APPFOLIO INC (APPF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
369
Reporting holders
$3.7B
Reported value
1.1%
Held as options
-6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $424.3M | 2,645,927 | 0.01% | 8q | +3.9%+$15.8M |
| PRINCIPAL FINANCIAL GROUP INC | $257.4M | 1,605,135 | 0.13% | 31q | +6.6%+$15.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $238.9M | 1,490,058 | 0.01% | 2q | HELD |
| Ashe Capital Management, LP | $168.0M | 1,047,915 | 18.04% | 31q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $167.0M | 1,041,438 | 0.00% | 2q | -0.6%-$1.0M |
| STATE STREET CORP | $122.8M | 766,131 | 0.00% | 31q | +6.2%+$7.1M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $115.7M | 721,826 | 0.35% | 6q | +12.2%+$12.6M |
| LONDON CO OF VIRGINIA | $112.8M | 703,151 | 0.64% | new | NEW |
| Nellore Capital Management LLC | $105.0M | 654,865 | 11.66% | 18q | +2.9%+$3.0M |
| MORGAN STANLEY | $93.3M | 581,826 | 0.00% | 35q | +89.3%+$44.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $81.8M | 509,837 | 0.00% | 31q | +0.7%+$569.1K |
| Lead Edge Capital Management, LLC | $64.1M | 399,656 | 11.64% | 2q | +90.1%+$30.4M |
| NEUBERGER BERMAN GROUP LLC | $63.2M | 394,158 | 0.04% | 7q | +26072.5%+$63.0M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $56.4M | 351,847 | 0.18% | 7q | -22.6%-$16.5M |
| Keenan Capital, LLC | $53.6M | 334,557 | 10.61% | 2q | HELD |
| Invesco Ltd. | $53.6M | 334,088 | 0.00% | 31q | +216.0%+$36.6M |
| DIMENSIONAL FUND ADVISORS LP | $51.6M | 321,989 | 0.01% | 31q | +8.6%+$4.1M |
| DF DENT & CO INC | $51.1M | 318,951 | 0.97% | 15q | HELD |
| LONG WALK MANAGEMENT LP | $48.9M | 304,875 | 11.09% | 21q | +49.1%+$16.1M |
| BANK OF AMERICA CORP /DE/ | $47.6M | 297,074 | 0.00% | 31q | -14.0%-$7.8M |
| Caledonia (Private) Investments Pty Ltd | $46.6M | 290,462 | 1.59% | 5q | -11.5%-$6.1M |
| Greenstone Partners & Co., LLC | $43.9M | 273,617 | 10.14% | 23q | HELD |
| NORTHERN TRUST CORP | $43.2M | 269,597 | 0.01% | 31q | +1.3%+$553.5K |
| FMR LLC | $40.3M | 251,067 | 0.00% | 30q | +95.5%+$19.7M |
| GILDER GAGNON HOWE & CO LLC | $40.1M | 250,264 | 0.41% | 30q | -5.7%-$2.4M |
| JENNISON ASSOCIATES LLC | $38.2M | 238,166 | 0.02% | 12q | +212.9%+$26.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $37.5M | 234,100 | 0.02% | 12q | -39.1%-$24.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $36.1M | 224,904 | 0.01% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $29.8M | 185,840 | 0.04% | 18q | -18.2%-$6.6M |
| JONES FINANCIAL COMPANIES LLLP | $27.5M | 176,922 | 0.01% | 9q | +436.0%+$22.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $26.5M | 165,025 | 0.00% | 31q | HELD |
| Sixth Street Partners Management Company, L.P. | $26.5M | 165,025 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $24.8M | 154,922 | 0.01% | 2q | +0.9%+$230.9K |
| Bank of New York Mellon Corp | $23.5M | 146,702 | 0.00% | 31q | -8.2%-$2.1M |
| WELLS FARGO & COMPANY/MN | $22.7M | 141,316 | 0.00% | 31q | -26.5%-$8.2M |
| Caisse de depot et placement du Quebec | $22.1M | 137,947 | 0.03% | 7q | -9.6%-$2.3M |
| UBS Group AG | $22.1M | 137,692 | 0.00% | 31q | +37.5%+$6.0M |
| FIRST TRUST ADVISORS LP | $20.6M | 128,660 | 0.01% | 31q | +4.6%+$903.4K |
| AMERIPRISE FINANCIAL INC | $20.5M | 128,132 | 0.00% | 26q | -50.9%-$21.3M |
| Fiera Capital Corp | $20.2M | 126,117 | 0.07% | 6q | -42.8%-$15.1M |
