HolderBook

APPFOLIO INC (APPF)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

11
Reporting holders
$11.9M
Reported value
0.0%
Calls
0.0%
Puts
-389
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
ZEVENBERGEN CAPITAL INVESTMENTS LLC$11.5M57,3000.26%10qHELD
GAMMA Investing LLC$239.4K1,1940.01%12q+43.2%+$72.2K
Versant Capital Management, Inc$107.5K5360.01%14q+18.6%+$16.8K
Farther Finance Advisors, LLC$54.7K2730.00%9q-12.8%-$8.0K
MassMutual Private Wealth & Trust, FSB$25.1K1250.00%16q+1.6%
AMERICAN NATIONAL BANK & TRUST$7.4K370.00%4q-46.4%-$6.4K
ELEVATION WEALTH PARTNERS, LLC$6.0K300.00%2qHELD
GK Wealth Management LLC$5.0K250.00%newNEW
GILPIN WEALTH MANAGEMENT, LLC$3.8K190.00%newNEW
CoreCap Advisors, LLC$1.2K60.00%9qHELD
Planning Strategies Inc.$20110.00%2qHELD

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 →

FiledFormFiler % of class
2026-08-1313D/AMaurice J Duca INDIVIDUAL21.2%
2026-08-0513G/APRINCIPAL GLOBAL INVESTORS6.4%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-08-14DUCA MAURICE J10% ownerSold10,700$2.2M ×18
2026-08-10DUCA MAURICE J10% ownerSold10,700$2.1M ×15
2026-08-12DUCA MAURICE J10% ownerSold10,700$2.1M ×18
2026-08-04DUCA MAURICE J10% ownerSold10,700$2.1M ×27
2026-08-06DUCA MAURICE J10% ownerSold10,700$2.1M ×15
2026-08-03DUCA MAURICE J10% ownerSold10,700$2.0M ×15

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202611$11.9M59,5462320.0%
Q2 2026400$4.0B24,579,657641521321.3%
Q1 2026402$3.5B21,776,559701821000.9%
Q4 2025408$5.0B20,969,610451521281.5%
Q3 2025415$5.6B20,126,406761291341.5%
Q2 2025389$4.8B20,646,166621081470.6%
Q1 2025384$4.4B19,999,523671291250.5%
Q4 2024390$4.7B19,110,112451251290.4%
Q3 2024388$4.6B19,329,281581491240.8%
Q2 2024393$4.8B19,405,081691331230.7%
Q1 2024367$5.3B21,037,709112117931.4%
Q4 2023296$3.2B18,170,42459108741.3%
Q3 2023251$3.1B16,664,8815888570.8%
Q2 2023216$2.8B16,179,2464270630.6%
Q1 2023196$2.1B16,475,7463273520.5%
Q4 2022191$1.7B15,871,3194760500.4%
Q3 2022161$1.7B16,140,8162344590.4%
Q2 2022155$1.5B16,089,7051457550.7%
Q1 2022172$1.8B15,758,3134245520.5%
Q4 2021150$2.0B16,104,4791255420.4%
Q3 2021153$1.9B16,006,3131864350.4%
Q2 2021161$2.3B16,236,9152155500.6%
Q1 2021162$2.3B16,193,7361951530.8%
Q4 2020183$2.8B15,092,6432967501.2%
Q3 2020185$2.0B14,190,0213748621.1%
Q2 2020162$2.3B13,892,9373853531.2%
Q1 2020144$1.5B13,165,7953338470.8%
Q4 2019131$1.4B12,953,2202247300.9%
Q3 2019133$1.2B12,635,8271448370.9%
Q2 2019149$1.2B11,214,5193130582.4%
Q1 2019137$848.1M10,608,4182939410.8%
Q4 2018120$629.0M10,612,7262030.1%