88,789−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −68,135−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −46,368−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −42,558−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −31,707−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −25,917−100.0% | Sold out |
| Oberndorf William E | 0 | $0 | 0.00% | −24,184−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −22,733−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −21,171−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,896−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −8,842−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −8,757−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −8,639−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −7,473−100.0% | Sold out |