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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
54,343
shares
|
$13.5 Million
0.0% of portfolio
|
Q3 2025
Added 9.19%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
54,260
shares
|
$13.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
53,995
shares
|
$13.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 46.95%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
53,256
shares
|
$13.2 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
49,201
shares
|
$12.2 Million
0.27% of portfolio
|
Q3 2025
Added 16.7%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
45,065
shares
|
$11.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 32.4%
|
|
|
Atika Capital Management LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
44,500
shares
|
$11 Million
1.26% of portfolio
|
Q1 2025
Reduced 22.34%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
42,490
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2025
Added 296.03%
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 13, 2025 Q3 2025 |
42,400
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
41,010
shares
|
$10.2 Million
0.01% of portfolio
|
Q4 2023
Added 176.52%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2025 Q3 2025 |
40,594
shares
|
$10.1 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ctf Capital Management, LP
Old Greenwich, CT |
Nov 13, 2025 Q3 2025 |
40,000
shares
|
$9.92 Million
5.47% of portfolio
|
Q3 2025
Reduced 34.7%
|
|
|
M&G Investment Management LTD
London, X0 |
May 08, 2024 Q4 2023 |
38,407
shares
|
$9.52 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
38,071
shares
|
$9.44 Million
0.01% of portfolio
|
Q3 2025
Reduced 82.92%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 14, 2025 Q3 2025 |
37,283
shares
|
$9.24 Million
0.99% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Capital Impact Advisors, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
35,378
shares
|
$8.77 Million
2.18% of portfolio
|
Q3 2025
Added 32.57%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
35,132
shares
|
$8.71 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Tfj Management, LLC
Somerville, MA |
Nov 13, 2025 Q3 2025 |
34,030
shares
|
$8.44 Million
6.32% of portfolio
|
Q2 2025
Added 52.79%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
33,993
shares
|
$8.43 Million
0.01% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
33,620
shares
|
$8.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 73.46%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
33,508
shares
|
$8.31 Million
0.01% of portfolio
|
Q1 2024
Added 5.77%
|
|
|
Sone Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
33,138
shares
|
$8.22 Million
0.76% of portfolio
|
Q3 2025
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
32,994
shares
|
$8.18 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
32,723
shares
|
$8.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 52.23%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
32,689
shares
|
$8.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.94%
|
|