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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 596 | $94.1K | 0.00% | +83+16.2% | Added |
| IFP Advisors, Inc | 625 | $98.6K | 0.00% | −17−2.6% | Reduced |
| Parallel Advisors, LLC | 703 | $110.9K | 0.00% | +141+25.1% | Added |
| Tower Research Capital LLC (TRC) | 730 | $115.2K | 0.00% | −164−18.3% | Reduced |
| Virtus ETF Advisers LLC | 740 | $116.8K | 0.05% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 4,752 | $126.3K | 0.00% | −104,337−95.6% | Reduced |
| Grandeur Peak Global Advisors, LLC | 832 | $131.3K | 0.03% | −1,195−59.0% | Reduced |
| Cache Advisors, LLC | 883 | $139.4K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 950 | $149.9K | 0.01% | +933+5,488.2% | Added |
| Harbour Investments, Inc. | 967 | $152.6K | 0.00% | +967 | New |
| Hantz Financial Services, Inc. | 985 | $155.0K | 0.00% | +515+109.6% | Added |
| Eurizon Capital SGR S.p.A. | 1,020 | $160.7K | 0.00% | +133+15.0% | Added |
| Penserra Capital Management LLC | 1,033 | $163.0K | 0.00% | +19+1.9% | Added |
| Caitong International Asset Management Co., Ltd | 1,243 | $196.2K | 0.04% | +1,233+12,330.0% | Added |
| Quadrant Capital Group LLC | 1,270 | $200.4K | 0.01% | +454+55.6% | Added |
| State of Wyoming | 1,277 | $201.5K | 0.02% | −1,805−58.6% | Reduced |
| DnB Asset Management AS | 1,308 | $206.4K | 0.00% | +1,308 | New |
| Fiduciary Trust Co | 1,360 | $214.6K | 0.00% | −107−7.3% | Reduced |
| EP Wealth Advisors, LLC | 1,364 | $215.3K | 0.00% | +17+1.3% | Added |
| MQS Management LLC | 1,375 | $217.0K | 0.15% | +1,375 | New |
| Mach-1 Financial Group, Inc. | 1,383 | $218.3K | 0.08% | −765−35.6% | Reduced |
| Commonwealth Equity Services, LLC | 1,392 | $219.7K | 0.00% | −2,919−67.7% | Reduced |
| Aquatic Capital Management LLC | 1,417 | $223.6K | 0.01% | +1,417 | New |
| Snowden Capital Advisors LLC | 1,425 | $224.9K | 0.01% | +41+3.0% | Added |
| Skopos Labs, Inc. | 1,459 | $230.3K | 0.01% | +1,459 | New |
| Swiss Life Asset Management Ltd | 1,463 | $230.9K | 0.00% | +462+46.2% | Added |
| Janney Montgomery Scott LLC | 1,479 | $233.0K | 0.00% | +46+3.2% | Added |
| CI Private Wealth, LLC | 1,494 | $235.2K | 0.00% | +1,494 | New |
| Neuberger Berman Group LLC | 1,506 | $237.7K | 0.00% | −921−37.9% | Reduced |
| Captrust Financial Advisors | 1,529 | $241.3K | 0.00% | −742−32.7% | Reduced |
| DekaBank Deutsche Girozentrale | 1,523 | $244.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 1,551 | $244.8K | 0.00% | +366+30.9% | Added |
| HMS Capital Management, LLC | 1,597 | $252.0K | 0.10% | +104+7.0% | Added |
| Chemistry Wealth Management LLC | 1,604 | $253.1K | 0.04% | +1,604 | New |
| Linden Thomas Advisory Services, LLC | 1,629 | $257.1K | 0.02% | +120+8.0% | Added |
| Coldstream Capital Management Inc | 1,651 | $260.6K | 0.00% | +57+3.6% | Added |
| Federation des caisses Desjardins du Quebec | 1,656 | $261.3K | 0.00% | −78−4.5% | Reduced |
| Mercer Global Advisors Inc | 1,748 | $275.9K | 0.00% | −357−17.0% | Reduced |
| First Bank & Trust | 1,776 | $280.3K | 0.05% | +362+25.6% | Added |
| Securian Asset Management, Inc | 1,794 | $283.1K | 0.01% | +105+6.2% | Added |
| DRW Securities, LLC | 1,904 | $300.5K | 0.02% | +1,904 | New |
| Caitlin John, LLC | 1,925 | $303.8K | 0.18% | −220−10.3% | Reduced |
| Yorktown Management & Research Co Inc | 1,950 | $307.7K | 0.26% | +1,950 | New |
| Beacon Pointe Advisors, LLC | 2,007 | $316.7K | 0.00% | +104+5.5% | Added |
| Third View Private Wealth, LLC | 2,039 | $321.8K | 0.04% | +240+13.3% | Added |
| Freestone Grove Partners LP | 2,074 | $327.3K | 0.00% | +2,074 | New |
| Resonant Capital Advisors, LLC | 2,107 | $332.5K | 0.02% | +2,107 | New |
| Voya Investment Management LLC | 2,146 | $338.7K | 0.00% | −7−0.3% | Reduced |
| Diversify Wealth Management, LLC | 2,067 | $341.7K | 0.01% | +654+46.3% | Added |
