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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
Rossby Financial, LCC1$1540.00%−1−50.0%Reduced
Fortitude Family Office, LLC1$1580.00%−18−94.7%Reduced
JFS Wealth Advisors, LLC1$1580.00%−8−88.9%Reduced
Manchester Capital Management LLC1$1580.00%00.0%Unchanged
MV Capital Management, Inc.1$1580.00%+1New
Operose Advisors LLC1$1580.00%+1New
Twin Peaks Wealth Advisors, LLC1$1580.00%+1New
Principia Wealth Advisory, LLC1$1580.00%+1New
Dunhill Financial, LLC1$2410.00%00.0%Unchanged
Horizon Investments, LLC2$3160.00%−720−99.7%Reduced
WPG Advisers, LLC2$3160.00%00.0%Unchanged
Cassaday & Co Wealth Management LLC2$3160.00%+2New
Cornerstone Planning Group LLC2$3460.00%+2New
Transamerica Financial Advisors, Inc.3$4730.00%−48−94.1%Reduced
Cornerstone Financial Management LLC3$4730.00%00.0%Unchanged
Bare Financial Services, Inc3$4730.00%+3New
Hughes Financial Services, LLC3$4730.00%+3New
Rakuten Securities, Inc.4$6310.00%+2+100.0%Added
Cromwell Holdings LLC4$6310.00%+3+300.0%Added
Private Wealth Management Group, LLC4$6320.00%−22−84.6%Reduced
Abound Wealth Management4$6320.00%00.0%Unchanged
Park Place Capital Corp6$9470.00%−41−87.2%Reduced
Private Trust Co NA6$9470.00%00.0%Unchanged
CoreCap Advisors, LLC6$9470.00%00.0%Unchanged
True Wealth Design, LLC6$9470.00%+2+50.0%Added
Keating Financial Advisory Services, Inc.7$1.10K0.00%−4−36.4%Reduced
Anfield Capital Management, LLC9$1.42K0.00%00.0%Unchanged
CVA Family Office, LLC9$1.42K0.00%+9New
Acumen Wealth Advisors, LLC9$1.42K0.00%−16−64.0%Reduced
Rachor Investment Advisory Services, LLC9$1.42K0.00%−16−64.0%Reduced
UMA Financial Services, Inc.9$1.42K0.00%+7+350.0%Added
Signature Equity Partners, LLC11$1.74K0.00%+4+57.1%Added
SHP Wealth Management11$1.74K0.00%+10+1,000.0%Added
Richardson Capital Management LLC11$1.74K0.00%+11New
Kingdom Financial Group LLC.12$1.89K0.00%00.0%Unchanged
North Star Investment Management Corp.12$1.89K0.00%+12New
Lloyd Advisory Services, LLC.12$1.89K0.00%+12New
Capital Advisors, Ltd. LLC11$2.00K0.00%+3+37.5%Added
Bank of New Hampshire13$2.05K0.00%+13New
Highline Wealth Partners LLC14$2.21K0.00%+14New
Hollencrest Capital Management15$2.37K0.00%00.0%Unchanged
Atlantic Union Bankshares Corp16$2.52K0.00%+16New
First Command Advisory Services, Inc.16$2.52K0.00%+16New
Kilter Group LLC16$2.53K0.00%+16New
Bogart Wealth, LLC18$2.84K0.00%+3+20.0%Added
SBI Securities Co., Ltd.19$3.00K0.00%−1−5.0%Reduced
Danske Bank A/S20$3.16K0.00%−80−80.0%Reduced
Farmers & Merchants Investments Inc20$3.16K0.00%00.0%Unchanged
Marquette Asset Management, LLC21$3.31K0.00%+4+23.5%Added
SJS Investment Consulting Inc.21$3.31K0.00%+20+2,000.0%Added
JPL Wealth Management, LLC22$3.47K0.00%+22New
Asset Dedication, LLC23$3.63K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc25$3.99K0.00%+13+108.3%Added
WealthCollab, LLC28$4.42K0.00%+28New
Root Financial Partners, LLC31$4.89K0.00%−86−73.5%Reduced
Smartleaf Asset Management LLC38$6.01K0.00%−17−30.9%Reduced
Larson Financial Group LLC42$6.63K0.00%+40+2,000.0%Added
Wolff Wiese Magana LLC43$6.79K0.00%00.0%Unchanged
TD Private Client Wealth LLC45$7.10K0.00%−143−76.1%Reduced
American National Bank55$8.68K0.00%+29+111.5%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.56$8.84K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.59$9.31K0.00%+3+5.4%Added
Parkside Financial Bank & Trust66$10.4K0.00%+9+15.8%Added
MAI Capital Management67$10.6K0.00%−74−52.5%Reduced
Tidemark, LLC76$12.0K0.00%00.0%Unchanged
First Horizon Corp80$12.6K0.00%−68−45.9%Reduced
Northwestern Mutual Wealth Management Co87$13.7K0.00%−146−62.7%Reduced
Addison Advisors LLC88$13.9K0.00%+88New
Los Angeles Capital Management LLC93$14.7K0.00%−3,430−97.4%Reduced
Silver Grove Financial Group, Inc.98$15.5K0.01%+98New
EverSource Wealth Advisors, LLC101$15.9K0.00%−10−9.0%Reduced
Massmutual Trust Co FSB105$16.6K0.00%+76+262.1%Added
Bell Investment Advisors, Inc108$17.0K0.00%+45+71.4%Added
Strategic Advocates LLC115$18.1K0.08%−554−82.8%Reduced
Clearstead Advisors, LLC148$23.4K0.00%+34+29.8%Added
Sterling Capital Management LLC157$24.8K0.00%00.0%Unchanged
Optiver Holding B.V.167$26.4K0.00%+149+827.8%Added
Versant Capital Management, Inc168$26.5K0.00%−52−23.6%Reduced
Umb Bank N A196$30.9K0.00%−106−35.1%Reduced
Employees Retirement System of Texas212$33.0K0.00%00.0%Unchanged
Signaturefd, LLC212$33.5K0.00%+20+10.4%Added
Allworth Financial LP213$33.6K0.00%+48+29.1%Added
Bayforest Capital Ltd248$39.1K0.04%−348−58.4%Reduced
Reyes Financial Architecture, Inc.251$39.6K0.03%−34−11.9%Reduced
CWM, LLC255$40.2K0.00%−2,103−89.2%Reduced
Ronald Blue Trust, Inc.288$45.5K0.00%+11+4.0%Added
Advisor Group Holdings, Inc.339$53.7K0.00%−94−21.7%Reduced
Steward Partners Investment Advisory, LLC349$55.1K0.00%00.0%Unchanged
Farther Finance Advisors, LLC376$58.0K0.00%−141−27.3%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.425$67.1K0.00%+118+38.4%Added
Nisa Investment Advisors, LLC444$70.1K0.00%−7,687−94.5%Reduced
Aster Capital Management (DIFC) Ltd331$72.8K0.02%+331New
GAMMA Investing LLC478$75.4K0.00%−95−16.6%Reduced
Exchange Traded Concepts, LLC488$77.0K0.00%−861−63.8%Reduced
Advisory Services Network, LLC516$81.4K0.00%+516New
STRS Ohio526$83.0K0.00%−1−0.2%Reduced
Covestor Ltd539$85.0K0.06%−422−43.9%Reduced
Walleye Trading LLC541$85.4K0.00%+541New
KBC Group NV579$91.0K0.00%00.0%Unchanged
Huntington National Bank581$91.7K0.00%+177+43.8%Added