Institutional Ownership Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF). We have compiled data on the 409 institutions that hold shares in the stock, with a total of 18.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
2,187
shares
|
$450,937
0.0% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 05, 2025 Q1 2025 |
2,160
shares
|
$445,370
0.23% of portfolio
|
Q1 2025
Added 162.77%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
2,152
shares
|
$443,720
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
2,118
shares
|
$436,710
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
2,100
shares
|
$432,999
0.0% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
2,078
shares
|
$428,462
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
2,045
shares
|
$421,658
0.0% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
2,040
shares
|
$420,627
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
2,000
shares
|
$412,380
0.0% of portfolio
|
Q1 2025
Reduced 67.67%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
1,995
shares
|
$411,349
0.01% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,938
shares
|
$399,596
0.0% of portfolio
|
Q1 2025
Reduced 13.29%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
1,938
shares
|
$399,596
0.01% of portfolio
|
Q1 2023
Reduced 13.13%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
1,920
shares
|
$395,884
0.01% of portfolio
|
Q1 2025
Reduced 54.51%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
1,908
shares
|
$393,410
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
1,894
shares
|
$390,523
0.22% of portfolio
|
Q1 2024
Reduced 54.22%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,857
shares
|
$382,894
0.0% of portfolio
|
Q1 2025
Added 21.45%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,850
shares
|
$381,451
0.02% of portfolio
|
Q4 2023
Reduced 3.95%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,841
shares
|
$379,595
0.0% of portfolio
|
Q1 2025
Reduced 17.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,835
shares
|
$378,358
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
1,789
shares
|
$368,873
0.01% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
1,758
shares
|
$362,482
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Woodline Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,754
shares
|
$361,657
0.0% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Moody Aldrich Partners LLC
|
Apr 28, 2025 Q1 2025 |
1,739
shares
|
$358,564
0.09% of portfolio
|
Q1 2025
Reduced 27.99%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
1,727
shares
|
$356,090
0.03% of portfolio
|
Q1 2025
Added 25.97%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,722
shares
|
$355,059
0.0% of portfolio
|
Q1 2025
Added 2549.23%
|