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 |
|---|---|---|---|---|---|
| Davidson Kahn Capital Management, LLC | 18,930 | $3.04M | 1.30% | +1,224+6.9% | Added |
| Brinker Capital Investments, LLC | 19,187 | $3.08M | 0.02% | +6,889+56.0% | Added |
| Assenagon Asset Management S.A. | 19,303 | $3.10M | 0.00% | +19,303 | New |
| Advisors Capital Management, LLC | 20,176 | $3.24M | 0.03% | +352+1.8% | Added |
| Los Angeles Capital Management LLC | 22,833 | $3.66M | 0.01% | +22,740+24,451.6% | Added |
| Vanguard Asset Management, Ltd | 23,678 | $3.80M | 0.00% | +4,183+21.5% | Added |
| State Board of Administration of Florida Retirement System | 23,899 | $3.83M | 0.01% | +5,773+31.8% | Added |
| Retirement Systems of Alabama | 24,854 | $3.99M | 0.01% | −4,980−16.7% | Reduced |
| Nordea Investment Management AB | 26,183 | $4.14M | 0.00% | −10,553−28.7% | Reduced |
| XTX Topco Ltd | 26,230 | $4.21M | 0.05% | −15,383−37.0% | Reduced |
| California State Teachers Retirement System | 26,296 | $4.22M | 0.00% | +530+2.1% | Added |
| Alliancebernstein L.P. | 26,851 | $4.24M | 0.00% | +519+2.0% | Added |
| Jacobs Levy Equity Management, Inc | 26,708 | $4.28M | 0.02% | −340,420−92.7% | Reduced |
| Baker Avenue Asset Management, LP | 27,360 | $4.39M | 0.08% | +11,669+74.4% | Added |
| Balyasny Asset Management LLC | 28,239 | $4.53M | 0.01% | +25,378+887.0% | Added |
| Squarepoint Ops LLC | 30,438 | $4.88M | 0.01% | −50,227−62.3% | Reduced |
| Legal & General Group Plc | 30,867 | $4.95M | 0.00% | +418+1.4% | Added |
| Great West Life Assurance Co | 35,596 | $5.70M | 0.01% | +2,020+6.0% | Added |
| Blair William & Co | 37,389 | $6.00M | 0.02% | −13,207−26.1% | Reduced |
| Creative Planning | 40,300 | $6.46M | 0.00% | −242−0.6% | Reduced |
| Russell Investments Group, Ltd. | 43,792 | $7.02M | 0.01% | −75,507−63.3% | Reduced |
| Swiss National Bank | 46,360 | $7.43M | 0.00% | +3,000+6.9% | Added |
| Atika Capital Management LLC | 47,500 | $7.62M | 0.76% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 47,738 | $7.65M | 0.39% | −1,036−2.1% | Reduced |
| Royce & Associates LP | 49,159 | $7.88M | 0.06% | +49,159 | New |
| Riverbridge Partners LLC | 50,837 | $8.15M | 0.23% | −37,275−42.3% | Reduced |
| Quantinno Capital Management LP | 53,018 | $8.50M | 0.01% | +2,577+5.1% | Added |
| EULAV Asset Management | 55,460 | $8.89M | 0.28% | +110.0% | Added |
| Gotham Asset Management, LLC | 55,947 | $8.97M | 0.02% | +37,798+208.3% | Added |
| Ranger Investment Management, L.P. | 56,689 | $9.09M | 0.58% | −41,941−42.5% | Reduced |
| Zevenbergen Capital Investments LLC | 57,300 | $9.19M | 0.21% | +19,000+49.6% | Added |
| UBS Asset Management Americas Inc | 58,195 | $9.33M | 0.00% | +417+0.7% | Added |
| Loomis Sayles & Co L P | 60,685 | $9.73M | 0.01% | −1,633−2.6% | Reduced |
| New York State Common Retirement Fund | 62,335 | $10.0M | 0.01% | +1,867+3.1% | Added |
| Rhumbline Advisers | 63,170 | $10.1M | 0.01% | −1,078−1.7% | Reduced |
| Goldman Sachs Group Inc | 66,103 | $10.6M | 0.00% | −44,806−40.4% | Reduced |
| Millennium Management LLC | 69,418 | $11.1M | 0.01% | −72,650−51.1% | Reduced |
| Tensile Capital Management LP | 73,000 | $11.7M | 1.62% | +20,000+37.7% | Added |
| Nuveen, LLC | 73,301 | $11.8M | 0.00% | −3,881−5.0% | Reduced |
| HMI Capital Management, L.P. | 75,000 | $12.0M | 1.75% | +75,000 | New |
| Langdon Equity Partners | 85,000 | $13.6M | 7.62% | +49,750+141.1% | Added |
| Envestnet Asset Management Inc | 87,957 | $14.1M | 0.00% | +17,912+25.6% | Added |
| TenCore Partners, LP | 88,270 | $14.2M | 11.02% | −21,635−19.7% | Reduced |
| Crosslink Capital Inc | 93,340 | $15.0M | 1.11% | +21,850+30.6% | Added |
| Norges Bank | 95,576 | $15.3M | 0.00% | +95,576 | New |
| Raymond James Financial Inc | 97,598 | $15.6M | 0.00% | −7,416−7.1% | Reduced |
| Brown Capital Management LLC | 99,549 | $16.0M | 3.19% | −8,585−7.9% | Reduced |
| Point72 Asset Management, L.P. | 101,162 | $16.2M | 0.02% | +82,027+428.7% | Added |
| JPMorgan Chase & Co | 108,071 | $17.1M | 0.00% | −70.0% | Reduced |
