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 |
|---|---|---|---|---|---|
| SEI Investments Co | 16,884 | $2.71M | 0.00% | −53,611−76.0% | Reduced |
| Manufacturers Life Insurance Company, The | 16,537 | $2.65M | 0.00% | −402−2.4% | Reduced |
| Channel Wealth LLC | 16,486 | $2.64M | 0.59% | 00.0% | Unchanged |
| Man Group plc | 16,376 | $2.63M | 0.00% | −28,367−63.4% | Reduced |
| Two Sigma Investments, LP | 15,972 | $2.56M | 0.00% | −108,342−87.2% | Reduced |
| Vestcor Inc | 15,840 | $2.54M | 0.06% | +8,903+128.3% | Added |
| Marshall Wace, LLP | 14,830 | $2.38M | 0.00% | −78,941−84.2% | Reduced |
| EFG International AG | 14,737 | $2.36M | 0.04% | −278−1.9% | Reduced |
| Vident Advisory, LLC | 14,221 | $2.28M | 0.02% | +3,098+27.9% | Added |
| Johnson Investment Counsel Inc | 14,211 | $2.28M | 0.02% | +4,278+43.1% | Added |
| Nicholas Investment Partners, LP | 14,071 | $2.26M | 0.13% | +14,071 | New |
| Mission Wealth Management, LP | 14,067 | $2.26M | 0.03% | −1,740−11.0% | Reduced |
| Commerce Bank | 13,909 | $2.23M | 0.01% | +1,346+10.7% | Added |
| Kerrisdale Advisers, LLC | 13,904 | $2.23M | 0.56% | −8,440−37.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 13,728 | $2.20M | 0.00% | +4,943+56.3% | Added |
| Cerity Partners LLC | 13,725 | $2.20M | 0.00% | +1,571+12.9% | Added |
| Aristides Capital LLC | 13,360 | $2.14M | 0.55% | +8,360+167.2% | Added |
| Alternative Investment Advisors, LLC. | 13,011 | $2.09M | 0.81% | +428+3.4% | Added |
| KLP Kapitalforvaltning AS | 12,680 | $2.03M | 0.01% | +4,600+56.9% | Added |
| MetLife Investment Management | 12,445 | $2.00M | 0.01% | −480−3.7% | Reduced |
| Stifel Financial Corp | 12,325 | $1.98M | 0.00% | −1,712−12.2% | Reduced |
| MYDA Advisors LLC | 12,000 | $1.92M | 0.47% | +12,000 | New |
| Isthmus Partners, LLC | 11,995 | $1.92M | 0.19% | +11,995 | New |
| Elo Mutual Pension Insurance Co | 11,646 | $1.87M | 0.02% | +11,646 | New |
| Parnassus Investments | 11,526 | $1.85M | 0.00% | +822+7.7% | Added |
| Amalgamated Bank | 11,434 | $1.83M | 0.01% | −44−0.4% | Reduced |
| JustInvest LLC | 11,409 | $1.83M | 0.02% | +1,420+14.2% | Added |
| LPL Financial LLC | 11,117 | $1.78M | 0.00% | −34,931−75.9% | Reduced |
| Jupiter Asset Management Ltd | 10,896 | $1.75M | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 10,880 | $1.75M | 0.00% | +4,200+62.9% | Added |
| Vanguard Global Advisers, LLC | 10,733 | $1.72M | 0.00% | +769+7.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,703 | $1.72M | 0.00% | +1,140+11.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 10,264 | $1.65M | 0.01% | +805+8.5% | Added |
| Jupiter Topco LLC | 9,838 | $1.58M | 0.00% | +9,838 | New |
| Treasurer of the State of North Carolina | 9,721 | $1.56M | 0.00% | +310+3.3% | Added |
| State of Tennessee, Treasury Department | 9,384 | $1.50M | 0.00% | +748+8.7% | Added |
| First Citizens Bank & Trust Co | 9,203 | $1.48M | 0.02% | +4,386+91.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,182 | $1.47M | 0.01% | +4,378+91.1% | Added |
| South Dakota Investment Council | 9,160 | $1.47M | 0.03% | +2,500+37.5% | Added |
| Illinois Municipal Retirement Fund | 9,105 | $1.46M | 0.02% | −3,426−27.3% | Reduced |
| Mutual of America Capital Management LLC | 8,915 | $1.43M | 0.01% | −411−4.4% | Reduced |
| Bokf, NA | 8,723 | $1.40M | 0.02% | +184+2.2% | Added |
| Pacer Advisors, Inc. | 8,610 | $1.38M | 0.00% | −63,180−88.0% | Reduced |
| Barclays PLC | 8,611 | $1.38M | 0.00% | −16,639−65.9% | Reduced |
| Thrivent Financial for Lutherans | 8,594 | $1.38M | 0.00% | +994+13.1% | Added |
| State of New Jersey Common Pension Fund D | 8,549 | $1.37M | 0.00% | −4,201−32.9% | Reduced |
| Quent Capital, LLC | 8,041 | $1.29M | 0.08% | +938+13.2% | Added |
| Citigroup Inc | 7,748 | $1.24M | 0.00% | +123+1.6% | Added |
| Fifth Third Bancorp | 7,486 | $1.20M | 0.00% | −1,114−13.0% | Reduced |
| New York State Teachers Retirement System | 7,457 | $1.20M | 0.00% | −1,234−14.2% | Reduced |
