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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,547,098 | $402.0M | 0.01% | +178,750+7.5% | Added |
| Principal Financial Group Inc | 1,505,882 | $237.7M | 0.13% | +259,933+20.9% | Added |
| Vanguard Portfolio Management LLC | 1,485,373 | $234.4M | 0.01% | +1,485,373 | New |
| Vanguard Capital Management LLC | 1,047,945 | $165.4M | 0.00% | +1,047,945 | New |
| Ashe Capital Management, LP | 1,047,915 | $165.4M | 20.74% | −30,000−2.8% | Reduced |
| State Street Corp | 721,657 | $113.9M | 0.00% | +36,001+5.3% | Added |
| William Blair Investment Management, LLC | 643,231 | $101.5M | 0.34% | +4,990+0.8% | Added |
| Nellore Capital Management LLC | 636,302 | $100.4M | 12.83% | +106,606+20.1% | Added |
| Price T Rowe Associates Inc | 513,441 | $81.0M | 0.01% | −155,876−23.3% | Reduced |
| Geode Capital Management, LLC | 506,289 | $79.9M | 0.00% | +33,798+7.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 454,463 | $71.7M | 0.21% | −66,046−12.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 384,529 | $60.7M | 0.03% | +23,428+6.5% | Added |
| Jacobs Levy Equity Management, Inc | 367,128 | $57.9M | 0.24% | +180,735+97.0% | Added |
| Bank of America Corp | 345,603 | $54.5M | 0.00% | +61,641+21.7% | Added |
| Keenan Capital, LLC | 334,557 | $52.8M | 11.14% | +334,557 | New |
| Caledonia (Private) Investments Pty Ltd | 328,277 | $51.8M | 1.51% | −4,358−1.3% | Reduced |
| DF Dent & Co Inc | 320,512 | $50.6M | 0.97% | −80,982−20.2% | Reduced |
| Morgan Stanley | 307,290 | $48.5M | 0.00% | +31,741+11.5% | Added |
| Dimensional Fund Advisors LP | 296,627 | $46.8M | 0.01% | +9,600+3.3% | Added |
| Greenstone Partners & Co., LLC | 273,497 | $43.2M | 10.93% | +85,888+45.8% | Added |
| Northern Trust Corp | 266,145 | $42.0M | 0.01% | +53,860+25.4% | Added |
| Gilder Gagnon Howe & Co LLC | 265,330 | $41.9M | 0.50% | −154,101−36.7% | Reduced |
| Renaissance Technologies LLC | 227,280 | $35.9M | 0.06% | +80,760+55.1% | Added |
| Fiera Capital Corp | 220,357 | $34.8M | 0.12% | +7,206+3.4% | Added |
| Lead Edge Capital Management, LLC | 210,260 | $33.2M | 8.14% | +210,260 | New |
| Long Walk Management LP | 204,500 | $32.3M | 9.39% | −177,250−46.4% | Reduced |
| Charles Schwab Investment Management Inc | 164,642 | $26.0M | 0.00% | +9,695+6.3% | Added |
| Bank of New York Mellon Corp | 159,724 | $25.2M | 0.00% | −19,435−10.8% | Reduced |
| Vanguard Fiduciary Trust Co | 153,482 | $24.2M | 0.01% | +153,482 | New |
| Caisse de Depot Et Placement du Quebec | 152,587 | $24.1M | 0.04% | +12,958+9.3% | Added |
| Millennium Management LLC | 142,068 | $22.4M | 0.02% | −139,427−49.5% | Reduced |
| Sone Capital Management, LLC | 133,705 | $21.1M | 1.77% | +69,163+107.2% | Added |
| Ameriprise Financial Inc | 130,372 | $20.6M | 0.00% | +107,635+473.4% | Added |
| FMR LLC | 128,428 | $20.3M | 0.00% | −131,228−50.5% | Reduced |
| GW&K Investment Management, LLC | 126,691 | $20.0M | 0.18% | −22,396−15.0% | Reduced |
| Two Sigma Investments, LP | 124,314 | $19.6M | 0.02% | +24,438+24.5% | Added |
| First Trust Advisors LP | 123,026 | $19.4M | 0.01% | −59,565−32.6% | Reduced |
| Russell Investments Group, Ltd. | 119,299 | $18.8M | 0.02% | +33,686+39.3% | Added |
| Goldman Sachs Group Inc | 110,909 | $17.5M | 0.00% | +65,951+146.7% | Added |
| TenCore Partners, LP | 109,905 | $17.3M | 13.48% | +109,905 | New |
| Brown Capital Management LLC | 108,134 | $17.1M | 2.42% | −43,989−28.9% | Reduced |
| JPMorgan Chase & Co | 108,078 | $16.8M | 0.00% | +27,421+34.0% | Added |
| Invesco Ltd. | 105,721 | $16.7M | 0.00% | −310,539−74.6% | Reduced |
| Raymond James Financial Inc | 105,014 | $16.4M | 0.01% | +7,095+7.2% | Added |
| UBS Group AG | 100,137 | $15.8M | 0.00% | +60,172+150.6% | Added |
| Ranger Investment Management, L.P. | 98,630 | $15.6M | 1.13% | −15,660−13.7% | Reduced |
| Wells Fargo & Company | 96,116 | $15.2M | 0.00% | −3,402−3.4% | Reduced |
| Marshall Wace, LLP | 93,771 | $14.8M | 0.02% | −76,158−44.8% | Reduced |
