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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 14,149 | $3.29M | 0.02% | −806−5.4% | Reduced |
| EFG International AG | 14,145 | $3.29M | 0.06% | +14,145 | New |
| Baker Avenue Asset Management, LP | 15,330 | $3.57M | 0.08% | −821−5.1% | Reduced |
| Kerrisdale Advisers, LLC | 16,016 | $3.73M | 1.76% | +1,238+8.4% | Added |
| Channel Wealth LLC | 16,488 | $3.84M | 0.97% | −25−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 16,687 | $3.88M | 0.00% | −271−1.6% | Reduced |
| Alamar Capital Management, LLC | 17,065 | $3.97M | 2.19% | −1,125−6.2% | Reduced |
| State Board of Administration of Florida Retirement System | 18,126 | $4.22M | 0.01% | +460+2.6% | Added |
| Advisors Capital Management, LLC | 19,285 | $4.49M | 0.05% | −266−1.4% | Reduced |
| Franklin Resources Inc | 19,634 | $4.57M | 0.00% | +1,209+6.6% | Added |
| KCM Investment Advisors LLC | 19,686 | $4.58M | 0.15% | +19,686 | New |
| Janus Henderson Group PLC | 19,872 | $4.62M | 0.00% | −48,683−71.0% | Reduced |
| California State Teachers Retirement System | 20,651 | $4.80M | 0.00% | −19−0.1% | Reduced |
| Victory Capital Management Inc | 22,448 | $5.22M | 0.00% | −1,822−7.5% | Reduced |
| Ameriprise Financial Inc | 22,737 | $5.29M | 0.00% | −587−2.5% | Reduced |
| Zevenbergen Capital Investments LLC | 23,800 | $5.54M | 0.12% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 24,670 | $5.74M | 0.00% | −7,443−23.2% | Reduced |
| Crosslink Capital Inc | 25,025 | $5.82M | 0.45% | +25,025 | New |
| Balyasny Asset Management LLC | 25,456 | $5.92M | 0.01% | +25,456 | New |
| Great West Life Assurance Co | 25,594 | $5.96M | 0.01% | −5,932−18.8% | Reduced |
| Two Sigma Advisers, LP | 26,606 | $6.19M | 0.01% | +25,720+2,902.9% | Added |
| Panagora Asset Management Inc | 27,288 | $6.35M | 0.02% | +27,288 | New |
| Retirement Systems of Alabama | 27,692 | $6.44M | 0.02% | +39+0.1% | Added |
| Barclays PLC | 29,821 | $6.94M | 0.00% | +8,207+38.0% | Added |
| AQR Capital Management LLC | 30,300 | $7.05M | 0.00% | +4,471+17.3% | Added |
| Thrivent Financial for Lutherans | 31,646 | $7.36M | 0.01% | +7,398+30.5% | Added |
| Man Group plc | 32,038 | $7.45M | 0.01% | −13,027−28.9% | Reduced |
| Natixis Advisors, L.P. | 32,325 | $7.52M | 0.01% | −1,668−4.9% | Reduced |
| Legal & General Group Plc | 33,432 | $7.78M | 0.00% | −1,700−4.8% | Reduced |
| Quantum Capital Management, LLC | 34,366 | $8.00M | 0.93% | +34,366 | New |
| TFJ Management, LLC | 36,166 | $8.41M | 6.06% | +2,136+6.3% | Added |
| Edgestream Partners, L.P. | 36,779 | $8.56M | 0.24% | +32,720+806.1% | Added |
| Squarepoint Ops LLC | 37,601 | $8.75M | 0.02% | +3,981+11.8% | Added |
| Verition Fund Management LLC | 37,651 | $8.76M | 0.05% | +4,657+14.1% | Added |
| Nordea Investment Management AB | 37,558 | $8.79M | 0.01% | +37,558 | New |
| Mission Wealth Management, LP | 39,107 | $9.10M | 0.19% | −10,094−20.5% | Reduced |
| Nicholas Investment Partners, LP | 39,591 | $9.21M | 0.67% | +2,308+6.2% | Added |
| UBS Group AG | 39,965 | $9.30M | 0.00% | −14,030−26.0% | Reduced |
| SEI Investments Co | 40,007 | $9.31M | 0.01% | +7,318+22.4% | Added |
| Creative Planning | 41,004 | $9.54M | 0.01% | −1,486−3.5% | Reduced |
| Quantinno Capital Management LP | 41,216 | $9.59M | 0.02% | +18,345+80.2% | Added |
| Bridgewater Associates, LP | 42,436 | $9.87M | 0.04% | +1,842+4.5% | Added |
| Swiss National Bank | 42,840 | $9.97M | 0.01% | +440+1.0% | Added |
| Royal Bank of Canada | 43,884 | $10.2M | 0.00% | −40,188−47.8% | Reduced |
| Atika Capital Management LLC | 44,500 | $10.4M | 1.44% | 00.0% | Unchanged |
| Insight Holdings Group, LLC | 44,550 | $10.4M | 0.78% | −108,050−70.8% | Reduced |
| LPL Financial LLC | 44,594 | $10.4M | 0.00% | +32,875+280.5% | Added |
| Goldman Sachs Group Inc | 44,958 | $10.5M | 0.00% | +12,235+37.4% | Added |
| Toroso Investments, LLC | 46,757 | $10.9M | 0.05% | +45,313+3,138.0% | Added |
| Rockefeller Capital Management L.P. | 52,416 | $12.2M | 0.02% | +52,358+90,272.4% | Added |