| Susquehanna International Group, LLP | 2,233 | $352.4K | 0.00% | −1,937−46.5% | Reduced |
| Kestra Investment Management, LLC | 2,236 | $352.9K | 0.01% | +820+57.9% | Added |
| Dynamic Technology Lab Private Ltd | 2,243 | $354.0K | 0.06% | +2,243 | New |
| Federated Hermes, Inc. | 2,262 | $356.9K | 0.00% | +323+16.7% | Added |
| Gsa Capital Partners LLP | 2,332 | $368.0K | 0.02% | +2,332 | New |
| nVerses Capital, LLC | 2,338 | $369.0K | 0.34% | +2,338 | New |
| US Bancorp | 2,356 | $371.8K | 0.00% | −7−0.3% | Reduced |
| Public Employees Retirement Association of Colorado | 2,354 | $372.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 2,372 | $374.3K | 0.00% | −83−3.4% | Reduced |
| Two Sigma Securities, LLC | 2,386 | $376.6K | 0.04% | +910+61.7% | Added |
| Mirabella Financial Services LLP | 2,426 | $382.9K | 0.04% | +560+30.0% | Added |
| Virtu Financial LLC | 2,508 | $396.0K | 0.02% | +2,508 | New |
| Aviva PLC | 2,538 | $400.5K | 0.00% | +425+20.1% | Added |
| MML Investors Services, LLC | 2,561 | $404.1K | 0.00% | +1,105+75.9% | Added |
| L2 Asset Management, LLC | 2,582 | $407.6K | 0.04% | +1,201+87.0% | Added |
| Bank of Nova Scotia | 2,606 | $411.3K | 0.00% | +811+45.2% | Added |
| Cetera Investment Advisers | 2,634 | $415.7K | 0.00% | +60+2.3% | Added |
| Magnetar Financial LLC | 2,651 | $418.4K | 0.00% | +2,651 | New |
| Bessemer Group Inc | 2,717 | $429.0K | 0.00% | +223+8.9% | Added |
| Deutsche Bank AG | 2,720 | $429.3K | 0.00% | +10+0.4% | Added |
| The PNC Financial Services Group, Inc. | 2,723 | $429.7K | 0.00% | +199+7.9% | Added |
| Pathstone Holdings, LLC | 2,749 | $433.8K | 0.00% | +2,749 | New |
| Global Endowment Management, LP | 2,859 | $451.0K | 0.05% | +1,256+78.4% | Added |
| Balyasny Asset Management LLC | 2,861 | $451.5K | 0.00% | −22,595−88.8% | Reduced |
| Alps Advisors Inc | 2,873 | $453.4K | 0.00% | +1,210+72.8% | Added |
| DGS Capital Management, LLC | 2,883 | $455.0K | 0.07% | +158+5.8% | Added |
| BNP Paribas Arbitrage, SA | 2,892 | $456.4K | 0.00% | −8,445−74.5% | Reduced |
| New York Life Investment Management LLC | 2,900 | $457.7K | 0.00% | +857+41.9% | Added |
| Canada Pension Plan Investment Board | 2,900 | $457.7K | 0.00% | +2,640+1,015.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,915 | $460.0K | 0.00% | −554−16.0% | Reduced |
| FORA Capital, LLC | 2,930 | $462.2K | 0.03% | +2,930 | New |
| Ashton Thomas Private Wealth, LLC | 2,930 | $462.4K | 0.01% | +783+36.5% | Added |
| Fieldview Capital Management, LLC | 2,943 | $464.5K | 0.14% | +1,662+129.7% | Added |
| Zions Bancorporation, National Association | 2,981 | $470.5K | 0.03% | −2,543−46.0% | Reduced |
| Martingale Asset Management L P | 3,010 | $475.0K | 0.01% | −563−15.8% | Reduced |
| Callan Family Office, LLC | 3,046 | $480.7K | 0.01% | +366+13.7% | Added |
| Headlands Technologies LLC | 3,090 | $487.7K | 0.06% | +3,090 | New |
| Three Seasons Wealth, LLC | 3,138 | $495.2K | 0.19% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 3,144 | $496.2K | 0.00% | +662+26.7% | Added |
| M&T Bank Corp | 3,208 | $506.3K | 0.00% | −725−18.4% | Reduced |
| OP Asset Management Ltd | 3,327 | $525.1K | 0.01% | +3,327 | New |
| Brown Brothers Harriman & Co | 3,343 | $527.6K | 0.00% | +3,343 | New |
| Engineers Gate Manager LP | 3,400 | $536.6K | 0.01% | +3,400 | New |
| Lazard Asset Management LLC | 3,404 | $537.2K | 0.00% | +1,009+42.1% | Added |
| Abn Amro Investment Solutions | 3,457 | $545.6K | 0.01% | +3,457 | New |
| LVZ Advisors, Inc. | 3,523 | $556.0K | 0.06% | +210+6.3% | Added |
| AlphaGrep UK Ltd | 3,541 | $558.8K | 0.16% | +3,541 | New |
| Stansberry Asset Management, LLC | 3,603 | $568.6K | 0.06% | +435+13.7% | Added |
| Pictet Asset Management Holding SA | 3,613 | $570.2K | 0.00% | +218+6.4% | Added |
| Blueshift Asset Management, LLC | 3,674 | $579.8K | 0.18% | +1,486+67.9% | Added |
| KCM Investment Advisors LLC | 3,716 | $586.5K | 0.02% | −15,970−81.1% | Reduced |