| FEDERATED HERMES, INC. | $19.9M | 123,852 | 0.03% | 18q | +5375.3%+$19.5M |
| Sone Capital Management, LLC | $18.6M | 116,251 | 1.42% | 4q | -13.1%-$2.8M |
| ROYAL BANK OF CANADA | $17.4M | 108,539 | 0.00% | 31q | +106.9%+$9.0M |
| JPMORGAN CHASE & CO | $17.1M | 108,071 | 0.00% | 31q | HELD |
| Point72 Asset Management, L.P. | $16.2M | 101,162 | 0.02% | 2q | +428.7%+$13.2M |
| BROWN CAPITAL MANAGEMENT LLC | $16.0M | 99,549 | 3.19% | 29q | -7.9%-$1.4M |
| RAYMOND JAMES FINANCIAL INC | $15.6M | 97,598 | 0.00% | 7q | -7.1%-$1.2M |
| NORGES BANK | $15.3M | 95,576 | 0.00% | 25q | -2.4%-$384.8K |
| CROSSLINK CAPITAL INC | $15.0M | 93,340 | 1.11% | 3q | +30.6%+$3.5M |
| TenCore Partners, LP | $14.2M | 88,270 | 11.02% | 2q | -19.7%-$3.5M |
| ENVESTNET ASSET MANAGEMENT INC | $14.1M | 87,957 | 0.00% | 31q | +25.6%+$2.9M |
| Langdon Equity Partners | $13.6M | 85,000 | 7.62% | 2q | +141.1%+$8.0M |
| GROUP ONE TRADING LLC | $12.2M | options only | 0.02% | 5q | OPTIONS |
| HMI Capital Management, L.P. | $12.0M | 75,000 | 1.69% | new | NEW |
| Nuveen, LLC | $11.8M | 73,301 | 0.00% | 6q | -5.0%-$622.3K |
| Tensile Capital Management LP | $11.7M | 73,000 | 1.62% | 2q | +37.7%+$3.2M |
| MILLENNIUM MANAGEMENT LLC | $11.1M | 69,418 | 0.00% | 13q | -51.1%-$11.6M |
| JANE STREET GROUP, LLC | $10.7M | options only | 0.00% | 12q | OPTIONS |
| GOLDMAN SACHS GROUP INC | $10.6M | 66,103 | 0.00% | 31q | -40.4%-$7.2M |
| RHUMBLINE ADVISERS | $10.1M | 63,170 | 0.01% | 31q | -1.7%-$172.9K |
| NEW YORK STATE COMMON RETIREMENT FUND | $10.0M | 62,335 | 0.01% | 31q | +3.1%+$299.4K |
| LOOMIS SAYLES & CO L P | $9.7M | 60,685 | 0.01% | 3q | -2.6%-$261.9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.3M | 58,195 | 0.00% | 29q | +0.7%+$66.9K |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $9.2M | 57,300 | 0.21% | 9q | +49.6%+$3.0M |
| Ranger Investment Management, L.P. | $9.1M | 56,689 | 0.58% | 30q | -42.5%-$6.7M |
| Gotham Asset Management, LLC | $9.0M | 55,947 | 0.02% | 31q | +208.3%+$6.1M |
| EULAV Asset Management | $8.9M | 55,460 | 0.28% | 10q | HELD |
| CITADEL ADVISORS LLC | $8.7M | options only | 0.00% | 31q | OPTIONS |
| Quantinno Capital Management LP | $8.5M | 53,018 | 0.01% | 6q | +5.1%+$413.2K |
| RIVERBRIDGE PARTNERS LLC | $8.2M | 50,837 | 0.23% | 2q | -42.3%-$6.0M |
| ROYCE & ASSOCIATES LP | $7.9M | 49,159 | 0.06% | new | NEW |
| Granite Investment Partners, LLC | $7.7M | 47,738 | 0.39% | 2q | -2.1%-$166.1K |
| Atika Capital Management LLC | $7.6M | 47,500 | 0.50% | 13q | HELD |
| Swiss National Bank | $7.4M | 46,360 | 0.00% | 29q | +6.9%+$481.1K |
| Russell Investments Group, Ltd. | $7.0M | 43,792 | 0.01% | 31q | -63.3%-$12.1M |
| Creative Planning | $6.5M | 40,300 | 0.00% | 10q | -0.6%-$38.8K |
| Assenagon Asset Management S.A. | $6.2M | 38,606 | 0.00% | new | NEW |
| BLAIR WILLIAM & CO/IL | $6.0M | 37,389 | 0.02% | 31q | -26.1%-$2.1M |
| Legal & General Group Plc | $4.9M | 30,867 | 0.00% | 31q | +1.4%+$67.0K |
| Squarepoint Ops LLC | $4.9M | 30,438 | 0.01% | 11q | -62.3%-$8.1M |
| Balyasny Asset Management L.P. | $4.5M | 28,239 | 0.01% | 3q | +887.0%+$4.1M |
| Baker Avenue Asset Management, LP | $4.4M | 27,360 | 0.08% | 16q | +74.4%+$1.9M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $4.3M | 26,708 | 0.02% | 11q | -92.7%-$54.6M |
| ALLIANCEBERNSTEIN L.P. | $4.2M | 26,851 | 0.00% | 31q | +2.0%+$81.9K |
