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 |
|---|---|---|---|---|---|
| Blueshift Asset Management, LLC | 3,674 | $579.8K | 0.18% | +1,486+67.9% | Added |
| Pictet Asset Management Holding SA | 3,613 | $570.2K | 0.00% | +218+6.4% | Added |
| Stansberry Asset Management, LLC | 3,603 | $568.6K | 0.06% | +435+13.7% | Added |
| AlphaGrep UK Ltd | 3,541 | $558.8K | 0.16% | +3,541 | New |
| LVZ Advisors, Inc. | 3,523 | $556.0K | 0.06% | +210+6.3% | Added |
| Abn Amro Investment Solutions | 3,457 | $545.6K | 0.01% | +3,457 | New |
| Lazard Asset Management LLC | 3,404 | $537.2K | 0.00% | +1,009+42.1% | Added |
| Engineers Gate Manager LP | 3,400 | $536.6K | 0.01% | +3,400 | New |
| Brown Brothers Harriman & Co | 3,343 | $527.6K | 0.00% | +3,343 | New |
| OP Asset Management Ltd | 3,327 | $525.1K | 0.01% | +3,327 | New |
| M&T Bank Corp | 3,208 | $506.3K | 0.00% | −725−18.4% | Reduced |
| Baird Financial Group, Inc. | 3,144 | $496.2K | 0.00% | +662+26.7% | Added |
| Three Seasons Wealth, LLC | 3,138 | $495.2K | 0.19% | 00.0% | Unchanged |
| Headlands Technologies LLC | 3,090 | $487.7K | 0.06% | +3,090 | New |
| Callan Family Office, LLC | 3,046 | $480.7K | 0.01% | +366+13.7% | Added |
| Martingale Asset Management L P | 3,010 | $475.0K | 0.01% | −563−15.8% | Reduced |
| Zions Bancorporation, National Association | 2,981 | $470.5K | 0.03% | −2,543−46.0% | Reduced |
| Fieldview Capital Management, LLC | 2,943 | $464.5K | 0.14% | +1,662+129.7% | Added |
| Ashton Thomas Private Wealth, LLC | 2,930 | $462.4K | 0.01% | +783+36.5% | Added |
| FORA Capital, LLC | 2,930 | $462.2K | 0.03% | +2,930 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,915 | $460.0K | 0.00% | −554−16.0% | 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 |
| BNP Paribas Arbitrage, SA | 2,892 | $456.4K | 0.00% | −8,445−74.5% | Reduced |
| DGS Capital Management, LLC | 2,883 | $455.0K | 0.07% | +158+5.8% | Added |
| Alps Advisors Inc | 2,873 | $453.4K | 0.00% | +1,210+72.8% | Added |
| Balyasny Asset Management LLC | 2,861 | $451.5K | 0.00% | −22,595−88.8% | Reduced |
| Global Endowment Management, LP | 2,859 | $451.0K | 0.05% | +1,256+78.4% | Added |
| Pathstone Holdings, LLC | 2,749 | $433.8K | 0.00% | +2,749 | New |
| The PNC Financial Services Group, Inc. | 2,723 | $429.7K | 0.00% | +199+7.9% | Added |
| Deutsche Bank AG | 2,720 | $429.3K | 0.00% | +10+0.4% | Added |
| Bessemer Group Inc | 2,717 | $429.0K | 0.00% | +223+8.9% | Added |
| Magnetar Financial LLC | 2,651 | $418.4K | 0.00% | +2,651 | New |
| Cetera Investment Advisers | 2,634 | $415.7K | 0.00% | +60+2.3% | Added |
| Bank of Nova Scotia | 2,606 | $411.3K | 0.00% | +811+45.2% | Added |
| L2 Asset Management, LLC | 2,582 | $407.6K | 0.04% | +1,201+87.0% | Added |
| MML Investors Services, LLC | 2,561 | $404.1K | 0.00% | +1,105+75.9% | Added |
| Aviva PLC | 2,538 | $400.5K | 0.00% | +425+20.1% | Added |
| Virtu Financial LLC | 2,508 | $396.0K | 0.02% | +2,508 | New |
| Mirabella Financial Services LLP | 2,426 | $382.9K | 0.04% | +560+30.0% | Added |
| Two Sigma Securities, LLC | 2,386 | $376.6K | 0.04% | +910+61.7% | Added |
| American Century Companies Inc | 2,372 | $374.3K | 0.00% | −83−3.4% | Reduced |
| Public Employees Retirement Association of Colorado | 2,354 | $372.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,356 | $371.8K | 0.00% | −7−0.3% | Reduced |
| nVerses Capital, LLC | 2,338 | $369.0K | 0.34% | +2,338 | New |
| Gsa Capital Partners LLP | 2,332 | $368.0K | 0.02% | +2,332 | New |
| Federated Hermes, Inc. | 2,262 | $356.9K | 0.00% | +323+16.7% | Added |
| Dynamic Technology Lab Private Ltd | 2,243 | $354.0K | 0.06% | +2,243 | New |
| Kestra Investment Management, LLC | 2,236 | $352.9K | 0.01% | +820+57.9% | Added |
| Susquehanna International Group, LLP | 2,233 | $352.4K | 0.00% | −1,937−46.5% | Reduced |
