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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
212
shares
|
$52,567
0.0% of portfolio
|
Q3 2025
Reduced 14.17%
|
|
|
Employees Retirement System Of Texas
|
Nov 13, 2025 Q3 2025 |
212
shares
|
$52,567
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
200
shares
|
$49,592
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
195
shares
|
$48,352
0.0% of portfolio
|
Q3 2025
Added 650.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
192
shares
|
$47,608
0.0% of portfolio
|
Q3 2025
Added 48.84%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
184
shares
|
$45,624
0.0% of portfolio
|
Q3 2025
Added 2200.0%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
173
shares
|
$42,897
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
170
shares
|
$42,153
0.0% of portfolio
|
Q3 2025
Added 28.79%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
150
shares
|
$37,194
0.01% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
142
shares
|
$35,210
0.0% of portfolio
|
Q3 2025
Added 373.33%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
141
shares
|
$34,962
0.0% of portfolio
|
Q3 2025
Added 1466.67%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
133
shares
|
$32,978
0.0% of portfolio
|
Q3 2025
Added 2116.67%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
114
shares
|
$28,267
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
90
shares
|
$22,316
0.01% of portfolio
|
Q3 2025
Reduced 96.23%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
79
shares
|
$19,588
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
76
shares
|
$18,844
0.01% of portfolio
|
Q3 2025
Reduced 36.67%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
75
shares
|
$18,597
0.0% of portfolio
|
Q3 2022
Added 188.46%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
58
shares
|
$14,381
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
56
shares
|
$13,885
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
55
shares
|
$13,637
0.0% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
51
shares
|
$12,645
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
50
shares
|
$12,398
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
49
shares
|
$12,150
0.0% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
48
shares
|
$11,902
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
48
shares
|
$11,902
0.0% of portfolio
|
Q1 2025
Added 17.07%
|
|