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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Appfolio Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 834 | $133.7K | 0.00% | +356+74.5% | Added |
| STRS Ohio | 904 | $145.0K | 0.00% | +378+71.9% | Added |
| Walleye Trading LLC | 944 | $151.4K | 0.00% | +403+74.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,809 | $151.9K | 0.00% | +57+1.2% | Added |
| Advisor Group Holdings, Inc. | 1,021 | $163.9K | 0.00% | +682+201.2% | Added |
| Rothschild Investment LLC | 1,158 | $185.7K | 0.01% | +208+21.9% | Added |
| Nykredit A/S | 1,168 | $187.3K | 0.00% | +1,168 | New |
| Resources Investment Advisors, LLC. | 1,250 | $200.4K | 0.00% | +1,250 | New |
| Mount Yale Investment Advisors, LLC | 1,252 | $200.8K | 0.00% | +1,252 | New |
| Mutual Advisors, LLC | 1,262 | $202.4K | 0.00% | +1,262 | New |
| Vise Technologies, Inc. | 1,265 | $202.8K | 0.00% | +1,265 | New |
| Janney Montgomery Scott LLC | 1,270 | $204.0K | 0.00% | −209−14.1% | Reduced |
| EP Wealth Advisors, LLC | 1,289 | $206.7K | 0.00% | −75−5.5% | Reduced |
| Itau Unibanco Holding S.A. | 1,300 | $208.5K | 0.00% | +1,300 | New |
| DnB Asset Management AS | 1,308 | $209.7K | 0.00% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 1,309 | $209.9K | 0.05% | +1,309 | New |
| Birch Financial Group, LLC | 1,326 | $212.6K | 0.11% | +1,326 | New |
| Penserra Capital Management LLC | 1,357 | $217.0K | 0.00% | +324+31.4% | Added |
| Fiduciary Trust Co | 1,355 | $217.3K | 0.00% | −5−0.4% | Reduced |
| Cetera Investment Advisers | 1,377 | $220.8K | 0.00% | −1,257−47.7% | Reduced |
| Guggenheim Capital LLC | 1,389 | $222.7K | 0.00% | −3,848−73.5% | Reduced |
| Ensign Peak Advisors, Inc | 1,413 | $226.6K | 0.00% | −6,751−82.7% | Reduced |
| Frec Markets, Inc. | 1,414 | $226.7K | 0.02% | +1,414 | New |
| Commonwealth Equity Services, LLC | 1,430 | $229.3K | 0.00% | +38+2.7% | Added |
| Claret Asset Management Corp | 1,441 | $231.0K | 0.02% | +1,441 | New |
| DekaBank Deutsche Girozentrale | 1,523 | $239.0K | 0.00% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 1,498 | $240.2K | 0.07% | −2,043−57.7% | Reduced |
| AlphaCore Capital LLC | 1,498 | $240.2K | 0.00% | +1,498 | New |
| Mirabella Financial Services LLP | 1,509 | $242.0K | 0.02% | −917−37.8% | Reduced |
| HMS Capital Management, LLC | 1,581 | $253.5K | 0.09% | −16−1.0% | Reduced |
| Sequoia Financial Advisors, LLC | 1,602 | $256.9K | 0.00% | +1,602 | New |
| Two Sigma Securities, LLC | 1,607 | $257.7K | 0.02% | −779−32.6% | Reduced |
| Seven Mile Advisory | 1,612 | $258.5K | 0.17% | +1,612 | New |
| Linden Thomas Advisory Services, LLC | 1,613 | $258.6K | 0.02% | −16−1.0% | Reduced |
| First Bank & Trust | 1,628 | $261.1K | 0.04% | −148−8.3% | Reduced |
| L2 Asset Management, LLC | 1,640 | $263.0K | 0.03% | −942−36.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,647 | $264.1K | 0.00% | +1,647 | New |
| Harbour Investments, Inc. | 1,677 | $268.9K | 0.00% | +710+73.4% | Added |
| Sig Brokerage, LP | 1,701 | $272.8K | 0.04% | +1,701 | New |
| Coldstream Capital Management Inc | 1,717 | $275.3K | 0.00% | +66+4.0% | Added |
| Kestra Investment Management, LLC | 1,719 | $275.6K | 0.01% | −517−23.1% | Reduced |
| Hantz Financial Services, Inc. | 1,727 | $277.0K | 0.00% | +742+75.3% | Added |
| Evolve Private Wealth, LLC | 1,761 | $282.4K | 0.02% | +1,761 | New |
| Inscription Capital, LLC | 1,765 | $283.0K | 0.03% | +1,765 | New |
| Graham Capital Management, L.P. | 1,822 | $292.2K | 0.01% | +1,822 | New |
| Delta Global Management LP | 1,825 | $292.6K | 0.03% | +1,825 | New |
| Third View Private Wealth, LLC | 1,860 | $298.3K | 0.04% | −179−8.8% | Reduced |
| Chemistry Wealth Management LLC | 1,879 | $301.3K | 0.05% | +275+17.1% | Added |
| Beacon Pointe Advisors, LLC | 1,909 | $306.1K | 0.00% | −98−4.9% | Reduced |
| Captrust Financial Advisors | 1,935 | $310.3K | 0.00% | +406+26.6% | Added |
