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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, Q2 2026

Institutional positions in Appfolio Inc as of Jun 30, 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
394
+1 vs. Q1 2026
Shares held
23.5M
+1.95M (+9.0%) vs. Q1 2026
Total value
$3.77B
+$364.2M (+10.7%) vs. Q1 2026
New holders
65
159 more added
Sold out
64
135 more reduced

6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 394 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 heldQ2 2026: $3.77B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q1 2026.

Institutions holding APPF in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Navigoe, LLC1$00.00%+1New
Rakuten Securities, Inc.1$1600.00%−3−75.0%Reduced
Dunhill Financial, LLC1$1600.00%00.0%Unchanged
Creative Capital Management Investments LLC1$1600.00%+1New
LRI Investments, LLC1$1600.00%+1New
Planning Strategies Inc.1$1600.00%+1New
American Capital Advisory, LLC1$1610.00%+1New
Simplex Trading, LLC2$3200.00%+2New
Caitong International Asset Management Co., Ltd2$3210.00%−1,241−99.8%Reduced
Clearstead Advisors, LLC2$3210.00%−146−98.6%Reduced
Signature Equity Partners, LLC2$3210.00%−9−81.8%Reduced
WPG Advisers, LLC2$3210.00%00.0%Unchanged
Mather Group, LLC.2$3210.00%+2New
Rialto Wealth Management, LLC2$3210.00%+2New
Cornerstone Planning Group LLC2$3240.00%00.0%Unchanged
North Star Investment Management Corp.3$4810.00%−9−75.0%Reduced
Rossby Financial, LCC3$4810.00%+2+200.0%Added
Cromwell Holdings LLC4$6410.00%00.0%Unchanged
Hughes Financial Services, LLC4$6410.00%+1+33.3%Added
Activest Wealth Management4$6410.00%+4New
Manchester Capital Management LLC4$6420.00%+3+300.0%Added
MV Capital Management, Inc.4$6420.00%+3+300.0%Added
JFS Wealth Advisors, LLC5$8020.00%+4+400.0%Added
Fortitude Family Office, LLC5$8020.00%+4+400.0%Added
West Paces Advisors Inc.5$8020.00%+5New
CoreCap Advisors, LLC6$9620.00%00.0%Unchanged
Park Place Capital Corp6$9620.00%00.0%Unchanged
Abound Wealth Management6$9630.00%+2+50.0%Added
South State Corp.6$9630.00%+6New
Capital Advisors, Ltd. LLC8$1.00K0.00%−3−27.3%Reduced
Avion Wealth8$1.00K0.00%+8New
Bank of New Hampshire7$1.12K0.00%−6−46.2%Reduced
High Note Wealth, LLC7$1.12K0.00%+7New
Principia Wealth Advisory, LLC8$1.28K0.00%+7+700.0%Added
Acumen Wealth Advisors, LLC9$1.44K0.00%00.0%Unchanged
Action Point Financial Planning, LLC10$1.60K0.00%+10New
CVA Family Office, LLC11$1.76K0.00%+2+22.2%Added
Globeflex Capital L P11$1.76K0.00%+11New
Highline Wealth Partners LLC12$1.92K0.00%−2−14.3%Reduced
Kingdom Financial Group LLC.12$1.92K0.00%00.0%Unchanged
Private Wealth Management Group, LLC12$1.93K0.00%+8+200.0%Added
Cape Investment Advisory, Inc.13$2.08K0.00%+13New
Continuum Advisory, LLC14$2.25K0.00%+14New
Transamerica Financial Advisors, Inc.15$2.40K0.00%+12+400.0%Added
UMA Financial Services, Inc.16$2.57K0.00%+7+77.8%Added
SJS Investment Consulting Inc.16$2.57K0.00%−5−23.8%Reduced
SBI Securities Co., Ltd.17$2.73K0.00%−2−10.5%Reduced
