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 |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 19,135 | $3.02M | 0.01% | +19,135 | New |
| Bridgewater Associates, LP | 18,256 | $2.88M | 0.01% | −24,180−57.0% | Reduced |
| Gotham Asset Management, LLC | 18,149 | $2.86M | 0.01% | +12,355+213.2% | Added |
| State Board of Administration of Florida Retirement System | 18,126 | $2.86M | 0.01% | 00.0% | Unchanged |
| Davidson Kahn Capital Management, LLC | 17,706 | $2.80M | 1.49% | +8,536+93.1% | Added |
| Manufacturers Life Insurance Company, The | 16,939 | $2.67M | 0.00% | +252+1.5% | Added |
| Channel Wealth LLC | 16,486 | $2.60M | 0.63% | −20.0% | Reduced |
| Alamar Capital Management, LLC | 16,025 | $2.53M | 1.54% | −1,040−6.1% | Reduced |
| Mission Wealth Management, LP | 15,807 | $2.49M | 0.05% | −23,300−59.6% | Reduced |
| Baker Avenue Asset Management, LP | 15,691 | $2.48M | 0.06% | +361+2.4% | Added |
| EFG International AG | 15,015 | $2.37M | 0.05% | +870+6.2% | Added |
| AQR Capital Management LLC | 14,354 | $2.26M | 0.00% | −15,946−52.6% | Reduced |
| Virginia Retirement Systems Et Al | 14,231 | $2.25M | 0.02% | +3,800+36.4% | Added |
| Stifel Financial Corp | 14,037 | $2.22M | 0.00% | +5,623+66.8% | Added |
| MetLife Investment Management | 12,925 | $2.04M | 0.01% | +608+4.9% | Added |
| State of New Jersey Common Pension Fund D | 12,750 | $2.01M | 0.01% | +3,293+34.8% | Added |
| Alternative Investment Advisors, LLC. | 12,583 | $1.99M | 0.88% | +12,583 | New |
| Commerce Bank | 12,563 | $1.98M | 0.01% | +1,070+9.3% | Added |
| Illinois Municipal Retirement Fund | 12,531 | $1.98M | 0.03% | +1,365+12.2% | Added |
| Brinker Capital Investments, LLC | 12,298 | $1.94M | 0.02% | −1,851−13.1% | Reduced |
| Cerity Partners LLC | 12,154 | $1.92M | 0.00% | +9,090+296.7% | Added |
| Amalgamated Bank | 11,478 | $1.81M | 0.01% | +535+4.9% | Added |
| Vident Advisory, LLC | 11,123 | $1.76M | 0.01% | +2,442+28.1% | Added |
| Jupiter Asset Management Ltd | 10,896 | $1.72M | 0.01% | +587+5.7% | Added |
| Parnassus Investments | 10,704 | $1.69M | 0.00% | +2,266+26.9% | Added |
| JustInvest LLC | 9,989 | $1.58M | 0.02% | +5,350+115.3% | Added |
| Vanguard Global Advisers, LLC | 9,964 | $1.57M | 0.00% | +9,964 | New |
| Johnson Investment Counsel Inc | 9,933 | $1.57M | 0.01% | +120+1.2% | Added |
| Janus Henderson Group PLC | 9,838 | $1.55M | 0.00% | −10,034−50.5% | Reduced |
| Daiwa Securities Group Inc. | 9,743 | $1.54M | 0.00% | +1,177+13.7% | Added |
| Quantbot Technologies LP | 9,582 | $1.51M | 0.06% | +4,022+72.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,563 | $1.51M | 0.00% | +2,882+43.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 9,459 | $1.49M | 0.01% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 9,411 | $1.49M | 0.00% | +203+2.2% | Added |
| Mutual of America Capital Management LLC | 9,326 | $1.47M | 0.02% | −276−2.9% | Reduced |
| Prudential Financial Inc | 9,236 | $1.46M | 0.00% | −203−2.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,785 | $1.39M | 0.00% | +7,849+838.6% | Added |
| New York State Teachers Retirement System | 8,691 | $1.37M | 0.00% | −649−6.9% | Reduced |
| State of Tennessee, Treasury Department | 8,636 | $1.36M | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 8,600 | $1.36M | 0.00% | +8,407+4,356.0% | Added |
| Bokf, NA | 8,539 | $1.35M | 0.02% | +7,503+724.2% | Added |
| Schonfeld Strategic Advisors LLC | 8,528 | $1.35M | 0.01% | +8,528 | New |
| State of Wisconsin Investment Board | 8,516 | $1.34M | 0.00% | +6,967+449.8% | Added |
| Ensign Peak Advisors, Inc | 8,164 | $1.29M | 0.00% | +5,158+171.6% | Added |
| Campbell & CO Investment Adviser LLC | 8,094 | $1.28M | 0.07% | +8,094 | New |
| KLP Kapitalforvaltning AS | 8,080 | $1.28M | 0.01% | +1,680+26.3% | Added |
| Citigroup Inc | 7,625 | $1.20M | 0.00% | −5,587−42.3% | Reduced |
| Thrivent Financial for Lutherans | 7,600 | $1.20M | 0.00% | −24,046−76.0% | Reduced |
| Lecap Asset Management Ltd | 7,453 | $1.18M | 0.44% | +5,220+233.8% | Added |
