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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.

13F holders, Q1 2026

Institutional positions in Appfolio Inc as of Mar 31, 2026. 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
399
+1 vs. Q4 2025
Shares held
21.6M
+3.32M (+18.1%) vs. Q4 2025
Total value
$3.41B
−$844.8M (−19.8%) vs. Q4 2025
New holders
75
185 more added
Sold out
74
106 more reduced

6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 399 institutions
Q1 2021: 158 institutionsQ2 2021: 160 institutionsQ3 2021: 155 institutionsQ4 2021: 150 institutionsQ1 2022: 174 institutionsQ2 2022: 156 institutionsQ3 2022: 162 institutionsQ4 2022: 188 institutionsQ1 2023: 193 institutionsQ2 2023: 214 institutionsQ3 2023: 246 institutionsQ4 2023: 295 institutionsQ1 2024: 366 institutionsQ2 2024: 391 institutionsQ3 2024: 385 institutionsQ4 2024: 388 institutionsQ1 2025: 381 institutionsQ2 2025: 385 institutionsQ3 2025: 411 institutionsQ4 2025: 404 institutionsQ1 2026: 399 institutionsQ2 2026: 394 institutions
Value heldQ1 2026: $3.41B
Q1 2021: $2.29BQ2 2021: $2.29BQ3 2021: $1.93BQ4 2021: $1.95BQ1 2022: $1.78BQ2 2022: $1.46BQ3 2022: $1.70BQ4 2022: $1.67BQ1 2023: $2.05BQ2 2023: $2.78BQ3 2023: $3.01BQ4 2023: $3.01BQ1 2024: $4.86BQ2 2024: $4.61BQ3 2024: $4.50BQ4 2024: $4.70BQ1 2025: $4.38BQ2 2025: $4.73BQ3 2025: $5.52BQ4 2025: $4.88BQ1 2026: $3.41BQ2 2026: $3.77B
Institutions holding APPF and their total value by quarter
QuarterHoldersValue
Q2 2026394$3.77B
Q1 2026399$3.41B
Q4 2025404$4.88B
Q3 2025411$5.52B
Q2 2025385$4.73B
Q1 2025381$4.38B
Q4 2024388$4.70B
Q3 2024385$4.50B
Q2 2024391$4.61B
Q1 2024366$4.86B
Q4 2023295$3.01B
Q3 2023246$3.01B
Q2 2023214$2.78B
Q1 2023193$2.05B
Q4 2022188$1.67B
Q3 2022162$1.70B
Q2 2022156$1.46B
Q1 2022174$1.78B
Q4 2021150$1.95B
Q3 2021155$1.93B
Q2 2021160$2.29B
Q1 2021158$2.29B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q4 2025.

Institutions holding APPF in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.2,547,098$402.0M0.01%+178,750+7.5%Added
Principal Financial Group Inc1,505,882$237.7M0.13%+259,933+20.9%Added
Vanguard Portfolio Management LLC1,485,373$234.4M0.01%+1,485,373New
Vanguard Capital Management LLC1,047,945$165.4M0.00%+1,047,945New
Ashe Capital Management, LP1,047,915$165.4M20.74%−30,000−2.8%Reduced
State Street Corp721,657$113.9M0.00%+36,001+5.3%Added
William Blair Investment Management, LLC643,231$101.5M0.34%+4,990+0.8%Added
Nellore Capital Management LLC636,302$100.4M12.83%+106,606+20.1%Added
Price T Rowe Associates Inc513,441$81.0M0.01%−155,876−23.3%Reduced
Geode Capital Management, LLC506,289$79.9M0.00%+33,798+7.2%Added
Kayne Anderson Rudnick Investment Management LLC454,463$71.7M0.21%−66,046−12.7%Reduced
Arrowstreet Capital, Limited Partnership384,529$60.7M0.03%+23,428+6.5%Added
Jacobs Levy Equity Management, Inc367,128$57.9M0.24%+180,735+97.0%Added
Bank of America Corp345,603$54.5M0.00%+61,641+21.7%Added
Keenan Capital, LLC334,557$52.8M11.14%+334,557New
Caledonia (Private) Investments Pty Ltd328,277$51.8M1.51%−4,358−1.3%Reduced
DF Dent & Co Inc320,512$50.6M0.97%−80,982−20.2%Reduced
Morgan Stanley307,290$48.5M0.00%+31,741+11.5%Added
Dimensional Fund Advisors LP296,627$46.8M0.01%+9,600+3.3%Added
Greenstone Partners & Co., LLC273,497$43.2M10.93%+85,888+45.8%Added
Northern Trust Corp266,145$42.0M0.01%+53,860+25.4%Added
Gilder Gagnon Howe & Co LLC265,330$41.9M0.50%−154,101−36.7%Reduced
Renaissance Technologies LLC227,280$35.9M0.06%+80,760+55.1%Added
Fiera Capital Corp220,357$34.8M0.12%+7,206+3.4%Added
Lead Edge Capital Management, LLC210,260$33.2M8.14%+210,260New
Long Walk Management LP204,500$32.3M9.39%−177,250−46.4%Reduced
Charles Schwab Investment Management Inc164,642$26.0M0.00%+9,695+6.3%Added
Bank of New York Mellon Corp159,724$25.2M0.00%−19,435−10.8%Reduced
Vanguard Fiduciary Trust Co153,482$24.2M0.01%+153,482New
Caisse de Depot Et Placement du Quebec152,587$24.1M0.04%+12,958+9.3%Added
Millennium Management LLC142,068$22.4M0.02%−139,427−49.5%Reduced
Sone Capital Management, LLC133,705$21.1M1.77%+69,163+107.2%Added
Ameriprise Financial Inc130,372$20.6M0.00%+107,635+473.4%Added
FMR LLC128,428$20.3M0.00%−131,228−50.5%Reduced
GW&K Investment Management, LLC126,691$20.0M0.18%−22,396−15.0%Reduced
Two Sigma Investments, LP124,314$19.6M0.02%+24,438+24.5%Added
First Trust Advisors LP123,026$19.4M0.01%−59,565−32.6%Reduced
Russell Investments Group, Ltd.119,299$18.8M0.02%+33,686+39.3%Added
Goldman Sachs Group Inc110,909$17.5M0.00%+65,951+146.7%Added
TenCore Partners, LP109,905$17.3M13.48%+109,905New
Brown Capital Management LLC108,134$17.1M2.42%−43,989−28.9%Reduced
JPMorgan Chase & Co108,078$16.8M0.00%+27,421+34.0%Added
Invesco Ltd.105,721$16.7M0.00%−310,539−74.6%Reduced
Raymond James Financial Inc105,014$16.4M0.01%+7,095+7.2%Added
UBS Group AG100,137$15.8M0.00%+60,172+150.6%Added
Ranger Investment Management, L.P.98,630$15.6M1.13%−15,660−13.7%Reduced
Wells Fargo & Company96,116$15.2M0.00%−3,402−3.4%Reduced
Marshall Wace, LLP93,771$14.8M0.02%−76,158−44.8%Reduced
Riverbridge Partners LLC88,112$13.9M0.34%+88,112New
Squarepoint Ops LLC80,665$12.7M0.03%+43,064+114.5%Added
Nuveen, LLC77,182$12.2M0.00%+14,703+23.5%Added
Jennison Associates LLC76,110$12.0M0.01%−53,291−41.2%Reduced
Pacer Advisors, Inc.71,790$11.3M0.03%+68,224+1,913.2%Added
Crosslink Capital Inc71,490$11.3M1.10%+46,465+185.7%Added