Keating Financial Advisory Services, Inc.18$2.89K0.00%+11+157.1%Added
Kilter Group LLC19$3.05K0.00%+3+18.8%Added
Danske Bank A/S20$3.21K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc20$3.21K0.00%00.0%Unchanged
JPL Wealth Management, LLC22$3.53K0.00%00.0%Unchanged
Asset Dedication, LLC23$3.69K0.00%00.0%Unchanged
Beacon Investment Advisory Services, Inc.26$4.17K0.00%+26New
Whittier Trust Co of Nevada Inc25$4.49K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.30$4.81K0.00%−68−69.4%Reduced
ZRC Wealth Management, LLC30$4.81K0.00%+30New
EverSource Wealth Advisors, LLC37$5.93K0.00%−64−63.4%Reduced
Smartleaf Asset Management LLC38$6.04K0.00%00.0%Unchanged
Wolff Wiese Magana LLC42$6.74K0.00%−1−2.3%Reduced
First Command Advisory Services, Inc.43$6.89K0.00%+27+168.8%Added
Global Retirement Partners, LLC54$8.66K0.00%+54New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.56$8.98K0.00%00.0%Unchanged
Bayforest Capital Ltd58$9.30K0.01%−190−76.6%Reduced
Pinnacle Wealth Planning Services, Inc.58$9.30K0.00%−1−1.7%Reduced
American National Bank69$11.1K0.00%+14+25.5%Added
Bogart Wealth, LLC73$11.7K0.00%+55+305.6%Added
Tidemark, LLC76$12.2K0.00%00.0%Unchanged
Parkside Financial Bank & Trust78$12.5K0.00%+12+18.2%Added
Private Trust Co NA87$13.9K0.00%+81+1,350.0%Added
Steward Partners Investment Advisory, LLC90$14.4K0.00%−259−74.2%Reduced
First Horizon Corp92$14.8K0.00%+12+15.0%Added
Bell Investment Advisors, Inc94$15.1K0.00%−14−13.0%Reduced
Massmutual Trust Co FSB123$19.7K0.00%+18+17.1%Added
Quarry LP149$23.9K0.00%+149New
Leonteq Securities AG150$24.1K0.00%+150New
Sterling Capital Management LLC151$24.2K0.00%−6−3.8%Reduced
Allworth Financial LP184$29.5K0.00%−29−13.6%Reduced
Eurizon Capital SGR S.p.A.195$30.6K0.00%−825−80.9%Reduced
Northwestern Mutual Wealth Management Co208$33.4K0.00%+121+139.1%Added
Employees Retirement System of Texas212$34.0K0.00%00.0%Unchanged
Caitlin John, LLC281$45.1K0.02%−1,644−85.4%Reduced
Reyes Financial Architecture, Inc.297$47.6K0.03%+46+18.3%Added
Farther Finance Advisors, LLC313$50.1K0.00%−63−16.8%Reduced
Umb Bank N A411$65.9K0.00%+215+109.7%Added
Quantbot Technologies LP423$67.8K0.00%−9,159−95.6%Reduced
Ronald Blue Trust, Inc.423$67.8K0.00%+135+46.9%Added
Versant Capital Management, Inc452$72.5K0.01%+284+169.0%Added
Nisa Investment Advisors, LLC456$73.1K0.00%+12+2.7%Added
Federation des caisses Desjardins du Quebec460$73.8K0.00%−1,196−72.2%Reduced
Signaturefd, LLC468$75.0K0.00%+256+120.8%Added
Exchange Traded Concepts, LLC473$75.8K0.00%−15−3.1%Reduced
Covestor Ltd533$85.0K0.05%−6−1.1%Reduced
SRS Capital Advisors, Inc.534$85.7K0.00%+534New
Rockefeller Capital Management L.P.542$86.9K0.00%−56,817−99.1%Reduced
KBC Group NV579$93.0K0.00%00.0%Unchanged
IFP Advisors, Inc625$100.2K0.00%00.0%Unchanged
Huntington National Bank722$115.8K0.00%+141+24.3%Added
Advisors Asset Management, Inc.747$119.8K0.00%+151+25.3%Added
Parallel Advisors, LLC787$126.2K0.00%+84+11.9%Added