| AQR Capital Management LLC | 7,244 | $1.15M | 0.00% | −7,110−49.5% | Reduced |
| Louisiana State Employees Retirement System | 7,000 | $1.12M | 0.02% | −100−1.4% | Reduced |
| Yousif Capital Management, LLC | 6,599 | $1.06M | 0.01% | −492−6.9% | Reduced |
| Public Employees Retirement System of Ohio | 6,505 | $1.04M | 0.00% | +106+1.7% | Added |
| Arizona State Retirement System | 6,379 | $1.02M | 0.01% | +359+6.0% | Added |
| Teachers Retirement System of the State of Kentucky | 6,200 | $994.0K | 0.01% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 6,193 | $993.0K | 0.10% | +2,670+75.8% | Added |
| Daiwa Securities Group Inc. | 6,129 | $982.8K | 0.00% | −3,614−37.1% | Reduced |
| Entropy Technologies, LP | 6,059 | $971.6K | 0.04% | +6,059 | New |
| Edgestream Partners, L.P. | 6,006 | $963.1K | 0.03% | −64,104−91.4% | Reduced |
| Evanson Financial, LLC | 6,000 | $962.1K | 0.05% | +6,000 | New |
| Capstone Investment Advisors, LLC | 5,965 | $956.5K | 0.01% | +5,965 | New |
| Inceptionr LLC | 5,912 | $948.0K | 0.23% | +1,872+46.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,753 | $922.5K | 0.00% | −344−5.6% | Reduced |
| Vanguard Investments Australia, Ltd. | 5,677 | $910.3K | 0.00% | +427+8.1% | Added |
| State of Michigan Retirement System | 5,600 | $898.0K | 0.00% | −300−5.1% | Reduced |
| Assetmark, Inc | 5,464 | $876.2K | 0.00% | −577−9.6% | Reduced |
| State of Alaska, Department of Revenue | 5,450 | $872.0K | 0.01% | +6+0.1% | Added |
| Xponance, Inc. | 5,435 | $871.5K | 0.01% | +188+3.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,406 | $866.9K | 0.01% | −46−0.8% | Reduced |
| Verdence Capital Advisors LLC | 5,349 | $857.7K | 0.05% | −300−5.3% | Reduced |
| Truist Financial Corp | 5,252 | $842.2K | 0.00% | +154+3.0% | Added |
| Jackson Creek Investment Advisors LLC | 4,585 | $826.0K | 0.27% | +4,585 | New |
| New Age Alpha Advisors, LLC | 5,064 | $812.0K | 0.03% | −86−1.7% | Reduced |
| Occudo Quantitative Strategies LP | 5,043 | $808.6K | 0.04% | +674+15.4% | Added |
| Oregon Public Employees Retirement Fund | 5,026 | $805.9K | 0.01% | +100+2.0% | Added |
| Bank of Montreal | 4,816 | $772.2K | 0.00% | −22−0.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4,816 | $772.2K | 0.00% | −1,268−20.8% | Reduced |
| Azzad Asset Management Inc | 4,654 | $746.2K | 0.07% | +183+4.1% | Added |
| Allstate Corp | 4,595 | $736.8K | 0.01% | +4,595 | New |
| Oppenheimer Asset Management Inc. | 4,565 | $732.0K | 0.01% | −107−2.3% | Reduced |
| CWM Advisors, LLC | 4,450 | $713.6K | 0.03% | +644+16.9% | Added |
| Ameritas Investment Partners, Inc. | 4,422 | $709.1K | 0.02% | −61−1.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,950 | $692.5K | 0.02% | +2+0.1% | Added |
| Summit Trail Advisors, LLC | 4,296 | $688.9K | 0.01% | −95−2.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,233 | $678.8K | 0.01% | −47,030−91.7% | Reduced |
| M&T Bank Corp | 4,218 | $676.3K | 0.00% | +1,010+31.5% | Added |
| New Mexico Educational Retirement Board | 4,200 | $673.0K | 0.02% | 00.0% | Unchanged |
| Oak Thistle LLC | 3,974 | $637.2K | 0.06% | +3,974 | New |
| Ami Asset Management Corp | 3,963 | $635.5K | 0.04% | −376−8.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,961 | $635.1K | 0.00% | −4,567−53.6% | Reduced |
| Abn Amro Investment Solutions | 3,930 | $630.2K | 0.01% | +473+13.7% | Added |
| Resona Asset Management Co.,Ltd. | 3,897 | $624.9K | 0.00% | +158+4.2% | Added |
| D. E. Shaw & Co., Inc. | 3,857 | $618.5K | 0.00% | −27,326−87.6% | Reduced |
| US Bancorp | 3,723 | $597.0K | 0.00% | +1,367+58.0% | Added |
| KCM Investment Advisors LLC | 3,716 | $595.9K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,692 | $592.0K | 0.00% | +288+8.5% | Added |
| Pictet Asset Management Holding SA | 3,613 | $579.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,600 | $577.3K | 0.02% | +2,330+183.5% | Added |
| The PNC Financial Services Group, Inc. | 3,597 | $576.8K | 0.00% | +874+32.1% | Added |