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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 10,563 | $2.91M | 0.03% | −899−7.8% | Reduced |
| Stifel Financial Corp | 10,596 | $2.92M | 0.00% | −1,233−10.4% | Reduced |
| Amalgamated Bank | 11,068 | $3.05M | 0.02% | +46+0.4% | Added |
| Teacher Retirement System of Texas | 11,334 | $3.12M | 0.01% | −381−3.3% | Reduced |
| EFG Asset Management (North America) Corp. | 11,702 | $3.23M | 0.42% | −1,795−13.3% | Reduced |
| LPL Financial LLC | 11,719 | $3.23M | 0.00% | +57+0.5% | Added |
| Agf Management Ltd | 11,955 | $3.30M | 0.01% | −2,359−16.5% | Reduced |
| MetLife Investment Management | 12,782 | $3.52M | 0.02% | −612−4.6% | Reduced |
| Aquatic Capital Management LLC | 12,844 | $3.54M | 0.07% | +12,844 | New |
| Two Sigma Investments, LP | 14,009 | $3.86M | 0.01% | +14,009 | New |
| Kerrisdale Advisers, LLC | 14,778 | $4.07M | 2.11% | +1,836+14.2% | Added |
| Brinker Capital Investments, LLC | 14,955 | $4.12M | 0.03% | +949+6.8% | Added |
| Citigroup Inc | 15,641 | $4.31M | 0.00% | +9,132+140.3% | Added |
| Baker Avenue Asset Management, LP | 16,151 | $4.45M | 0.11% | −286−1.7% | Reduced |
| Channel Wealth LLC | 16,513 | $4.55M | 1.22% | −13−0.1% | Reduced |
| Manufacturers Life Insurance Company, The | 16,958 | $4.67M | 0.00% | −761−4.3% | Reduced |
| Tudor Investment Corp Et Al | 16,984 | $4.68M | 0.03% | +16,984 | New |
| State Board of Administration of Florida Retirement System | 17,666 | $4.87M | 0.01% | +894+5.3% | Added |
| Alamar Capital Management, LLC | 18,190 | $5.01M | 2.65% | −110−0.6% | Reduced |
| Franklin Resources Inc | 18,425 | $5.08M | 0.00% | −3,176−14.7% | Reduced |
| Advisors Capital Management, LLC | 19,551 | $5.39M | 0.07% | +349+1.8% | Added |
| Prudential Financial Inc | 19,988 | $5.51M | 0.01% | +18,121+970.6% | Added |
| Light Street Capital Management, LLC | 20,000 | $5.51M | 0.93% | +20,000 | New |
| Intech Investment Management LLC | 20,277 | $5.59M | 0.05% | +11,862+141.0% | Added |
| California State Teachers Retirement System | 20,670 | $5.70M | 0.01% | −635−3.0% | Reduced |
| Barclays PLC | 21,614 | $5.96M | 0.00% | +10,946+102.6% | Added |
| Quantinno Capital Management LP | 22,871 | $6.30M | 0.02% | +1,008+4.6% | Added |
| Ameriprise Financial Inc | 23,324 | $6.43M | 0.00% | −2,315−9.0% | Reduced |
| Zevenbergen Capital Investments LLC | 23,800 | $6.56M | 0.13% | +3,800+19.0% | Added |
| Thrivent Financial for Lutherans | 24,248 | $6.68M | 0.01% | +18,822+346.9% | Added |
| Victory Capital Management Inc | 24,270 | $6.69M | 0.00% | −37,819−60.9% | Reduced |
| AQR Capital Management LLC | 25,829 | $7.12M | 0.00% | +17,297+202.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 30,020 | $7.19M | 0.01% | +30,020 | New |
| Jump Financial, LLC | 26,134 | $7.20M | 0.09% | +26,134 | New |
| Citadel Advisors LLC | 26,977 | $7.44M | 0.01% | +26,091+2,944.8% | Added |
| Retirement Systems of Alabama | 27,653 | $7.62M | 0.03% | −516−1.8% | Reduced |
| AXA Investment Managers S.A. | 28,084 | $7.74M | 0.02% | +28,084 | New |
| Alliancebernstein L.P. | 32,113 | $8.85M | 0.00% | +1,917+6.3% | Added |
| Great West Life Assurance Co | 31,526 | $8.88M | 0.01% | −7,993−20.2% | Reduced |
| SEI Investments Co | 32,689 | $9.01M | 0.01% | −10,287−23.9% | Reduced |
| Goldman Sachs Group Inc | 32,723 | $9.02M | 0.00% | −35,771−52.2% | Reduced |
| Verition Fund Management LLC | 32,994 | $9.10M | 0.05% | −2,304−6.5% | Reduced |
| Sone Capital Management, LLC | 33,138 | $9.13M | 0.76% | +33,138 | New |
| Squarepoint Ops LLC | 33,620 | $9.27M | 0.02% | −93,069−73.5% | Reduced |
| Natixis Advisors, L.P. | 33,993 | $9.37M | 0.01% | +29+0.1% | Added |
| TFJ Management, LLC | 34,030 | $9.38M | 6.32% | 00.0% | Unchanged |
| Legal & General Group Plc | 35,132 | $9.68M | 0.00% | −1,643−4.5% | Reduced |
| Capital Impact Advisors, LLC | 35,378 | $9.75M | 2.18% | +8,691+32.6% | Added |
| Nicholas Investment Partners, LP | 37,283 | $10.3M | 0.79% | +737+2.0% | Added |
