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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
32
shares
|
$7,884
0.0% of portfolio
|
Q1 2025
Added 966.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
29
shares
|
$7,145
0.0% of portfolio
|
Q1 2025
Reduced 14.71%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
29
shares
|
$7,145
0.0% of portfolio
|
Q1 2025
Added 20.83%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
25
shares
|
$6,159
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
23
shares
|
$5,666
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
23
shares
|
$5,666
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
23
shares
|
$5,666
0.0% of portfolio
|
Q1 2025
Reduced 72.62%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
21
shares
|
$5,174
0.0% of portfolio
|
Q1 2025
Reduced 93.79%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
21
shares
|
$5,174
0.0% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
20
shares
|
$4,927
0.0% of portfolio
|
Q1 2025
Added 122.22%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
18
shares
|
$4,435
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
18
shares
|
$4,435
0.0% of portfolio
|
Q1 2025
Added 1700.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
18
shares
|
$4,435
0.0% of portfolio
|
Q4 2024
Added 80.0%
|
|
|
Globeflex Capital L P
San Diego, CA |
May 12, 2025 Q1 2025 |
17
shares
|
$4,188
0.0% of portfolio
|
Q1 2025
Reduced 99.74%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
15
shares
|
$3,695
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
15
shares
|
$3,695
0.0% of portfolio
|
Q1 2023
Reduced 97.56%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
14
shares
|
$3,449
0.0% of portfolio
|
Q1 2025
Added 75.0%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
14
shares
|
$3,449
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
14
shares
|
$3,449
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
12
shares
|
$2,956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
10
shares
|
$2,463
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
10
shares
|
$2,463
0.0% of portfolio
|
Q2 2024
Added 11.11%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
9
shares
|
$2,217
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
9
shares
|
$2,217
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
8
shares
|
$1,971
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|