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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 2,354 | $542.0K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 2,345 | $540.0K | 0.01% | −29−1.2% | Reduced |
| Precision Wealth Strategies, LLC | 2,311 | $532.2K | 0.17% | −8−0.3% | Reduced |
| Cetera Investment Advisers | 2,222 | $511.7K | 0.00% | +387+21.1% | Added |
| The PNC Financial Services Group, Inc. | 2,202 | $507.1K | 0.00% | +345+18.6% | Added |
| Bessemer Group Inc | 2,203 | $507.0K | 0.00% | −2,223−50.2% | Reduced |
| Global Endowment Management, LP | 2,194 | $505.2K | 0.07% | 00.0% | Unchanged |
| Bryce Point Capital, LLC | 2,178 | $501.6K | 0.42% | +2,178 | New |
| Aviva PLC | 2,153 | $495.8K | 0.00% | −671−23.8% | Reduced |
| BNP Paribas Arbitrage, SA | 2,138 | $492.3K | 0.00% | −5,848−73.2% | Reduced |
| Grandeur Peak Global Advisors, LLC | 2,106 | $485.0K | 0.06% | +2,106 | New |
| Woodline Partners LP | 2,070 | $476.7K | 0.00% | +316+18.0% | Added |
| Commerce Bank | 2,045 | $470.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,022 | $465.6K | 0.00% | +300+17.4% | Added |
| Rathbone Brothers plc | 2,000 | $460.6K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,995 | $459.4K | 0.00% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 1,984 | $456.9K | 0.00% | −134−6.3% | Reduced |
| Diversify Wealth Management, LLC | 1,590 | $433.2K | 0.03% | −137−7.9% | Reduced |
| Gotham Asset Management, LLC | 1,869 | $430.4K | 0.00% | −511−21.5% | Reduced |
| Prudential Financial Inc | 1,867 | $429.6K | 0.00% | −3,722−66.6% | Reduced |
| Readystate Asset Management LP | 1,837 | $423.0K | 0.02% | +1,837 | New |
| Deutsche Bank AG | 1,832 | $421.9K | 0.00% | −530−22.4% | Reduced |
| Guggenheim Capital LLC | 1,792 | $412.7K | 0.00% | −146−7.5% | Reduced |
| Securian Asset Management, Inc | 1,789 | $412.0K | 0.01% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 1,712 | $394.2K | 0.08% | −27−1.6% | Reduced |
| Bank of Nova Scotia | 1,691 | $389.5K | 0.00% | +1,691 | New |
| Federated Hermes, Inc. | 1,685 | $387.9K | 0.00% | −10,051−85.6% | Reduced |
| Alps Advisors Inc | 1,680 | $386.9K | 0.00% | +20+1.2% | Added |
| Captrust Financial Advisors | 1,635 | $376.5K | 0.00% | −891−35.3% | Reduced |
| Independent Advisor Alliance | 1,625 | $374.2K | 0.01% | −617−27.5% | Reduced |
| Alliance Wealth Advisors, LLC | 1,625 | $374.2K | 0.09% | −133−7.6% | Reduced |
| Summit Global Investments | 1,577 | $363.0K | 0.02% | −75−4.5% | Reduced |
| Snowden Capital Advisors LLC | 1,552 | $357.4K | 0.01% | +7+0.5% | Added |
| TownSquare Capital, LLC | 1,544 | $355.6K | 0.03% | −18,872−92.4% | Reduced |
| HMS Capital Management, LLC | 1,538 | $354.2K | 0.16% | −52−3.3% | Reduced |
| Crossmark Global Holdings, Inc. | 1,510 | $347.7K | 0.01% | −99−6.2% | Reduced |
| DekaBank Deutsche Girozentrale | 1,523 | $346.0K | 0.00% | +559+58.0% | Added |
| MML Investors Services, LLC | 1,500 | $345.0K | 0.00% | +52+3.6% | Added |
| Fiduciary Trust Co | 1,470 | $338.5K | 0.00% | +6+0.4% | Added |
| Linden Thomas Advisory Services, LLC | 1,469 | $338.3K | 0.04% | +75+5.4% | Added |
| EP Wealth Advisors, LLC | 1,457 | $335.5K | 0.00% | +3+0.2% | Added |
| Mutual Advisors, LLC | 1,268 | $335.4K | 0.01% | −9−0.7% | Reduced |
| Burns Matteson Capital Management, LLC | 1,441 | $331.8K | 0.16% | +7+0.5% | Added |
| Bridgefront Capital, LLC | 1,432 | $329.8K | 0.09% | +1,432 | New |
| Quest Partners LLC | 1,408 | $324.2K | 0.03% | +528+60.0% | Added |
| Bokf, NA | 1,399 | $322.2K | 0.01% | +1,399 | New |
| Allspring Global Investments Holdings, LLC | 1,380 | $317.1K | 0.00% | −11,026−88.9% | Reduced |
