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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 11,662 | $2.69M | 0.00% | +1,383+13.5% | Added |
| Mutual of America Capital Management LLC | 11,462 | $2.64M | 0.03% | −500−4.2% | Reduced |
| Amalgamated Bank | 11,022 | $2.54M | 0.02% | −44−0.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,008 | $2.53M | 0.00% | +30+0.3% | Added |
| State of Tennessee, Treasury Department | 10,923 | $2.52M | 0.01% | +2,000+22.4% | Added |
| Creative Planning | 10,729 | $2.47M | 0.00% | −1,363−11.3% | Reduced |
| Barclays PLC | 10,668 | $2.46M | 0.00% | −195−1.8% | Reduced |
| Daiwa Securities Group Inc. | 10,413 | $2.40M | 0.01% | −800−7.1% | Reduced |
| Treasurer of the State of North Carolina | 10,273 | $2.37M | 0.01% | −97−0.9% | Reduced |
| Neuberger Berman Group LLC | 10,155 | $2.34M | 0.00% | −1,371−11.9% | Reduced |
| Martingale Asset Management L P | 10,091 | $2.32M | 0.06% | −24,269−70.6% | Reduced |
| Virginia Retirement Systems Et Al | 9,621 | $2.22M | 0.02% | −3,100−24.4% | Reduced |
| Voya Investment Management LLC | 9,551 | $2.20M | 0.00% | −164−1.7% | Reduced |
| Nisa Investment Advisors, LLC | 9,370 | $2.16M | 0.01% | +3,621+63.0% | Added |
| Davidson Kahn Capital Management, LLC | 9,225 | $2.13M | 1.36% | +569+6.6% | Added |
| State of New Jersey Common Pension Fund D | 9,041 | $2.08M | 0.01% | +44+0.5% | Added |
| New York State Teachers Retirement System | 8,940 | $2.06M | 0.00% | +167+1.9% | Added |
| AQR Capital Management LLC | 8,532 | $1.94M | 0.00% | −175,535−95.4% | Reduced |
| Intech Investment Management LLC | 8,415 | $1.94M | 0.02% | +8,415 | New |
| Police & Firemen's Retirement System of New Jersey | 8,214 | $1.89M | 0.02% | −26−0.3% | Reduced |
| King Luther Capital Management Corp | 7,744 | $1.78M | 0.01% | +7,744 | New |
| Yousif Capital Management, LLC | 7,734 | $1.78M | 0.02% | −191−2.4% | Reduced |
| Nebula Research & Development LLC | 7,711 | $1.78M | 0.15% | +7,711 | New |
| Burney Co | 7,709 | $1.78M | 0.06% | −899−10.4% | Reduced |
| Ensign Peak Advisors, Inc | 7,663 | $1.76M | 0.00% | −7,098−48.1% | Reduced |
| State of Wisconsin Investment Board | 7,599 | $1.75M | 0.00% | −1,241−14.0% | Reduced |
| Public Employees Retirement System of Ohio | 7,340 | $1.69M | 0.01% | −144−1.9% | Reduced |
| Comerica Bank | 7,199 | $1.66M | 0.01% | +72+1.0% | Added |
| Assenagon Asset Management S.A. | 6,923 | $1.59M | 0.00% | +6,923 | New |
| Parnassus Investments | 6,858 | $1.58M | 0.00% | +995+17.0% | Added |
| Zions Bancorporation, National Association | 6,766 | $1.56M | 0.08% | +972+16.8% | Added |
| Susquehanna International Group, LLP | 6,753 | $1.56M | 0.00% | +6,753 | New |
| Assetmark, Inc | 6,683 | $1.54M | 0.00% | −2,658−28.5% | Reduced |
| Citigroup Inc | 6,509 | $1.50M | 0.00% | −152−2.3% | Reduced |
| Louisiana State Employees Retirement System | 6,500 | $1.50M | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,489 | $1.49M | 0.01% | +215+3.4% | Added |
| Teachers Retirement System of the State of Kentucky | 6,200 | $1.43M | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,142 | $1.41M | 0.06% | +6,142 | New |
| Illinois Municipal Retirement Fund | 6,115 | $1.41M | 0.02% | +2,834+86.4% | Added |
| Point72 Asset Management, L.P. | 6,103 | $1.41M | 0.00% | +6,103 | New |
| Evanson Asset Management, LLC | 6,000 | $1.38M | 0.09% | −87−1.4% | Reduced |
| Redwood Investment Management, LLC | 5,967 | $1.37M | 0.15% | +5,967 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,921 | $1.36M | 0.01% | +365+6.6% | Added |
| M&T Bank Corp | 5,842 | $1.35M | 0.00% | +313+5.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,634 | $1.30M | 0.00% | +3,726+195.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,633 | $1.30M | 0.00% | −109−1.9% | Reduced |
| State of Michigan Retirement System | 5,500 | $1.27M | 0.01% | −100−1.8% | Reduced |
| Graham Capital Management, L.P. | 5,477 | $1.26M | 0.04% | −6,392−53.9% | Reduced |
