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 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 3,857 | $618.5K | 0.00% | −27,326−87.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 3,897 | $624.9K | 0.00% | +158+4.2% | Added |
| Abn Amro Investment Solutions | 3,930 | $630.2K | 0.01% | +473+13.7% | Added |
| Schonfeld Strategic Advisors LLC | 3,961 | $635.1K | 0.00% | −4,567−53.6% | Reduced |
| Ami Asset Management Corp | 3,963 | $635.5K | 0.04% | −376−8.7% | Reduced |
| Oak Thistle LLC | 3,974 | $637.2K | 0.06% | +3,974 | New |
| New Mexico Educational Retirement Board | 4,200 | $673.0K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 4,218 | $676.3K | 0.00% | +1,010+31.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,233 | $678.8K | 0.01% | −47,030−91.7% | Reduced |
| Summit Trail Advisors, LLC | 4,296 | $688.9K | 0.01% | −95−2.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,950 | $692.5K | 0.02% | +2+0.1% | Added |
| Ameritas Investment Partners, Inc. | 4,422 | $709.1K | 0.02% | −61−1.4% | Reduced |
| CWM Advisors, LLC | 4,450 | $713.6K | 0.03% | +644+16.9% | Added |
| Oppenheimer Asset Management Inc. | 4,565 | $732.0K | 0.01% | −107−2.3% | Reduced |
| Allstate Corp | 4,595 | $736.8K | 0.01% | +4,595 | New |
| Azzad Asset Management Inc | 4,654 | $746.2K | 0.07% | +183+4.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4,816 | $772.2K | 0.00% | −1,268−20.8% | Reduced |
| Bank of Montreal | 4,816 | $772.2K | 0.00% | −22−0.5% | Reduced |
| Oregon Public Employees Retirement Fund | 5,026 | $805.9K | 0.01% | +100+2.0% | Added |
| Occudo Quantitative Strategies LP | 5,043 | $808.6K | 0.04% | +674+15.4% | Added |
| New Age Alpha Advisors, LLC | 5,064 | $812.0K | 0.03% | −86−1.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,585 | $826.0K | 0.27% | +4,585 | New |
| Truist Financial Corp | 5,252 | $842.2K | 0.00% | +154+3.0% | Added |
| Verdence Capital Advisors LLC | 5,349 | $857.7K | 0.05% | −300−5.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,406 | $866.9K | 0.01% | −46−0.8% | Reduced |
| Xponance, Inc. | 5,435 | $871.5K | 0.01% | +188+3.6% | Added |
| State of Alaska, Department of Revenue | 5,450 | $872.0K | 0.01% | +6+0.1% | Added |
| Assetmark, Inc | 5,464 | $876.2K | 0.00% | −577−9.6% | Reduced |
| State of Michigan Retirement System | 5,600 | $898.0K | 0.00% | −300−5.1% | Reduced |
| Vanguard Investments Australia, Ltd. | 5,677 | $910.3K | 0.00% | +427+8.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,753 | $922.5K | 0.00% | −344−5.6% | Reduced |
| Inceptionr LLC | 5,912 | $948.0K | 0.23% | +1,872+46.3% | Added |
| Capstone Investment Advisors, LLC | 5,965 | $956.5K | 0.01% | +5,965 | New |
| Evanson Financial, LLC | 6,000 | $962.1K | 0.05% | +6,000 | New |
| Edgestream Partners, L.P. | 6,006 | $963.1K | 0.03% | −64,104−91.4% | Reduced |
| Entropy Technologies, LP | 6,059 | $971.6K | 0.04% | +6,059 | New |
| Daiwa Securities Group Inc. | 6,129 | $982.8K | 0.00% | −3,614−37.1% | Reduced |
| LVZ Advisors, Inc. | 6,193 | $993.0K | 0.10% | +2,670+75.8% | Added |
| Teachers Retirement System of the State of Kentucky | 6,200 | $994.0K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,379 | $1.02M | 0.01% | +359+6.0% | Added |
| Public Employees Retirement System of Ohio | 6,505 | $1.04M | 0.00% | +106+1.7% | Added |
| Yousif Capital Management, LLC | 6,599 | $1.06M | 0.01% | −492−6.9% | Reduced |
| Louisiana State Employees Retirement System | 7,000 | $1.12M | 0.02% | −100−1.4% | Reduced |
| AQR Capital Management LLC | 7,244 | $1.15M | 0.00% | −7,110−49.5% | Reduced |
| New York State Teachers Retirement System | 7,457 | $1.20M | 0.00% | −1,234−14.2% | Reduced |
| Fifth Third Bancorp | 7,486 | $1.20M | 0.00% | −1,114−13.0% | Reduced |
| Citigroup Inc | 7,748 | $1.24M | 0.00% | +123+1.6% | Added |
| Quent Capital, LLC | 8,041 | $1.29M | 0.08% | +938+13.2% | Added |
| State of New Jersey Common Pension Fund D | 8,549 | $1.37M | 0.00% | −4,201−32.9% | Reduced |
