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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
Public Employees Retirement Association of Colorado2,354$542.0K0.00%00.0%Unchanged
New York Life Investment Management LLC2,345$540.0K0.01%−29−1.2%Reduced
Precision Wealth Strategies, LLC2,311$532.2K0.17%−8−0.3%Reduced
Cetera Investment Advisers2,222$511.7K0.00%+387+21.1%Added
The PNC Financial Services Group, Inc.2,202$507.1K0.00%+345+18.6%Added
Bessemer Group Inc2,203$507.0K0.00%−2,223−50.2%Reduced
Global Endowment Management, LP2,194$505.2K0.07%00.0%Unchanged
Bryce Point Capital, LLC2,178$501.6K0.42%+2,178New
Aviva PLC2,153$495.8K0.00%−671−23.8%Reduced
BNP Paribas Arbitrage, SA2,138$492.3K0.00%−5,848−73.2%Reduced
Grandeur Peak Global Advisors, LLC2,106$485.0K0.06%+2,106New
Woodline Partners LP2,070$476.7K0.00%+316+18.0%Added
Commerce Bank2,045$470.9K0.00%00.0%Unchanged
US Bancorp2,022$465.6K0.00%+300+17.4%Added
Rathbone Brothers plc2,000$460.6K0.00%00.0%Unchanged
Beacon Pointe Advisors, LLC1,995$459.4K0.00%00.0%Unchanged
Banque Pictet & Cie SA1,984$456.9K0.00%−134−6.3%Reduced
Diversify Wealth Management, LLC1,590$433.2K0.03%−137−7.9%Reduced
Gotham Asset Management, LLC1,869$430.4K0.00%−511−21.5%Reduced
Prudential Financial Inc1,867$429.6K0.00%−3,722−66.6%Reduced
Readystate Asset Management LP1,837$423.0K0.02%+1,837New
Deutsche Bank AG1,832$421.9K0.00%−530−22.4%Reduced
Guggenheim Capital LLC1,792$412.7K0.00%−146−7.5%Reduced
Securian Asset Management, Inc1,789$412.0K0.01%00.0%Unchanged
Moody Aldrich Partners LLC1,712$394.2K0.08%−27−1.6%Reduced
Bank of Nova Scotia1,691$389.5K0.00%+1,691New
Federated Hermes, Inc.1,685$387.9K0.00%−10,051−85.6%Reduced
Alps Advisors Inc1,680$386.9K0.00%+20+1.2%Added
Captrust Financial Advisors1,635$376.5K0.00%−891−35.3%Reduced
Independent Advisor Alliance1,625$374.2K0.01%−617−27.5%Reduced
Alliance Wealth Advisors, LLC1,625$374.2K0.09%−133−7.6%Reduced
Summit Global Investments1,577$363.0K0.02%−75−4.5%Reduced
Snowden Capital Advisors LLC1,552$357.4K0.01%+7+0.5%Added
TownSquare Capital, LLC1,544$355.6K0.03%−18,872−92.4%Reduced
HMS Capital Management, LLC1,538$354.2K0.16%−52−3.3%Reduced
Crossmark Global Holdings, Inc.1,510$347.7K0.01%−99−6.2%Reduced
DekaBank Deutsche Girozentrale1,523$346.0K0.00%+559+58.0%Added
MML Investors Services, LLC1,500$345.0K0.00%+52+3.6%Added
Fiduciary Trust Co1,470$338.5K0.00%+6+0.4%Added
Linden Thomas Advisory Services, LLC1,469$338.3K0.04%+75+5.4%Added
EP Wealth Advisors, LLC1,457$335.5K0.00%+3+0.2%Added
Mutual Advisors, LLC1,268$335.4K0.01%−9−0.7%Reduced
Burns Matteson Capital Management, LLC1,441$331.8K0.16%+7+0.5%Added
Bridgefront Capital, LLC1,432$329.8K0.09%+1,432New
Quest Partners LLC1,408$324.2K0.03%+528+60.0%Added
Bokf, NA1,399$322.2K0.01%+1,399New
Allspring Global Investments Holdings, LLC1,380$317.1K0.00%−11,026−88.9%Reduced
