APPFOLIO INC (APPF) — Institutional Holders, Q2 2026 (page 4)
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 301 to 396. 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 301–396 of 396
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Covestor Ltd#301 · 533 sh | 533 | $85.0K | 0.05% | -1.1% |
| 302 | EXCHANGE TRADED CONCEPTS#302 · 473 sh | 473 | $75.8K | <0.01% | -3.1% |
| 303 | SIGNATUREFD#303 · 468 sh | 468 | $75.0K | — | +120.8% |
| 304 | Federation des caisses Desjardins du Quebec#304 · 460 sh | 460 | $73.8K | <0.01% | -72.2% |
| 305 | NISA INVESTMENT ADVISORS#305 · 456 sh | 456 | $73.1K | — | +2.7% |
| 306 | Versant Capital Management#306 · 452 sh | 452 | $72.5K | — | +169.0% |
| 307 | Quantbot Technologies#307 · 423 sh | 423 | $67.8K | <0.01% | -95.6% |
| 308 | Ronald Blue#308 · 423 sh | 423 | $67.8K | — | +46.9% |
| 309 | UMB Bank, n.a.#309 · 411 sh | 411 | $65.9K | <0.01% | +109.7% |
| 310 | Farther Finance Advisors#310 · 313 sh | 313 | $50.1K | — | -16.8% |
| 311 | Reyes Financial Architecture#311 · 297 sh | 297 | $47.6K | — | +18.3% |
| 312 | Caitlin John#312 · 281 sh | 281 | $45.1K | 0.02% | -85.4% |
| 313 | Integrated Wealth Concepts#313 · 222 sh | 222 | $35.6K | <0.01% | New |
| 314 | Employees Retirement System of Texas#314 · 212 sh | 212 | $34.0K | <0.01% | 0.0% |
| 315 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#315 · 208 sh | 208 | $33.4K | 0.00% | +139.1% |
| 316 | Eurizon Capital SGR S.p.A.#316 · 195 sh | 195 | $30.6K | <0.01% | -80.9% |
| 317 | Allworth Financial#317 · 184 sh | 184 | $29.5K | <0.01% | -13.6% |
| 318 | Parkside Financial Bank#318 · 156 sh | 156 | $25.0K | — | +136.4% |
| 319 | Sterling Capital Management#319 · 151 sh | 151 | $24.2K | — | -3.8% |
| 320 | Leonteq Securities AG#320 · 150 sh | 150 | $24.1K | <0.01% | New |
| 321 | Quarry#321 · 149 sh | 149 | $23.9K | <0.01% | New |
| 322 | MassMutual Private Wealth & , FSB#322 · 123 sh | 123 | $19.7K | — | +17.1% |
| 323 | Bell Investment Advisors#323 · 94 sh | 94 | $15.1K | <0.01% | -13.0% |
| 324 | FIRST HORIZON NATIONAL#324 · 92 sh | 92 | $14.8K | — | +15.0% |
| 325 | Steward Partners Investment Advisory#325 · 90 sh | 90 | $14.4K | <0.01% | -74.2% |
| 326 | PRIVATE NA#326 · 87 sh | 87 | $13.9K | — | +1350.0% |
| 327 | Tidemark#327 · 76 sh | 76 | $12.2K | <0.01% | 0.0% |
| 328 | Bogart Wealth#328 · 73 sh | 73 | $11.7K | <0.01% | +305.6% |
| 329 | AMERICAN NATIONAL BANK#329 · 69 sh | 69 | $11.1K | — | +25.5% |
| 330 | Pinnacle Wealth Planning Services#330 · 58 sh | 58 | $9.3K | — | -1.7% |
| 331 | Bayforest Capital Ltd#331 · 58 sh | 58 | $9.3K | <0.01% | -76.6% |
| 332 | Mitsubishi UFJ Asset Management , Ltd.#332 · 56 sh | 56 | $9.0K | 0.00% | 0.0% |
| 333 | Global Retirement Partners#333 · 54 sh | 54 | $8.7K | <0.01% | — |
| 334 | First Command Advisory Services#334 · 43 sh | 43 | $6.9K | 0.00% | +168.8% |
| 335 | WOLFF WIESE MAGANA#335 · 42 sh | 42 | $6.7K | — | -2.3% |
| 336 | Smartleaf Asset Management#336 · 38 sh | 38 | $6.0K | <0.01% | 0.0% |
| 337 | EverSource Wealth Advisors#337 · 37 sh | 37 | $5.9K | <0.01% | -99.7% |
| 338 | James T. Borello RIA#338 · 34 sh | 34 | $5.5K | — | +325.0% |
| 339 | ZRC WEALTH MANAGEMENT#339 · 30 sh | 30 | $4.8K | — | New |
| 340 | Silver Grove Financial Group#340 · 30 sh | 30 | $4.8K | <0.01% | -69.4% |
| 341 | WHITTIER OF NEVADA#341 · 25 sh | 25 | $4.5K | <0.01% | 0.0% |
| 342 | BEACON INVESTMENT ADVISORY SERVICES#342 · 26 sh | 26 | $4.2K | — | New |
| 343 | Asset Dedication#343 · 23 sh | 23 | $3.7K | <0.01% | 0.0% |
| 344 | JPL Wealth Management#344 · 22 sh | 22 | $3.5K | <0.01% | 0.0% |
| 345 | FARMERS & MERCHANTS INVESTMENTS#345 · 20 sh | 20 | $3.2K | — | 0.0% |
| 346 | DANSKE BANK A/S#346 · 20 sh | 20 | $3.2K | 0.00% | 0.0% |
