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 |
|---|---|---|---|---|---|
| Resona Asset Management Co.,Ltd. | 3,739 | $590.1K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,806 | $600.7K | 0.04% | +2,406+171.9% | Added |
| Amundi | 3,859 | $609.0K | 0.00% | +2,251+140.0% | Added |
| NorthCrest Asset Manangement, LLC | 3,948 | $620.3K | 0.02% | −1,347−25.4% | Reduced |
| Brevan Howard Capital Management LP | 3,963 | $625.4K | 0.01% | +3,963 | New |
| Inceptionr LLC | 4,040 | $637.6K | 0.15% | +4,040 | New |
| Hussman Strategic Advisors, Inc. | 4,200 | $662.8K | 0.14% | +4,200 | New |
| New Mexico Educational Retirement Board | 4,200 | $663.0K | 0.02% | 00.0% | Unchanged |
| Index Technologies Group LLC | 4,228 | $667.3K | 0.73% | +198+4.9% | Added |
| Teacher Retirement System of Texas | 4,297 | $678.2K | 0.00% | −8,398−66.2% | Reduced |
| Ami Asset Management Corp | 4,339 | $684.8K | 0.04% | +1,627+60.0% | Added |
| Summit Trail Advisors, LLC | 4,391 | $693.0K | 0.01% | +2,347+114.8% | Added |
| Atria Investments LLC | 4,405 | $695.2K | 0.01% | +585+15.3% | Added |
| Lighthouse Investment Partners, LLC | 4,423 | $698.0K | 0.03% | +4,423 | New |
| Azzad Asset Management Inc | 4,471 | $705.6K | 0.07% | +760+20.5% | Added |
| Ameritas Investment Partners, Inc. | 4,483 | $707.5K | 0.02% | +254+6.0% | Added |
| Occudo Quantitative Strategies LP | 4,369 | $730.0K | 0.04% | +4,369 | New |
| Oppenheimer Asset Management Inc. | 4,672 | $737.3K | 0.01% | +398+9.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 4,804 | $758.2K | 0.00% | −811−14.4% | Reduced |
| First Citizens Bank & Trust Co | 4,817 | $760.2K | 0.02% | −278−5.5% | Reduced |
| Bank of Montreal | 4,838 | $763.5K | 0.00% | +1,809+59.7% | Added |
| Weiss Asset Management LP | 4,920 | $776.5K | 0.01% | +4,920 | New |
| Oregon Public Employees Retirement Fund | 4,926 | $777.4K | 0.01% | +330+7.2% | Added |
| Aristides Capital LLC | 5,000 | $789.1K | 0.26% | +5,000 | New |
| Truist Financial Corp | 5,098 | $804.6K | 0.00% | +1,599+45.7% | Added |
| Jump Financial, LLC | 5,124 | $808.7K | 0.01% | −3,002−36.9% | Reduced |
| New Age Alpha Advisors, LLC | 5,150 | $812.8K | 0.04% | −149−2.8% | Reduced |
| Guggenheim Capital LLC | 5,237 | $826.5K | 0.01% | +3,719+245.0% | Added |
| Xponance, Inc. | 5,247 | $828.1K | 0.01% | +670+14.6% | Added |
| Vanguard Investments Australia, Ltd. | 5,250 | $828.6K | 0.00% | +5,250 | New |
| State of Alaska, Department of Revenue | 5,444 | $858.0K | 0.01% | +65+1.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,452 | $860.4K | 0.01% | +290+5.6% | Added |
| Verdence Capital Advisors LLC | 5,649 | $891.5K | 0.05% | +1,218+27.5% | Added |
| State of Michigan Retirement System | 5,900 | $931.1K | 0.00% | +400+7.3% | Added |
| Evanson Asset Management, LLC | 6,000 | $946.9K | 0.05% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,020 | $950.1K | 0.01% | −19−0.3% | Reduced |
| Assetmark, Inc | 6,041 | $953.4K | 0.00% | −180−2.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,084 | $960.2K | 0.00% | +661+12.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,097 | $962.2K | 0.00% | +323+5.6% | Added |
| Teachers Retirement System of the State of Kentucky | 6,200 | $979.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 6,399 | $1.01M | 0.00% | −722−10.1% | Reduced |
| Axq Capital, LP | 6,433 | $1.02M | 0.13% | +2,593+67.5% | Added |
| Twinbeech Capital LP | 6,600 | $1.04M | 0.11% | +6,600 | New |
| South Dakota Investment Council | 6,660 | $1.05M | 0.02% | +1,800+37.0% | Added |
| Handelsbanken Fonder AB | 6,680 | $1.05M | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 6,937 | $1.09M | 0.03% | +5,086+274.8% | Added |
| Custom Index Systems, LLC | 7,018 | $1.11M | 0.48% | +378+5.7% | Added |
| Yousif Capital Management, LLC | 7,091 | $1.12M | 0.01% | −12−0.2% | Reduced |
| Louisiana State Employees Retirement System | 7,100 | $1.12M | 0.02% | +700+10.9% | Added |
| Quent Capital, LLC | 7,103 | $1.12M | 0.08% | +2,073+41.2% | Added |
