APPFOLIO INC (APPF) — Institutional Holders, Q2 2026 (page 3)

396 institutional investment managers reported a APPF position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

APPF 13F holders ranked 201–300 of 396

Institutional investors reporting a position in APPFOLIO INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Atria Investments#201 · 3,503 sh$561.7K-20.5%
SG Americas Securities#202 · 3,485 sh$559.0K-86.2%
DEUTSCHE BANK AG\#203 · 3,437 sh$551.1K+26.4%
STATE OF WISCONSIN INVESTMENT BOARD#204 · 3,377 sh$541.5K-60.3%
Engineers Gate Manager#205 · 3,372 sh$540.7K-0.8%
BROWN BROTHERS HARRIMAN#206 · 3,343 sh$536.0K0.0%
OP Asset Management Ltd#207 · 3,327 sh$533.5K0.0%
STANSBERRY ASSET MANAGEMENT#208 · 3,310 sh$530.8K-8.1%
Baird Financial Group#209 · 3,191 sh$511.7K+1.5%
TEACHER RETIREMENT SYSTEM OF TEXAS#210 · 3,190 sh$511.5K-25.8%
Callan Family Office#211 · 3,181 sh$510.1K+4.4%
Blueshift Asset Management#212 · 3,153 sh$505.6K-14.2%
Three Seasons Wealth#213 · 3,138 sh$503.2K0.0%
MML INVESTORS SERVICES#214 · 3,124 sh$500.9K+22.0%
Brevan Howard Capital Management#215 · 3,105 sh$497.9K-21.7%
MARTINGALE ASSET MANAGEMENT L P#216 · 3,000 sh$481.1K-0.3%
BESSEMER GROUP#217 · 2,960 sh$475.0K+8.9%
WILEY BROS.-AINTREE CAPITAL#218 · 2,940 sh$471.4K+0.9%
ALPS ADVISORS#219 · 2,908 sh$466.3K+1.2%
Swiss Life Asset Management Ltd#220 · 2,887 sh$462.9K+97.3%
Argent#221 · 2,865 sh$459.4KNew
AVIVA PLC#222 · 2,798 sh$448.7K+10.2%
Tower Research Capital (TRC)#223 · 2,749 sh$440.8K+276.6%
Pathstone#224 · 2,629 sh$421.6K-4.4%
Resonant Capital Advisors#225 · 2,582 sh$414.0K+22.5%
Snowden Capital Advisors#226 · 2,466 sh$395.4K+73.1%
AXQ CAPITAL#227 · 2,424 sh$388.7K-62.3%
BANK OF NOVA SCOTIA#228 · 2,359 sh$378.3K-9.5%
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#229 · 2,354 sh$377.0K0.0%
AMERICAN CENTURY COMPANIES#230 · 2,347 sh$376.3K-1.1%
Legato Capital Management#231 · 2,322 sh$372.3KNew
BNP PARIBAS FINANCIAL MARKETS#232 · 2,261 sh$362.6K-21.8%
Diversify Advisory Services#233 · 2,140 sh$361.1KNew
DIVERSIFY WEALTH MANAGEMENT#234 · 2,140 sh$361.1K+3.5%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.#235 · 2,225 sh$356.8KNew
VOYA INVESTMENT MANAGEMENT#236 · 2,224 sh$356.6K+3.6%
Freestone Grove Partners#237 · 2,179 sh$349.4K+5.1%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION#238 · 2,170 sh$348.0K-27.2%
Corient Private Wealth#239 · 2,034 sh$326.1K+36.1%
Amundi#240 · 2,017 sh$323.4K-47.7%
SECURIAN ASSET MANAGEMENT#241 · 1,794 sh$322.4K0.0%
MERCER GLOBAL ADVISORS#242 · 1,951 sh$312.9K+11.6%
Ground Swell Capital#243 · 1,942 sh$311.4KNew
CAPTRUST FINANCIAL ADVISORS#244 · 1,935 sh$310.3K+26.6%
Beacon Pointe Advisors#245 · 1,909 sh$306.1K-4.9%
