Appfolio Inc. Class AAPPF
13F holders, Q1 2026 (March 31)399holders −5
69new positions
72sold out
8famous investors
$157.86avg. 13F price*
At the end of Q1 2026, 399 institutions reported holding Appfolio Inc. Class A (APPF) in their 13F filings, down 5 from Q4 2025. 69 opened new positions and 72 sold out. The largest holders were BlackRock, Inc. ($402.0M), Principal Financial Group Inc. ($237.7M) and Vanguard Portfolio Management LLC ($234.4M). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Appfolio Inc. Class A
- CUSIP
- 03783C100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $170.1M |
| Exits | 72 | $130.6M |
All 13F filers, Q4 2025 → Q1 2026: 3,339,949 shares bought and 2,712,378 shares sold, net +627,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 399 holders
| BlackRock, Inc. | 0.01% | Add +7.5% | 2,547,098 | $402.0M |
| Principal Financial Group Inc. | 0.13% | Add +20.9% | 1,505,882 | $237.7M |
| Vanguard Portfolio Management LLC | 0.01% | — | 1,485,373 | $234.4M |
| Vanguard Capital Management LLC | 0.00% | — | 1,047,945 | $165.4M |
| Ashe Capital Management, LP | 20.74% | Reduce -2.8% | 1,047,915 | $165.4M |
| State Street Corp. | 0.00% | Add +5.3% | 721,657 | $113.9M |
| William Blair Investment Management, LLC | 0.34% | Add +0.8% | 643,231 | $101.5M |
| Nellore Capital Management LLC | 12.83% | Add +20.1% | 636,302 | $100.4M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -23.3% | 513,441 | $81.0M |
| Geode Capital Management, LLC | 0.01% | Add +7.2% | 506,289 | $79.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.21% | Reduce -12.7% | 454,463 | $71.7M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +6.5% | 384,529 | $60.7M |
| Jacobs Levy Equity Management, Inc. | 0.24% | Add +97.0% | 367,128 | $57.9M |
| Bank of America Corp. | 0.00% | Add +21.7% | 345,603 | $54.5M |
| Keenan Capital, LLC | 11.14% | New | 334,557 | $52.8M |
| Caledonia (Private) Investments Pty Ltd | 1.51% | Reduce -1.3% | 328,277 | $51.8M |
| DF Dent & Co. Inc. | 0.97% | Reduce -20.2% | 320,512 | $50.6M |
| Morgan Stanley | 0.00% | Add +11.5% | 307,290 | $48.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +3.3% | 296,627 | $46.8M |
| Greenstone Partners & Co., LLC | 10.93% | Add +45.8% | 273,497 | $43.2M |
| Northern Trust Corp. | 0.01% | Add +25.4% | 266,145 | $42.0M |
| Gilder Gagnon Howe & Co. LLC | 0.50% | Reduce -36.7% | 265,330 | $41.9M |
| Renaissance Technologies | 0.06% | Add +55.1% | 227,280 | $35.9M |
| Fiera Capital Corp | 0.12% | Add +3.4% | 220,357 | $34.8M |
| Lead Edge Capital Management, LLC | 8.14% | New | 210,260 | $33.2M |
| Long Walk Management LP | 9.39% | Reduce -46.4% | 204,500 | $32.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.3% | 164,642 | $26.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.8% | 159,724 | $25.2M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 153,482 | $24.2M |
| Caisse de depot et placement du Quebec | 0.04% | Add +9.3% | 152,587 | $24.1M |
| Millennium Management | 0.02% | Reduce -49.5% | 142,068 | $22.4M |
| Sone Capital Management, LLC | 1.77% | Add +107.2% | 133,705 | $21.1M |
| Ameriprise Financial Inc. | 0.00% | Add +473.4% | 130,372 | $20.6M |
| FMR LLC | 0.00% | Reduce -50.5% | 128,428 | $20.3M |
| GW&K Investment Management, LLC | 0.18% | Reduce -15.0% | 126,691 | $20.0M |
| Two Sigma Investments, LP | 0.02% | Add +24.5% | 124,314 | $19.6M |
| First Trust Advisors LP | 0.01% | Reduce -32.6% | 123,026 | $19.4M |
| Russell Investments Group, Ltd. | 0.02% | Add +39.4% | 119,299 | $18.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +146.7% | 110,909 | $17.5M |
| TenCore Partners, LP | 13.48% | New | 109,905 | $17.3M |
| Brown Capital Management LLC | 2.42% | Reduce -28.9% | 108,134 | $17.1M |
| JPMorgan Chase & Co. | 0.00% | Add +34.0% | 108,078 | $16.8M |
| Invesco Ltd. | 0.00% | Reduce -74.6% | 105,721 | $16.7M |
| Raymond James Financial Inc. | 0.01% | Add +7.3% | 105,014 | $16.4M |
| UBS Group AG | 0.00% | Add +150.6% | 100,137 | $15.8M |
| Ranger Investment Management, L.P. | 1.13% | Reduce -13.7% | 98,630 | $15.6M |
| Wells Fargo & Company | 0.00% | Reduce -3.4% | 96,116 | $15.2M |
| Marshall Wace, LLP | 0.02% | Reduce -44.8% | 93,771 | $14.8M |
| Riverbridge Partners LLC | 0.34% | New | 88,112 | $13.9M |
| Squarepoint Ops LLC | 0.03% | Add +114.5% | 80,665 | $12.7M |
| Nuveen, LLC | 0.00% | Add +23.5% | 77,182 | $12.2M |
| Jennison Associates LLC | 0.01% | Reduce -41.2% | 76,110 | $12.0M |
| Pacer Advisors, Inc. | 0.03% | Add +1913.2% | 71,790 | $11.3M |
| Crosslink Capital Inc. | 1.10% | Add +185.7% | 71,490 | $11.3M |
| Citadel Advisors | 0.01% | Reduce -80.3% | 70,779 | $11.2M |
| Sei Investments Co. | 0.01% | Add +76.2% | 70,495 | $11.1M |
| Edgestream Partners, L.P. | 0.36% | Add +90.6% | 70,110 | $11.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.5% | 70,045 | $11.1M |
| Rhumbline Advisers | 0.01% | Add +5.5% | 64,248 | $10.1M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -2.5% | 62,318 | $9.8M |
| New York State Common Retirement Fund | 0.01% | Add +4.9% | 60,468 | $9.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.0% | 57,778 | $9.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +9.4% | 57,359 | $9.1M |
| EULAV Asset Management | 0.28% | No change | 55,449 | $8.8M |
| Tensile Capital Management LP | 1.20% | New | 53,000 | $8.4M |
| Royal Bank of Canada | 0.00% | Add +19.6% | 52,466 | $8.3M |
| TFJ Management, LLC | 7.82% | Add +43.1% | 51,739 | $8.2M |
| Y-Intercept (Hong Kong) Ltd | 0.15% | Add +317.9% | 51,263 | $8.1M |
| Tidal Investments LLC | 0.03% | Add +8.6% | 50,768 | $8.0M |
| Blair William & Co. | 0.02% | Reduce -5.7% | 50,596 | $8.0M |
| Quantinno Capital Management LP | 0.01% | Add +22.4% | 50,441 | $8.0M |
| Granite Investment Partners, LLC | 0.47% | New | 48,774 | $7.7M |
| Atika Capital Management LLC | 1.18% | Add +6.7% | 47,500 | $7.5M |
| LPL Financial LLC | 0.00% | Add +3.3% | 46,048 | $7.3M |
| Man Group plc | 0.01% | Add +39.7% | 44,743 | $7.1M |
| Swiss National Bank | 0.00% | Add +1.2% | 43,360 | $6.8M |
| XTX Topco Ltd | 0.11% | Add +1679.8% | 41,613 | $6.6M |
| Creative Planning | 0.00% | Reduce -1.1% | 40,542 | $6.4M |
| Alliancebernstein L.P. | 0.00% | Add +6.7% | 26,332 | $6.1M |
| Zevenbergen Capital Investments LLC | 0.17% | Add +60.9% | 38,300 | $6.0M |
| Nordea Investment Management AB | 0.01% | Reduce -2.2% | 36,736 | $5.7M |
| Langdon Equity Partners | 4.16% | New | 35,250 | $5.6M |
| Natixis Advisors, LLC | 0.01% | Add +5.8% | 34,185 | $5.4M |
| Quantum Capital Management, LLC / NJ | 0.68% | Reduce -1.3% | 33,909 | $5.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +31.2% | 33,576 | $5.3M |
| Jones Financial Companies LLLP | 0.00% | Add +6115.6% | 33,005 | $5.1M |
| D. E. Shaw & Co. | 0.00% | Add +431.0% | 31,183 | $4.9M |
| Legal & General Group Plc | 0.00% | Reduce -8.9% | 30,449 | $4.8M |
| Retirement Systems of Alabama | 0.02% | Add +7.7% | 29,834 | $4.7M |
| Qube Research & Technologies Ltd | 0.01% | New | 28,457 | $4.5M |
| Trexquant Investment LP | 0.03% | New | 26,145 | $4.1M |
| California State Teachers Retirement System | 0.00% | Add +24.8% | 25,766 | $4.1M |
| Barclays PLC | 0.00% | Reduce -15.3% | 25,250 | $4.0M |
| SG Americas Securities, LLC | 0.00% | Add +666.2% | 25,185 | $4.0M |
| Victory Capital Management Inc. | 0.00% | Add +1.2% | 22,708 | $3.6M |
| Kerrisdale Advisers, LLC | 1.34% | Add +39.5% | 22,344 | $3.5M |
| Agf Management Ltd. | 0.01% | Add +63.1% | 21,073 | $3.3M |
| Advisors Capital Management, LLC | 0.04% | Add +2.8% | 19,824 | $3.1M |
| Franklin Resources Inc. | 0.00% | Reduce -0.7% | 19,497 | $3.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 19,495 | $3.1M |
"% of holder's portfolio" is APPF's weight in each manager's 13F, not the share of Appfolio Inc. Class A the manager owns.