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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.

Q4 2025 vs. Q3 2025

How the institutions holding Appfolio Inc changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of APPF: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders4115404−2
Shares20.0M50.2K21.0M+975.8K (+4.9%)
Value$5.52B$13.9M$4.88B−$624.0M (−11.3%)

5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (61)

Institutions that held Appfolio Inc at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to APPF in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank97,976$22.8M0.00%
Loomis Sayles & Co L P63,940$14.9M0.02%
Nordea Investment Management AB37,558$8.79M0.01%
Quantum Capital Management, LLC34,366$8.00M0.93%
Panagora Asset Management Inc27,288$6.35M0.02%
Balyasny Asset Management LLC25,456$5.92M0.01%
Crosslink Capital Inc25,025$5.82M0.45%
KCM Investment Advisors LLC19,686$4.58M0.15%
EFG International AG14,145$3.29M0.06%
Caption Management, LLC5,300$1.23M0.05%
Twin Tree Management, LP5,244$1.22M0.12%
Susquehanna International Group, LLP4,170$970.2K0.00%
Index Technologies Group LLC4,030$937.6K0.98%
Axq Capital, LP3,840$893.4K0.20%
Stansberry Asset Management, LLC3,168$737.0K0.07%
Three Seasons Wealth, LLC3,138$730.1K0.07%
Entropy Technologies, LP3,110$723.5K0.04%
Lecap Asset Management Ltd2,233$519.5K0.21%
Dark Forest Capital Management LP2,163$503.2K0.02%
Mach-1 Financial Group, Inc.2,148$499.7K0.10%
Caitlin John, LLC2,145$499.0K0.33%
Jefferies Financial Group Inc.1,874$436.0K0.00%
Mirabella Financial Services LLP1,866$434.1K0.04%
Third View Private Wealth, LLC1,799$418.5K0.06%
Amundi1,608$374.1K0.00%
Two Sigma Securities, LLC1,476$343.4K0.05%
Kestra Investment Management, LLC1,416$329.4K0.01%
L2 Asset Management, LLC1,381$321.4K0.04%
Sequoia Financial Advisors, LLC1,358$315.9K0.00%
EP Wealth Advisors, LLC1,347$313.4K0.00%
Fieldview Capital Management, LLC1,281$298.0K0.05%
Empowered Funds, LLC1,273$296.2K0.01%
Cambria Investment Management, L.P.1,121$260.8K0.02%
Penserra Capital Management LLC1,014$235.0K0.00%
Connor, Clark & Lunn Investment Management Ltd.936$217.8K0.00%
Gilbert & Cook, Inc.901$209.6K0.03%
Eurizon Capital SGR S.p.A.887$206.6K0.00%
Kestra Advisory Services, LLC311$72.4K0.00%
Wealth Enhancement Trust Services, Inc.72$16.8K0.00%
Pinnacle Wealth Planning Services, Inc.56$13.0K0.00%
HM Payson & Co39$9.07K0.00%
Chesapeake Asset Management LLC28$6.51K0.01%
Basecamp Wealth Advisors LLC28$6.51K0.00%
American National Bank26$6.05K0.00%
Acumen Wealth Advisors, LLC25$5.82K0.00%
Rachor Investment Advisory Services, LLC25$5.82K0.00%
SageView Advisory Group, LLC20$4.65K0.00%
Motiv8 Investments LLC13$3.00K0.00%
Golden State Wealth Management, LLC12$2.79K0.00%
Kingdom Financial Group LLC.12$2.79K0.00%
Keating Financial Advisory Services, Inc.11$2.56K0.00%
Signature Equity Partners, LLC7$1.63K0.00%
Advocate Investing Services LLC5$1.16K0.00%
Toronto Dominion Bank5$1.15K0.00%
Sunbelt Securities, Inc.4$9310.00%
Cornerstone Financial Management LLC3$6980.00%
Activest Wealth Management2$4650.00%
Rossby Financial, LCC2$4650.00%
Optima Capital LLC2$4650.00%
SHP Wealth Management1$2330.00%
Dunhill Financial, LLC1$1240.00%