Chemistry Wealth Management#246 · 1,879 sh$301.3K+17.1%
Third View Private Wealth#247 · 1,860 sh$298.3K-8.8%
Delta Global Management#248 · 1,825 sh$292.6KNew
Graham Capital Management, L.P.#249 · 1,822 sh$292.2KNew
Inscription Capital#250 · 1,765 sh$283.0KNew
EVOLVE PRIVATE WEALTH#251 · 1,761 sh$282.4KNew
HANTZ FINANCIAL SERVICES#252 · 1,727 sh$277.0K+75.3%
Kestra Investment Management#253 · 1,719 sh$275.6K-23.1%
COLDSTREAM CAPITAL MANAGEMENT#254 · 1,717 sh$275.3K+4.0%
SIG BROKERAGE#255 · 1,701 sh$272.8KNew
HARBOUR INVESTMENTS#256 · 1,677 sh$268.9K+73.4%
O'SHAUGHNESSY ASSET MANAGEMENT#257 · 1,647 sh$264.1KNew
L2 Asset Management#258 · 1,640 sh$263.0K-36.5%
First Bank#259 · 1,628 sh$261.1K-8.3%
Linden Thomas Advisory Services#260 · 1,613 sh$258.6K-1.0%
SEVEN MILE ADVISORY#261 · 1,612 sh$258.5KNew
TWO SIGMA SECURITIES#262 · 1,607 sh$257.7K-32.6%
Sequoia Financial Advisors#263 · 1,602 sh$256.9KNew
HMS Capital Management#264 · 1,581 sh$253.5K-1.0%
MIRABELLA FINANCIAL SERVICES LLP#265 · 1,509 sh$242.0K-37.8%
AlphaCore Capital#266 · 1,498 sh$240.2KNew
AlphaGrep UK Ltd#267 · 1,498 sh$240.2K-57.7%
DekaBank Deutsche Girozentrale#268 · 1,523 sh$239.0K0.0%
Claret Asset Management#269 · 1,441 sh$231.0KNew
COMMONWEALTH EQUITY SERVICES#270 · 1,430 sh$229.3K+2.7%
Frec Markets#271 · 1,414 sh$226.7KNew
Ensign Peak Advisors#272 · 1,413 sh$226.6K-82.7%
GUGGENHEIM CAPITAL#273 · 1,389 sh$222.7K-73.5%
Cetera Investment Advisers#274 · 1,377 sh$220.8K-47.7%
FIDUCIARY#275 · 1,355 sh$217.3K-0.4%
Penserra Capital Management#276 · 1,357 sh$217.0K+31.4%
BIRCH FINANCIAL GROUP#277 · 1,326 sh$212.6KNew
Brand Asset Management Group#278 · 1,309 sh$209.9KNew
DnB Asset Management AS#279 · 1,308 sh$209.7K0.0%
Itau Unibanco Holding S.A.#280 · 1,300 sh$208.5KNew
EP Wealth Advisors#281 · 1,289 sh$206.7K-5.5%
Janney Montgomery Scott#282 · 1,270 sh$204.0K-14.1%
Vise Technologies#283 · 1,265 sh$202.8KNew
Mutual Advisors#284 · 1,262 sh$202.4KNew
Mount Yale Investment Advisors#285 · 1,252 sh$200.8KNew
OneDigital Investment Advisors#286 · 1,250 sh$200.4KNew
Nykredit A/S#287 · 1,168 sh$187.3K—
ROTHSCHILD INVESTMENT#288 · 1,158 sh$185.7K+21.9%
OSAIC#289 · 1,021 sh$163.9K+201.2%
WEALTH ENHANCEMENT ADVISORY SERVICES#290 · 4,809 sh$151.9K+1.2%
Walleye Trading#291 · 944 sh$151.4K+74.5%
STRS OHIO#292 · 904 sh$145.0K+71.9%
GAMMA Investing#293 · 834 sh$133.7K+74.5%
Parallel Advisors#294 · 787 sh$126.2K+11.9%
Advisors Asset Management#295 · 747 sh$119.8K+25.3%
HUNTINGTON NATIONAL BANK#296 · 722 sh$115.8K+24.3%
IFP Advisors#297 · 625 sh$100.2K0.0%
KBC Group NV#298 · 579 sh$93.0K0.0%
Rockefeller Capital Management L.P.#299 · 542 sh$86.9K-99.1%
SRS Capital Advisors#300 · 534 sh$85.7KNew

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.