| Quent Capital, LLC | 7,103 | $1.12M | 0.08% | +2,073+41.2% | Added |
| Louisiana State Employees Retirement System | 7,100 | $1.12M | 0.02% | +700+10.9% | Added |
| Yousif Capital Management, LLC | 7,091 | $1.12M | 0.01% | −12−0.2% | Reduced |
| Custom Index Systems, LLC | 7,018 | $1.11M | 0.48% | +378+5.7% | Added |
| Vestcor Inc | 6,937 | $1.09M | 0.03% | +5,086+274.8% | Added |
| Handelsbanken Fonder AB | 6,680 | $1.05M | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 6,660 | $1.05M | 0.02% | +1,800+37.0% | Added |
| Twinbeech Capital LP | 6,600 | $1.04M | 0.11% | +6,600 | New |
| Axq Capital, LP | 6,433 | $1.02M | 0.13% | +2,593+67.5% | Added |
| Public Employees Retirement System of Ohio | 6,399 | $1.01M | 0.00% | −722−10.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,200 | $979.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,097 | $962.2K | 0.00% | +323+5.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,084 | $960.2K | 0.00% | +661+12.2% | Added |
| Assetmark, Inc | 6,041 | $953.4K | 0.00% | −180−2.9% | Reduced |
| Arizona State Retirement System | 6,020 | $950.1K | 0.01% | −19−0.3% | Reduced |
| Evanson Asset Management, LLC | 6,000 | $946.9K | 0.05% | 00.0% | Unchanged |
| State of Michigan Retirement System | 5,900 | $931.1K | 0.00% | +400+7.3% | Added |
| Verdence Capital Advisors LLC | 5,649 | $891.5K | 0.05% | +1,218+27.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,452 | $860.4K | 0.01% | +290+5.6% | Added |
| State of Alaska, Department of Revenue | 5,444 | $858.0K | 0.01% | +65+1.2% | Added |
| Vanguard Investments Australia, Ltd. | 5,250 | $828.6K | 0.00% | +5,250 | New |
| Xponance, Inc. | 5,247 | $828.1K | 0.01% | +670+14.6% | Added |
| Guggenheim Capital LLC | 5,237 | $826.5K | 0.01% | +3,719+245.0% | Added |
| New Age Alpha Advisors, LLC | 5,150 | $812.8K | 0.04% | −149−2.8% | Reduced |
| Jump Financial, LLC | 5,124 | $808.7K | 0.01% | −3,002−36.9% | Reduced |
| Truist Financial Corp | 5,098 | $804.6K | 0.00% | +1,599+45.7% | Added |
| Aristides Capital LLC | 5,000 | $789.1K | 0.26% | +5,000 | New |
| Oregon Public Employees Retirement Fund | 4,926 | $777.4K | 0.01% | +330+7.2% | Added |
| Weiss Asset Management LP | 4,920 | $776.5K | 0.01% | +4,920 | New |
| Bank of Montreal | 4,838 | $763.5K | 0.00% | +1,809+59.7% | Added |
| First Citizens Bank & Trust Co | 4,817 | $760.2K | 0.02% | −278−5.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,804 | $758.2K | 0.00% | −811−14.4% | Reduced |
| Oppenheimer Asset Management Inc. | 4,672 | $737.3K | 0.01% | +398+9.3% | Added |
| Occudo Quantitative Strategies LP | 4,369 | $730.0K | 0.04% | +4,369 | New |
| Ameritas Investment Partners, Inc. | 4,483 | $707.5K | 0.02% | +254+6.0% | Added |
| Azzad Asset Management Inc | 4,471 | $705.6K | 0.07% | +760+20.5% | Added |
| Lighthouse Investment Partners, LLC | 4,423 | $698.0K | 0.03% | +4,423 | New |
| Atria Investments LLC | 4,405 | $695.2K | 0.01% | +585+15.3% | Added |
| Summit Trail Advisors, LLC | 4,391 | $693.0K | 0.01% | +2,347+114.8% | Added |
| Ami Asset Management Corp | 4,339 | $684.8K | 0.04% | +1,627+60.0% | Added |
| Teacher Retirement System of Texas | 4,297 | $678.2K | 0.00% | −8,398−66.2% | Reduced |
| Index Technologies Group LLC | 4,228 | $667.3K | 0.73% | +198+4.9% | Added |
| New Mexico Educational Retirement Board | 4,200 | $663.0K | 0.02% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 4,200 | $662.8K | 0.14% | +4,200 | New |
| Inceptionr LLC | 4,040 | $637.6K | 0.15% | +4,040 | New |
| Brevan Howard Capital Management LP | 3,963 | $625.4K | 0.01% | +3,963 | New |
| NorthCrest Asset Manangement, LLC | 3,948 | $620.3K | 0.02% | −1,347−25.4% | Reduced |
| Amundi | 3,859 | $609.0K | 0.00% | +2,251+140.0% | Added |
| CWM Advisors, LLC | 3,806 | $600.7K | 0.04% | +2,406+171.9% | Added |
| Resona Asset Management Co.,Ltd. | 3,739 | $590.1K | 0.00% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 3,716 | $586.5K | 0.02% | −15,970−81.1% | Reduced |