| Thrivent Financial for Lutherans | 5,426 | $1.25M | 0.00% | −23−0.4% | Reduced |
| Handelsbanken Fonder AB | 5,200 | $1.20M | 0.00% | −2,400−31.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,146 | $1.19M | 0.02% | −22−0.4% | Reduced |
| New Age Alpha Advisors, LLC | 5,141 | $1.18M | 0.05% | +463+9.9% | Added |
| Versor Investments LP | 5,111 | $1.18M | 0.21% | +3,570+231.7% | Added |
| Commonwealth Equity Services, LLC | 4,962 | $1.14M | 0.00% | −1,786−26.5% | Reduced |
| Oppenheimer Asset Management Inc. | 4,906 | $1.13M | 0.01% | −143−2.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,886 | $1.13M | 0.01% | +4,886 | New |
| Legato Capital Management LLC | 4,752 | $1.09M | 0.13% | −650−12.0% | Reduced |
| Oregon Public Employees Retirement Fund | 4,735 | $1.09M | 0.02% | −27−0.6% | Reduced |
| KLP Kapitalforvaltning AS | 4,700 | $1.08M | 0.00% | −900−16.1% | Reduced |
| Xponance, Inc. | 4,669 | $1.08M | 0.01% | −84−1.8% | Reduced |
| PDT Partners, LLC | 4,564 | $1.05M | 0.06% | −1,140−20.0% | Reduced |
| First Citizens Bank & Trust Co | 4,556 | $1.05M | 0.02% | +3,301+263.0% | Added |
| Ameritas Investment Partners, Inc. | 4,475 | $1.03M | 0.03% | −148−3.2% | Reduced |
| American Century Companies Inc | 4,466 | $1.03M | 0.00% | +387+9.5% | Added |
| South Dakota Investment Council | 4,300 | $990.0K | 0.02% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 4,263 | $981.7K | 0.47% | +600+16.4% | Added |
| Resona Asset Management Co.,Ltd. | 4,203 | $967.9K | 0.00% | +4,203 | New |
| New Mexico Educational Retirement Board | 4,200 | $967.0K | 0.03% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 4,195 | $966.0K | 0.07% | +1,302+45.0% | Added |
| ING Groep NV | 3,900 | $898.1K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 3,885 | $894.6K | 0.00% | +253+7.0% | Added |
| Atria Investments LLC | 3,830 | $882.0K | 0.01% | +178+4.9% | Added |
| Portside Wealth Group, LLC | 3,828 | $881.5K | 0.13% | +307+8.7% | Added |
| Norden Group LLC | 3,801 | $875.3K | 0.10% | +100+2.7% | Added |
| National Philanthropic Trust | 3,700 | $852.0K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 3,681 | $847.7K | 0.01% | +3,681 | New |
| Mach-1 Financial Group, Inc. | 3,488 | $803.2K | 0.23% | +3,488 | New |
| Index Fund Advisors, Inc. | 3,373 | $776.7K | 0.04% | +3,373 | New |
| Pictet Asset Management Holding SA | 3,365 | $774.3K | 0.00% | −82−2.4% | Reduced |
| Alpha Wealth Funds, LLC | 3,400 | $772.9K | 0.72% | −600−15.0% | Reduced |
| Vident Advisory, LLC | 3,219 | $741.3K | 0.01% | +415+14.8% | Added |
| Bank of Montreal | 3,210 | $739.2K | 0.00% | −425−11.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,190 | $734.6K | 0.01% | +338+11.9% | Added |
| Curbstone Financial Management Corp | 3,090 | $711.6K | 0.15% | +250+8.8% | Added |
| DGS Capital Management, LLC | 3,036 | $699.1K | 0.14% | +18+0.6% | Added |
| Allianz Asset Management GmbH | 2,927 | $674.0K | 0.00% | −2,626−47.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,829 | $666.2K | 0.02% | −1,757−38.3% | Reduced |
| Unique Wealth Strategies, LLC | 2,773 | $638.5K | 0.27% | +265+10.6% | Added |
| Entropy Technologies, LP | 2,730 | $628.7K | 0.05% | +2,730 | New |
| Callan Family Office, LLC | 2,720 | $626.4K | 0.02% | +2,720 | New |
| Ami Asset Management Corp | 2,718 | $625.9K | 0.04% | −2,314−46.0% | Reduced |
| Edgestream Partners, L.P. | 2,648 | $609.8K | 0.02% | −11,533−81.3% | Reduced |
| State of Alaska, Department of Revenue | 2,595 | $597.0K | 0.01% | −125−4.6% | Reduced |
| HighTower Advisors, LLC | 2,551 | $587.5K | 0.00% | −331−11.5% | Reduced |
| Baird Financial Group, Inc. | 2,530 | $582.6K | 0.00% | +343+15.7% | Added |
| LVZ Advisors, Inc. | 2,442 | $562.3K | 0.07% | +5+0.2% | Added |
| Lazard Asset Management LLC | 2,425 | $557.0K | 0.00% | −16,971−87.5% | Reduced |
| JustInvest LLC | 2,389 | $550.1K | 0.01% | −203−7.8% | Reduced |
| ISAM Funds (UK) Ltd | 2,385 | $549.2K | 0.12% | +2,385 | New |
| Natixis | 2,373 | $546.5K | 0.00% | +74+3.2% | Added |