Institutional Ownership Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF). We have compiled data on the 408 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 $4.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
880
shares
|
$216,823
0.02% of portfolio
|
Q1 2025
Reduced 48.72%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
790
shares
|
$194,648
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
642
shares
|
$158,182
0.0% of portfolio
|
Q1 2025
Added 3278.95%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
633
shares
|
$155,964
0.0% of portfolio
|
Q1 2025
Reduced 74.0%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
554
shares
|
$136,500
0.0% of portfolio
|
Q1 2025
Added 113.08%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
513
shares
|
$126,398
0.01% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
500
shares
|
$123,195
0.0% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
494
shares
|
$121,716
0.0% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
467
shares
|
$115,064
0.01% of portfolio
|
Q1 2024
Reduced 15.4%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
418
shares
|
$102,991
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
409
shares
|
$100,773
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
384
shares
|
$94,613
0.0% of portfolio
|
Q1 2025
Added 23.47%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
344
shares
|
$84,758
0.01% of portfolio
|
Q1 2025
Added 65.38%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
342
shares
|
$84,265
0.0% of portfolio
|
Q1 2025
Reduced 47.71%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
310
shares
|
$76,380
0.01% of portfolio
|
Q1 2025
Added 313.33%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
289
shares
|
$71,206
0.0% of portfolio
|
Q1 2025
Added 73.05%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
271
shares
|
$66,771
0.0% of portfolio
|
Q1 2025
Added 330.16%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
251
shares
|
$61,843
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
243
shares
|
$59,872
0.0% of portfolio
|
Q1 2025
Added 22.73%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
May 13, 2025 Q1 2025 |
220
shares
|
$54,205
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
190
shares
|
$46,814
0.02% of portfolio
|
Q1 2025
Reduced 65.58%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
179
shares
|
$44,103
0.0% of portfolio
|
Q1 2025
Added 52.99%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
162
shares
|
$39,915
0.0% of portfolio
|
Q1 2025
Added 16.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
151
shares
|
$37,204
0.0% of portfolio
|
Q4 2024
Added 666.89%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
144
shares
|
$35,480
0.01% of portfolio
|
Q2 2025
Reduced 29.06%
|