Citadel Advisors LLC70,779$11.2M0.01%−288,136−80.3%Reduced
SEI Investments Co70,495$11.1M0.01%+30,488+76.2%Added
Edgestream Partners, L.P.70,110$11.1M0.36%+33,331+90.6%Added
Envestnet Asset Management Inc70,045$11.1M0.00%+9,399+15.5%Added
Rhumbline Advisers64,248$10.1M0.01%+3,369+5.5%Added
Loomis Sayles & Co L P62,318$9.84M0.01%−1,622−2.5%Reduced
New York State Common Retirement Fund60,468$9.54M0.01%+2,849+4.9%Added
UBS Asset Management Americas Inc57,778$9.12M0.00%+110.0%Added
Rockefeller Capital Management L.P.57,359$9.05M0.02%+4,943+9.4%Added
EULAV Asset Management55,449$8.75M0.28%00.0%Unchanged
Tensile Capital Management LP53,000$8.36M1.20%+53,000New
Royal Bank of Canada52,466$8.28M0.00%+8,582+19.6%Added
TFJ Management, LLC51,739$8.17M7.82%+15,573+43.1%Added
Y-Intercept (Hong Kong) Ltd51,263$8.09M0.15%+38,995+317.9%Added
Toroso Investments, LLC50,768$8.01M0.02%+4,011+8.6%Added
Blair William & Co50,596$7.98M0.02%−3,030−5.7%Reduced
Quantinno Capital Management LP50,441$7.96M0.01%+9,225+22.4%Added
Granite Investment Partners, LLC48,774$7.70M0.47%+48,774New
Atika Capital Management LLC47,500$7.50M1.18%+3,000+6.7%Added
LPL Financial LLC46,048$7.27M0.00%+1,454+3.3%Added
Man Group plc44,743$7.06M0.01%+12,705+39.7%Added
Swiss National Bank43,360$6.84M0.00%+520+1.2%Added
XTX Topco Ltd41,613$6.57M0.11%+39,275+1,679.9%Added
Creative Planning40,542$6.40M0.00%−462−1.1%Reduced
Alliancebernstein L.P.26,332$6.13M0.00%+1,662+6.7%Added
Zevenbergen Capital Investments LLC38,300$6.04M0.17%+14,500+60.9%Added
Nordea Investment Management AB36,736$5.73M0.01%−822−2.2%Reduced
Langdon Equity Partners35,250$5.56M4.16%+35,250New
Natixis Advisors, L.P.34,185$5.39M0.01%+1,860+5.8%Added
Quantum Capital Management, LLC33,909$5.35M0.68%−457−1.3%Reduced
Great West Life Assurance Co33,576$5.30M0.01%+7,982+31.2%Added
Jones Financial Companies LLLP33,005$5.14M0.00%+32,474+6,115.6%Added
D. E. Shaw & Co., Inc.31,183$4.92M0.00%+25,310+431.0%Added
Legal & General Group Plc30,449$4.81M0.00%−2,983−8.9%Reduced
Retirement Systems of Alabama29,834$4.71M0.02%+2,142+7.7%Added
Qube Research & Technologies Ltd28,457$4.49M0.01%+28,457New
Trexquant Investment LP26,145$4.13M0.03%+26,145New
California State Teachers Retirement System25,766$4.07M0.00%+5,115+24.8%Added
Barclays PLC25,250$3.98M0.00%−4,571−15.3%Reduced
SG Americas Securities, LLC25,185$3.98M0.00%+21,898+666.2%Added
Victory Capital Management Inc22,708$3.58M0.00%+260+1.2%Added
Kerrisdale Advisers, LLC22,344$3.53M1.34%+6,328+39.5%Added
Agf Management Ltd21,073$3.33M0.01%+8,153+63.1%Added
Advisors Capital Management, LLC19,824$3.13M0.04%+539+2.8%Added
Franklin Resources Inc19,497$3.08M0.00%−137−0.7%Reduced
Vanguard Asset Management, Ltd19,495$3.08M0.00%+19,495New