| Blair William & Co | 53,626 | $12.5M | 0.03% | −634−1.2% | Reduced |
| EULAV Asset Management | 55,449 | $12.9M | 0.34% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 57,619 | $13.4M | 0.02% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 57,767 | $13.4M | 0.00% | +1,290+2.3% | Added |
| Envestnet Asset Management Inc | 60,646 | $14.1M | 0.00% | −4,695−7.2% | Reduced |
| Rhumbline Advisers | 60,879 | $14.2M | 0.01% | −1,657−2.6% | Reduced |
| Nuveen, LLC | 62,479 | $14.5M | 0.00% | +4,528+7.8% | Added |
| Loomis Sayles & Co L P | 63,940 | $14.9M | 0.02% | +63,940 | New |
| Sone Capital Management, LLC | 64,542 | $15.0M | 1.22% | +31,404+94.8% | Added |
| JPMorgan Chase & Co | 80,657 | $18.8M | 0.00% | +26,314+48.4% | Added |
| Russell Investments Group, Ltd. | 85,613 | $19.9M | 0.02% | +21,596+33.7% | Added |
| Norges Bank | 97,976 | $22.8M | 0.00% | +97,976 | New |
| Raymond James Financial Inc | 97,919 | $23.0M | 0.01% | +3,835+4.1% | Added |
| Wells Fargo & Company | 99,518 | $23.2M | 0.00% | −8,816−8.1% | Reduced |
| Two Sigma Investments, LP | 99,876 | $23.2M | 0.03% | +85,867+612.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 109,089 | $25.6M | 0.03% | +79,069+263.4% | Added |
| Ranger Investment Management, L.P. | 114,290 | $26.6M | 1.82% | −305−0.3% | Reduced |
| Capital Impact Advisors, LLC | 128,314 | $29.9M | 2.34% | +92,936+262.7% | Added |
| Jennison Associates LLC | 129,401 | $30.1M | 0.02% | +4,819+3.9% | Added |
| Caisse de Depot Et Placement du Quebec | 139,629 | $32.5M | 0.06% | −9,112−6.1% | Reduced |
| Renaissance Technologies LLC | 146,520 | $34.1M | 0.05% | −17,982−10.9% | Reduced |
| GW&K Investment Management, LLC | 149,087 | $34.7M | 0.30% | +5,684+4.0% | Added |
| Brown Capital Management LLC | 152,123 | $35.4M | 2.90% | −189,819−55.5% | Reduced |
| Charles Schwab Investment Management Inc | 154,947 | $36.0M | 0.01% | −3,261−2.1% | Reduced |
| Marshall Wace, LLP | 169,929 | $39.5M | 0.04% | +50,385+42.1% | Added |
| Bank of New York Mellon Corp | 179,159 | $41.7M | 0.01% | −8,135−4.3% | Reduced |
| First Trust Advisors LP | 182,591 | $42.5M | 0.03% | +94,052+106.2% | Added |
| Jacobs Levy Equity Management, Inc | 186,393 | $43.4M | 0.17% | +74,763+67.0% | Added |
| Greenstone Partners & Co., LLC | 187,609 | $43.6M | 8.48% | +54,833+41.3% | Added |
| Hudson Way Capital Management LLC | 202,853 | $47.2M | 3.75% | +9,257+4.8% | Added |
| Northern Trust Corp | 212,285 | $49.4M | 0.01% | −33,642−13.7% | Reduced |
| Fiera Capital Corp | 213,151 | $49.6M | 0.16% | +50,275+30.9% | Added |
| FMR LLC | 259,656 | $60.4M | 0.00% | −235,321−47.5% | Reduced |
| Morgan Stanley | 275,549 | $64.1M | 0.00% | +31,369+12.8% | Added |
| Millennium Management LLC | 281,495 | $65.5M | 0.05% | +172,627+158.6% | Added |
| Bank of America Corp | 283,962 | $66.1M | 0.00% | +89,837+46.3% | Added |
| Dimensional Fund Advisors LP | 287,027 | $66.8M | 0.01% | +8,466+3.0% | Added |
| Caledonia (Private) Investments Pty Ltd | 332,635 | $77.4M | 1.48% | +104,609+45.9% | Added |
| Citadel Advisors LLC | 358,915 | $83.5M | 0.06% | +331,938+1,230.4% | Added |
| Arrowstreet Capital, Limited Partnership | 361,101 | $84.0M | 0.05% | +43,688+13.8% | Added |
| Long Walk Management LP | 381,750 | $88.8M | 19.76% | +93,250+32.3% | Added |
| DF Dent & Co Inc | 401,494 | $93.4M | 1.34% | −26,104−6.1% | Reduced |
| Invesco Ltd. | 416,260 | $96.8M | 0.01% | +20,609+5.2% | Added |
| Gilder Gagnon Howe & Co LLC | 419,431 | $97.6M | 1.03% | −98,319−19.0% | Reduced |
| Geode Capital Management, LLC | 472,491 | $109.9M | 0.01% | +11,588+2.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 520,509 | $121.1M | 0.33% | −95,117−15.5% | Reduced |
| Nellore Capital Management LLC | 529,696 | $123.2M | 13.80% | +54,732+11.5% | Added |
| William Blair Investment Management, LLC | 638,241 | $148.5M | 0.41% | +86,272+15.6% | Added |
| Price T Rowe Associates Inc | 669,317 | $155.7M | 0.02% | +98,230+17.2% | Added |
| State Street Corp | 685,656 | $159.5M | 0.01% | +7,585+1.1% | Added |