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, Q3 2025
Institutional positions in Appfolio Inc as of Sep 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
- 411
- +31 vs. Q2 2025
- Shares held
- 20.0M
- −357.8K (−1.8%) vs. Q2 2025
- Total value
- $5.52B
- +$818.5M (+17.4%) vs. Q2 2025
- New holders
- 77
- 132 more added
- Sold out
- 46
- 142 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,458,994 | $677.8M | 0.01% | +55,277+2.3% | Added |
| BlackRock, Inc. | 2,412,947 | $665.2M | 0.01% | +56,882+2.4% | Added |
| Ashe Capital Management, LP | 1,331,260 | $367.0M | 25.87% | 00.0% | Unchanged |
| Principal Financial Group Inc | 1,166,752 | $321.6M | 0.16% | +333,861+40.1% | Added |
| State Street Corp | 678,071 | $186.9M | 0.01% | −14,100−2.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 615,626 | $169.7M | 0.41% | −70,834−10.3% | Reduced |
| Price T Rowe Associates Inc | 571,087 | $157.4M | 0.02% | +116,609+25.7% | Added |
| William Blair Investment Management, LLC | 551,969 | $152.2M | 0.39% | −181,459−24.7% | Reduced |
| Gilder Gagnon Howe & Co LLC | 517,750 | $142.7M | 1.45% | −7,584−1.4% | Reduced |
| FMR LLC | 494,977 | $136.4M | 0.01% | −79,386−13.8% | Reduced |
| Nellore Capital Management LLC | 474,964 | $130.9M | 14.28% | −31,928−6.3% | Reduced |
| Geode Capital Management, LLC | 460,903 | $127.1M | 0.01% | +22,381+5.1% | Added |
| DF Dent & Co Inc | 427,598 | $117.9M | 1.52% | −67,220−13.6% | Reduced |
| Invesco Ltd. | 395,651 | $109.1M | 0.02% | +81,778+26.1% | Added |
| Brown Capital Management LLC | 341,942 | $94.3M | 3.88% | −236,803−40.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 317,413 | $87.5M | 0.06% | +24,642+8.4% | Added |
| Long Walk Management LP | 288,500 | $79.5M | 16.07% | +12,175+4.4% | Added |
| Dimensional Fund Advisors LP | 278,561 | $76.8M | 0.02% | +12,521+4.7% | Added |
| Northern Trust Corp | 245,927 | $67.8M | 0.01% | +54,668+28.6% | Added |
| Morgan Stanley | 244,180 | $67.3M | 0.00% | −131,256−35.0% | Reduced |
| Caledonia (Private) Investments Pty Ltd | 228,026 | $62.9M | 1.02% | −10,854−4.5% | Reduced |
| Bank of America Corp | 194,125 | $53.5M | 0.00% | +53,620+38.2% | Added |
| Hudson Way Capital Management LLC | 193,596 | $53.4M | 4.53% | +193,596 | New |
| Bank of New York Mellon Corp | 187,294 | $51.6M | 0.01% | −34,518−15.6% | Reduced |
| Renaissance Technologies LLC | 164,502 | $45.3M | 0.06% | −64,598−28.2% | Reduced |
| Fiera Capital Corp | 162,876 | $44.9M | 0.15% | −3,285−2.0% | Reduced |
| Charles Schwab Investment Management Inc | 158,208 | $43.6M | 0.01% | −1,462−0.9% | Reduced |
| Insight Holdings Group, LLC | 152,600 | $42.1M | 2.60% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 148,741 | $41.0M | 0.07% | +38,875+35.4% | Added |
| GW&K Investment Management, LLC | 143,403 | $39.5M | 0.35% | −22,004−13.3% | Reduced |
| Greenstone Partners & Co., LLC | 132,776 | $36.6M | 6.69% | −1,453−1.1% | Reduced |
| Jennison Associates LLC | 124,582 | $34.3M | 0.02% | +34,411+38.2% | Added |
| Marshall Wace, LLP | 119,544 | $33.0M | 0.04% | +62,115+108.2% | Added |
| Ranger Investment Management, L.P. | 114,595 | $31.6M | 2.20% | −26,090−18.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 111,630 | $30.8M | 0.12% | −19,902−15.1% | Reduced |
| Millennium Management LLC | 108,868 | $30.0M | 0.02% | +56,583+108.2% | Added |
| Wells Fargo & Company | 108,334 | $29.9M | 0.01% | +5,697+5.6% | Added |
| Raymond James Financial Inc | 94,084 | $25.9M | 0.01% | −71−0.1% | Reduced |
| First Trust Advisors LP | 88,539 | $24.4M | 0.02% | −56,173−38.8% | Reduced |
| 1832 Asset Management L.P. | 88,500 | $24.4M | 0.04% | +88,500 | New |
| Royal Bank of Canada | 84,072 | $23.2M | 0.00% | −13,039−13.4% | Reduced |
| Janus Henderson Group PLC | 68,555 | $18.9M | 0.01% | −63,275−48.0% | Reduced |
| Envestnet Asset Management Inc | 65,341 | $18.0M | 0.01% | −2,387−3.5% | Reduced |
| Russell Investments Group, Ltd. | 64,017 | $17.6M | 0.02% | −6,390−9.1% | Reduced |
| Rhumbline Advisers | 62,536 | $17.2M | 0.01% | −1,487−2.3% | Reduced |
| Nuveen, LLC | 57,951 | $16.0M | 0.00% | +5,692+10.9% | Added |
| New York State Common Retirement Fund | 57,619 | $15.9M | 0.02% | −167,118−74.4% | Reduced |
