Institutional Ownership Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF). We have compiled data on the 447 institutions that hold shares in the stock, with a total of 19.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
4,029
shares
|
$999,030
0.01% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 13, 2025 Q3 2025 |
3,982
shares
|
$987,376
0.03% of portfolio
|
Q3 2025
Reduced 60.54%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
3,972
shares
|
$984,897
0.26% of portfolio
|
Q4 2024
Reduced 24.29%
|
|
|
M&T Bank Corp
|
Jan 29, 2026 Q4 2025 |
3,933
shares
|
$975,226
0.0% of portfolio
|
Q4 2025
Reduced 95.91%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
3,928
shares
|
$973,986
0.0% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Oct 14, 2025 Q3 2025 |
3,900
shares
|
$967,044
0.78% of portfolio
|
Q3 2025
Added 14.71%
|
|
|
Barrier Capital Management, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
3,883
shares
|
$962,828
1.0% of portfolio
|
Q3 2025
New holding
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
3,871
shares
|
$959,853
0.01% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jan 21, 2026 Q4 2025 |
3,711
shares
|
$920,179
0.08% of portfolio
|
Q4 2025
Reduced 2.98%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
3,582
shares
|
$888,192
0.0% of portfolio
|
Q3 2025
Added 91.65%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
3,524
shares
|
$873,811
0.01% of portfolio
|
Q3 2025
Added 10.47%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Jan 29, 2026 Q4 2025 |
3,395
shares
|
$841,824
0.0% of portfolio
|
Q4 2025
Added 6.9%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
3,303
shares
|
$819,011
0.01% of portfolio
|
Q3 2025
Added 38.26%
|
|
|
Sg Americas Securities, LLC
|
Jan 09, 2026 Q4 2025 |
3,287
shares
|
$815,044
0.0% of portfolio
|
Q4 2025
Reduced 37.62%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jan 15, 2026 Q4 2025 |
3,138
shares
|
$778,098
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
3,030
shares
|
$751,318
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
3,009
shares
|
$746,111
0.0% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,980
shares
|
$738,920
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
2,871
shares
|
$711,893
0.11% of portfolio
|
Q3 2025
Added 17.57%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
2,827
shares
|
$700,982
0.0% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
2,814
shares
|
$697,759
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
2,801
shares
|
$694,535
0.15% of portfolio
|
Q3 2025
Reduced 45.2%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,735
shares
|
$678,170
0.0% of portfolio
|
Q3 2025
Added 12.78%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
2,733
shares
|
$677,674
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Ami Asset Management Corp
|
Jan 23, 2026 Q4 2025 |
2,712
shares
|
$672,467
0.04% of portfolio
|
Q4 2025
Added 0.04%
|
|