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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
Mitsubishi UFJ Trust & Banking Corp3,595$576.5K0.00%+3,595New
Atria Investments LLC3,503$561.7K0.01%−902−20.5%Reduced
SG Americas Securities, LLC3,485$559.0K0.00%−21,700−86.2%Reduced
Deutsche Bank AG3,437$551.1K0.00%+717+26.4%Added
State of Wisconsin Investment Board3,377$541.5K0.00%−5,139−60.3%Reduced
Engineers Gate Manager LP3,372$540.7K0.01%−28−0.8%Reduced
Brown Brothers Harriman & Co3,343$536.0K0.00%00.0%Unchanged
OP Asset Management Ltd3,327$533.5K0.01%00.0%Unchanged
Stansberry Asset Management, LLC3,310$530.8K0.05%−293−8.1%Reduced
Baird Financial Group, Inc.3,191$511.7K0.00%+47+1.5%Added
Teacher Retirement System of Texas3,190$511.5K0.00%−1,107−25.8%Reduced
Callan Family Office, LLC3,181$510.1K0.01%+135+4.4%Added
Blueshift Asset Management, LLC3,153$505.6K0.12%−521−14.2%Reduced
Three Seasons Wealth, LLC3,138$503.2K0.05%00.0%Unchanged
MML Investors Services, LLC3,124$500.9K0.00%+563+22.0%Added
Brevan Howard Capital Management LP3,105$497.9K0.01%−858−21.7%Reduced
Martingale Asset Management L P3,000$481.1K0.01%−10−0.3%Reduced
Bessemer Group Inc2,960$475.0K0.00%+243+8.9%Added
Wiley Bros.-Aintree Capital, LLC2,940$471.4K0.00%+25+0.9%Added
Alps Advisors Inc2,908$466.3K0.00%+35+1.2%Added
Swiss Life Asset Management Ltd2,887$462.9K0.00%+1,424+97.3%Added
Argent Trust Co2,865$459.4K0.01%+2,865New
Aviva PLC2,798$448.7K0.00%+260+10.2%Added
Tower Research Capital LLC (TRC)2,749$440.8K0.01%+2,019+276.6%Added
Pathstone Holdings, LLC2,629$421.6K0.00%−120−4.4%Reduced
Resonant Capital Advisors, LLC2,582$414.0K0.02%+475+22.5%Added
Snowden Capital Advisors LLC2,466$395.4K0.01%+1,041+73.1%Added
Axq Capital, LP2,424$388.7K0.04%−4,009−62.3%Reduced
Bank of Nova Scotia2,359$378.3K0.00%−247−9.5%Reduced
Public Employees Retirement Association of Colorado2,354$377.0K0.00%00.0%Unchanged
American Century Companies Inc2,347$376.3K0.00%−25−1.1%Reduced
Legato Capital Management LLC2,322$372.3K0.03%+2,322New
BNP Paribas Arbitrage, SA2,261$362.6K0.00%−631−21.8%Reduced
Diversify Wealth Management, LLC2,140$361.1K0.01%+73+3.5%Added
Diversify Advisory Services, LLC2,140$361.1K0.01%+2,140New
Landscape Capital Management, L.L.C.2,225$356.8K0.02%+2,225New
Voya Investment Management LLC2,224$356.6K0.00%+78+3.6%Added
Freestone Grove Partners LP2,179$349.4K0.00%+105+5.1%Added
Zions Bancorporation, National Association2,170$348.0K0.02%−811−27.2%Reduced
CI Private Wealth, LLC2,034$326.1K0.00%+540+36.1%Added
Amundi2,017$323.4K0.00%−1,842−47.7%Reduced
Securian Asset Management, Inc1,794$322.4K0.01%00.0%Unchanged
Mercer Global Advisors Inc1,951$312.9K0.00%+203+11.6%Added
Ground Swell Capital, LLC1,942$311.4K0.34%+1,942New
Captrust Financial Advisors1,935$310.3K0.00%+406+26.6%Added
Beacon Pointe Advisors, LLC1,909$306.1K0.00%−98−4.9%Reduced
Chemistry Wealth Management LLC1,879$301.3K0.05%+275+17.1%Added
Third View Private Wealth, LLC1,860$298.3K0.04%−179−8.8%Reduced