| 347 | Kilter Group#347 · 19 sh | 19 | $3.0K | <0.01% | +18.8% |
| 348 | Keating Financial Advisory Services#348 · 18 sh | 18 | $2.9K | <0.01% | +157.1% |
| 349 | SBI Securities , Ltd.#349 · 17 sh | 17 | $2.7K | — | -10.5% |
| 350 | SJS Investment Consulting#350 · 16 sh | 16 | $2.6K | — | -23.8% |
| 351 | Physician Wealth Advisors#351 · 16 sh | 16 | $2.6K | — | +77.8% |
| 352 | Transamerica Financial Advisors#352 · 15 sh | 15 | $2.4K | <0.01% | +400.0% |
| 353 | Continuum Advisory#353 · 14 sh | 14 | $2.2K | <0.01% | New |
| 354 | Cape Investment Advisory#354 · 13 sh | 13 | $2.1K | — | New |
| 355 | Private Wealth Management Group#355 · 12 sh | 12 | $1.9K | — | +200.0% |
| 356 | Kingdom Financial Group#356 · 12 sh | 12 | $1.9K | <0.01% | 0.0% |
| 357 | HIGHLINE WEALTH PARTNERS#357 · 12 sh | 12 | $1.9K | — | -14.3% |
| 358 | CVA Family Office#358 · 11 sh | 11 | $1.8K | <0.01% | +22.2% |
| 359 | GLOBEFLEX CAPITAL L P#359 · 11 sh | 11 | $1.8K | <0.01% | New |
| 360 | ACTION POINT FINANCIAL PLANNING#360 · 10 sh | 10 | $1.6K | <0.01% | New |
| 361 | Acumen Wealth Advisors#361 · 9 sh | 9 | $1.4K | <0.01% | 0.0% |
| 362 | Principia Wealth Advisory#362 · 8 sh | 8 | $1.3K | <0.01% | +700.0% |
| 363 | High Note Wealth#363 · 7 sh | 7 | $1.1K | <0.01% | New |
| 364 | Bank of New Hampshire#364 · 7 sh | 7 | $1.1K | — | -46.2% |
| 365 | Capital Advisors, Ltd.#365 · 8 sh | 8 | $1.0K | <0.01% | -27.3% |
| 366 | Avion Wealth#366 · 8 sh | 8 | $1.0K | <0.01% | New |
| 367 | Abound Wealth Management#367 · 6 sh | 6 | $963.00 | — | +50.0% |
| 368 | SouthState Bank#368 · 6 sh | 6 | $963.00 | 0.00% | New |
| 369 | CoreCap Advisors#369 · 6 sh | 6 | $962.00 | — | 0.0% |
| 370 | Park Place Capital#370 · 6 sh | 6 | $962.00 | <0.01% | 0.0% |
| 371 | JFS WEALTH ADVISORS#371 · 5 sh | 5 | $802.00 | 0.00% | +400.0% |
| 372 | Fortitude Family Office#372 · 5 sh | 5 | $802.00 | — | +400.0% |
| 373 | WEST PACES ADVISORS#373 · 5 sh | 5 | $802.00 | — | New |
| 374 | Manchester Capital Management#374 · 4 sh | 4 | $642.00 | — | +300.0% |
| 375 | MV CAPITAL MANAGEMENT#375 · 4 sh | 4 | $642.00 | <0.01% | +300.0% |
| 376 | Activest Wealth Management#376 · 4 sh | 4 | $641.00 | — | New |
| 377 | Cromwell#377 · 4 sh | 4 | $641.00 | <0.01% | 0.0% |
| 378 | Hughes Financial Services#378 · 4 sh | 4 | $641.00 | <0.01% | +33.3% |
| 379 | North Star Investment Management#379 · 3 sh | 3 | $481.00 | — | -75.0% |
| 380 | Rossby Financial, LCC#380 · 3 sh | 3 | $481.00 | <0.01% | +200.0% |
| 381 | Cornerstone Planning Group#381 · 2 sh | 2 | $324.00 | — | 0.0% |
| 382 | MATHER GROUP#382 · 2 sh | 2 | $321.00 | — | New |
| 383 | Caitong International Asset Management , Ltd#383 · 2 sh | 2 | $321.00 | 0.00% | -99.8% |
| 384 | Rialto Wealth Management#384 · 2 sh | 2 | $321.00 | <0.01% | New |
| 385 | WPG Advisers#385 · 2 sh | 2 | $321.00 | — | 0.0% |
| 386 | Signature Equity Partners#386 · 2 sh | 2 | $321.00 | <0.01% | -81.8% |
| 387 | Clearstead Advisors#387 · 2 sh | 2 | $321.00 | 0.00% | -98.6% |
| 388 | SIMPLEX TRADING#388 · 2 sh | 2 | $320.00 | 0.00% | New |
| 389 | American Capital Advisory#389 · 1 sh | 1 | $161.00 | <0.01% | New |
| 390 | Dunhill Financial#390 · 1 sh | 1 | $160.00 | 0.00% | 0.0% |
| 391 | Creative Capital Management Investments#391 · 1 sh | 1 | $160.00 | 0.00% | New |
| 392 | Rakuten Securities#392 · 1 sh | 1 | $160.00 | 0.00% | -75.0% |
| 393 | LRI Investments#393 · 1 sh | 1 | $160.00 | 0.00% | New |
| 394 | Planning Strategies#394 · 1 sh | 1 | $160.00 | — | — |
| 395 | Navigoe#395 · 1 sh | 1 | $0.00 | 0.00% | New |
| 396 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#396 · 26,296 sh | 26,296 | — | — | +2.1% |
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.