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, Q4 2025
Institutional positions in Appfolio Inc as of Dec 31, 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
- 404
- −2 vs. Q3 2025
- Shares held
- 21.0M
- +975.8K (+4.9%) vs. Q3 2025
- Total value
- $4.88B
- −$624.0M (−11.3%) vs. Q3 2025
- New holders
- 61
- 156 more added
- Sold out
- 63
- 132 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| STRS Ohio | 527 | $122.6K | 0.00% | +1+0.2% | Added |
| Jones Financial Companies LLLP | 531 | $123.5K | 0.00% | +77+17.0% | Added |
| Parallel Advisors, LLC | 562 | $130.7K | 0.00% | −379−40.3% | Reduced |
| GAMMA Investing LLC | 573 | $133.3K | 0.01% | +99+20.9% | Added |
| KBC Group NV | 579 | $135.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 596 | $138.7K | 0.10% | −882−59.7% | Reduced |
| IFP Advisors, Inc | 642 | $149.4K | 0.00% | +14+2.2% | Added |
| Strategic Advocates LLC | 669 | $157.6K | 0.04% | −443−39.8% | Reduced |
| Horizon Investments, LLC | 722 | $168.0K | 0.00% | −8,573−92.2% | Reduced |
| Virtus ETF Advisers LLC | 740 | $172.2K | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 816 | $189.8K | 0.01% | +14+1.7% | Added |
| Cache Advisors, LLC | 883 | $205.4K | 0.03% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 887 | $206.6K | 0.00% | +887 | New |
| Tower Research Capital LLC (TRC) | 894 | $208.0K | 0.01% | −339−27.5% | Reduced |
| Kensington Investment Counsel, LLC | 900 | $209.4K | 0.09% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 901 | $209.6K | 0.03% | +901 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 936 | $217.8K | 0.00% | +936 | New |
| Sanctuary Advisors, LLC | 944 | $219.6K | 0.00% | +86+10.0% | Added |
| Arlington Financial Advisors, LLC | 952 | $221.5K | 0.03% | 00.0% | Unchanged |
| ProShare Advisors LLC | 958 | $222.9K | 0.00% | −36−3.6% | Reduced |
| Covestor Ltd | 961 | $224.0K | 0.12% | −79−7.6% | Reduced |
| Navellier & Associates Inc | 1,000 | $232.7K | 0.03% | 00.0% | Unchanged |
| Davis R M Inc | 1,000 | $232.7K | 0.00% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 1,000 | $232.7K | 0.01% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 1,001 | $232.9K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,014 | $235.0K | 0.00% | +1,014 | New |
| Bokf, NA | 1,036 | $241.0K | 0.00% | −218−17.4% | Reduced |
| denkapparat Operations GmbH | 1,036 | $241.0K | 0.13% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,045 | $243.1K | 0.01% | −285−21.4% | Reduced |
| Maryland State Retirement & Pension System | 1,059 | $246.4K | 0.01% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 1,069 | $248.7K | 0.01% | +11+1.0% | Added |
| Moody Aldrich Partners LLC | 1,085 | $252.4K | 0.05% | −621−36.4% | Reduced |
| First Foundation Advisors | 1,098 | $255.4K | 0.01% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 1,115 | $259.4K | 0.11% | +2+0.2% | Added |
| Cambria Investment Management, L.P. | 1,121 | $260.8K | 0.02% | +1,121 | New |
| Burney Co | 1,146 | $266.6K | 0.01% | −6,851−85.7% | Reduced |
| Utah Retirement Systems | 1,162 | $270.3K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 1,163 | $271.3K | 0.00% | −760−39.5% | Reduced |
| Somerset Trust Co | 1,176 | $273.6K | 0.08% | +61+5.5% | Added |
| Crossmark Global Holdings, Inc. | 1,185 | $275.7K | 0.00% | −201−14.5% | Reduced |
| Cullinan Associates Inc | 1,200 | $279.2K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,231 | $286.0K | 0.00% | −33−2.6% | Reduced |
| Empowered Funds, LLC | 1,273 | $296.2K | 0.01% | +1,273 | New |
| Fieldview Capital Management, LLC | 1,281 | $298.0K | 0.05% | +1,281 | New |
| Mutual Advisors, LLC | 1,288 | $299.7K | 0.01% | +20+1.6% | Added |
| Quest Partners LLC | 1,323 | $307.8K | 0.02% | −295−18.2% | Reduced |
| Diversify Wealth Management, LLC | 1,413 | $312.5K | 0.01% | −76−5.1% | Reduced |
| EP Wealth Advisors, LLC | 1,347 | $313.4K | 0.00% | +1,347 | New |
