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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 2,494 | $580.0K | 0.00% | +76+3.1% | Added |
| Baird Financial Group, Inc. | 2,482 | $577.4K | 0.00% | +13+0.5% | Added |
| American Century Companies Inc | 2,455 | $571.2K | 0.00% | +203+9.0% | Added |
| Neuberger Berman Group LLC | 2,427 | $564.6K | 0.00% | −3,671−60.2% | Reduced |
| Lazard Asset Management LLC | 2,395 | $557.2K | 0.00% | −340−12.4% | Reduced |
| US Bancorp | 2,363 | $549.8K | 0.00% | +127+5.7% | Added |
| CWM, LLC | 2,358 | $549.0K | 0.00% | +1,200+103.6% | Added |
| Public Employees Retirement Association of Colorado | 2,354 | $548.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,338 | $543.9K | 0.01% | +1,588+211.7% | Added |
| Captrust Financial Advisors | 2,271 | $528.3K | 0.00% | +178+8.5% | Added |
| Lecap Asset Management Ltd | 2,233 | $519.5K | 0.21% | +2,233 | New |
| Blueshift Asset Management, LLC | 2,188 | $509.0K | 0.15% | −545−19.9% | Reduced |
| Dark Forest Capital Management LP | 2,163 | $503.2K | 0.02% | +2,163 | New |
| Voya Investment Management LLC | 2,153 | $500.9K | 0.00% | −227−9.5% | Reduced |
| Mach-1 Financial Group, Inc. | 2,148 | $499.7K | 0.10% | +2,148 | New |
| Ashton Thomas Private Wealth, LLC | 2,147 | $499.5K | 0.01% | +326+17.9% | Added |
| Caitlin John, LLC | 2,145 | $499.0K | 0.33% | +2,145 | New |
| Aviva PLC | 2,113 | $491.6K | 0.00% | +385+22.3% | Added |
| Mercer Global Advisors Inc | 2,105 | $489.8K | 0.00% | +842+66.7% | Added |
| Virtue Capital Management, LLC | 788 | $487.2K | 0.08% | −27,879−97.3% | Reduced |
| Summit Trail Advisors, LLC | 2,044 | $475.5K | 0.01% | +649+46.5% | Added |
| New York Life Investment Management LLC | 2,043 | $475.3K | 0.00% | −223−9.8% | Reduced |
| Grandeur Peak Global Advisors, LLC | 2,027 | $471.6K | 0.06% | −337−14.3% | Reduced |
| Federated Hermes, Inc. | 1,939 | $451.0K | 0.00% | −189−8.9% | Reduced |
| Beacon Pointe Advisors, LLC | 1,903 | $442.7K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1,874 | $436.0K | 0.00% | +1,874 | New |
| Mirabella Financial Services LLP | 1,866 | $434.1K | 0.04% | +1,866 | New |
| Vestcor Inc | 1,851 | $431.0K | 0.01% | +1,298+234.7% | Added |
| HighTower Advisors, LLC | 1,802 | $419.3K | 0.00% | −407−18.4% | Reduced |
| Third View Private Wealth, LLC | 1,799 | $418.5K | 0.06% | +1,799 | New |
| Bank of Nova Scotia | 1,795 | $417.6K | 0.00% | +383+27.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,734 | $403.4K | 0.00% | +250+16.8% | Added |
| DekaBank Deutsche Girozentrale | 1,523 | $393.0K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 1,689 | $392.9K | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,663 | $386.9K | 0.00% | +8+0.5% | Added |
| Amundi | 1,608 | $374.1K | 0.00% | +1,608 | New |
| Portside Wealth Group, LLC | 1,606 | $373.6K | 0.05% | −1,042−39.4% | Reduced |
| Global Endowment Management, LP | 1,603 | $373.0K | 0.05% | −674−29.6% | Reduced |
| Banque Pictet & Cie SA | 1,596 | $371.3K | 0.00% | −378−19.1% | Reduced |
| Coldstream Capital Management Inc | 1,594 | $370.8K | 0.00% | +628+65.0% | Added |
| State of Wisconsin Investment Board | 1,549 | $360.4K | 0.00% | −5,310−77.4% | Reduced |
| Guggenheim Capital LLC | 1,518 | $353.2K | 0.00% | −266−14.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,509 | $351.1K | 0.04% | −6−0.4% | Reduced |
| HMS Capital Management, LLC | 1,493 | $347.3K | 0.14% | −11−0.7% | Reduced |
| Norden Group LLC | 1,480 | $344.3K | 0.03% | −1,694−53.4% | Reduced |
| Two Sigma Securities, LLC | 1,476 | $343.4K | 0.05% | +1,476 | New |
| Fiduciary Trust Co | 1,467 | $341.3K | 0.00% | −3−0.2% | Reduced |
| MML Investors Services, LLC | 1,456 | $338.7K | 0.00% | −5−0.3% | Reduced |
| Janney Montgomery Scott LLC | 1,433 | $333.0K | 0.00% | −19−1.3% | Reduced |
| Kestra Investment Management, LLC | 1,416 | $329.4K | 0.01% | +1,416 | New |
| First Bank & Trust | 1,414 | $329.0K | 0.05% | +114+8.8% | Added |
| CWM Advisors, LLC | 1,400 | $325.7K | 0.03% | +312+28.7% | Added |
| Snowden Capital Advisors LLC | 1,384 | $322.0K | 0.01% | −155−10.1% | Reduced |
| L2 Asset Management, LLC | 1,381 | $321.4K | 0.04% | +1,381 | New |
| Sequoia Financial Advisors, LLC | 1,358 | $315.9K | 0.00% | +1,358 | New |
| Exchange Traded Concepts, LLC | 1,349 | $313.8K | 0.00% | +742+122.2% | Added |
| EP Wealth Advisors, LLC | 1,347 | $313.4K | 0.00% | +1,347 | New |
| Diversify Wealth Management, LLC | 1,413 | $312.5K | 0.01% | −76−5.1% | Reduced |
| Quest Partners LLC | 1,323 | $307.8K | 0.02% | −295−18.2% | Reduced |
| Mutual Advisors, LLC | 1,288 | $299.7K | 0.01% | +20+1.6% | Added |
| Fieldview Capital Management, LLC | 1,281 | $298.0K | 0.05% | +1,281 | New |
| Empowered Funds, LLC | 1,273 | $296.2K | 0.01% | +1,273 | New |
| Park Avenue Securities LLC | 1,231 | $286.0K | 0.00% | −33−2.6% | Reduced |
| Cullinan Associates Inc | 1,200 | $279.2K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 1,185 | $275.7K | 0.00% | −201−14.5% | Reduced |
| Somerset Trust Co | 1,176 | $273.6K | 0.08% | +61+5.5% | Added |
| HSBC Holdings PLC | 1,163 | $271.3K | 0.00% | −760−39.5% | Reduced |
| Utah Retirement Systems | 1,162 | $270.3K | 0.00% | 00.0% | Unchanged |
| Burney Co | 1,146 | $266.6K | 0.01% | −6,851−85.7% | Reduced |
| Cambria Investment Management, L.P. | 1,121 | $260.8K | 0.02% | +1,121 | New |
| Lewis Asset Management, LLC | 1,115 | $259.4K | 0.11% | +2+0.2% | Added |
| First Foundation Advisors | 1,098 | $255.4K | 0.01% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 1,085 | $252.4K | 0.05% | −621−36.4% | Reduced |
| Motley Fool Asset Management LLC | 1,069 | $248.7K | 0.01% | +11+1.0% | Added |
| Maryland State Retirement & Pension System | 1,059 | $246.4K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,045 | $243.1K | 0.01% | −285−21.4% | Reduced |
| Bokf, NA | 1,036 | $241.0K | 0.00% | −218−17.4% | Reduced |
| denkapparat Operations GmbH | 1,036 | $241.0K | 0.13% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,014 | $235.0K | 0.00% | +1,014 | New |
| Swiss Life Asset Management Ltd | 1,001 | $232.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Covestor Ltd | 961 | $224.0K | 0.12% | −79−7.6% | Reduced |
| ProShare Advisors LLC | 958 | $222.9K | 0.00% | −36−3.6% | Reduced |
| Arlington Financial Advisors, LLC | 952 | $221.5K | 0.03% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 944 | $219.6K | 0.00% | +86+10.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 936 | $217.8K | 0.00% | +936 | New |
| Gilbert & Cook, Inc. | 901 | $209.6K | 0.03% | +901 | New |
| Kensington Investment Counsel, LLC | 900 | $209.4K | 0.09% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 894 | $208.0K | 0.01% | −339−27.5% | Reduced |
| Eurizon Capital SGR S.p.A. | 887 | $206.6K | 0.00% | +887 | New |
| Cache Advisors, LLC | 883 | $205.4K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 816 | $189.8K | 0.01% | +14+1.7% | Added |
| Virtus ETF Advisers LLC | 740 | $172.2K | 0.08% | 00.0% | Unchanged |
| Horizon Investments, LLC | 722 | $168.0K | 0.00% | −8,573−92.2% | Reduced |
| Strategic Advocates LLC | 669 | $157.6K | 0.04% | −443−39.8% | Reduced |
| IFP Advisors, Inc | 642 | $149.4K | 0.00% | +14+2.2% | Added |
| Bayforest Capital Ltd | 596 | $138.7K | 0.10% | −882−59.7% | Reduced |
| KBC Group NV | 579 | $135.0K | 0.00% | 00.0% | Unchanged |