Sold out (63)

Institutions that held Appfolio Inc at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of APPF in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
1832 Asset Management L.P.88,500$24.4M
Driehaus Capital Management LLC53,256$14.7M
CTF Capital Management, LP40,000$11.0M
Brown Advisory Inc38,071$10.5M
Intech Investment Management LLC20,277$5.59M
Light Street Capital Management, LLC20,000$5.51M
Tudor Investment Corp Et Al16,984$4.68M
Aquatic Capital Management LLC12,844$3.54M
Walleye Capital LLC6,852$1.89M
Qube Research & Technologies Ltd5,490$1.51M
Highland Capital Management, LLC5,204$1.43M
Barrier Capital Management, LLC3,883$1.07M
Element Squared LLC2,939$810.2K
Allianz Asset Management GmbH2,827$779.3K
Picton Mahoney Asset Management2,814$775.0K
Versor Investments LP2,801$772.1K
Curbstone Financial Management Corp2,550$702.9K
Walleye Trading LLC2,161$595.7K
Algert Global LLC2,120$584.4K
Unique Wealth Strategies, LLC2,054$566.3K
National Philanthropic Trust1,850$510.0K
Brevan Howard Capital Management LP1,776$489.6K
Capstone Investment Advisors, LLC1,466$404.1K
Burns Matteson Capital Management, LLC1,457$401.6K
Alliance Wealth Advisors, LLC1,294$356.7K
SummitTX Capital, L.P.1,275$351.5K
Allspring Global Investments Holdings, LLC1,367$350.7K
Pathstone Holdings, LLC1,207$332.7K
Fox Run Management, L.L.C.1,184$326.4K
Engineers Gate Manager LP1,167$321.7K
Freestone Grove Partners LP1,130$311.5K
Jain Global LLC1,030$283.9K
Baker Tilly Wealth Management, LLC951$262.2K
Saranac Partners Ltd920$253.6K
Brendel Financial Advisors LLC873$240.7K
Belpointe Asset Management LLC840$231.6K
Shelton Capital Management824$227.1K
Beirne Wealth Consulting Services, LLC794$218.9K
Newbridge Financial Services Group, Inc.786$216.7K
CI Private Wealth, LLC775$213.6K
Mechanics Bank Trust Department761$209.8K
Papamarkou Wellner Asset Management inc.760$209.5K
Polen Capital Management LLC753$207.6K
Resources Investment Advisors, LLC.742$204.5K
St Germain D J Co Inc588$162.1K
Principal Securities, Inc.527$145.3K
Harvest Fund Management Co., Ltd250$69.0K
Advisory Services Network, LLC200$55.1K
Clear Street Markets LLC173$47.7K
ISAM Funds (UK) Ltd90$24.8K
Wealthspire Advisors, LLC79$21.8K
Rise Advisors, LLC48$13.2K
Ci Investments Inc.37$10.0K
Mather Group, LLC.24$6.62K
JPL Wealth Management, LLC22$6.07K
Globeflex Capital L P17$4.69K
North Capital, Inc.15$4.13K
Atlantic Trust, LLC9$2.48K
Bare Financial Services, Inc7$1.93K
Bellevue Asset Management, LLC4$1.10K
Tortoise Investment Management, LLC3$827
PEAK6 LLC2$546
Cloud Capital Management, LLC2$0

Not filed for Q4 2025 yet (5)

Institutions that held Appfolio Inc at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding APPF in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
AXA Investment Managers S.A.28,084$7.74M
EFG Asset Management (North America) Corp.11,702$3.23M
Wolverine Trading, LLC8,162$2.31M
Bryce Point Capital, LLC2,257$622.2K
Hemington Wealth Management11$3.00K