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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,882
shares
|
$710,095
0.0% of portfolio
|
Q1 2025
Added 94.07%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
2,852
shares
|
$702,704
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
May 15, 2025 Q1 2025 |
2,844
shares
|
$700,733
0.09% of portfolio
|
Q1 2025
Reduced 74.7%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
2,840
shares
|
$699,747
0.13% of portfolio
|
Q3 2024
Added 10.94%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
2,829
shares
|
$697,037
0.02% of portfolio
|
Q2 2025
Reduced 38.31%
|
|
|
Aviva PLC
|
May 15, 2025 Q1 2025 |
2,824
shares
|
$695,805
0.0% of portfolio
|
Q1 2025
Added 15.27%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
2,804
shares
|
$690,877
0.01% of portfolio
|
Q1 2025
Reduced 59.04%
|
|
|
State Of Alaska, Department Of Revenue
|
Apr 21, 2025 Q1 2025 |
2,720
shares
|
$670,180
0.01% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
2,592
shares
|
$638,642
0.01% of portfolio
|
Q1 2025
Added 25.16%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,535
shares
|
$624,598
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
2,526
shares
|
$622,381
0.0% of portfolio
|
Q1 2025
Reduced 54.71%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
May 07, 2025 Q1 2025 |
2,500
shares
|
$615,975
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bosman Wealth Management, LLC
Redlands, CA |
Apr 30, 2025 Q1 2025 |
2,477
shares
|
$610,308
0.55% of portfolio
|
Q4 2024
Added 268.11%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
2,437
shares
|
$600,452
0.08% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
2,380
shares
|
$586,408
0.0% of portfolio
|
Q1 2025
Reduced 37.42%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
2,374
shares
|
$584,929
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
2,362
shares
|
$581,973
0.0% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
2,354
shares
|
$580,002
0.0% of portfolio
|
Q2 2024
Reduced 4.66%
|
|
|
Precision Wealth Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
2,319
shares
|
$571,378
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Natixis
Paris, I0 |
May 14, 2025 Q1 2025 |
2,299
shares
|
$566,450
0.0% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
2,242
shares
|
$552,406
0.02% of portfolio
|
Q1 2025
Reduced 14.0%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
2,223
shares
|
$547,724
0.07% of portfolio
|
Q1 2025
Reduced 23.32%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
2,210
shares
|
$544,521
0.06% of portfolio
|
Q4 2022
Reduced 12.02%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
2,194
shares
|
$540,579
0.07% of portfolio
|
Q1 2025
Reduced 66.5%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
2,187
shares
|
$538,854
0.0% of portfolio
|
Q1 2025
Reduced 0.68%
|