| XTX Topco Ltd | $4.2M | 26,230 | 0.05% | 5q | -37.0%-$2.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.2M | options only | 0.00% | 31q | OPTIONS |
| NORDEA INVESTMENT MANAGEMENT AB | $4.1M | 26,183 | 0.00% | 3q | -28.7%-$1.7M |
| Retirement Systems of Alabama | $4.0M | 24,854 | 0.01% | 10q | -16.7%-$798.5K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $3.8M | 23,899 | 0.01% | 31q | +31.8%+$925.7K |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.8M | 23,678 | 0.00% | 2q | +21.5%+$670.7K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $3.7M | 22,833 | 0.01% | 4q | +24451.6%+$3.6M |
| Advisors Capital Management, LLC | $3.2M | 20,176 | 0.03% | 14q | +1.8%+$56.4K |
| Orion Porfolio Solutions, LLC | $3.1M | 19,187 | 0.02% | 14q | +56.0%+$1.1M |
| Davidson Kahn Capital Management, LLC | $3.0M | 18,930 | 1.30% | 6q | +6.9%+$196.3K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $3.0M | 18,922 | 0.00% | 5q | +4352.2%+$3.0M |
| FRANKLIN RESOURCES INC | $3.0M | 18,782 | 0.00% | 13q | -3.7%-$114.7K |
| VICTORY CAPITAL MANAGEMENT INC | $2.9M | 18,371 | 0.00% | 16q | -19.1%-$695.4K |
| Alamar Capital Management, LLC | $2.9M | 17,950 | 1.46% | 6q | +12.0%+$308.7K |
| AGF MANAGEMENT LTD | $2.9M | 17,794 | 0.01% | 5q | -15.6%-$525.8K |
| IMC-Chicago, LLC | $2.8M | options only | 0.00% | 2q | OPTIONS |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-13 | 13D/A | Maurice J Duca INDIVIDUAL | 21.2% |
| 2026-08-05 | 13G/A | PRINCIPAL GLOBAL INVESTORS | 6.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 369 | $3.7B | 22,532,693 | 60 | 139 | 125 | 1.1% |
| Q1 2026 | 375 | $3.3B | 20,947,370 | 68 | 168 | 96 | 0.9% |
| Q4 2025 | 377 | $4.7B | 19,976,147 | 43 | 141 | 117 | 1.5% |
| Q3 2025 | 381 | $5.4B | 19,229,363 | 70 | 117 | 126 | 1.6% |
| Q2 2025 | 356 | $4.6B | 19,836,296 | 58 | 100 | 133 | 0.6% |
| Q1 2025 | 352 | $4.3B | 19,548,490 | 63 | 119 | 115 | 0.5% |
| Q4 2024 | 351 | $4.6B | 18,508,531 | 43 | 110 | 115 | 0.5% |
| Q3 2024 | 346 | $4.3B | 18,012,386 | 54 | 128 | 111 | 0.8% |
| Q2 2024 | 350 | $4.4B | 17,700,715 | 63 | 120 | 104 | 0.7% |
| Q1 2024 | 322 | $4.8B | 19,192,108 | 99 | 100 | 81 | 1.4% |
| Q4 2023 | 258 | $2.9B | 16,577,672 | 47 | 93 | 66 | 1.3% |
| Q3 2023 | 222 | $2.8B | 15,480,134 | 50 | 79 | 51 | 0.8% |
| Q2 2023 | 191 | $2.7B | 15,570,533 | 37 | 62 | 54 | 0.7% |
| Q1 2023 | 169 | $2.0B | 15,768,048 | 26 | 65 | 46 | 0.5% |
| Q4 2022 | 157 | $1.6B | 14,951,458 | 38 | 48 | 43 | 0.4% |
| Q3 2022 | 161 | $1.7B | 16,140,816 | 23 | 44 | 59 | 0.4% |
| Q2 2022 | 155 | $1.5B | 16,089,705 | 14 | 57 | 55 | 0.7% |
| Q1 2022 | 172 | $1.8B | 15,758,313 | 42 | 45 | 52 | 0.5% |
| Q4 2021 | 150 | $2.0B | 16,104,479 | 12 | 55 | 42 | 0.4% |
| Q3 2021 | 153 | $1.9B | 16,006,313 | 18 | 64 | 35 | 0.4% |
| Q2 2021 | 161 | $2.3B | 16,236,915 | 21 | 55 | 50 | 0.6% |
| Q1 2021 | 162 | $2.3B | 16,193,736 | 19 | 51 | 53 | 0.8% |
| Q4 2020 | 183 | $2.8B | 15,092,643 | 29 | 67 | 50 | 1.2% |
| Q3 2020 | 185 | $2.0B | 14,190,021 | 37 | 48 | 62 | 1.1% |
| Q2 2020 | 162 | $2.3B | 13,892,937 | 38 | 53 | 53 | 1.2% |
| Q1 2020 | 144 | $1.5B | 13,165,795 | 33 | 38 | 47 | 0.8% |
| Q4 2019 | 131 | $1.4B | 12,953,220 | 22 | 47 | 30 | 0.9% |
| Q3 2019 | 133 | $1.2B | 12,635,827 | 14 | 48 | 37 | 0.9% |
| Q2 2019 | 149 | $1.2B | 11,214,519 | 31 | 30 | 58 | 2.4% |
| Q1 2019 | 137 | $848.1M | 10,608,418 | 29 | 39 | 41 | 0.8% |
| Q4 2018 | 120 | $629.0M | 10,612,726 | 2 | 0 | 3 | 0.1% |