| Ground Swell Capital, LLC | 1,942 | $311.4K | 0.34% | +1,942 | New |
| Mercer Global Advisors Inc | 1,951 | $312.9K | 0.00% | +203+11.6% | Added |
| Securian Asset Management, Inc | 1,794 | $322.4K | 0.01% | 00.0% | Unchanged |
| Amundi | 2,017 | $323.4K | 0.00% | −1,842−47.7% | Reduced |
| CI Private Wealth, LLC | 2,034 | $326.1K | 0.00% | +540+36.1% | Added |
| Zions Bancorporation, National Association | 2,170 | $348.0K | 0.02% | −811−27.2% | Reduced |
| Freestone Grove Partners LP | 2,179 | $349.4K | 0.00% | +105+5.1% | Added |
| Voya Investment Management LLC | 2,224 | $356.6K | 0.00% | +78+3.6% | Added |
| Landscape Capital Management, L.L.C. | 2,225 | $356.8K | 0.02% | +2,225 | New |
| Diversify Wealth Management, LLC | 2,140 | $361.1K | 0.01% | +73+3.5% | Added |
| Diversify Advisory Services, LLC | 2,140 | $361.1K | 0.01% | +2,140 | New |
| BNP Paribas Arbitrage, SA | 2,261 | $362.6K | 0.00% | −631−21.8% | Reduced |
| Legato Capital Management LLC | 2,322 | $372.3K | 0.03% | +2,322 | New |
| American Century Companies Inc | 2,347 | $376.3K | 0.00% | −25−1.1% | Reduced |
| Public Employees Retirement Association of Colorado | 2,354 | $377.0K | 0.00% | 00.0% | Unchanged |
| Bank of Nova Scotia | 2,359 | $378.3K | 0.00% | −247−9.5% | Reduced |
| Axq Capital, LP | 2,424 | $388.7K | 0.04% | −4,009−62.3% | Reduced |
| Snowden Capital Advisors LLC | 2,466 | $395.4K | 0.01% | +1,041+73.1% | Added |
| Resonant Capital Advisors, LLC | 2,582 | $414.0K | 0.02% | +475+22.5% | Added |
| Pathstone Holdings, LLC | 2,629 | $421.6K | 0.00% | −120−4.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,749 | $440.8K | 0.01% | +2,019+276.6% | Added |
| Aviva PLC | 2,798 | $448.7K | 0.00% | +260+10.2% | Added |
| Argent Trust Co | 2,865 | $459.4K | 0.01% | +2,865 | New |
| Swiss Life Asset Management Ltd | 2,887 | $462.9K | 0.00% | +1,424+97.3% | Added |
| Alps Advisors Inc | 2,908 | $466.3K | 0.00% | +35+1.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,940 | $471.4K | 0.00% | +25+0.9% | Added |
| Bessemer Group Inc | 2,960 | $475.0K | 0.00% | +243+8.9% | Added |
| Martingale Asset Management L P | 3,000 | $481.1K | 0.01% | −10−0.3% | Reduced |
| Brevan Howard Capital Management LP | 3,105 | $497.9K | 0.01% | −858−21.7% | Reduced |
| MML Investors Services, LLC | 3,124 | $500.9K | 0.00% | +563+22.0% | Added |
| Three Seasons Wealth, LLC | 3,138 | $503.2K | 0.05% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,153 | $505.6K | 0.12% | −521−14.2% | Reduced |
| Callan Family Office, LLC | 3,181 | $510.1K | 0.01% | +135+4.4% | Added |
| Teacher Retirement System of Texas | 3,190 | $511.5K | 0.00% | −1,107−25.8% | Reduced |
| Baird Financial Group, Inc. | 3,191 | $511.7K | 0.00% | +47+1.5% | Added |
| Stansberry Asset Management, LLC | 3,310 | $530.8K | 0.05% | −293−8.1% | Reduced |
| OP Asset Management Ltd | 3,327 | $533.5K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,343 | $536.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 3,372 | $540.7K | 0.01% | −28−0.8% | Reduced |
| State of Wisconsin Investment Board | 3,377 | $541.5K | 0.00% | −5,139−60.3% | Reduced |
| Deutsche Bank AG | 3,437 | $551.1K | 0.00% | +717+26.4% | Added |
| SG Americas Securities, LLC | 3,485 | $559.0K | 0.00% | −21,700−86.2% | Reduced |
| Atria Investments LLC | 3,503 | $561.7K | 0.01% | −902−20.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 3,595 | $576.5K | 0.00% | +3,595 | New |
| The PNC Financial Services Group, Inc. | 3,597 | $576.8K | 0.00% | +874+32.1% | Added |
| Quadrant Capital Group LLC | 3,600 | $577.3K | 0.02% | +2,330+183.5% | Added |
| Pictet Asset Management Holding SA | 3,613 | $579.3K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,692 | $592.0K | 0.00% | +288+8.5% | Added |
| KCM Investment Advisors LLC | 3,716 | $595.9K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 3,723 | $597.0K | 0.00% | +1,367+58.0% | Added |