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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
Capital Impact Advisors, LLC0$00.00%−128,314−100.0%Sold out
Insight Holdings Group, LLC0$00.00%−44,550−100.0%Sold out
Nicholas Investment Partners, LP0$00.00%−39,591−100.0%Sold out
Verition Fund Management LLC0$00.00%−37,651−100.0%Sold out
Panagora Asset Management Inc0$00.00%−27,288−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−26,606−100.0%Sold out
King Luther Capital Management Corp0$00.00%−9,184−100.0%Sold out
Legato Capital Management LLC0$00.00%−6,738−100.0%Sold out
Caption Management, LLC0$00.00%−5,300−100.0%Sold out
Twin Tree Management, LP0$00.00%−5,244−100.0%Sold out
Alpha Wealth Funds, LLC0$00.00%−4,000−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−3,555−100.0%Sold out
Entropy Technologies, LP0$00.00%−3,110−100.0%Sold out
Simplex Trading, LLC0$00.00%−2,632−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−2,163−100.0%Sold out
Virtue Capital Management, LLC0$00.00%−788−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−1,874−100.0%Sold out
HighTower Advisors, LLC0$00.00%−1,802−100.0%Sold out
Portside Wealth Group, LLC0$00.00%−1,606−100.0%Sold out
Banque Pictet & Cie SA0$00.00%−1,596−100.0%Sold out
Norden Group LLC0$00.00%−1,480−100.0%Sold out
Sequoia Financial Advisors, LLC0$00.00%−1,358−100.0%Sold out
Quest Partners LLC0$00.00%−1,323−100.0%Sold out
Mutual Advisors, LLC0$00.00%−1,288−100.0%Sold out
Empowered Funds, LLC0$00.00%−1,273−100.0%Sold out
Park Avenue Securities LLC0$00.00%−1,231−100.0%Sold out
Cullinan Associates Inc0$00.00%−1,200−100.0%Sold out
Somerset Trust Co0$00.00%−1,176−100.0%Sold out
HSBC Holdings PLC0$00.00%−1,163−100.0%Sold out
Utah Retirement Systems0$00.00%−1,162−100.0%Sold out
Burney Co0$00.00%−1,146−100.0%Sold out
Cambria Investment Management, L.P.0$00.00%−1,121−100.0%Sold out
Lewis Asset Management, LLC0$00.00%−1,115−100.0%Sold out
First Foundation Advisors0$00.00%−1,098−100.0%Sold out
Moody Aldrich Partners LLC0$00.00%−1,085−100.0%Sold out
Motley Fool Asset Management LLC0$00.00%−1,069−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−1,059−100.0%Sold out
Independent Advisor Alliance0$00.00%−1,045−100.0%Sold out
denkapparat Operations GmbH0$00.00%−1,036−100.0%Sold out
Navellier & Associates Inc0$00.00%−1,000−100.0%Sold out
Davis R M Inc0$00.00%−1,000−100.0%Sold out
Steel Peak Wealth Management LLC0$00.00%−1,000−100.0%Sold out
ProShare Advisors LLC0$00.00%−958−100.0%Sold out
Arlington Financial Advisors, LLC0$00.00%−952−100.0%Sold out
Sanctuary Advisors, LLC0$00.00%−944−100.0%Sold out
Gilbert & Cook, Inc.0$00.00%−901−100.0%Sold out
Kensington Investment Counsel, LLC0$00.00%−900−100.0%Sold out
Harbor Investment Advisory, LLC0$00.00%−467−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−311−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−236−100.0%Sold out
Wealth Enhancement Trust Services, Inc.0$00.00%−72−100.0%Sold out
HM Payson & Co0$00.00%−39−100.0%Sold out
Chesapeake Asset Management LLC0$00.00%−28−100.0%Sold out
Basecamp Wealth Advisors LLC0$00.00%−28−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−20−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−19−100.0%Sold out
Essential Partners LLC0$00.00%−19−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−17−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−13−100.0%Sold out
T. Rowe Price Investment Management, Inc.0$00.00%−10−100.0%Sold out
Golden State Wealth Management, LLC0$00.00%−12−100.0%Sold out
Advocate Investing Services LLC0$00.00%−5−100.0%Sold out
Toronto Dominion Bank0$00.00%−5−100.0%Sold out
Spire Wealth Management0$00.00%−4−100.0%Sold out
Sunbelt Securities, Inc.0$00.00%−4−100.0%Sold out
South State Corp.0$00.00%−3−100.0%Sold out
Activest Wealth Management0$00.00%−2−100.0%Sold out
Optima Capital LLC0$00.00%−2−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−1−100.0%Sold out
Rialto Wealth Management, LLC0$00.00%−1−100.0%Sold out
HFM Investment Advisors, LLC0$00.00%−1−100.0%Sold out
Bay Harbor Wealth Management, LLC0$00.00%−1−100.0%Sold out
Turning Point Benefit Group, Inc.0$00.00%−1−100.0%Sold out
Vanguard Group Inc––––Not filed
Norges Bank––––Not filed
Comerica Bank––––Not filed
Global Retirement Partners, LLC––––Not filed
CIBC Private Wealth Group, LLC––––Not filed
Motiv8 Investments LLC––––Not filed