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 |
|---|---|---|---|---|---|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,697
shares
|
$349,904
0.0% of portfolio
|
Q3 2024
Reduced 51.79%
|
|
|
Holocene Advisors, LP
New York, NY |
May 15, 2025 Q1 2025 |
1,695
shares
|
$349,492
0.0% of portfolio
|
Q1 2025
Reduced 21.46%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
1,660
shares
|
$342,275
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
1,652
shares
|
$340,625
0.03% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Seaport Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,630
shares
|
$336,089
1.24% of portfolio
|
Q2 2024
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
1,609
shares
|
$331,759
0.01% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Hms Capital Management, LLC
|
May 14, 2025 Q1 2025 |
1,590
shares
|
$327,842
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,545
shares
|
$318,563
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
1,541
shares
|
$317,738
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
1,534
shares
|
$316,295
0.13% of portfolio
|
Q1 2025
Added 41.91%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
1,483
shares
|
$305,779
0.01% of portfolio
|
Q1 2025
Reduced 65.21%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
1,464
shares
|
$301,862
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
1,454
shares
|
$299,800
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
1,451
shares
|
$299,181
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
1,449
shares
|
$298,769
0.01% of portfolio
|
Q1 2025
Added 80.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,448
shares
|
$298,563
0.0% of portfolio
|
Q1 2025
Added 48.06%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
May 02, 2025 Q1 2025 |
1,434
shares
|
$295,676
0.17% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,422
shares
|
$293,202
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
1,405
shares
|
$289,696
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
1,394
shares
|
$287,428
0.04% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
1,389
shares
|
$286,397
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
1,277
shares
|
$263,304
0.01% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
1,255
shares
|
$258,768
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Bank & Trust
|
Apr 28, 2025 Q1 2025 |
1,203
shares
|
$248,046
0.05% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
1,200
shares
|
$247,428
0.02% of portfolio
|
Q2 2023
New holding
|