| Danske Bank A/S | 37,842 | $10.4M | 0.03% | +37,710+28,568.2% | Added |
| Brown Advisory Inc | 38,071 | $10.5M | 0.01% | −184,818−82.9% | Reduced |
| CTF Capital Management, LP | 40,000 | $11.0M | 5.14% | −21,253−34.7% | Reduced |
| Bridgewater Associates, LP | 40,594 | $11.2M | 0.04% | +40,594 | New |
| Swiss National Bank | 42,400 | $11.7M | 0.01% | −100−0.2% | Reduced |
| Creative Planning | 42,490 | $11.7M | 0.01% | +31,761+296.0% | Added |
| Atika Capital Management LLC | 44,500 | $12.3M | 1.04% | 00.0% | Unchanged |
| Man Group plc | 45,065 | $12.4M | 0.02% | −21,601−32.4% | Reduced |
| Mission Wealth Management, LP | 49,201 | $13.6M | 0.28% | +7,042+16.7% | Added |
| Driehaus Capital Management LLC | 53,256 | $14.7M | 0.11% | +53,256 | New |
| UBS Group AG | 53,995 | $14.9M | 0.00% | −47,786−46.9% | Reduced |
| Blair William & Co | 54,260 | $15.0M | 0.04% | −2,077−3.7% | Reduced |
| JPMorgan Chase & Co | 54,343 | $15.0M | 0.00% | +5,348+10.9% | Added |
| EULAV Asset Management | 55,449 | $15.3M | 0.36% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 56,477 | $15.6M | 0.00% | −37,982−40.2% | Reduced |
| New York State Common Retirement Fund | 57,619 | $15.9M | 0.02% | −167,118−74.4% | Reduced |
| Nuveen, LLC | 57,951 | $16.0M | 0.00% | +5,692+10.9% | Added |
| Rhumbline Advisers | 62,536 | $17.2M | 0.01% | −1,487−2.3% | Reduced |
| Russell Investments Group, Ltd. | 64,017 | $17.6M | 0.02% | −6,390−9.1% | Reduced |
| Envestnet Asset Management Inc | 65,341 | $18.0M | 0.01% | −2,387−3.5% | Reduced |
| Janus Henderson Group PLC | 68,555 | $18.9M | 0.01% | −63,275−48.0% | Reduced |
| Royal Bank of Canada | 84,072 | $23.2M | 0.00% | −13,039−13.4% | Reduced |
| 1832 Asset Management L.P. | 88,500 | $24.4M | 0.04% | +88,500 | New |
| First Trust Advisors LP | 88,539 | $24.4M | 0.02% | −56,173−38.8% | Reduced |
| Raymond James Financial Inc | 94,084 | $25.9M | 0.01% | −71−0.1% | Reduced |
| Wells Fargo & Company | 108,334 | $29.9M | 0.01% | +5,697+5.6% | Added |
| Millennium Management LLC | 108,868 | $30.0M | 0.02% | +56,583+108.2% | Added |
| Jacobs Levy Equity Management, Inc | 111,630 | $30.8M | 0.12% | −19,902−15.1% | Reduced |
| Ranger Investment Management, L.P. | 114,595 | $31.6M | 2.20% | −26,090−18.5% | Reduced |
| Marshall Wace, LLP | 119,544 | $33.0M | 0.04% | +62,115+108.2% | Added |
| Jennison Associates LLC | 124,582 | $34.3M | 0.02% | +34,411+38.2% | Added |
| Greenstone Partners & Co., LLC | 132,776 | $36.6M | 6.69% | −1,453−1.1% | Reduced |
| GW&K Investment Management, LLC | 143,403 | $39.5M | 0.35% | −22,004−13.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 148,741 | $41.0M | 0.07% | +38,875+35.4% | Added |
| Insight Holdings Group, LLC | 152,600 | $42.1M | 2.60% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 158,208 | $43.6M | 0.01% | −1,462−0.9% | Reduced |
| Fiera Capital Corp | 162,876 | $44.9M | 0.15% | −3,285−2.0% | Reduced |
| Renaissance Technologies LLC | 164,502 | $45.3M | 0.06% | −64,598−28.2% | Reduced |
| Bank of New York Mellon Corp | 187,294 | $51.6M | 0.01% | −34,518−15.6% | Reduced |
| Hudson Way Capital Management LLC | 193,596 | $53.4M | 4.53% | +193,596 | New |
| Bank of America Corp | 194,125 | $53.5M | 0.00% | +53,620+38.2% | Added |
| Caledonia (Private) Investments Pty Ltd | 228,026 | $62.9M | 1.02% | −10,854−4.5% | Reduced |
| Morgan Stanley | 244,180 | $67.3M | 0.00% | −131,256−35.0% | Reduced |
| Northern Trust Corp | 245,927 | $67.8M | 0.01% | +54,668+28.6% | Added |
| Dimensional Fund Advisors LP | 278,561 | $76.8M | 0.02% | +12,521+4.7% | Added |
| Long Walk Management LP | 288,500 | $79.5M | 16.07% | +12,175+4.4% | Added |
| Arrowstreet Capital, Limited Partnership | 317,413 | $87.5M | 0.06% | +24,642+8.4% | Added |
| Brown Capital Management LLC | 341,942 | $94.3M | 3.88% | −236,803−40.9% | Reduced |
| Invesco Ltd. | 395,651 | $109.1M | 0.02% | +81,778+26.1% | Added |
| DF Dent & Co Inc | 427,598 | $117.9M | 1.52% | −67,220−13.6% | Reduced |
| Geode Capital Management, LLC | 460,903 | $127.1M | 0.01% | +22,381+5.1% | Added |