Institutional Ownership Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF). We have compiled data on the 450 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
2,078
shares
|
$515,260
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
2,040
shares
|
$505,838
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2025 Q3 2025 |
1,974
shares
|
$489,473
0.0% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
1,940
shares
|
$481,042
0.0% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
1,938
shares
|
$480,546
0.01% of portfolio
|
Q1 2023
Reduced 13.13%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
1,923
shares
|
$476,827
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
1,903
shares
|
$471,867
0.0% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
1,894
shares
|
$469,636
0.22% of portfolio
|
Q1 2024
Reduced 54.22%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,850
shares
|
$458,726
0.02% of portfolio
|
Q4 2023
Reduced 3.95%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
1,821
shares
|
$451,535
0.01% of portfolio
|
Q3 2025
Added 80.3%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,784
shares
|
$442,360
0.0% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
1,776
shares
|
$440,376
0.0% of portfolio
|
Q3 2025
Reduced 51.75%
|
|
|
Aviva PLC
|
Nov 13, 2025 Q3 2025 |
1,728
shares
|
$428,474
0.0% of portfolio
|
Q3 2025
Reduced 19.74%
|
|
|
Moody Aldrich Partners LLC
|
Oct 20, 2025 Q3 2025 |
1,706
shares
|
$423,019
0.1% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,697
shares
|
$420,788
0.0% of portfolio
|
Q3 2024
Reduced 51.79%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
1,689
shares
|
$418,804
0.01% of portfolio
|
Q3 2025
Reduced 5.59%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
1,655
shares
|
$410,373
0.0% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
1,649
shares
|
$408,886
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Seaport Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,630
shares
|
$404,174
1.24% of portfolio
|
Q2 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
1,618
shares
|
$401,199
0.03% of portfolio
|
Q3 2025
Added 14.91%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,539
shares
|
$381,610
0.01% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Deka Bank Deutsche Girozentrale
|
Nov 03, 2025 Q3 2025 |
1,523
shares
|
$377,643
0.0% of portfolio
|
Q2 2025
Added 57.99%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Nov 05, 2025 Q3 2025 |
1,515
shares
|
$375,659
0.04% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Hms Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
1,504
shares
|
$372,931
0.17% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
1,489
shares
|
$369,212
0.02% of portfolio
|
Q3 2025
Reduced 6.35%
|
|