| Royal Bank of Canada | 108,539 | $17.4M | 0.00% | +56,073+106.9% | Added |
| Sone Capital Management, LLC | 116,251 | $18.6M | 1.42% | −17,454−13.1% | Reduced |
| Federated Hermes, Inc. | 123,852 | $19.9M | 0.03% | +121,590+5,375.3% | Added |
| GW&K Investment Management, LLC | 125,191 | $20.1M | 0.16% | −1,500−1.2% | Reduced |
| Fiera Capital Corp | 126,117 | $20.2M | 0.07% | −94,240−42.8% | Reduced |
| Ameriprise Financial Inc | 128,132 | $20.5M | 0.00% | −2,240−1.7% | Reduced |
| First Trust Advisors LP | 128,660 | $20.6M | 0.01% | +5,634+4.6% | Added |
| UBS Group AG | 137,692 | $22.1M | 0.00% | +37,555+37.5% | Added |
| Caisse de Depot Et Placement du Quebec | 137,947 | $22.1M | 0.03% | −14,640−9.6% | Reduced |
| Wells Fargo & Company | 141,316 | $22.7M | 0.00% | +45,200+47.0% | Added |
| Bank of New York Mellon Corp | 146,702 | $23.5M | 0.00% | −13,022−8.2% | Reduced |
| Vanguard Fiduciary Trust Co | 154,922 | $24.8M | 0.01% | +1,440+0.9% | Added |
| Charles Schwab Investment Management Inc | 165,025 | $26.5M | 0.00% | +383+0.2% | Added |
| Jones Financial Companies LLLP | 176,922 | $27.5M | 0.01% | +143,917+436.0% | Added |
| Natixis Advisors, L.P. | 172,167 | $27.6M | 0.03% | +137,982+403.6% | Added |
| Renaissance Technologies LLC | 185,840 | $29.8M | 0.04% | −41,440−18.2% | Reduced |
| Wellington Management Group LLP | 224,904 | $36.1M | 0.01% | +224,904 | New |
| Arrowstreet Capital, Limited Partnership | 234,100 | $37.5M | 0.02% | −150,429−39.1% | Reduced |
| Jennison Associates LLC | 238,166 | $38.2M | 0.02% | +162,056+212.9% | Added |
| Gilder Gagnon Howe & Co LLC | 250,264 | $40.1M | 0.41% | −15,066−5.7% | Reduced |
| FMR LLC | 251,067 | $40.3M | 0.00% | +122,639+95.5% | Added |
| Northern Trust Corp | 269,597 | $43.2M | 0.01% | +3,452+1.3% | Added |
| Greenstone Partners & Co., LLC | 273,617 | $43.9M | 10.14% | +1200.0% | Added |
| Caledonia (Private) Investments Pty Ltd | 290,462 | $46.6M | 1.59% | −37,815−11.5% | Reduced |
| Bank of America Corp | 297,074 | $47.6M | 0.00% | −48,529−14.0% | Reduced |
| Long Walk Management LP | 304,875 | $48.9M | 11.09% | +100,375+49.1% | Added |
| DF Dent & Co Inc | 318,951 | $51.1M | 0.97% | −1,561−0.5% | Reduced |
| Dimensional Fund Advisors LP | 321,989 | $51.6M | 0.01% | +25,362+8.6% | Added |
| Invesco Ltd. | 334,088 | $53.6M | 0.00% | +228,367+216.0% | Added |
| Keenan Capital, LLC | 334,557 | $53.6M | 10.61% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 351,847 | $56.4M | 0.18% | −102,616−22.6% | Reduced |
| Neuberger Berman Group LLC | 394,158 | $63.2M | 0.04% | +392,652+26,072.5% | Added |
| Lead Edge Capital Management, LLC | 399,656 | $64.1M | 11.64% | +189,396+90.1% | Added |
| Geode Capital Management, LLC | 509,837 | $81.8M | 0.00% | +3,548+0.7% | Added |
| Morgan Stanley | 581,826 | $93.3M | 0.00% | +274,536+89.3% | Added |
| Nellore Capital Management LLC | 654,865 | $105.0M | 11.66% | +18,563+2.9% | Added |
| Price T Rowe Associates Inc | 700,358 | $112.3M | 0.01% | +186,917+36.4% | Added |
| London Co of Virginia | 703,151 | $112.8M | 0.64% | +703,151 | New |
| William Blair Investment Management, LLC | 721,826 | $115.7M | 0.35% | +78,595+12.2% | Added |
| State Street Corp | 766,131 | $122.8M | 0.00% | +44,474+6.2% | Added |
| Vanguard Capital Management LLC | 1,041,438 | $167.0M | 0.00% | −6,507−0.6% | Reduced |
| Ashe Capital Management, LP | 1,047,915 | $168.0M | 18.04% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 1,490,058 | $238.9M | 0.01% | +4,685+0.3% | Added |
| Principal Financial Group Inc | 1,605,135 | $257.4M | 0.13% | +99,253+6.6% | Added |
| BlackRock, Inc. | 2,645,927 | $424.3M | 0.01% | +98,829+3.9% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −70,779−100.0% | Sold out |
| TFJ Management, LLC | 0 | $0 | 0.00% | −51,739−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −50,768−100.0% | Sold out |
| Quantum Capital Management, LLC | 0 | $0 | 0.00% | −33,909−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −28,457−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −26,145−100.0% | Sold out |