Institutional Ownership Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF). We have compiled data on the 416 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
1,012
shares
|
$221,405
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
1,006
shares
|
$220,092
0.01% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
1,002
shares
|
$219,217
0.02% of portfolio
|
Q4 2024
Reduced 16.43%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
1,000
shares
|
$218,780
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
1,000
shares
|
$218,780
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,000
shares
|
$218,780
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
995
shares
|
$217,686
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
978
shares
|
$213,966
0.0% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
953
shares
|
$208,497
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
952
shares
|
$208,278
0.04% of portfolio
|
Q3 2024
Reduced 72.42%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
921
shares
|
$201,496
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
916
shares
|
$200,402
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
914
shares
|
$199,964
0.0% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
912
shares
|
$199,527
0.11% of portfolio
|
Q1 2024
Reduced 34.15%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
901
shares
|
$197,120
0.0% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Kensington Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
900
shares
|
$196,902
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
897
shares
|
$196,245
0.04% of portfolio
|
Q4 2024
Reduced 41.53%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Feb 12, 2025 Q4 2024 |
894
shares
|
$195,589
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
853
shares
|
$186,619
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Feb 12, 2025 Q4 2024 |
822
shares
|
$179,837
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
822
shares
|
$179,837
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Stevens Capital Management LP
Radnor, PA |
Feb 11, 2025 Q4 2024 |
820
shares
|
$179,399
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
814
shares
|
$178,086
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
804
shares
|
$175,899
0.01% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
616
shares
|
$134,768
0.0% of portfolio
|
Q4 2024
Added 11.8%
|