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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
1,484
shares
|
$367,972
0.0% of portfolio
|
Q3 2025
Added 21100.0%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
1,478
shares
|
$366,484
0.19% of portfolio
|
Q3 2025
Added 70.08%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,470
shares
|
$364,501
0.0% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,466
shares
|
$363,509
0.0% of portfolio
|
Q3 2025
Added 42.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
1,461
shares
|
$362,269
0.0% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
1,457
shares
|
$361,277
0.16% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,457
shares
|
$361,277
0.0% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,452
shares
|
$360,037
0.0% of portfolio
|
Q3 2025
Added 28.04%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
1,444
shares
|
$358,054
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,422
shares
|
$352,599
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
1,412
shares
|
$350,119
0.0% of portfolio
|
Q3 2025
Reduced 16.5%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,395
shares
|
$345,904
0.01% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
1,386
shares
|
$343,672
0.01% of portfolio
|
Q3 2025
Reduced 8.21%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
1,373
shares
|
$340,449
0.0% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
1,367
shares
|
$338,961
0.0% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
1,330
shares
|
$329,786
0.01% of portfolio
|
Q3 2025
Reduced 18.15%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
1,301
shares
|
$322,595
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Bank & Trust
|
Oct 10, 2025 Q3 2025 |
1,300
shares
|
$322,348
0.06% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
1,294
shares
|
$320,860
0.08% of portfolio
|
Q3 2025
Reduced 20.37%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
1,275
shares
|
$316,149
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
1,268
shares
|
$314,413
0.01% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
1,264
shares
|
$313,421
0.0% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,263
shares
|
$313,173
0.0% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
1,254
shares
|
$310,941
0.01% of portfolio
|
Q3 2025
Reduced 10.36%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1,233
shares
|
$305,734
0.01% of portfolio
|
Q3 2025
Added 110.05%
|
|