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Livermore
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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.

Q1 2026 vs. Q4 2025

How the institutions holding Appfolio Inc changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of APPF: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders4046399+1
Shares21.0M2.66M21.6M+3.32M (+18.1%)
Value$4.88B$619.9M$3.41B−$844.8M (−19.8%)

6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (75)

Institutions that held Appfolio Inc at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to APPF in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC1,485,373$234.4M0.01%
Vanguard Capital Management LLC1,047,945$165.4M0.00%
Keenan Capital, LLC334,557$52.8M11.14%
Lead Edge Capital Management, LLC210,260$33.2M8.14%
Vanguard Fiduciary Trust Co153,482$24.2M0.01%
TenCore Partners, LP109,905$17.3M13.48%
Riverbridge Partners LLC88,112$13.9M0.34%
Tensile Capital Management LP53,000$8.36M1.20%
Granite Investment Partners, LLC48,774$7.70M0.47%
Langdon Equity Partners35,250$5.56M4.16%
Qube Research & Technologies Ltd28,457$4.49M0.01%
Trexquant Investment LP26,145$4.13M0.03%
Vanguard Asset Management, Ltd19,495$3.08M0.00%
Point72 Asset Management, L.P.19,135$3.02M0.01%
Alternative Investment Advisors, LLC.12,583$1.99M0.88%
Vanguard Global Advisers, LLC9,964$1.57M0.00%
Schonfeld Strategic Advisors LLC8,528$1.35M0.01%
Campbell & CO Investment Adviser LLC8,094$1.28M0.07%
Twinbeech Capital LP6,600$1.04M0.11%
Vanguard Investments Australia, Ltd.5,250$828.6K0.00%
Aristides Capital LLC5,000$789.1K0.26%
Weiss Asset Management LP4,920$776.5K0.01%
Occudo Quantitative Strategies LP4,369$730.0K0.04%
Lighthouse Investment Partners, LLC4,423$698.0K0.03%
Hussman Strategic Advisors, Inc.4,200$662.8K0.14%
Inceptionr LLC4,040$637.6K0.15%
Brevan Howard Capital Management LP3,963$625.4K0.01%
AlphaGrep UK Ltd3,541$558.8K0.16%
Abn Amro Investment Solutions3,457$545.6K0.01%
Engineers Gate Manager LP3,400$536.6K0.01%
Brown Brothers Harriman & Co3,343$527.6K0.00%
OP Asset Management Ltd3,327$525.1K0.01%
Headlands Technologies LLC3,090$487.7K0.06%
FORA Capital, LLC2,930$462.2K0.03%
Pathstone Holdings, LLC2,749$433.8K0.00%
Magnetar Financial LLC2,651$418.4K0.00%
Virtu Financial LLC2,508$396.0K0.02%
nVerses Capital, LLC2,338$369.0K0.34%
Gsa Capital Partners LLP2,332$368.0K0.02%
Dynamic Technology Lab Private Ltd2,243$354.0K0.06%
Resonant Capital Advisors, LLC2,107$332.5K0.02%
Freestone Grove Partners LP2,074$327.3K0.00%
Yorktown Management & Research Co Inc1,950$307.7K0.26%
DRW Securities, LLC1,904$300.5K0.02%
Chemistry Wealth Management LLC1,604$253.1K0.04%
CI Private Wealth, LLC1,494$235.2K0.00%
Skopos Labs, Inc.1,459$230.3K0.01%
Aquatic Capital Management LLC1,417$223.6K0.01%
MQS Management LLC1,375$217.0K0.15%
DnB Asset Management AS1,308$206.4K0.00%
Harbour Investments, Inc.967$152.6K0.00%
Walleye Trading LLC541$85.4K0.00%
Advisory Services Network, LLC516$81.4K0.00%
Aster Capital Management (DIFC) Ltd331$72.8K0.02%
Silver Grove Financial Group, Inc.98$15.5K0.01%
Addison Advisors LLC88$13.9K0.00%
WealthCollab, LLC28$4.42K0.00%
JPL Wealth Management, LLC22$3.47K0.00%
Kilter Group LLC16$2.53K0.00%
Atlantic Union Bankshares Corp16$2.52K0.00%
First Command Advisory Services, Inc.16$2.52K0.00%
Highline Wealth Partners LLC14$2.21K0.00%
Bank of New Hampshire13$2.05K0.00%
North Star Investment Management Corp.12$1.89K0.00%
Lloyd Advisory Services, LLC.12$1.89K0.00%
Richardson Capital Management LLC11$1.74K0.00%
CVA Family Office, LLC9$1.42K0.00%
Bare Financial Services, Inc3$4730.00%
Hughes Financial Services, LLC3$4730.00%
Cornerstone Planning Group LLC2$3460.00%
Cassaday & Co Wealth Management LLC2$3160.00%
MV Capital Management, Inc.1$1580.00%
Operose Advisors LLC1$1580.00%
Twin Peaks Wealth Advisors, LLC1$1580.00%
Principia Wealth Advisory, LLC1$1580.00%