Delta Global Management LP1,825$292.6K0.03%+1,825New
Graham Capital Management, L.P.1,822$292.2K0.01%+1,822New
Inscription Capital, LLC1,765$283.0K0.03%+1,765New
Evolve Private Wealth, LLC1,761$282.4K0.02%+1,761New
Hantz Financial Services, Inc.1,727$277.0K0.00%+742+75.3%Added
Kestra Investment Management, LLC1,719$275.6K0.01%−517−23.1%Reduced
Coldstream Capital Management Inc1,717$275.3K0.00%+66+4.0%Added
Sig Brokerage, LP1,701$272.8K0.04%+1,701New
Harbour Investments, Inc.1,677$268.9K0.00%+710+73.4%Added
O'Shaughnessy Asset Management, LLC1,647$264.1K0.00%+1,647New
L2 Asset Management, LLC1,640$263.0K0.03%−942−36.5%Reduced
First Bank & Trust1,628$261.1K0.04%−148−8.3%Reduced
Linden Thomas Advisory Services, LLC1,613$258.6K0.02%−16−1.0%Reduced
Seven Mile Advisory1,612$258.5K0.17%+1,612New
Two Sigma Securities, LLC1,607$257.7K0.02%−779−32.6%Reduced
Sequoia Financial Advisors, LLC1,602$256.9K0.00%+1,602New
HMS Capital Management, LLC1,581$253.5K0.09%−16−1.0%Reduced
Mirabella Financial Services LLP1,509$242.0K0.02%−917−37.8%Reduced
AlphaGrep UK Ltd1,498$240.2K0.07%−2,043−57.7%Reduced
AlphaCore Capital LLC1,498$240.2K0.00%+1,498New
DekaBank Deutsche Girozentrale1,523$239.0K0.00%00.0%Unchanged
Claret Asset Management Corp1,441$231.0K0.02%+1,441New
Commonwealth Equity Services, LLC1,430$229.3K0.00%+38+2.7%Added
Frec Markets, Inc.1,414$226.7K0.02%+1,414New
Ensign Peak Advisors, Inc1,413$226.6K0.00%−6,751−82.7%Reduced
Guggenheim Capital LLC1,389$222.7K0.00%−3,848−73.5%Reduced
Cetera Investment Advisers1,377$220.8K0.00%−1,257−47.7%Reduced
Fiduciary Trust Co1,355$217.3K0.00%−5−0.4%Reduced
Penserra Capital Management LLC1,357$217.0K0.00%+324+31.4%Added
Birch Financial Group, LLC1,326$212.6K0.11%+1,326New
Brand Asset Management Group, Inc.1,309$209.9K0.05%+1,309New
DnB Asset Management AS1,308$209.7K0.00%00.0%Unchanged
Itau Unibanco Holding S.A.1,300$208.5K0.00%+1,300New
EP Wealth Advisors, LLC1,289$206.7K0.00%−75−5.5%Reduced
Janney Montgomery Scott LLC1,270$204.0K0.00%−209−14.1%Reduced
Vise Technologies, Inc.1,265$202.8K0.00%+1,265New
Mutual Advisors, LLC1,262$202.4K0.00%+1,262New
Mount Yale Investment Advisors, LLC1,252$200.8K0.00%+1,252New
Resources Investment Advisors, LLC.1,250$200.4K0.00%+1,250New
Nykredit A/S1,168$187.3K0.00%+1,168New
Rothschild Investment LLC1,158$185.7K0.01%+208+21.9%Added
Advisor Group Holdings, Inc.1,021$163.9K0.00%+682+201.2%Added
Wealth Enhancement Advisory Services, LLC4,809$151.9K0.00%+57+1.2%Added
Walleye Trading LLC944$151.4K0.00%+403+74.5%Added
STRS Ohio904$145.0K0.00%+378+71.9%Added
GAMMA Investing LLC834$133.7K0.00%+356+74.5%Added
Parallel Advisors, LLC787$126.2K0.00%+84+11.9%Added
Advisors Asset Management, Inc.747$119.8K0.00%+151+25.3%Added
Huntington National Bank722$115.8K0.00%+141+24.3%Added
IFP Advisors, Inc625$100.2K0.00%00.0%Unchanged
KBC Group NV579$93.0K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.542$86.9K0.00%−56,817−99.1%Reduced