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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 567 | $160.2K | 0.01% | −41−6.7% | Reduced |
| St Germain D J Co Inc | 588 | $162.1K | 0.01% | −139−19.1% | Reduced |
| Exchange Traded Concepts, LLC | 607 | $167.3K | 0.00% | +107+21.4% | Added |
| IFP Advisors, Inc | 628 | $173.1K | 0.00% | +158+33.6% | Added |
| Advisor Group Holdings, Inc. | 633 | $175.4K | 0.00% | +80+14.5% | Added |
| Virtus ETF Advisers LLC | 740 | $204.0K | 0.11% | +740 | New |
| Resources Investment Advisors, LLC. | 742 | $204.5K | 0.00% | +742 | New |
| XTX Topco Ltd | 750 | $206.7K | 0.01% | −5,392−87.8% | Reduced |
| Polen Capital Management LLC | 753 | $207.6K | 0.00% | +753 | New |
| Papamarkou Wellner Asset Management inc. | 760 | $209.5K | 0.13% | +760 | New |
| Mechanics Bank Trust Department | 761 | $209.8K | 0.03% | +761 | New |
| CI Private Wealth, LLC | 775 | $213.6K | 0.00% | +775 | New |
| Newbridge Financial Services Group, Inc. | 786 | $216.7K | 0.03% | +786 | New |
| Beirne Wealth Consulting Services, LLC | 794 | $218.9K | 0.05% | +794 | New |
| Quadrant Capital Group LLC | 802 | $221.1K | 0.01% | +802 | New |
| Callan Family Office, LLC | 810 | $223.3K | 0.01% | −1,910−70.2% | Reduced |
| Shelton Capital Management | 824 | $227.1K | 0.00% | +824 | New |
| Belpointe Asset Management LLC | 840 | $231.6K | 0.01% | +840 | New |
| Sanctuary Advisors, LLC | 858 | $236.5K | 0.00% | −28−3.2% | Reduced |
| Brendel Financial Advisors LLC | 873 | $240.7K | 0.12% | +873 | New |
| Cache Advisors, LLC | 883 | $243.4K | 0.04% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 886 | $244.2K | 0.00% | +886 | New |
| Kensington Investment Counsel, LLC | 900 | $248.1K | 0.10% | 00.0% | Unchanged |
| Saranac Partners Ltd | 920 | $253.6K | 0.05% | +920 | New |
| Parallel Advisors, LLC | 941 | $259.4K | 0.00% | +29+3.2% | Added |
| Baker Tilly Wealth Management, LLC | 951 | $262.2K | 0.06% | +951 | New |
| Arlington Financial Advisors, LLC | 952 | $262.4K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 966 | $266.3K | 0.00% | +966 | New |
| ProShare Advisors LLC | 994 | $274.0K | 0.00% | −84−7.8% | Reduced |
| Navellier & Associates Inc | 1,000 | $275.7K | 0.03% | 00.0% | Unchanged |
| Davis R M Inc | 1,000 | $275.7K | 0.00% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 1,000 | $275.7K | 0.01% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 1,001 | $275.9K | 0.00% | +1,001 | New |
| Jain Global LLC | 1,030 | $283.9K | 0.00% | +1,030 | New |
| denkapparat Operations GmbH | 1,036 | $285.6K | 0.18% | 00.0% | Unchanged |
| Covestor Ltd | 1,040 | $286.0K | 0.16% | −53−4.8% | Reduced |
| Motley Fool Asset Management LLC | 1,058 | $291.6K | 0.01% | +10+1.0% | Added |
| Maryland State Retirement & Pension System | 1,059 | $291.9K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,088 | $299.9K | 0.03% | −148−12.0% | Reduced |
| First Foundation Advisors | 1,098 | $302.7K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,268 | $303.7K | 0.01% | 00.0% | Unchanged |
| Strategic Advocates LLC | 1,112 | $306.5K | 0.08% | +24+2.2% | Added |
| Lewis Asset Management, LLC | 1,113 | $306.8K | 0.13% | +8+0.7% | Added |
| Somerset Trust Co | 1,115 | $307.4K | 0.09% | +10+0.9% | Added |
| Freestone Grove Partners LP | 1,130 | $311.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,158 | $319.0K | 0.00% | +447+62.9% | Added |
| Utah Retirement Systems | 1,162 | $320.3K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,167 | $321.7K | 0.00% | −117−9.1% | Reduced |
| Fox Run Management, L.L.C. | 1,184 | $326.4K | 0.05% | +1,184 | New |
| State of Wyoming | 1,196 | $329.7K | 0.04% | +82+7.4% | Added |
