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 |
|---|---|---|---|---|---|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
43
shares
|
$10,662
0.0% of portfolio
|
Q3 2025
Added 126.32%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
42
shares
|
$10,414
0.01% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
42
shares
|
$10,414
0.0% of portfolio
|
Q2 2025
Added 31.25%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
41
shares
|
$10,166
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
37
shares
|
$9,174
0.0% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
36
shares
|
$8,926
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
35
shares
|
$8,678
0.0% of portfolio
|
Q2 2025
Added 20.69%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
33
shares
|
$8,182
0.0% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
26
shares
|
$6,446
0.0% of portfolio
|
Q2 2025
Added 44.44%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
24
shares
|
$5,951
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
23
shares
|
$5,703
0.0% of portfolio
|
Q1 2025
Reduced 72.62%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
22
shares
|
$5,455
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
22
shares
|
$5,455
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
22
shares
|
$5,455
0.0% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
20
shares
|
$4,959
0.0% of portfolio
|
Q3 2025
Added 53.85%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
20
shares
|
$4,959
0.0% of portfolio
|
Q3 2025
Added 17.65%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
19
shares
|
$4,711
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
18
shares
|
$4,463
0.0% of portfolio
|
Q3 2025
Reduced 59.09%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
18
shares
|
$4,463
0.0% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
17
shares
|
$4,215
0.0% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 12, 2025 Q3 2025 |
17
shares
|
$4,215
0.0% of portfolio
|
Q1 2025
Reduced 99.74%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
15
shares
|
$3,719
0.0% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
15
shares
|
$3,719
0.0% of portfolio
|
Q1 2023
Reduced 97.56%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
15
shares
|
$3,719
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
15
shares
|
$3,719
0.0% of portfolio
|
Q3 2025
New holding
|
|