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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 2,252 | $620.8K | 0.00% | −2,214−49.6% | Reduced |
| Bryce Point Capital, LLC | 2,257 | $622.2K | 0.76% | +79+3.6% | Added |
| Graham Capital Management, L.P. | 2,264 | $624.1K | 0.02% | −3,213−58.7% | Reduced |
| New York Life Investment Management LLC | 2,266 | $624.6K | 0.01% | −79−3.4% | Reduced |
| Global Endowment Management, LP | 2,277 | $627.7K | 0.08% | +83+3.8% | Added |
| Los Angeles Capital Management LLC | 2,293 | $632.1K | 0.00% | +2,293 | New |
| Public Employees Retirement Association of Colorado | 2,354 | $649.0K | 0.00% | 00.0% | Unchanged |
| Grandeur Peak Global Advisors, LLC | 2,364 | $651.7K | 0.09% | +258+12.3% | Added |
| Voya Investment Management LLC | 2,380 | $656.1K | 0.00% | −7,171−75.1% | Reduced |
| BNP Paribas Arbitrage, SA | 2,398 | $661.0K | 0.00% | +260+12.2% | Added |
| Bessemer Group Inc | 2,418 | $668.0K | 0.00% | +215+9.8% | Added |
| Baird Financial Group, Inc. | 2,469 | $680.6K | 0.00% | −61−2.4% | Reduced |
| Curbstone Financial Management Corp | 2,550 | $702.9K | 0.14% | −540−17.5% | Reduced |
| Portside Wealth Group, LLC | 2,648 | $729.9K | 0.10% | −1,180−30.8% | Reduced |
| Deutsche Bank AG | 2,657 | $732.4K | 0.00% | +825+45.0% | Added |
| The PNC Financial Services Group, Inc. | 2,673 | $736.8K | 0.00% | +471+21.4% | Added |
| Cetera Investment Advisers | 2,692 | $742.1K | 0.00% | +470+21.2% | Added |
| Ami Asset Management Corp | 2,711 | $747.3K | 0.04% | −7−0.3% | Reduced |
| Blueshift Asset Management, LLC | 2,733 | $753.4K | 0.23% | +2,733 | New |
| Lazard Asset Management LLC | 2,735 | $753.9K | 0.00% | +310+12.8% | Added |
| DGS Capital Management, LLC | 2,742 | $755.9K | 0.14% | −294−9.7% | Reduced |
| Versor Investments LP | 2,801 | $772.1K | 0.14% | −2,310−45.2% | Reduced |
| Picton Mahoney Asset Management | 2,814 | $775.0K | 0.01% | +2,814 | New |
| Allianz Asset Management GmbH | 2,827 | $779.3K | 0.00% | −100−3.4% | Reduced |
| LVZ Advisors, Inc. | 2,871 | $791.4K | 0.09% | +429+17.6% | Added |
| Element Squared LLC | 2,939 | $810.2K | 0.46% | +2,939 | New |
| Bank of Montreal | 3,009 | $829.5K | 0.00% | −201−6.3% | Reduced |
| Pacer Advisors, Inc. | 3,030 | $835.3K | 0.00% | +3,030 | New |
| Virtue Capital Management, LLC | 28,667 | $852.3K | 0.19% | +28,667 | New |
| Norden Group LLC | 3,174 | $874.9K | 0.09% | −627−16.5% | Reduced |
| Pictet Asset Management Holding SA | 3,176 | $875.5K | 0.00% | −189−5.6% | Reduced |
| JustInvest LLC | 3,303 | $910.5K | 0.01% | +914+38.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,524 | $971.3K | 0.01% | +334+10.5% | Added |
| State of Alaska, Department of Revenue | 3,570 | $983.0K | 0.01% | +975+37.6% | Added |
| Gotham Asset Management, LLC | 3,582 | $987.4K | 0.00% | +1,713+91.7% | Added |
| NorthCrest Asset Manangement, LLC | 4,390 | $1.05M | 0.03% | +1,561+55.2% | Added |
| Azzad Asset Management Inc | 3,825 | $1.05M | 0.10% | −12,110−76.0% | Reduced |
| Alpha Wealth Funds, LLC | 3,900 | $1.06M | 0.87% | +500+14.7% | Added |
| Resona Asset Management Co.,Ltd. | 3,871 | $1.07M | 0.01% | −332−7.9% | Reduced |
| Barrier Capital Management, LLC | 3,883 | $1.07M | 0.79% | +3,883 | New |
| Verdence Capital Advisors LLC | 4,395 | $1.08M | 0.06% | +200+4.8% | Added |
| Truist Financial Corp | 3,928 | $1.08M | 0.00% | +43+1.1% | Added |
| Martingale Asset Management L P | 3,982 | $1.10M | 0.03% | −6,109−60.5% | Reduced |
| Atria Investments LLC | 4,029 | $1.11M | 0.01% | +199+5.2% | Added |
| Edgestream Partners, L.P. | 4,059 | $1.12M | 0.03% | +1,411+53.3% | Added |
| Commonwealth Equity Services, LLC | 4,157 | $1.15M | 0.00% | −805−16.2% | Reduced |
| New Mexico Educational Retirement Board | 4,200 | $1.16M | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,287 | $1.18M | 0.04% | −188−4.2% | Reduced |
| Ensign Peak Advisors, Inc | 4,463 | $1.23M | 0.00% | −3,200−41.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,465 | $1.23M | 0.00% | −1,168−20.7% | Reduced |
| Oregon Public Employees Retirement Fund | 4,614 | $1.27M | 0.02% | −121−2.6% | Reduced |
| Oppenheimer Asset Management Inc. | 4,706 | $1.30M | 0.01% | −200−4.1% | Reduced |
| Legato Capital Management LLC | 4,752 | $1.31M | 0.14% | 00.0% | Unchanged |
| Xponance, Inc. | 4,848 | $1.34M | 0.01% | +179+3.8% | Added |
| First Citizens Bank & Trust Co | 4,978 | $1.37M | 0.03% | +422+9.3% | Added |
| New Age Alpha Advisors, LLC | 4,992 | $1.38M | 0.06% | −149−2.9% | Reduced |
| KLP Kapitalforvaltning AS | 5,000 | $1.38M | 0.01% | +300+6.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,098 | $1.41M | 0.02% | −48−0.9% | Reduced |
| Highland Capital Management, LLC | 5,204 | $1.43M | 0.07% | +5,204 | New |
| SG Americas Securities, LLC | 5,269 | $1.45M | 0.01% | −15,073−74.1% | Reduced |
| South Dakota Investment Council | 5,300 | $1.46M | 0.03% | +1,000+23.3% | Added |
| State of Michigan Retirement System | 5,400 | $1.49M | 0.01% | −100−1.8% | Reduced |
| Qube Research & Technologies Ltd | 5,490 | $1.51M | 0.00% | +5,490 | New |
| M&T Bank Corp | 5,514 | $1.52M | 0.01% | −328−5.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,546 | $1.53M | 0.01% | −88−1.6% | Reduced |
| Zions Bancorporation, National Association | 5,870 | $1.62M | 0.08% | −896−13.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,870 | $1.62M | 0.01% | −51−0.9% | Reduced |
| Evanson Asset Management, LLC | 6,000 | $1.65M | 0.10% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 6,098 | $1.68M | 0.00% | −4,057−40.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,200 | $1.71M | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 6,400 | $1.76M | 0.03% | −100−1.5% | Reduced |
| Arizona State Retirement System | 6,457 | $1.78M | 0.01% | −32−0.5% | Reduced |
| Assetmark, Inc | 6,629 | $1.83M | 0.00% | −54−0.8% | Reduced |
| Comerica Bank | 6,728 | $1.85M | 0.01% | −471−6.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,825 | $1.88M | 0.00% | −4,183−38.0% | Reduced |
| Walleye Capital LLC | 6,852 | $1.89M | 0.02% | +6,852 | New |
| State of Wisconsin Investment Board | 6,859 | $1.89M | 0.00% | −740−9.7% | Reduced |
| Yousif Capital Management, LLC | 7,154 | $1.97M | 0.02% | −580−7.5% | Reduced |
| Public Employees Retirement System of Ohio | 7,375 | $2.03M | 0.01% | +35+0.5% | Added |
| Parnassus Investments | 7,388 | $2.04M | 0.00% | +530+7.7% | Added |
| King Luther Capital Management Corp | 7,744 | $2.13M | 0.01% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 7,879 | $2.17M | 0.01% | −1,162−12.9% | Reduced |
| Handelsbanken Fonder AB | 7,900 | $2.18M | 0.01% | +2,700+51.9% | Added |
| Burney Co | 7,997 | $2.20M | 0.07% | +288+3.7% | Added |
| D. E. Shaw & Co., Inc. | 8,262 | $2.28M | 0.00% | −5,485−39.9% | Reduced |
| Wolverine Trading, LLC | 8,162 | $2.31M | 0.05% | +8,162 | New |
| Vident Advisory, LLC | 8,571 | $2.36M | 0.02% | +5,352+166.3% | Added |
| State of Tennessee, Treasury Department | 9,005 | $2.48M | 0.01% | −1,918−17.6% | Reduced |
| Virginia Retirement Systems Et Al | 9,021 | $2.49M | 0.02% | −600−6.2% | Reduced |
| New York State Teachers Retirement System | 9,140 | $2.52M | 0.00% | +200+2.2% | Added |
| Davidson Kahn Capital Management, LLC | 9,179 | $2.53M | 1.41% | −46−0.5% | Reduced |
| Illinois Municipal Retirement Fund | 9,194 | $2.53M | 0.03% | +3,079+50.4% | Added |
| Horizon Investments, LLC | 9,295 | $2.56M | 0.03% | +9,294+929,400.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 9,579 | $2.64M | 0.02% | +1,365+16.6% | Added |
| Daiwa Securities Group Inc. | 9,617 | $2.65M | 0.01% | −796−7.6% | Reduced |
| Jupiter Asset Management Ltd | 9,650 | $2.66M | 0.02% | −19,110−66.4% | Reduced |
| Johnson Investment Counsel Inc | 9,813 | $2.71M | 0.02% | −3,429−25.9% | Reduced |
| Treasurer of the State of North Carolina | 9,881 | $2.72M | 0.01% | −392−3.8% | Reduced |
| Custom Index Systems, LLC | 10,002 | $2.76M | 0.82% | +5,739+134.6% | Added |
| Nisa Investment Advisors, LLC | 10,446 | $2.88M | 0.01% | +1,076+11.5% | Added |