Cerity Partners LLC1,342$309.0K0.00%−7,911−85.5%Reduced
First Bank & Trust1,307$301.0K0.05%+104+8.6%Added
Summit Trail Advisors, LLC1,289$296.8K0.01%+1,289New
Engineers Gate Manager LP1,284$295.7K0.00%−4,350−77.2%Reduced
Two Sigma Securities, LLC1,261$290.4K0.04%−1,274−50.3%Reduced
Park Avenue Securities LLC1,251$288.0K0.00%+1,251New
CWM Advisors, LLC1,236$284.6K0.03%−170−12.1%Reduced
Mercer Global Advisors Inc1,205$277.5K0.00%−636−34.5%Reduced
Cullinan Associates Inc1,200$276.3K0.02%00.0%Unchanged
Utah Retirement Systems1,162$267.6K0.00%−38−3.2%Reduced
Janney Montgomery Scott LLC1,134$261.0K0.00%−255−18.4%Reduced
Freestone Grove Partners LP1,130$260.2K0.00%+1,130New
State of Wyoming1,114$256.5K0.03%−1,109−49.9%Reduced
Gallacher Capital Management LLC1,109$255.4K0.12%−1,051−48.7%Reduced
Lewis Asset Management, LLC1,105$254.5K0.12%+17+1.6%Added
Somerset Trust Co1,105$254.5K0.08%+69+6.7%Added
First Foundation Advisors1,098$252.8K0.01%00.0%Unchanged
Covestor Ltd1,093$252.0K0.15%+60+5.8%Added
Strategic Advocates LLC1,088$250.5K0.07%+98+9.9%Added
Wallace Advisory Group, LLC1,134$249.4K0.18%+1,134New
ProShare Advisors LLC1,078$248.2K0.00%+37+3.6%Added
Maryland State Retirement & Pension System1,059$243.9K0.01%00.0%Unchanged
Motley Fool Asset Management LLC1,048$241.3K0.01%+93+9.7%Added
denkapparat Operations GmbH1,036$238.6K0.19%−20−1.9%Reduced
Capstone Investment Advisors, LLC1,031$237.4K0.00%+1,031New
Ieq Capital, LLC1,021$235.1K0.00%−11,414−91.8%Reduced
Ashton Thomas Private Wealth, LLC1,010$232.6K0.01%+1,010New
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
Arlington Financial Advisors, LLC952$219.2K0.04%00.0%Unchanged
Parallel Advisors, LLC912$210.0K0.00%−131−12.6%Reduced
Kensington Investment Counsel, LLC900$207.3K0.09%+900New
Citadel Advisors LLC886$204.0K0.00%−35,758−97.6%Reduced
Sanctuary Advisors, LLC886$204.0K0.00%+886New
Cache Advisors, LLC883$203.3K0.06%+883New
Cottonwood Capital Advisors, LLC876$201.7K0.14%+876New
Delap Wealth Advisory, LLC876$201.7K0.10%+876New
Bayforest Capital Ltd869$200.1K0.09%−665−43.4%Reduced
IFP Advisors, Inc470$180.5K0.01%−172−26.8%Reduced
St Germain D J Co Inc727$167.4K0.01%+727New
CWM, LLC711$164.0K0.00%−3,663−83.7%Reduced
Aster Capital Management (DIFC) Ltd684$157.5K0.04%+340+98.8%Added
Smartleaf Asset Management LLC608$138.2K0.01%+95+18.5%Added
Tower Research Capital LLC (TRC)587$135.2K0.00%−46−7.3%Reduced
KBC Group NV579$133.0K0.00%−427−42.4%Reduced
First Horizon Advisors, Inc.564$129.9K0.00%+10+1.8%Added
Advisor Group Holdings, Inc.553$124.2K0.00%+402+266.2%Added
STRS Ohio525$120.9K0.00%+525New
Exchange Traded Concepts, LLC500$115.1K0.00%+36+7.8%Added
Harbor Investment Advisory, LLC467$107.5K0.01%00.0%Unchanged
Advisors Asset Management, Inc.420$96.7K0.00%−74−15.0%Reduced
Reyes Financial Architecture, Inc.418$96.3K0.08%+418New