| Thrivent Financial for Lutherans | 8,594 | $1.38M | 0.00% | +994+13.1% | Added |
| Barclays PLC | 8,611 | $1.38M | 0.00% | −16,639−65.9% | Reduced |
| Pacer Advisors, Inc. | 8,610 | $1.38M | 0.00% | −63,180−88.0% | Reduced |
| Bokf, NA | 8,723 | $1.40M | 0.02% | +184+2.2% | Added |
| Mutual of America Capital Management LLC | 8,915 | $1.43M | 0.01% | −411−4.4% | Reduced |
| Illinois Municipal Retirement Fund | 9,105 | $1.46M | 0.02% | −3,426−27.3% | Reduced |
| South Dakota Investment Council | 9,160 | $1.47M | 0.03% | +2,500+37.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,182 | $1.47M | 0.01% | +4,378+91.1% | Added |
| First Citizens Bank & Trust Co | 9,203 | $1.48M | 0.02% | +4,386+91.1% | Added |
| State of Tennessee, Treasury Department | 9,384 | $1.50M | 0.00% | +748+8.7% | Added |
| Treasurer of the State of North Carolina | 9,721 | $1.56M | 0.00% | +310+3.3% | Added |
| Jupiter Topco LLC | 9,838 | $1.58M | 0.00% | +9,838 | New |
| Police & Firemen's Retirement System of New Jersey | 10,264 | $1.65M | 0.01% | +805+8.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,703 | $1.72M | 0.00% | +1,140+11.9% | Added |
| Vanguard Global Advisers, LLC | 10,733 | $1.72M | 0.00% | +769+7.7% | Added |
| Handelsbanken Fonder AB | 10,880 | $1.75M | 0.00% | +4,200+62.9% | Added |
| Jupiter Asset Management Ltd | 10,896 | $1.75M | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 11,117 | $1.78M | 0.00% | −34,931−75.9% | Reduced |
| JustInvest LLC | 11,409 | $1.83M | 0.02% | +1,420+14.2% | Added |
| Amalgamated Bank | 11,434 | $1.83M | 0.01% | −44−0.4% | Reduced |
| Parnassus Investments | 11,526 | $1.85M | 0.00% | +822+7.7% | Added |
| Elo Mutual Pension Insurance Co | 11,646 | $1.87M | 0.02% | +11,646 | New |
| Isthmus Partners, LLC | 11,995 | $1.92M | 0.19% | +11,995 | New |
| MYDA Advisors LLC | 12,000 | $1.92M | 0.47% | +12,000 | New |
| Stifel Financial Corp | 12,325 | $1.98M | 0.00% | −1,712−12.2% | Reduced |
| MetLife Investment Management | 12,445 | $2.00M | 0.01% | −480−3.7% | Reduced |
| KLP Kapitalforvaltning AS | 12,680 | $2.03M | 0.01% | +4,600+56.9% | Added |
| Alternative Investment Advisors, LLC. | 13,011 | $2.09M | 0.81% | +428+3.4% | Added |
| Aristides Capital LLC | 13,360 | $2.14M | 0.55% | +8,360+167.2% | Added |
| Cerity Partners LLC | 13,725 | $2.20M | 0.00% | +1,571+12.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 13,728 | $2.20M | 0.00% | +4,943+56.3% | Added |
| Kerrisdale Advisers, LLC | 13,904 | $2.23M | 0.56% | −8,440−37.8% | Reduced |
| Commerce Bank | 13,909 | $2.23M | 0.01% | +1,346+10.7% | Added |
| Mission Wealth Management, LP | 14,067 | $2.26M | 0.03% | −1,740−11.0% | Reduced |
| Nicholas Investment Partners, LP | 14,071 | $2.26M | 0.13% | +14,071 | New |
| Johnson Investment Counsel Inc | 14,211 | $2.28M | 0.02% | +4,278+43.1% | Added |
| Vident Advisory, LLC | 14,221 | $2.28M | 0.02% | +3,098+27.9% | Added |
| EFG International AG | 14,737 | $2.36M | 0.04% | −278−1.9% | Reduced |
| Marshall Wace, LLP | 14,830 | $2.38M | 0.00% | −78,941−84.2% | Reduced |
| Vestcor Inc | 15,840 | $2.54M | 0.06% | +8,903+128.3% | Added |
| Two Sigma Investments, LP | 15,972 | $2.56M | 0.00% | −108,342−87.2% | Reduced |
| Man Group plc | 16,376 | $2.63M | 0.00% | −28,367−63.4% | Reduced |
| Channel Wealth LLC | 16,486 | $2.64M | 0.59% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 16,537 | $2.65M | 0.00% | −402−2.4% | Reduced |
| SEI Investments Co | 16,884 | $2.71M | 0.00% | −53,611−76.0% | Reduced |
| Agf Management Ltd | 17,794 | $2.85M | 0.01% | −3,279−15.6% | Reduced |
| Alamar Capital Management, LLC | 17,950 | $2.88M | 1.46% | +1,925+12.0% | Added |
| Victory Capital Management Inc | 18,371 | $2.95M | 0.00% | −4,337−19.1% | Reduced |
| Virginia Retirement Systems Et Al | 18,731 | $3.00M | 0.02% | +4,500+31.6% | Added |
| Franklin Resources Inc | 18,782 | $3.01M | 0.00% | −715−3.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 18,922 | $3.03M | 0.00% | +18,497+4,352.2% | Added |