| Cerity Partners LLC | 1,342 | $309.0K | 0.00% | −7,911−85.5% | Reduced |
| First Bank & Trust | 1,307 | $301.0K | 0.05% | +104+8.6% | Added |
| Summit Trail Advisors, LLC | 1,289 | $296.8K | 0.01% | +1,289 | New |
| Engineers Gate Manager LP | 1,284 | $295.7K | 0.00% | −4,350−77.2% | Reduced |
| Two Sigma Securities, LLC | 1,261 | $290.4K | 0.04% | −1,274−50.3% | Reduced |
| Park Avenue Securities LLC | 1,251 | $288.0K | 0.00% | +1,251 | New |
| CWM Advisors, LLC | 1,236 | $284.6K | 0.03% | −170−12.1% | Reduced |
| Mercer Global Advisors Inc | 1,205 | $277.5K | 0.00% | −636−34.5% | Reduced |
| Cullinan Associates Inc | 1,200 | $276.3K | 0.02% | 00.0% | Unchanged |
| Utah Retirement Systems | 1,162 | $267.6K | 0.00% | −38−3.2% | Reduced |
| Janney Montgomery Scott LLC | 1,134 | $261.0K | 0.00% | −255−18.4% | Reduced |
| Freestone Grove Partners LP | 1,130 | $260.2K | 0.00% | +1,130 | New |
| State of Wyoming | 1,114 | $256.5K | 0.03% | −1,109−49.9% | Reduced |
| Gallacher Capital Management LLC | 1,109 | $255.4K | 0.12% | −1,051−48.7% | Reduced |
| 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 |
| First Foundation Advisors | 1,098 | $252.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,093 | $252.0K | 0.15% | +60+5.8% | Added |
| Strategic Advocates LLC | 1,088 | $250.5K | 0.07% | +98+9.9% | Added |
| Wallace Advisory Group, LLC | 1,134 | $249.4K | 0.18% | +1,134 | New |
| ProShare Advisors LLC | 1,078 | $248.2K | 0.00% | +37+3.6% | Added |
| Maryland State Retirement & Pension System | 1,059 | $243.9K | 0.01% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 1,048 | $241.3K | 0.01% | +93+9.7% | Added |
| denkapparat Operations GmbH | 1,036 | $238.6K | 0.19% | −20−1.9% | Reduced |
| Capstone Investment Advisors, LLC | 1,031 | $237.4K | 0.00% | +1,031 | New |
| Ieq Capital, LLC | 1,021 | $235.1K | 0.00% | −11,414−91.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,010 | $232.6K | 0.01% | +1,010 | New |
| 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 |
| Arlington Financial Advisors, LLC | 952 | $219.2K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 912 | $210.0K | 0.00% | −131−12.6% | Reduced |
| Kensington Investment Counsel, LLC | 900 | $207.3K | 0.09% | +900 | New |
| Citadel Advisors LLC | 886 | $204.0K | 0.00% | −35,758−97.6% | Reduced |
| Sanctuary Advisors, LLC | 886 | $204.0K | 0.00% | +886 | New |
| Cache Advisors, LLC | 883 | $203.3K | 0.06% | +883 | New |
| Cottonwood Capital Advisors, LLC | 876 | $201.7K | 0.14% | +876 | New |
| Delap Wealth Advisory, LLC | 876 | $201.7K | 0.10% | +876 | New |
| Bayforest Capital Ltd | 869 | $200.1K | 0.09% | −665−43.4% | Reduced |
| IFP Advisors, Inc | 470 | $180.5K | 0.01% | −172−26.8% | Reduced |
| St Germain D J Co Inc | 727 | $167.4K | 0.01% | +727 | New |
| CWM, LLC | 711 | $164.0K | 0.00% | −3,663−83.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 684 | $157.5K | 0.04% | +340+98.8% | Added |
| Smartleaf Asset Management LLC | 608 | $138.2K | 0.01% | +95+18.5% | Added |
| Tower Research Capital LLC (TRC) | 587 | $135.2K | 0.00% | −46−7.3% | Reduced |
| KBC Group NV | 579 | $133.0K | 0.00% | −427−42.4% | Reduced |
| First Horizon Advisors, Inc. | 564 | $129.9K | 0.00% | +10+1.8% | Added |
| Advisor Group Holdings, Inc. | 553 | $124.2K | 0.00% | +402+266.2% | Added |
| STRS Ohio | 525 | $120.9K | 0.00% | +525 | New |
| Exchange Traded Concepts, LLC | 500 | $115.1K | 0.00% | +36+7.8% | Added |
| Harbor Investment Advisory, LLC | 467 | $107.5K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 420 | $96.7K | 0.00% | −74−15.0% | Reduced |
| Reyes Financial Architecture, Inc. | 418 | $96.3K | 0.08% | +418 | New |