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 |
|---|---|---|---|---|---|
| Ashe Capital Management, LP | 1,077,915 | $250.8M | 24.30% | −253,345−19.0% | Reduced |
| Principal Financial Group Inc | 1,245,949 | $289.9M | 0.15% | +79,197+6.8% | Added |
| BlackRock, Inc. | 2,368,348 | $551.0M | 0.01% | −44,599−1.8% | Reduced |
| Vanguard Group Inc | 2,560,460 | $595.7M | 0.01% | +101,466+4.1% | Added |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −88,500−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −53,256−100.0% | Sold out |
| CTF Capital Management, LP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −38,071−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −20,277−100.0% | Sold out |
| Light Street Capital Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −16,984−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −12,844−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −6,852−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −5,490−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −5,204−100.0% | Sold out |
| Barrier Capital Management, LLC | 0 | $0 | 0.00% | −3,883−100.0% | Sold out |
| Element Squared LLC | 0 | $0 | 0.00% | −2,939−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −2,827−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −2,814−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −2,801−100.0% | Sold out |
| Curbstone Financial Management Corp | 0 | $0 | 0.00% | −2,550−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,161−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −2,120−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −2,054−100.0% | Sold out |
| National Philanthropic Trust | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −1,776−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,466−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −1,457−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,294−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,367−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −1,207−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,184−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −1,167−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −1,130−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −1,030−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −951−100.0% | Sold out |
| Saranac Partners Ltd | 0 | $0 | 0.00% | −920−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −873−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −824−100.0% | Sold out |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −794−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| Mechanics Bank Trust Department | 0 | $0 | 0.00% | −761−100.0% | Sold out |
| Papamarkou Wellner Asset Management inc. | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −742−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −588−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −527−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| EFG Asset Management (North America) Corp. | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Bryce Point Capital, LLC | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |