Appfolio Inc. Class AAPPF
13F holders, Q2 2026 (June 30)394holders −5
59new positions
64sold out
6famous investors
$160.28avg. 13F price*
At the end of Q2 2026, 394 institutions reported holding Appfolio Inc. Class A (APPF) in their 13F filings, down 5 from Q1 2026. 59 opened new positions and 64 sold out. The largest holders were BlackRock, Inc. ($424.3M), Principal Financial Group Inc. ($257.4M) and Vanguard Portfolio Management LLC ($238.9M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Appfolio Inc. Class A
- CUSIP
- 03783C100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $190.8M |
| Exits | 64 | $61.7M |
All 13F filers, Q1 2026 → Q2 2026: 4,225,434 shares bought and 2,392,157 shares sold, net +1,833,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 394 holders
| BlackRock, Inc. | 0.01% | Add +3.9% | 2,645,927 | $424.3M |
| Principal Financial Group Inc. | 0.13% | Add +6.6% | 1,605,135 | $257.4M |
| Vanguard Portfolio Management LLC | 0.01% | Add +0.3% | 1,490,058 | $238.9M |
| Ashe Capital Management, LP | 18.04% | No change | 1,047,915 | $168.0M |
| Vanguard Capital Management LLC | 0.00% | Reduce -0.6% | 1,041,438 | $167.0M |
| State Street Corp. | 0.00% | Add +6.2% | 766,131 | $122.8M |
| William Blair Investment Management, LLC | 0.35% | Add +12.2% | 721,826 | $115.7M |
| London Co. of Virginia | 0.64% | New | 703,151 | $112.8M |
| T. Rowe Price Associates Inc. | 0.01% | Add +36.4% | 700,358 | $112.3M |
| Nellore Capital Management LLC | 11.66% | Add +2.9% | 654,865 | $105.0M |
| Morgan Stanley | 0.00% | Add +89.3% | 581,826 | $93.3M |
| Geode Capital Management, LLC | 0.00% | Add +0.7% | 509,837 | $81.8M |
| Lead Edge Capital Management, LLC | 11.64% | Add +90.1% | 399,656 | $64.1M |
| Neuberger Berman Group LLC | 0.04% | Add +26072.5% | 394,158 | $63.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.18% | Reduce -22.6% | 351,847 | $56.4M |
| Keenan Capital, LLC | 10.61% | No change | 334,557 | $53.6M |
| Invesco Ltd. | 0.00% | Add +216.0% | 334,088 | $53.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +8.6% | 321,989 | $51.6M |
| DF Dent & Co. Inc. | 0.97% | Reduce -0.5% | 318,951 | $51.1M |
| Long Walk Management LP | 11.09% | Add +49.1% | 304,875 | $48.9M |
| Bank of America Corp. | 0.00% | Reduce -14.0% | 297,074 | $47.6M |
| Caledonia (Private) Investments Pty Ltd | 1.59% | Reduce -11.5% | 290,462 | $46.6M |
| Greenstone Partners & Co., LLC | 10.14% | Add +0.0% | 273,617 | $43.9M |
| Northern Trust Corp. | 0.01% | Add +1.3% | 269,597 | $43.2M |
| FMR LLC | 0.00% | Add +95.5% | 251,067 | $40.3M |
| Gilder Gagnon Howe & Co. LLC | 0.41% | Reduce -5.7% | 250,264 | $40.1M |
| Jennison Associates LLC | 0.02% | Add +212.9% | 238,166 | $38.2M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -39.1% | 234,100 | $37.5M |
| Wellington Management Group LLP | 0.01% | New | 224,904 | $36.1M |
| Renaissance Technologies | 0.04% | Reduce -18.2% | 185,840 | $29.8M |
| Natixis Advisors, LLC | 0.03% | Add +403.6% | 172,167 | $27.6M |
| Jones Financial Companies LLLP | 0.01% | Add +436.1% | 176,922 | $27.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.2% | 165,025 | $26.5M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +0.9% | 154,922 | $24.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.2% | 146,702 | $23.5M |
| Wells Fargo & Company | 0.00% | Add +47.0% | 141,316 | $22.7M |
| Caisse de depot et placement du Quebec | 0.03% | Reduce -9.6% | 137,947 | $22.1M |
| UBS Group AG | 0.00% | Add +37.5% | 137,692 | $22.1M |
| First Trust Advisors LP | 0.01% | Add +4.6% | 128,660 | $20.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.7% | 128,132 | $20.5M |
| Fiera Capital Corp | 0.07% | Reduce -42.8% | 126,117 | $20.2M |
| GW&K Investment Management, LLC | 0.16% | Reduce -1.2% | 125,191 | $20.1M |
| Federated Hermes, Inc. | 0.03% | Add +5375.3% | 123,852 | $19.9M |
| Sone Capital Management, LLC | 1.42% | Reduce -13.1% | 116,251 | $18.6M |
| Royal Bank of Canada | 0.00% | Add +106.9% | 108,539 | $17.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.0% | 108,071 | $17.1M |
| Point72 Asset Management | 0.03% | Add +428.7% | 101,162 | $16.2M |
| Brown Capital Management LLC | 3.19% | Reduce -7.9% | 99,549 | $16.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.1% | 97,598 | $15.6M |
| Norges Bank | 0.00% | — | 95,576 | $15.3M |
| Crosslink Capital Inc. | 1.11% | Add +30.6% | 93,340 | $15.0M |
| TenCore Partners, LP | 11.02% | Reduce -19.7% | 88,270 | $14.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +25.6% | 87,957 | $14.1M |
| Langdon Equity Partners | 7.62% | Add +141.1% | 85,000 | $13.6M |
| HMI Capital Management, L.P. | 1.75% | New | 75,000 | $12.0M |
| Nuveen, LLC | 0.00% | Reduce -5.0% | 73,301 | $11.8M |
| Tensile Capital Management LP | 1.62% | Add +37.7% | 73,000 | $11.7M |
| Millennium Management | 0.01% | Reduce -51.1% | 69,418 | $11.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -40.4% | 66,103 | $10.6M |
| Rhumbline Advisers | 0.01% | Reduce -1.7% | 63,170 | $10.1M |
| New York State Common Retirement Fund | 0.01% | Add +3.1% | 62,335 | $10.0M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -2.6% | 60,685 | $9.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.7% | 58,195 | $9.3M |
| Zevenbergen Capital Investments LLC | 0.21% | Add +49.6% | 57,300 | $9.2M |
| Ranger Investment Management, L.P. | 0.57% | Reduce -42.5% | 56,689 | $9.1M |
| Gotham Asset Management | 0.02% | Add +208.3% | 55,947 | $9.0M |
| EULAV Asset Management | 0.28% | Add +0.0% | 55,460 | $8.9M |
| Quantinno Capital Management LP | 0.01% | Add +5.1% | 53,018 | $8.5M |
| Riverbridge Partners LLC | 0.23% | Reduce -42.3% | 50,837 | $8.2M |
| Royce & Associates LP | 0.06% | New | 49,159 | $7.9M |
| Granite Investment Partners, LLC | 0.39% | Reduce -2.1% | 47,738 | $7.7M |
| Atika Capital Management LLC | 0.76% | No change | 47,500 | $7.6M |
| Swiss National Bank | 0.00% | Add +6.9% | 46,360 | $7.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -63.3% | 43,792 | $7.0M |
| Creative Planning | 0.00% | Reduce -0.6% | 40,300 | $6.5M |
| Blair William & Co. | 0.02% | Reduce -26.1% | 37,389 | $6.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +6.0% | 35,596 | $5.7M |
| Legal & General Group Plc | 0.00% | Add +1.4% | 30,867 | $4.9M |
| Squarepoint Ops LLC | 0.01% | Reduce -62.3% | 30,438 | $4.9M |
| Balyasny Asset Management L.P. | 0.01% | Add +887.0% | 28,239 | $4.5M |
| Baker Avenue Asset Management, LP | 0.08% | Add +74.4% | 27,360 | $4.4M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -92.7% | 26,708 | $4.3M |
| Alliancebernstein L.P. | 0.00% | Add +2.0% | 26,851 | $4.2M |
| California State Teachers Retirement System | 0.00% | Add +2.1% | 26,296 | $4.2M |
| XTX Topco Ltd | 0.05% | Reduce -37.0% | 26,230 | $4.2M |
| Nordea Investment Management AB | 0.00% | Reduce -28.7% | 26,183 | $4.1M |
| Retirement Systems of Alabama | 0.01% | Reduce -16.7% | 24,854 | $4.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +31.9% | 23,899 | $3.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +21.5% | 23,678 | $3.8M |
| Los Angeles Capital Management LLC | 0.01% | Add +24451.6% | 22,833 | $3.7M |
| Advisors Capital Management, LLC | 0.03% | Add +1.8% | 20,176 | $3.2M |
| Assenagon Asset Management S.A. | 0.00% | New | 19,303 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +56.0% | 19,187 | $3.1M |
| Davidson Kahn Capital Management, LLC | 1.30% | Add +6.9% | 18,930 | $3.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +4352.2% | 18,922 | $3.0M |
| Franklin Resources Inc. | 0.00% | Reduce -3.7% | 18,782 | $3.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +31.6% | 18,731 | $3.0M |
| Victory Capital Management Inc. | 0.00% | Reduce -19.1% | 18,371 | $2.9M |
| Alamar Capital Management, LLC | 1.46% | Add +12.0% | 17,950 | $2.9M |
| Agf Management Ltd. | 0.01% | Reduce -15.6% | 17,794 | $2.9M |
"% of holder's portfolio" is APPF's weight in each manager's 13F, not the share of Appfolio Inc. Class A the manager owns.