| Exchange Traded Concepts, LLC | 1,349 | $313.8K | 0.00% | +742+122.2% | Added |
| Sequoia Financial Advisors, LLC | 1,358 | $315.9K | 0.00% | +1,358 | New |
| L2 Asset Management, LLC | 1,381 | $321.4K | 0.04% | +1,381 | New |
| Snowden Capital Advisors LLC | 1,384 | $322.0K | 0.01% | −155−10.1% | Reduced |
| CWM Advisors, LLC | 1,400 | $325.7K | 0.03% | +312+28.7% | Added |
| First Bank & Trust | 1,414 | $329.0K | 0.05% | +114+8.8% | Added |
| Kestra Investment Management, LLC | 1,416 | $329.4K | 0.01% | +1,416 | New |
| Janney Montgomery Scott LLC | 1,433 | $333.0K | 0.00% | −19−1.3% | Reduced |
| MML Investors Services, LLC | 1,456 | $338.7K | 0.00% | −5−0.3% | Reduced |
| Fiduciary Trust Co | 1,467 | $341.3K | 0.00% | −3−0.2% | Reduced |
| Two Sigma Securities, LLC | 1,476 | $343.4K | 0.05% | +1,476 | New |
| Norden Group LLC | 1,480 | $344.3K | 0.03% | −1,694−53.4% | Reduced |
| HMS Capital Management, LLC | 1,493 | $347.3K | 0.14% | −11−0.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,509 | $351.1K | 0.04% | −6−0.4% | Reduced |
| Guggenheim Capital LLC | 1,518 | $353.2K | 0.00% | −266−14.9% | Reduced |
| State of Wisconsin Investment Board | 1,549 | $360.4K | 0.00% | −5,310−77.4% | Reduced |
| Coldstream Capital Management Inc | 1,594 | $370.8K | 0.00% | +628+65.0% | Added |
| Banque Pictet & Cie SA | 1,596 | $371.3K | 0.00% | −378−19.1% | Reduced |
| Global Endowment Management, LP | 1,603 | $373.0K | 0.05% | −674−29.6% | Reduced |
| Portside Wealth Group, LLC | 1,606 | $373.6K | 0.05% | −1,042−39.4% | Reduced |
| Amundi | 1,608 | $374.1K | 0.00% | +1,608 | New |
| Alps Advisors Inc | 1,663 | $386.9K | 0.00% | +8+0.5% | Added |
| Securian Asset Management, Inc | 1,689 | $392.9K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,523 | $393.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,734 | $403.4K | 0.00% | +250+16.8% | Added |
| Bank of Nova Scotia | 1,795 | $417.6K | 0.00% | +383+27.1% | Added |
| Third View Private Wealth, LLC | 1,799 | $418.5K | 0.06% | +1,799 | New |
| HighTower Advisors, LLC | 1,802 | $419.3K | 0.00% | −407−18.4% | Reduced |
| Vestcor Inc | 1,851 | $431.0K | 0.01% | +1,298+234.7% | Added |
| Mirabella Financial Services LLP | 1,866 | $434.1K | 0.04% | +1,866 | New |
| Jefferies Financial Group Inc. | 1,874 | $436.0K | 0.00% | +1,874 | New |
| Beacon Pointe Advisors, LLC | 1,903 | $442.7K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,939 | $451.0K | 0.00% | −189−8.9% | Reduced |
| Grandeur Peak Global Advisors, LLC | 2,027 | $471.6K | 0.06% | −337−14.3% | Reduced |
| New York Life Investment Management LLC | 2,043 | $475.3K | 0.00% | −223−9.8% | Reduced |
| Summit Trail Advisors, LLC | 2,044 | $475.5K | 0.01% | +649+46.5% | Added |
| Virtue Capital Management, LLC | 788 | $487.2K | 0.08% | −27,879−97.3% | Reduced |
| Mercer Global Advisors Inc | 2,105 | $489.8K | 0.00% | +842+66.7% | Added |
| Aviva PLC | 2,113 | $491.6K | 0.00% | +385+22.3% | Added |
| Caitlin John, LLC | 2,145 | $499.0K | 0.33% | +2,145 | New |
| Ashton Thomas Private Wealth, LLC | 2,147 | $499.5K | 0.01% | +326+17.9% | Added |
| Mach-1 Financial Group, Inc. | 2,148 | $499.7K | 0.10% | +2,148 | New |
| Voya Investment Management LLC | 2,153 | $500.9K | 0.00% | −227−9.5% | Reduced |
| Dark Forest Capital Management LP | 2,163 | $503.2K | 0.02% | +2,163 | New |
| Blueshift Asset Management, LLC | 2,188 | $509.0K | 0.15% | −545−19.9% | Reduced |
| Lecap Asset Management Ltd | 2,233 | $519.5K | 0.21% | +2,233 | New |
| Captrust Financial Advisors | 2,271 | $528.3K | 0.00% | +178+8.5% | Added |
| XTX Topco Ltd | 2,338 | $543.9K | 0.01% | +1,588+211.7% | Added |
| Public Employees Retirement Association of Colorado | 2,354 | $548.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,358 | $549.0K | 0.00% | +1,200+103.6% | Added |
| US Bancorp | 2,363 | $549.8K | 0.00% | +127+5.7% | Added |
| Lazard Asset Management LLC | 2,395 | $557.2K | 0.00% | −340−12.4% | Reduced |