| Lecap Asset Management Ltd | 7,453 | $1.18M | 0.44% | +5,220+233.8% | Added |
| Thrivent Financial for Lutherans | 7,600 | $1.20M | 0.00% | −24,046−76.0% | Reduced |
| Citigroup Inc | 7,625 | $1.20M | 0.00% | −5,587−42.3% | Reduced |
| KLP Kapitalforvaltning AS | 8,080 | $1.28M | 0.01% | +1,680+26.3% | Added |
| Campbell & CO Investment Adviser LLC | 8,094 | $1.28M | 0.07% | +8,094 | New |
| Ensign Peak Advisors, Inc | 8,164 | $1.29M | 0.00% | +5,158+171.6% | Added |
| State of Wisconsin Investment Board | 8,516 | $1.34M | 0.00% | +6,967+449.8% | Added |
| Schonfeld Strategic Advisors LLC | 8,528 | $1.35M | 0.01% | +8,528 | New |
| Bokf, NA | 8,539 | $1.35M | 0.02% | +7,503+724.2% | Added |
| Fifth Third Bancorp | 8,600 | $1.36M | 0.00% | +8,407+4,356.0% | Added |
| State of Tennessee, Treasury Department | 8,636 | $1.36M | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 8,691 | $1.37M | 0.00% | −649−6.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,785 | $1.39M | 0.00% | +7,849+838.6% | Added |
| Prudential Financial Inc | 9,236 | $1.46M | 0.00% | −203−2.2% | Reduced |
| Mutual of America Capital Management LLC | 9,326 | $1.47M | 0.02% | −276−2.9% | Reduced |
| Treasurer of the State of North Carolina | 9,411 | $1.49M | 0.00% | +203+2.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 9,459 | $1.49M | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,563 | $1.51M | 0.00% | +2,882+43.1% | Added |
| Quantbot Technologies LP | 9,582 | $1.51M | 0.06% | +4,022+72.3% | Added |
| Daiwa Securities Group Inc. | 9,743 | $1.54M | 0.00% | +1,177+13.7% | Added |
| Janus Henderson Group PLC | 9,838 | $1.55M | 0.00% | −10,034−50.5% | Reduced |
| Johnson Investment Counsel Inc | 9,933 | $1.57M | 0.01% | +120+1.2% | Added |
| Vanguard Global Advisers, LLC | 9,964 | $1.57M | 0.00% | +9,964 | New |
| JustInvest LLC | 9,989 | $1.58M | 0.02% | +5,350+115.3% | Added |
| Parnassus Investments | 10,704 | $1.69M | 0.00% | +2,266+26.9% | Added |
| Jupiter Asset Management Ltd | 10,896 | $1.72M | 0.01% | +587+5.7% | Added |
| Vident Advisory, LLC | 11,123 | $1.76M | 0.01% | +2,442+28.1% | Added |
| Amalgamated Bank | 11,478 | $1.81M | 0.01% | +535+4.9% | Added |
| Cerity Partners LLC | 12,154 | $1.92M | 0.00% | +9,090+296.7% | Added |
| Brinker Capital Investments, LLC | 12,298 | $1.94M | 0.02% | −1,851−13.1% | Reduced |
| Illinois Municipal Retirement Fund | 12,531 | $1.98M | 0.03% | +1,365+12.2% | Added |
| Commerce Bank | 12,563 | $1.98M | 0.01% | +1,070+9.3% | Added |
| Alternative Investment Advisors, LLC. | 12,583 | $1.99M | 0.88% | +12,583 | New |
| State of New Jersey Common Pension Fund D | 12,750 | $2.01M | 0.01% | +3,293+34.8% | Added |
| MetLife Investment Management | 12,925 | $2.04M | 0.01% | +608+4.9% | Added |
| Stifel Financial Corp | 14,037 | $2.22M | 0.00% | +5,623+66.8% | Added |
| Virginia Retirement Systems Et Al | 14,231 | $2.25M | 0.02% | +3,800+36.4% | Added |
| AQR Capital Management LLC | 14,354 | $2.26M | 0.00% | −15,946−52.6% | Reduced |
| EFG International AG | 15,015 | $2.37M | 0.05% | +870+6.2% | Added |
| Baker Avenue Asset Management, LP | 15,691 | $2.48M | 0.06% | +361+2.4% | Added |
| Mission Wealth Management, LP | 15,807 | $2.49M | 0.05% | −23,300−59.6% | Reduced |
| Alamar Capital Management, LLC | 16,025 | $2.53M | 1.54% | −1,040−6.1% | Reduced |
| Channel Wealth LLC | 16,486 | $2.60M | 0.63% | −20.0% | Reduced |
| Manufacturers Life Insurance Company, The | 16,939 | $2.67M | 0.00% | +252+1.5% | Added |
| Davidson Kahn Capital Management, LLC | 17,706 | $2.80M | 1.49% | +8,536+93.1% | Added |
| State Board of Administration of Florida Retirement System | 18,126 | $2.86M | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 18,149 | $2.86M | 0.01% | +12,355+213.2% | Added |
| Bridgewater Associates, LP | 18,256 | $2.88M | 0.01% | −24,180−57.0% | Reduced |
| Point72 Asset Management, L.P. | 19,135 | $3.02M | 0.01% | +19,135 | New |
| Vanguard Asset Management, Ltd | 19,495 | $3.08M | 0.00% | +19,495 | New |