Sold out (74)

Institutions that held Appfolio Inc at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of APPF in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Hudson Way Capital Management LLC202,853$47.2M
Capital Impact Advisors, LLC128,314$29.9M
Insight Holdings Group, LLC44,550$10.4M
Nicholas Investment Partners, LP39,591$9.21M
Verition Fund Management LLC37,651$8.76M
Panagora Asset Management Inc27,288$6.35M
Two Sigma Advisers, LP26,606$6.19M
King Luther Capital Management Corp9,184$2.14M
Legato Capital Management LLC6,738$1.57M
Caption Management, LLC5,300$1.23M
Twin Tree Management, LP5,244$1.22M
Alpha Wealth Funds, LLC4,000$921.5K
Graham Capital Management, L.P.3,555$827.1K
Entropy Technologies, LP3,110$723.5K
Simplex Trading, LLC2,632$612.3K
Dark Forest Capital Management LP2,163$503.2K
Virtue Capital Management, LLC788$487.2K
Jefferies Financial Group Inc.1,874$436.0K
HighTower Advisors, LLC1,802$419.3K
Portside Wealth Group, LLC1,606$373.6K
Banque Pictet & Cie SA1,596$371.3K
Norden Group LLC1,480$344.3K
Sequoia Financial Advisors, LLC1,358$315.9K
Quest Partners LLC1,323$307.8K
Mutual Advisors, LLC1,288$299.7K
Empowered Funds, LLC1,273$296.2K
Park Avenue Securities LLC1,231$286.0K
Cullinan Associates Inc1,200$279.2K
Somerset Trust Co1,176$273.6K
HSBC Holdings PLC1,163$271.3K
Utah Retirement Systems1,162$270.3K
Burney Co1,146$266.6K
Cambria Investment Management, L.P.1,121$260.8K
Lewis Asset Management, LLC1,115$259.4K
First Foundation Advisors1,098$255.4K
Moody Aldrich Partners LLC1,085$252.4K
Motley Fool Asset Management LLC1,069$248.7K
Maryland State Retirement & Pension System1,059$246.4K
Independent Advisor Alliance1,045$243.1K
denkapparat Operations GmbH1,036$241.0K
Navellier & Associates Inc1,000$232.7K
Davis R M Inc1,000$232.7K
Steel Peak Wealth Management LLC1,000$232.7K
ProShare Advisors LLC958$222.9K
Arlington Financial Advisors, LLC952$221.5K
Sanctuary Advisors, LLC944$219.6K
Gilbert & Cook, Inc.901$209.6K
Kensington Investment Counsel, LLC900$209.4K
Harbor Investment Advisory, LLC467$108.6K
Kestra Advisory Services, LLC311$72.4K
SRS Capital Advisors, Inc.236$54.9K
Wealth Enhancement Trust Services, Inc.72$16.8K
HM Payson & Co39$9.07K
Chesapeake Asset Management LLC28$6.51K
Basecamp Wealth Advisors LLC28$6.51K
SageView Advisory Group, LLC20$4.65K
Johnson Financial Group, Inc.19$4.42K
Essential Partners LLC19$4.42K
Altshuler Shaham Ltd17$3.96K
Cape Investment Advisory, Inc.13$3.02K
T. Rowe Price Investment Management, Inc.10$3.00K
Golden State Wealth Management, LLC12$2.79K
Advocate Investing Services LLC5$1.16K
Toronto Dominion Bank5$1.15K
Spire Wealth Management4$1.01K
Sunbelt Securities, Inc.4$931
South State Corp.3$698
Activest Wealth Management2$465
Optima Capital LLC2$465
AdvisorNet Financial, Inc1$233
Rialto Wealth Management, LLC1$233
HFM Investment Advisors, LLC1$233
Bay Harbor Wealth Management, LLC1$232
Turning Point Benefit Group, Inc.1$232

Not filed for Q1 2026 yet (6)

Institutions that held Appfolio Inc at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding APPF in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc2,560,460$595.7M
Norges Bank97,976$22.8M
Comerica Bank6,159$1.43M
Global Retirement Partners, LLC62$14.4K
CIBC Private Wealth Group, LLC33$7.68K
Motiv8 Investments LLC13$3.00K