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 |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
12
shares
|
$2,975
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
12
shares
|
$2,975
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
11
shares
|
$2,727
0.0% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
10
shares
|
$2,479
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
9
shares
|
$2,231
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
9
shares
|
$2,231
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
8
shares
|
$1,983
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
8
shares
|
$1,983
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
7
shares
|
$1,735
0.0% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
7
shares
|
$1,735
0.0% of portfolio
|
Q3 2025
Added 250.0%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
6
shares
|
$1,487
0.0% of portfolio
|
Q4 2024
Reduced 88.89%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
6
shares
|
$1,487
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
5
shares
|
$1,239
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
4
shares
|
$991
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
4
shares
|
$991
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4
shares
|
$991
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
4
shares
|
$991
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
4
shares
|
$991
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
3
shares
|
$743
0.0% of portfolio
|
Q2 2025
Reduced 98.42%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
3
shares
|
$743
0.0% of portfolio
|
Q3 2025
Added 200.0%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
3
shares
|
$743
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
2
shares
|
$495
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
2
shares
|
$495
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
2
shares
|
$495
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2
shares
|
$495
0.0% of portfolio
|
Q3 2025
New holding
|
|