| Cullinan Associates Inc | 1,200 | $330.8K | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 1,207 | $332.7K | 0.00% | +1,207 | New |
| Tower Research Capital LLC (TRC) | 1,233 | $339.9K | 0.01% | +646+110.1% | Added |
| Bokf, NA | 1,254 | $345.7K | 0.01% | −145−10.4% | Reduced |
| Park Avenue Securities LLC | 1,264 | $348.0K | 0.00% | +13+1.0% | Added |
| Mercer Global Advisors Inc | 1,263 | $348.2K | 0.00% | +58+4.8% | Added |
| Allspring Global Investments Holdings, LLC | 1,367 | $350.7K | 0.00% | −13−0.9% | Reduced |
| SummitTX Capital, L.P. | 1,275 | $351.5K | 0.01% | +1,275 | New |
| Alliance Wealth Advisors, LLC | 1,294 | $356.7K | 0.08% | −331−20.4% | Reduced |
| First Bank & Trust | 1,300 | $358.4K | 0.06% | −7−0.5% | Reduced |
| Quantbot Technologies LP | 1,301 | $358.6K | 0.01% | +1,301 | New |
| Independent Advisor Alliance | 1,330 | $366.6K | 0.01% | −295−18.2% | Reduced |
| Cerity Partners LLC | 1,373 | $378.5K | 0.00% | +31+2.3% | Added |
| Crossmark Global Holdings, Inc. | 1,386 | $382.1K | 0.01% | −124−8.2% | Reduced |
| Summit Trail Advisors, LLC | 1,395 | $384.5K | 0.01% | +106+8.2% | Added |
| Bank of Nova Scotia | 1,412 | $389.2K | 0.00% | −279−16.5% | Reduced |
| Diversify Wealth Management, LLC | 1,489 | $390.5K | 0.02% | −101−6.4% | Reduced |
| Toroso Investments, LLC | 1,444 | $398.1K | 0.00% | +1,444 | New |
| Janney Montgomery Scott LLC | 1,452 | $400.0K | 0.00% | +318+28.0% | Added |
| Burns Matteson Capital Management, LLC | 1,457 | $401.6K | 0.17% | +16+1.1% | Added |
| MML Investors Services, LLC | 1,461 | $402.7K | 0.00% | −39−2.6% | Reduced |
| Capstone Investment Advisors, LLC | 1,466 | $404.1K | 0.00% | +435+42.2% | Added |
| Fiduciary Trust Co | 1,470 | $405.2K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,478 | $407.4K | 0.19% | +609+70.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,484 | $409.1K | 0.00% | +1,477+21,100.0% | Added |
| HMS Capital Management, LLC | 1,504 | $414.6K | 0.17% | −34−2.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,515 | $417.6K | 0.04% | +46+3.1% | Added |
| Snowden Capital Advisors LLC | 1,539 | $424.2K | 0.01% | −13−0.8% | Reduced |
| DekaBank Deutsche Girozentrale | 1,523 | $428.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,618 | $446.0K | 0.03% | +210+14.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,649 | $454.6K | 0.01% | +1,649 | New |
| Alps Advisors Inc | 1,655 | $456.2K | 0.00% | −25−1.5% | Reduced |
| Securian Asset Management, Inc | 1,689 | $465.6K | 0.01% | −100−5.6% | Reduced |
| Moody Aldrich Partners LLC | 1,706 | $470.3K | 0.09% | −6−0.4% | Reduced |
| Aviva PLC | 1,728 | $476.3K | 0.00% | −425−19.7% | Reduced |
| Brevan Howard Capital Management LP | 1,776 | $489.6K | 0.01% | −1,905−51.8% | Reduced |
| Guggenheim Capital LLC | 1,784 | $491.8K | 0.00% | −8−0.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,821 | $502.0K | 0.01% | +811+80.3% | Added |
| National Philanthropic Trust | 1,850 | $510.0K | 0.01% | −1,850−50.0% | Reduced |
| Beacon Pointe Advisors, LLC | 1,903 | $524.6K | 0.00% | −92−4.6% | Reduced |
| HSBC Holdings PLC | 1,923 | $533.0K | 0.00% | +1,923 | New |
| Commerce Bank | 1,940 | $534.8K | 0.00% | −105−5.1% | Reduced |
| Banque Pictet & Cie SA | 1,974 | $544.2K | 0.01% | −10−0.5% | Reduced |
| Unique Wealth Strategies, LLC | 2,054 | $566.3K | 0.22% | −719−25.9% | Reduced |
| Captrust Financial Advisors | 2,093 | $577.0K | 0.00% | +458+28.0% | Added |
| Algert Global LLC | 2,120 | $584.4K | 0.01% | +2,120 | New |
| Federated Hermes, Inc. | 2,128 | $586.5K | 0.00% | +443+26.3% | Added |
| Walleye Trading LLC | 2,161 | $595.7K | 0.01% | +2,161 | New |
| HighTower Advisors, LLC | 2,209 | $609.3K | 0.00% | −342−13.4% | Reduced |
| US Bancorp | 2,236 | $616.4K | 0.00% | +214+10.6% | Added |