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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, 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.

Institutional holdersQ3 2025: 411 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 heldQ3 2025: $5.52B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q2 2025.

Institutions holding APPF in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Cloud Capital Management, LLC2$00.00%+2New
Bay Harbor Wealth Management, LLC1$2750.00%+1New
HFM Investment Advisors, LLC1$2760.00%−1−50.0%Reduced
Manchester Capital Management LLC1$2760.00%00.0%Unchanged
SJS Investment Consulting Inc.1$2760.00%00.0%Unchanged
Rialto Wealth Management, LLC1$2760.00%00.0%Unchanged
AdvisorNet Financial, Inc1$2760.00%00.0%Unchanged
Cromwell Holdings LLC1$2760.00%00.0%Unchanged
Rakuten Securities, Inc.1$2760.00%00.0%Unchanged
Essential Partners LLC1$2760.00%00.0%Unchanged
CIBC Private Wealth Group, LLC1$2760.00%+1New
PEAK6 LLC2$5460.00%+2New
WPG Advisers, LLC2$5510.00%00.0%Unchanged
UMA Financial Services, Inc.2$5520.00%+2New
South State Corp.3$8270.00%00.0%Unchanged
True Wealth Design, LLC3$8270.00%00.0%Unchanged
Tortoise Investment Management, LLC3$8270.00%+2+200.0%Added
Bellevue Asset Management, LLC4$1.10K0.00%+4New
JFS Wealth Advisors, LLC4$1.10K0.00%00.0%Unchanged
Abound Wealth Management4$1.10K0.00%00.0%Unchanged
Spire Wealth Management4$1.20K0.00%00.0%Unchanged
Turning Point Benefit Group, Inc.5$1.28K0.00%+5New
Private Trust Co NA6$1.65K0.00%00.0%Unchanged
Rothschild Investment LLC6$1.65K0.00%+6New
Bare Financial Services, Inc7$1.93K0.00%+2+40.0%Added
Larson Financial Group LLC7$1.93K0.00%+5+250.0%Added
Capital Advisors, Ltd. LLC8$2.00K0.00%00.0%Unchanged
Marquette Asset Management, LLC8$2.21K0.00%+8New
Anfield Capital Management, LLC9$2.48K0.00%00.0%Unchanged
Atlantic Trust, LLC9$2.48K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc12$3.00K0.00%00.0%Unchanged
Hemington Wealth Management11$3.00K0.00%+1+10.0%Added
T. Rowe Price Investment Management, Inc.10$3.00K0.00%+10New
Cape Investment Advisory, Inc.12$3.31K0.00%00.0%Unchanged
Hollencrest Capital Management15$4.13K0.00%00.0%Unchanged
Fortitude Family Office, LLC15$4.13K0.00%00.0%Unchanged
North Capital, Inc.15$4.13K0.00%+1+7.1%Added
Altshuler Shaham Ltd15$4.13K0.00%+15New
Globeflex Capital L P17$4.69K0.00%00.0%Unchanged
Bogart Wealth, LLC17$4.69K0.00%+2+13.3%Added
Caitong International Asset Management Co., Ltd18$4.96K0.00%−26−59.1%Reduced
SBI Securities Co., Ltd.18$4.96K0.00%+1+5.9%Added
Johnson Financial Group, Inc.19$5.24K0.00%+19New
Farmers & Merchants Investments Inc20$5.51K0.00%+3+17.6%Added
Parkside Financial Bank & Trust20$5.51K0.00%+7+53.8%Added
Massmutual Trust Co FSB22$6.07K0.00%+1+4.8%Added
Quent Capital, LLC22$6.07K0.00%+22New
JPL Wealth Management, LLC22$6.07K0.00%+22New
Asset Dedication, LLC23$6.34K0.00%00.0%Unchanged
Mather Group, LLC.24$6.62K0.00%+24New
Private Wealth Management Group, LLC26$7.17K0.00%00.0%Unchanged
Sterling Capital Management LLC33$9.10K0.00%+1+3.1%Added
CoreCap Advisors, LLC35$9.65K0.00%00.0%Unchanged
Ci Investments Inc.37$10.0K0.00%−2−5.1%Reduced
Wolff Wiese Magana LLC42$11.6K0.01%00.0%Unchanged
Bell Investment Advisors, Inc42$11.6K0.00%00.0%Unchanged
Optiver Holding B.V.43$11.9K0.00%+24+126.3%Added
Rise Advisors, LLC48$13.2K0.00%00.0%Unchanged
Park Place Capital Corp48$13.2K0.00%00.0%Unchanged
Global Retirement Partners, LLC49$13.5K0.00%−2−3.9%Reduced
MAI Capital Management50$13.8K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.51$14.1K0.00%+51New
EverSource Wealth Advisors, LLC55$15.2K0.00%+22+66.7%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.56$15.4K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.58$16.0K0.00%+58New
Tidemark, LLC76$20.9K0.01%−44−36.7%Reduced
Wealthspire Advisors, LLC79$21.8K0.00%+79New
ISAM Funds (UK) Ltd90$24.8K0.01%−2,295−96.2%Reduced
Root Financial Partners, LLC114$31.4K0.00%+114New
TD Private Client Wealth LLC133$36.7K0.00%+127+2,116.7%Added
First Horizon Corp141$38.9K0.00%+141New
Hantz Financial Services, Inc.142$39.0K0.00%+112+373.3%Added
Versant Capital Management, Inc150$41.3K0.01%+6+4.2%Added
Allworth Financial LP170$46.9K0.00%+38+28.8%Added
Clear Street Markets LLC173$47.7K0.02%+173New
Farther Finance Advisors, LLC184$50.7K0.00%+176+2,200.0%Added
Northwestern Mutual Wealth Management Co192$52.9K0.00%+63+48.8%Added
SRS Capital Advisors, Inc.195$53.8K0.00%+169+650.0%Added
Advisory Services Network, LLC200$55.1K0.00%+200New
Employees Retirement System of Texas212$58.0K0.00%+212New
Clearstead Advisors, LLC212$58.4K0.00%−35−14.2%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.225$62.0K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd250$69.0K0.00%+250New
Fifth Third Bancorp256$70.6K0.00%+95+59.0%Added
Signaturefd, LLC258$71.1K0.00%+65+33.7%Added
Umb Bank N A300$82.7K0.00%+11+3.8%Added
Canada Pension Plan Investment Board300$82.7K0.00%+300New
Huntington National Bank338$93.2K0.00%+138+69.0%Added
Steward Partners Investment Advisory, LLC349$96.2K0.00%+259+287.8%Added
Reyes Financial Architecture, Inc.388$107.0K0.07%−30−7.2%Reduced
Simplex Trading, LLC434$119.0K0.00%+434New
Advisors Asset Management, Inc.445$122.7K0.00%+25+6.0%Added
Jones Financial Companies LLLP454$126.4K0.00%+58+14.6%Added
Harbor Investment Advisory, LLC467$128.7K0.01%00.0%Unchanged
GAMMA Investing LLC474$130.7K0.01%+145+44.1%Added
Ronald Blue Trust, Inc.482$132.9K0.00%+226+88.3%Added
STRS Ohio526$145.0K0.00%+1+0.2%Added
Principal Securities, Inc.527$145.3K0.00%+136+34.8%Added
Vestcor Inc553$152.0K0.00%+553New
KBC Group NV579$160.0K0.00%00.0%Unchanged