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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 19,497 | $3.08M | 0.00% | −137−0.7% | Reduced |
| Advisors Capital Management, LLC | 19,824 | $3.13M | 0.04% | +539+2.8% | Added |
| Agf Management Ltd | 21,073 | $3.33M | 0.01% | +8,153+63.1% | Added |
| Kerrisdale Advisers, LLC | 22,344 | $3.53M | 1.34% | +6,328+39.5% | Added |
| Victory Capital Management Inc | 22,708 | $3.58M | 0.00% | +260+1.2% | Added |
| SG Americas Securities, LLC | 25,185 | $3.98M | 0.00% | +21,898+666.2% | Added |
| Barclays PLC | 25,250 | $3.98M | 0.00% | −4,571−15.3% | Reduced |
| California State Teachers Retirement System | 25,766 | $4.07M | 0.00% | +5,115+24.8% | Added |
| Trexquant Investment LP | 26,145 | $4.13M | 0.03% | +26,145 | New |
| Qube Research & Technologies Ltd | 28,457 | $4.49M | 0.01% | +28,457 | New |
| Retirement Systems of Alabama | 29,834 | $4.71M | 0.02% | +2,142+7.7% | Added |
| Legal & General Group Plc | 30,449 | $4.81M | 0.00% | −2,983−8.9% | Reduced |
| D. E. Shaw & Co., Inc. | 31,183 | $4.92M | 0.00% | +25,310+431.0% | Added |
| Jones Financial Companies LLLP | 33,005 | $5.14M | 0.00% | +32,474+6,115.6% | Added |
| Great West Life Assurance Co | 33,576 | $5.30M | 0.01% | +7,982+31.2% | Added |
| Quantum Capital Management, LLC | 33,909 | $5.35M | 0.68% | −457−1.3% | Reduced |
| Natixis Advisors, L.P. | 34,185 | $5.39M | 0.01% | +1,860+5.8% | Added |
| Langdon Equity Partners | 35,250 | $5.56M | 4.16% | +35,250 | New |
| Nordea Investment Management AB | 36,736 | $5.73M | 0.01% | −822−2.2% | Reduced |
| Zevenbergen Capital Investments LLC | 38,300 | $6.04M | 0.17% | +14,500+60.9% | Added |
| Alliancebernstein L.P. | 26,332 | $6.13M | 0.00% | +1,662+6.7% | Added |
| Creative Planning | 40,542 | $6.40M | 0.00% | −462−1.1% | Reduced |
| XTX Topco Ltd | 41,613 | $6.57M | 0.11% | +39,275+1,679.9% | Added |
| Swiss National Bank | 43,360 | $6.84M | 0.00% | +520+1.2% | Added |
| Man Group plc | 44,743 | $7.06M | 0.01% | +12,705+39.7% | Added |
| LPL Financial LLC | 46,048 | $7.27M | 0.00% | +1,454+3.3% | Added |
| Atika Capital Management LLC | 47,500 | $7.50M | 1.18% | +3,000+6.7% | Added |
| Granite Investment Partners, LLC | 48,774 | $7.70M | 0.47% | +48,774 | New |
| Quantinno Capital Management LP | 50,441 | $7.96M | 0.01% | +9,225+22.4% | Added |
| Blair William & Co | 50,596 | $7.98M | 0.02% | −3,030−5.7% | Reduced |
| Toroso Investments, LLC | 50,768 | $8.01M | 0.02% | +4,011+8.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 51,263 | $8.09M | 0.15% | +38,995+317.9% | Added |
| TFJ Management, LLC | 51,739 | $8.17M | 7.82% | +15,573+43.1% | Added |
| Royal Bank of Canada | 52,466 | $8.28M | 0.00% | +8,582+19.6% | Added |
| Tensile Capital Management LP | 53,000 | $8.36M | 1.20% | +53,000 | New |
| EULAV Asset Management | 55,449 | $8.75M | 0.28% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 57,359 | $9.05M | 0.02% | +4,943+9.4% | Added |
| UBS Asset Management Americas Inc | 57,778 | $9.12M | 0.00% | +110.0% | Added |
| New York State Common Retirement Fund | 60,468 | $9.54M | 0.01% | +2,849+4.9% | Added |
| Loomis Sayles & Co L P | 62,318 | $9.84M | 0.01% | −1,622−2.5% | Reduced |
| Rhumbline Advisers | 64,248 | $10.1M | 0.01% | +3,369+5.5% | Added |
| Envestnet Asset Management Inc | 70,045 | $11.1M | 0.00% | +9,399+15.5% | Added |
| Edgestream Partners, L.P. | 70,110 | $11.1M | 0.36% | +33,331+90.6% | Added |
| SEI Investments Co | 70,495 | $11.1M | 0.01% | +30,488+76.2% | Added |
| Citadel Advisors LLC | 70,779 | $11.2M | 0.01% | −288,136−80.3% | Reduced |
| Crosslink Capital Inc | 71,490 | $11.3M | 1.10% | +46,465+185.7% | Added |
| Pacer Advisors, Inc. | 71,790 | $11.3M | 0.03% | +68,224+1,913.2% | Added |
| Jennison Associates LLC | 76,110 | $12.0M | 0.01% | −53,291−41.2% | Reduced |
| Nuveen, LLC | 77,182 | $12.2M | 0.00% | +14,703+23.5% | Added |
| Squarepoint Ops LLC | 80,665 | $12.7M | 0.03% | +43,064+114.5% | Added |
| Riverbridge Partners LLC | 88,112 | $13.9M | 0.34% | +88,112 | New |
