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 |
|---|---|---|---|---|---|
| Nellore Capital Management LLC | 474,964 | $130.9M | 14.28% | −31,928−6.3% | Reduced |
| FMR LLC | 494,977 | $136.4M | 0.01% | −79,386−13.8% | Reduced |
| Gilder Gagnon Howe & Co LLC | 517,750 | $142.7M | 1.45% | −7,584−1.4% | Reduced |
| William Blair Investment Management, LLC | 551,969 | $152.2M | 0.39% | −181,459−24.7% | Reduced |
| Price T Rowe Associates Inc | 571,087 | $157.4M | 0.02% | +116,609+25.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 615,626 | $169.7M | 0.41% | −70,834−10.3% | Reduced |
| State Street Corp | 678,071 | $186.9M | 0.01% | −14,100−2.0% | Reduced |
| Principal Financial Group Inc | 1,166,752 | $321.6M | 0.16% | +333,861+40.1% | Added |
| Ashe Capital Management, LP | 1,331,260 | $367.0M | 25.87% | 00.0% | Unchanged |
| BlackRock, Inc. | 2,412,947 | $665.2M | 0.01% | +56,882+2.4% | Added |
| Vanguard Group Inc | 2,458,994 | $677.8M | 0.01% | +55,277+2.3% | Added |
| Sellaronda Global Management LP | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −54,790−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −44,291−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −39,439−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −25,615−100.0% | Sold out |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −16,832−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −13,734−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −7,711−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −6,923−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −6,753−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −6,103−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −5,967−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,886−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −4,564−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −3,488−100.0% | Sold out |
| Index Fund Advisors, Inc. | 0 | $0 | 0.00% | −3,373−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,730−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −2,373−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −2,311−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −2,070−100.0% | Sold out |
| Rathbone Brothers plc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −1,837−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −1,577−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −1,544−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,432−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,261−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −1,109−100.0% | Sold out |
| Wallace Advisory Group, LLC | 0 | $0 | 0.00% | −1,134−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −1,021−100.0% | Sold out |
| Cottonwood Capital Advisors, LLC | 0 | $0 | 0.00% | −876−100.0% | Sold out |
| Delap Wealth Advisory, LLC | 0 | $0 | 0.00% | −876−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −684−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −382−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| MJT & Associates Financial Advisory Group, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |
| Iron Horse Wealth Management, LLC | – | – | – | – | Not filed |