8 institutions reported holding $4.3M of APPFOLIO INC COM CL A (APPF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($3.1M), Evanson Financial, LLC ($962,100), GAMMA Investing LLC ($133,732), Versant Capital Management, Inc ($72,478), MassMutual Private Wealth & Trust, FSB ($19,723). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Assenagon Asset Management S.A. | $3.1M | 19,303 | New |
| 2 | Evanson Financial, LLC | $962,100 | 6,000 | New |
| 3 | GAMMA Investing LLC | $133,732 | 834 | Added |
| 4 | Versant Capital Management, Inc | $72,478 | 452 | Added |
| 5 | MassMutual Private Wealth & Trust, FSB | $19,723 | 123 | Added |
| 6 | ELEVATION WEALTH PARTNERS, LLC | $4,811 | 30 | New |
| 7 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $4,170 | 26 | New |
| 8 | CoreCap Advisors, LLC | $962 | 6 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30