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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
966
shares
|
$239,529
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
952
shares
|
$236,057
0.05% of portfolio
|
Q3 2024
Reduced 72.42%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
951
shares
|
$235,809
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
941
shares
|
$233,330
0.0% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Saranac Partners LTD
London, |
Dec 05, 2025 Q3 2025 |
920
shares
|
$228,123
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
912
shares
|
$226,139
0.11% of portfolio
|
Q1 2024
Reduced 34.15%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 20, 2025 Q3 2025 |
900
shares
|
$223,164
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
886
shares
|
$219,692
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
883
shares
|
$218,948
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Brendel Financial Advisors LLC
|
Oct 20, 2025 Q3 2025 |
873
shares
|
$216,469
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
840
shares
|
$208,286
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
824
shares
|
$204,319
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
810
shares
|
$200,847
0.01% of portfolio
|
Q3 2025
Reduced 70.22%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
802
shares
|
$198,863
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
794
shares
|
$196,880
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
786
shares
|
$194,896
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
775
shares
|
$192,169
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
761
shares
|
$188,697
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
Nov 17, 2025 Q3 2025 |
760
shares
|
$188,449
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Nov 12, 2025 Q3 2025 |
753
shares
|
$186,713
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
750
shares
|
$185,970
0.01% of portfolio
|
Q3 2025
Reduced 87.79%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
742
shares
|
$183,986
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
740
shares
|
$183,490
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
633
shares
|
$156,958
0.0% of portfolio
|
Q3 2025
Added 14.47%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
607
shares
|
$150,511
0.0% of portfolio
|
Q3 2025
Added 21.4%
|
|