| UBS Asset Management Americas Inc | 56,477 | $15.6M | 0.00% | −37,982−40.2% | Reduced |
| EULAV Asset Management | 55,449 | $15.3M | 0.36% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 54,343 | $15.0M | 0.00% | +5,348+10.9% | Added |
| Blair William & Co | 54,260 | $15.0M | 0.04% | −2,077−3.7% | Reduced |
| UBS Group AG | 53,995 | $14.9M | 0.00% | −47,786−46.9% | Reduced |
| Driehaus Capital Management LLC | 53,256 | $14.7M | 0.11% | +53,256 | New |
| Mission Wealth Management, LP | 49,201 | $13.6M | 0.28% | +7,042+16.7% | Added |
| Man Group plc | 45,065 | $12.4M | 0.02% | −21,601−32.4% | Reduced |
| Atika Capital Management LLC | 44,500 | $12.3M | 1.04% | 00.0% | Unchanged |
| Creative Planning | 42,490 | $11.7M | 0.01% | +31,761+296.0% | Added |
| Swiss National Bank | 42,400 | $11.7M | 0.01% | −100−0.2% | Reduced |
| Bridgewater Associates, LP | 40,594 | $11.2M | 0.04% | +40,594 | New |
| CTF Capital Management, LP | 40,000 | $11.0M | 5.14% | −21,253−34.7% | Reduced |
| Brown Advisory Inc | 38,071 | $10.5M | 0.01% | −184,818−82.9% | Reduced |
| Danske Bank A/S | 37,842 | $10.4M | 0.03% | +37,710+28,568.2% | Added |
| Nicholas Investment Partners, LP | 37,283 | $10.3M | 0.79% | +737+2.0% | Added |
| Capital Impact Advisors, LLC | 35,378 | $9.75M | 2.18% | +8,691+32.6% | Added |
| Legal & General Group Plc | 35,132 | $9.68M | 0.00% | −1,643−4.5% | Reduced |
| TFJ Management, LLC | 34,030 | $9.38M | 6.32% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 33,993 | $9.37M | 0.01% | +29+0.1% | Added |
| Squarepoint Ops LLC | 33,620 | $9.27M | 0.02% | −93,069−73.5% | Reduced |
| Sone Capital Management, LLC | 33,138 | $9.13M | 0.76% | +33,138 | New |
| Verition Fund Management LLC | 32,994 | $9.10M | 0.05% | −2,304−6.5% | Reduced |
| Goldman Sachs Group Inc | 32,723 | $9.02M | 0.00% | −35,771−52.2% | Reduced |
| SEI Investments Co | 32,689 | $9.01M | 0.01% | −10,287−23.9% | Reduced |
| Great West Life Assurance Co | 31,526 | $8.88M | 0.01% | −7,993−20.2% | Reduced |
| Alliancebernstein L.P. | 32,113 | $8.85M | 0.00% | +1,917+6.3% | Added |
| AXA Investment Managers S.A. | 28,084 | $7.74M | 0.02% | +28,084 | New |
| Retirement Systems of Alabama | 27,653 | $7.62M | 0.03% | −516−1.8% | Reduced |
| Citadel Advisors LLC | 26,977 | $7.44M | 0.01% | +26,091+2,944.8% | Added |
| Jump Financial, LLC | 26,134 | $7.20M | 0.09% | +26,134 | New |
| Wealth Enhancement Advisory Services, LLC | 30,020 | $7.19M | 0.01% | +30,020 | New |
| AQR Capital Management LLC | 25,829 | $7.12M | 0.00% | +17,297+202.7% | Added |
| Victory Capital Management Inc | 24,270 | $6.69M | 0.00% | −37,819−60.9% | Reduced |
| Thrivent Financial for Lutherans | 24,248 | $6.68M | 0.01% | +18,822+346.9% | Added |
| Zevenbergen Capital Investments LLC | 23,800 | $6.56M | 0.13% | +3,800+19.0% | Added |
| Ameriprise Financial Inc | 23,324 | $6.43M | 0.00% | −2,315−9.0% | Reduced |
| Quantinno Capital Management LP | 22,871 | $6.30M | 0.02% | +1,008+4.6% | Added |
| Barclays PLC | 21,614 | $5.96M | 0.00% | +10,946+102.6% | Added |
| California State Teachers Retirement System | 20,670 | $5.70M | 0.01% | −635−3.0% | Reduced |
| Intech Investment Management LLC | 20,277 | $5.59M | 0.05% | +11,862+141.0% | Added |
| Light Street Capital Management, LLC | 20,000 | $5.51M | 0.93% | +20,000 | New |
| Prudential Financial Inc | 19,988 | $5.51M | 0.01% | +18,121+970.6% | Added |
| Advisors Capital Management, LLC | 19,551 | $5.39M | 0.07% | +349+1.8% | Added |
| Franklin Resources Inc | 18,425 | $5.08M | 0.00% | −3,176−14.7% | Reduced |
| Alamar Capital Management, LLC | 18,190 | $5.01M | 2.65% | −110−0.6% | Reduced |
| State Board of Administration of Florida Retirement System | 17,666 | $4.87M | 0.01% | +894+5.3% | Added |
| Tudor Investment Corp Et Al | 16,984 | $4.68M | 0.03% | +16,984 | New |
| Manufacturers Life Insurance Company, The | 16,958 | $4.67M | 0.00% | −761−4.3% | Reduced |
| Channel Wealth LLC | 16,513 | $4.55M | 1.22% | −13−0.1% | Reduced |
| Baker Avenue Asset Management, LP | 16,151 | $4.45M | 0.11% | −286−1.7% | Reduced |
| Citigroup Inc | 15,641 | $4.31M | 0.00% | +9,132+140.3% | Added |
| Brinker Capital Investments, LLC | 14,955 | $4.12M | 0.03% | +949+6.8% | Added |