| Marshall Wace, LLP | 93,771 | $14.8M | 0.02% | −76,158−44.8% | Reduced |
| Wells Fargo & Company | 96,116 | $15.2M | 0.00% | −3,402−3.4% | Reduced |
| Ranger Investment Management, L.P. | 98,630 | $15.6M | 1.13% | −15,660−13.7% | Reduced |
| UBS Group AG | 100,137 | $15.8M | 0.00% | +60,172+150.6% | Added |
| Raymond James Financial Inc | 105,014 | $16.4M | 0.01% | +7,095+7.2% | Added |
| Invesco Ltd. | 105,721 | $16.7M | 0.00% | −310,539−74.6% | Reduced |
| JPMorgan Chase & Co | 108,078 | $16.8M | 0.00% | +27,421+34.0% | Added |
| Brown Capital Management LLC | 108,134 | $17.1M | 2.42% | −43,989−28.9% | Reduced |
| TenCore Partners, LP | 109,905 | $17.3M | 13.48% | +109,905 | New |
| Goldman Sachs Group Inc | 110,909 | $17.5M | 0.00% | +65,951+146.7% | Added |
| Russell Investments Group, Ltd. | 119,299 | $18.8M | 0.02% | +33,686+39.3% | Added |
| First Trust Advisors LP | 123,026 | $19.4M | 0.01% | −59,565−32.6% | Reduced |
| Two Sigma Investments, LP | 124,314 | $19.6M | 0.02% | +24,438+24.5% | Added |
| GW&K Investment Management, LLC | 126,691 | $20.0M | 0.18% | −22,396−15.0% | Reduced |
| FMR LLC | 128,428 | $20.3M | 0.00% | −131,228−50.5% | Reduced |
| Ameriprise Financial Inc | 130,372 | $20.6M | 0.00% | +107,635+473.4% | Added |
| Sone Capital Management, LLC | 133,705 | $21.1M | 1.77% | +69,163+107.2% | Added |
| Millennium Management LLC | 142,068 | $22.4M | 0.02% | −139,427−49.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 152,587 | $24.1M | 0.04% | +12,958+9.3% | Added |
| Vanguard Fiduciary Trust Co | 153,482 | $24.2M | 0.01% | +153,482 | New |
| Bank of New York Mellon Corp | 159,724 | $25.2M | 0.00% | −19,435−10.8% | Reduced |
| Charles Schwab Investment Management Inc | 164,642 | $26.0M | 0.00% | +9,695+6.3% | Added |
| Long Walk Management LP | 204,500 | $32.3M | 9.39% | −177,250−46.4% | Reduced |
| Lead Edge Capital Management, LLC | 210,260 | $33.2M | 8.14% | +210,260 | New |
| Fiera Capital Corp | 220,357 | $34.8M | 0.12% | +7,206+3.4% | Added |
| Renaissance Technologies LLC | 227,280 | $35.9M | 0.06% | +80,760+55.1% | Added |
| Gilder Gagnon Howe & Co LLC | 265,330 | $41.9M | 0.50% | −154,101−36.7% | Reduced |
| Northern Trust Corp | 266,145 | $42.0M | 0.01% | +53,860+25.4% | Added |
| Greenstone Partners & Co., LLC | 273,497 | $43.2M | 10.93% | +85,888+45.8% | Added |
| Dimensional Fund Advisors LP | 296,627 | $46.8M | 0.01% | +9,600+3.3% | Added |
| Morgan Stanley | 307,290 | $48.5M | 0.00% | +31,741+11.5% | Added |
| DF Dent & Co Inc | 320,512 | $50.6M | 0.97% | −80,982−20.2% | Reduced |
| Caledonia (Private) Investments Pty Ltd | 328,277 | $51.8M | 1.51% | −4,358−1.3% | Reduced |
| Keenan Capital, LLC | 334,557 | $52.8M | 11.14% | +334,557 | New |
| Bank of America Corp | 345,603 | $54.5M | 0.00% | +61,641+21.7% | Added |
| Jacobs Levy Equity Management, Inc | 367,128 | $57.9M | 0.24% | +180,735+97.0% | Added |
| Arrowstreet Capital, Limited Partnership | 384,529 | $60.7M | 0.03% | +23,428+6.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 454,463 | $71.7M | 0.21% | −66,046−12.7% | Reduced |
| Geode Capital Management, LLC | 506,289 | $79.9M | 0.00% | +33,798+7.2% | Added |
| Price T Rowe Associates Inc | 513,441 | $81.0M | 0.01% | −155,876−23.3% | Reduced |
| Nellore Capital Management LLC | 636,302 | $100.4M | 12.83% | +106,606+20.1% | Added |
| William Blair Investment Management, LLC | 643,231 | $101.5M | 0.34% | +4,990+0.8% | Added |
| State Street Corp | 721,657 | $113.9M | 0.00% | +36,001+5.3% | Added |
| Ashe Capital Management, LP | 1,047,915 | $165.4M | 20.74% | −30,000−2.8% | Reduced |
| Vanguard Capital Management LLC | 1,047,945 | $165.4M | 0.00% | +1,047,945 | New |
| Vanguard Portfolio Management LLC | 1,485,373 | $234.4M | 0.01% | +1,485,373 | New |
| Principal Financial Group Inc | 1,505,882 | $237.7M | 0.13% | +259,933+20.9% | Added |
| BlackRock, Inc. | 2,547,098 | $402.0M | 0.01% | +178,750+7.5% | Added |
| Hudson Way Capital Management LLC | 0 | $0 | 0.00% | −202,853−100.0% | Sold out |