| Diversify Wealth Management, LLC | 2,067 | $341.7K | 0.01% | +654+46.3% | Added |
| Voya Investment Management LLC | 2,146 | $338.7K | 0.00% | −7−0.3% | Reduced |
| Resonant Capital Advisors, LLC | 2,107 | $332.5K | 0.02% | +2,107 | New |
| Freestone Grove Partners LP | 2,074 | $327.3K | 0.00% | +2,074 | New |
| Third View Private Wealth, LLC | 2,039 | $321.8K | 0.04% | +240+13.3% | Added |
| Beacon Pointe Advisors, LLC | 2,007 | $316.7K | 0.00% | +104+5.5% | Added |
| Yorktown Management & Research Co Inc | 1,950 | $307.7K | 0.26% | +1,950 | New |
| Caitlin John, LLC | 1,925 | $303.8K | 0.18% | −220−10.3% | Reduced |
| DRW Securities, LLC | 1,904 | $300.5K | 0.02% | +1,904 | New |
| Securian Asset Management, Inc | 1,794 | $283.1K | 0.01% | +105+6.2% | Added |
| First Bank & Trust | 1,776 | $280.3K | 0.05% | +362+25.6% | Added |
| Mercer Global Advisors Inc | 1,748 | $275.9K | 0.00% | −357−17.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,656 | $261.3K | 0.00% | −78−4.5% | Reduced |
| Coldstream Capital Management Inc | 1,651 | $260.6K | 0.00% | +57+3.6% | Added |
| Linden Thomas Advisory Services, LLC | 1,629 | $257.1K | 0.02% | +120+8.0% | Added |
| Chemistry Wealth Management LLC | 1,604 | $253.1K | 0.04% | +1,604 | New |
| HMS Capital Management, LLC | 1,597 | $252.0K | 0.10% | +104+7.0% | Added |
| Crossmark Global Holdings, Inc. | 1,551 | $244.8K | 0.00% | +366+30.9% | Added |
| DekaBank Deutsche Girozentrale | 1,523 | $244.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,529 | $241.3K | 0.00% | −742−32.7% | Reduced |
| Neuberger Berman Group LLC | 1,506 | $237.7K | 0.00% | −921−37.9% | Reduced |
| CI Private Wealth, LLC | 1,494 | $235.2K | 0.00% | +1,494 | New |
| Janney Montgomery Scott LLC | 1,479 | $233.0K | 0.00% | +46+3.2% | Added |
| Swiss Life Asset Management Ltd | 1,463 | $230.9K | 0.00% | +462+46.2% | Added |
| Skopos Labs, Inc. | 1,459 | $230.3K | 0.01% | +1,459 | New |
| Snowden Capital Advisors LLC | 1,425 | $224.9K | 0.01% | +41+3.0% | Added |
| Aquatic Capital Management LLC | 1,417 | $223.6K | 0.01% | +1,417 | New |
| Commonwealth Equity Services, LLC | 1,392 | $219.7K | 0.00% | −2,919−67.7% | Reduced |
| Mach-1 Financial Group, Inc. | 1,383 | $218.3K | 0.08% | −765−35.6% | Reduced |
| MQS Management LLC | 1,375 | $217.0K | 0.15% | +1,375 | New |
| EP Wealth Advisors, LLC | 1,364 | $215.3K | 0.00% | +17+1.3% | Added |
| Fiduciary Trust Co | 1,360 | $214.6K | 0.00% | −107−7.3% | Reduced |
| DnB Asset Management AS | 1,308 | $206.4K | 0.00% | +1,308 | New |
| State of Wyoming | 1,277 | $201.5K | 0.02% | −1,805−58.6% | Reduced |
| Quadrant Capital Group LLC | 1,270 | $200.4K | 0.01% | +454+55.6% | Added |
| Caitong International Asset Management Co., Ltd | 1,243 | $196.2K | 0.04% | +1,233+12,330.0% | Added |
| Penserra Capital Management LLC | 1,033 | $163.0K | 0.00% | +19+1.9% | Added |
| Eurizon Capital SGR S.p.A. | 1,020 | $160.7K | 0.00% | +133+15.0% | Added |
| Hantz Financial Services, Inc. | 985 | $155.0K | 0.00% | +515+109.6% | Added |
| Harbour Investments, Inc. | 967 | $152.6K | 0.00% | +967 | New |
| Rothschild Investment LLC | 950 | $149.9K | 0.01% | +933+5,488.2% | Added |
| Cache Advisors, LLC | 883 | $139.4K | 0.02% | 00.0% | Unchanged |
| Grandeur Peak Global Advisors, LLC | 832 | $131.3K | 0.03% | −1,195−59.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,752 | $126.3K | 0.00% | −104,337−95.6% | Reduced |
| Virtus ETF Advisers LLC | 740 | $116.8K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 730 | $115.2K | 0.00% | −164−18.3% | Reduced |
| Parallel Advisors, LLC | 703 | $110.9K | 0.00% | +141+25.1% | Added |
| IFP Advisors, Inc | 625 | $98.6K | 0.00% | −17−2.6% | Reduced |
| Advisors Asset Management, Inc. | 596 | $94.1K | 0.00% | +83+16.2% | Added |
| Huntington National Bank | 581 | $91.7K | 0.00% | +177+43.8% | Added |