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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
Principal Securities, Inc.391$90.0K0.00%+331+551.7%Added
Jones Financial Companies LLLP396$90.0K0.00%+54+15.8%Added
Oliver Lagore Vanvalin Investment Group409$89.9K0.04%+409New
Mirae Asset Global ETFs Holdings Ltd.382$88.0K0.00%−2−0.5%Reduced
GAMMA Investing LLC329$75.8K0.00%−24−6.8%Reduced
Umb Bank N A289$66.6K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.256$59.0K0.00%−15−5.5%Reduced
Clearstead Advisors, LLC247$56.9K0.00%+139+128.7%Added
Mount Yale Investment Advisors, LLC240$55.3K0.00%+240New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.225$52.0K0.00%+225New
Huntington National Bank200$46.1K0.00%+74+58.7%Added
Signaturefd, LLC193$44.4K0.00%−50−20.6%Reduced
Fifth Third Bancorp161$37.1K0.00%−18−10.1%Reduced
Versant Capital Management, Inc144$33.2K0.01%−59−29.1%Reduced
Danske Bank A/S132$30.4K0.00%−8,544−98.5%Reduced
Allworth Financial LP132$30.4K0.00%−30−18.5%Reduced
Northwestern Mutual Wealth Management Co129$29.7K0.00%+23+21.7%Added
Tidemark, LLC120$27.6K0.01%+95+380.0%Added
Steward Partners Investment Advisory, LLC90$20.7K0.00%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.73$16.9K0.00%−5−6.4%Reduced
Skopos Labs, Inc.58$13.4K0.00%−38−39.6%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.56$12.9K0.00%00.0%Unchanged
Global Retirement Partners, LLC51$11.7K0.00%+51New
MAI Capital Management50$11.5K0.00%00.0%Unchanged
Rise Advisors, LLC48$11.1K0.00%00.0%Unchanged
Park Place Capital Corp48$11.0K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd44$10.1K0.01%−207−82.5%Reduced
Park Square Financial Group, LLC44$10.1K0.01%00.0%Unchanged
Wolff Wiese Magana LLC42$9.67K0.01%00.0%Unchanged
Bell Investment Advisors, Inc42$9.67K0.00%+10+31.3%Added
Ci Investments Inc.39$9.00K0.00%−1−2.5%Reduced
Iron Horse Wealth Management, LLC36$8.29K0.00%00.0%Unchanged
CoreCap Advisors, LLC35$8.06K0.00%+6+20.7%Added
EverSource Wealth Advisors, LLC33$7.60K0.00%−45−57.7%Reduced
Sterling Capital Management LLC32$7.37K0.00%−44−57.9%Reduced
Hantz Financial Services, Inc.30$7.00K0.00%+25+500.0%Added
Private Wealth Management Group, LLC26$5.99K0.00%+8+44.4%Added
SRS Capital Advisors, Inc.26$5.99K0.00%−6−18.8%Reduced
Asset Dedication, LLC23$5.30K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.23$5.30K0.01%00.0%Unchanged
Massmutual Trust Co FSB21$4.84K0.00%−35−62.5%Reduced
Optiver Holding B.V.19$4.38K0.00%+19New
Twin Peaks Wealth Advisors, LLC15$4.09K0.00%+15New
SBI Securities Co., Ltd.17$3.92K0.00%−34−66.7%Reduced
Globeflex Capital L P17$3.92K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc17$3.92K0.00%+3+21.4%Added
Hollencrest Capital Management15$3.45K0.00%00.0%Unchanged
Bogart Wealth, LLC15$3.45K0.00%00.0%Unchanged
Fortitude Family Office, LLC15$3.45K0.00%+15New
North Capital, Inc.14$3.22K0.00%00.0%Unchanged
Parkside Financial Bank & Trust13$2.99K0.00%−5−27.8%Reduced
Point72 Asia (Singapore) Pte. Ltd.12$2.80K0.00%+12New
Whittier Trust Co of Nevada Inc12$2.76K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.12$2.76K0.00%+12New
NewSquare Capital LLC10$2.30K0.00%+1+11.1%Added
Anfield Capital Management, LLC9$2.07K0.00%00.0%Unchanged
Atlantic Trust, LLC9$2.07K0.00%+9New
Capital Advisors, Ltd. LLC8$2.00K0.00%00.0%Unchanged
Hemington Wealth Management10$2.00K0.00%+4+66.7%Added
Farther Finance Advisors, LLC8$1.84K0.00%−2−20.0%Reduced
Federation des caisses Desjardins du Quebec7$1.61K0.00%+5+250.0%Added
Private Trust Co NA6$1.38K0.00%00.0%Unchanged
TD Private Client Wealth LLC6$1.38K0.00%+6New
Sierra Ocean, LLC5$1.15K0.00%00.0%Unchanged
Bare Financial Services, Inc5$1.15K0.00%+5New
Spire Wealth Management4$1.00K0.00%+4New
JFS Wealth Advisors, LLC4$9220.00%00.0%Unchanged
Abound Wealth Management4$9220.00%00.0%Unchanged
True Wealth Design, LLC3$6910.00%−187−98.4%Reduced
South State Corp.3$6910.00%−2−40.0%Reduced
Geneos Wealth Management Inc.3$6910.00%+3New
Larson Financial Group LLC2$4610.00%−4−66.7%Reduced
WPG Advisers, LLC2$4610.00%−2−50.0%Reduced
HFM Investment Advisors, LLC2$4610.00%+1+100.0%Added
Stephens Consulting, LLC2$4610.00%+2New
Manchester Capital Management LLC1$2310.00%−9−90.0%Reduced
SJS Investment Consulting Inc.1$2310.00%−1−50.0%Reduced
Rialto Wealth Management, LLC1$2310.00%+1New
AdvisorNet Financial, Inc1$2300.00%−1−50.0%Reduced
Rakuten Securities, Inc.1$2300.00%00.0%Unchanged
Horizon Investments, LLC1$2300.00%+1New
Tortoise Investment Management, LLC1$2300.00%+1New
Cromwell Holdings LLC1$2300.00%+1New
Essential Partners LLC1$2300.00%+1New
Migdal Insurance & Financial Holdings Ltd.1$00.00%+1New
Activest Wealth Management0$00.00%−5−100.0%Sold out
Zeno Equity Partners LLP0$00.00%−88,789−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−68,135−100.0%Sold out
Bridgewater Associates, LP0$00.00%−46,368−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−42,558−100.0%Sold out
Algert Global LLC0$00.00%−31,707−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−25,917−100.0%Sold out
Oberndorf William E0$00.00%−24,184−100.0%Sold out
Sone Capital Management, LLC0$00.00%−22,733−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−21,171−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−12,896−100.0%Sold out
Lecap Asset Management Ltd0$00.00%−8,842−100.0%Sold out
Zacks Investment Management0$00.00%−8,757−100.0%Sold out
T. Rowe Price Investment Management, Inc.0$00.00%−8,639−100.0%Sold out
Fred Alger Management, LLC0$00.00%−7,473−100.0%Sold out