| Riverbridge Partners LLC | 88,112 | $13.9M | 0.34% | +88,112 | New |
| Squarepoint Ops LLC | 80,665 | $12.7M | 0.03% | +43,064+114.5% | Added |
| Nuveen, LLC | 77,182 | $12.2M | 0.00% | +14,703+23.5% | Added |
| Jennison Associates LLC | 76,110 | $12.0M | 0.01% | −53,291−41.2% | Reduced |
| Pacer Advisors, Inc. | 71,790 | $11.3M | 0.03% | +68,224+1,913.2% | Added |
| Crosslink Capital Inc | 71,490 | $11.3M | 1.10% | +46,465+185.7% | Added |
| Citadel Advisors LLC | 70,779 | $11.2M | 0.01% | −288,136−80.3% | Reduced |
| SEI Investments Co | 70,495 | $11.1M | 0.01% | +30,488+76.2% | Added |
| Edgestream Partners, L.P. | 70,110 | $11.1M | 0.36% | +33,331+90.6% | Added |
| Envestnet Asset Management Inc | 70,045 | $11.1M | 0.00% | +9,399+15.5% | Added |
| Rhumbline Advisers | 64,248 | $10.1M | 0.01% | +3,369+5.5% | Added |
| Loomis Sayles & Co L P | 62,318 | $9.84M | 0.01% | −1,622−2.5% | Reduced |
| New York State Common Retirement Fund | 60,468 | $9.54M | 0.01% | +2,849+4.9% | Added |
| UBS Asset Management Americas Inc | 57,778 | $9.12M | 0.00% | +110.0% | Added |
| Rockefeller Capital Management L.P. | 57,359 | $9.05M | 0.02% | +4,943+9.4% | Added |
| EULAV Asset Management | 55,449 | $8.75M | 0.28% | 00.0% | Unchanged |
| Tensile Capital Management LP | 53,000 | $8.36M | 1.20% | +53,000 | New |
| Royal Bank of Canada | 52,466 | $8.28M | 0.00% | +8,582+19.6% | Added |
| TFJ Management, LLC | 51,739 | $8.17M | 7.82% | +15,573+43.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 51,263 | $8.09M | 0.15% | +38,995+317.9% | Added |
| Toroso Investments, LLC | 50,768 | $8.01M | 0.02% | +4,011+8.6% | Added |
| Blair William & Co | 50,596 | $7.98M | 0.02% | −3,030−5.7% | Reduced |
| Quantinno Capital Management LP | 50,441 | $7.96M | 0.01% | +9,225+22.4% | Added |
| Granite Investment Partners, LLC | 48,774 | $7.70M | 0.47% | +48,774 | New |
| Atika Capital Management LLC | 47,500 | $7.50M | 1.18% | +3,000+6.7% | Added |
| LPL Financial LLC | 46,048 | $7.27M | 0.00% | +1,454+3.3% | Added |
| Man Group plc | 44,743 | $7.06M | 0.01% | +12,705+39.7% | Added |
| Swiss National Bank | 43,360 | $6.84M | 0.00% | +520+1.2% | Added |
| XTX Topco Ltd | 41,613 | $6.57M | 0.11% | +39,275+1,679.9% | Added |
| Creative Planning | 40,542 | $6.40M | 0.00% | −462−1.1% | Reduced |
| Alliancebernstein L.P. | 26,332 | $6.13M | 0.00% | +1,662+6.7% | Added |
| Zevenbergen Capital Investments LLC | 38,300 | $6.04M | 0.17% | +14,500+60.9% | Added |
| Nordea Investment Management AB | 36,736 | $5.73M | 0.01% | −822−2.2% | Reduced |
| Langdon Equity Partners | 35,250 | $5.56M | 4.16% | +35,250 | New |
| Natixis Advisors, L.P. | 34,185 | $5.39M | 0.01% | +1,860+5.8% | Added |
| Quantum Capital Management, LLC | 33,909 | $5.35M | 0.68% | −457−1.3% | Reduced |
| Great West Life Assurance Co | 33,576 | $5.30M | 0.01% | +7,982+31.2% | Added |
| Jones Financial Companies LLLP | 33,005 | $5.14M | 0.00% | +32,474+6,115.6% | Added |
| D. E. Shaw & Co., Inc. | 31,183 | $4.92M | 0.00% | +25,310+431.0% | Added |
| Legal & General Group Plc | 30,449 | $4.81M | 0.00% | −2,983−8.9% | Reduced |
| Retirement Systems of Alabama | 29,834 | $4.71M | 0.02% | +2,142+7.7% | Added |
| Qube Research & Technologies Ltd | 28,457 | $4.49M | 0.01% | +28,457 | New |
| Trexquant Investment LP | 26,145 | $4.13M | 0.03% | +26,145 | New |
| California State Teachers Retirement System | 25,766 | $4.07M | 0.00% | +5,115+24.8% | Added |
| Barclays PLC | 25,250 | $3.98M | 0.00% | −4,571−15.3% | Reduced |
| SG Americas Securities, LLC | 25,185 | $3.98M | 0.00% | +21,898+666.2% | Added |
| Victory Capital Management Inc | 22,708 | $3.58M | 0.00% | +260+1.2% | Added |
| Kerrisdale Advisers, LLC | 22,344 | $3.53M | 1.34% | +6,328+39.5% | Added |
| Agf Management Ltd | 21,073 | $3.33M | 0.01% | +8,153+63.1% | Added |
| Advisors Capital Management, LLC | 19,824 | $3.13M | 0.04% | +539+2.8% | Added |
| Franklin Resources Inc | 19,497 | $3.08M | 0.00% | −137−0.7% | Reduced |
| Vanguard Asset Management, Ltd | 19,495 | $3.08M | 0.00% | +19,495 | New |