Institutional Ownership Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF). We have compiled data on the 407 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 $4.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
4,678
shares
|
$1.15 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
4,623
shares
|
$1.14 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
4,426
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 66.49%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,374
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 69.14%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
May 05, 2025 Q1 2025 |
4,300
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2025
Added 22.86%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
4,200
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
4,079
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Apr 10, 2025 Q1 2025 |
4,000
shares
|
$985,560
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
3,972
shares
|
$978,661
0.26% of portfolio
|
Q4 2024
Reduced 24.29%
|
|
|
Ing Groep Nv
|
May 09, 2025 Q1 2025 |
3,900
shares
|
$960,921
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
3,701
shares
|
$911,889
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,663
shares
|
$902,526
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
3,652
shares
|
$899,816
0.01% of portfolio
|
Q1 2025
Added 245.83%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,635
shares
|
$895,627
0.0% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
3,632
shares
|
$894,888
0.0% of portfolio
|
Q1 2025
Added 45.22%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
3,521
shares
|
$867,539
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,508
shares
|
$864,336
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
3,447
shares
|
$849,306
0.0% of portfolio
|
Q1 2025
Added 10.02%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
3,293
shares
|
$811,362
0.01% of portfolio
|
Q1 2025
Added 120.71%
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
3,281
shares
|
$808,405
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,029
shares
|
$746,315
0.0% of portfolio
|
Q1 2025
Added 43.76%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,980
shares
|
$734,242
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,958
shares
|
$728,821
0.0% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
2,936
shares
|
$723,401
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
2,893
shares
|
$712,806
0.05% of portfolio
|
Q1 2025
Added 0.35%
|