Security Snapshot

APPFOLIO INC - Class A Common Stock, $0.0001 par value (APPF) Institutional Ownership

CUSIP: 03783C100

13F Institutional Holders and Ownership History from Q2 2015 to Q2 2026

Latest Period

Q1 2026

Institutions Reporting

394

Shares (Excl. Options)

21,596,753

Price

$157.82

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
+605,802
Value change
+$44,421,899
Number of holders
394
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
23,278,392
SEC-reported price per share
$160.35
Insider filing price
$160.35
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • APPF - APPFOLIO INC - Class A Common Stock, $0.0001 par value is tracked under CUSIP 03783C100.
  • 394 institutions reported positions in Q1 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 394 to 17 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $3,409,934,860 to $17,229,501.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 394 institutions filings for Q1 2026.

Open SEC evidence

Security key

03783C100

Latest holder period

Q1 2026

13F holders

394

13D/G owners

3

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
3
Security
APPF
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Schauser Klaus 11% $791,029,801 2,869,585 Klaus Schauser 30 Sep 2025
Ashe Capital Management, LP 5.8% +22% $316,413,877 +$57,361,929 1,331,260 +22% Ashe Capital Management, LP 30 Jun 2025
PRINCIPAL GLOBAL INVESTORS 5.1% $276,201,615 1,187,198 PRINCIPAL GLOBAL INVESTORS 31 Dec 2025

As of 31 Mar 2026, 394 institutional investors reported holding 21,596,753 shares of APPFOLIO INC - Class A Common Stock, $0.0001 par value (APPF). This represents 93% of the company’s total 23,278,392 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
66%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 11% 2,547,098 +7.5% 0.01% $401,982,935
PRINCIPAL FINANCIAL GROUP INC 6.5% 1,505,882 +21% 0.13% $237,664,727
VANGUARD PORTFOLIO MANAGEMENT LLC 6.4% 1,485,373 0% 0.01% $234,421,567
VANGUARD CAPITAL MANAGEMENT LLC 4.5% 1,047,945 0% 0% $165,386,680
Ashe Capital Management, LP 4.5% 1,047,915 -2.8% 21% $165,381,945
STATE STREET CORP 3.1% 721,657 +5.3% 0% $113,891,908
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2.8% 643,231 +0.78% 0.34% $101,514,716
Nellore Capital Management LLC 2.7% 636,302 +20% 13% $100,421,182
PRICE T ROWE ASSOCIATES INC /MD/ 2.2% 513,441 -23% 0.01% $81,032,000
GEODE CAPITAL MANAGEMENT, LLC 2.2% 506,289 +7.2% 0% $79,921,454
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2% 454,463 -13% 0.21% $71,723,350
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.7% 384,529 +6.5% 0.03% $60,686,367
JACOBS LEVY EQUITY MANAGEMENT, INC 1.6% 367,128 +97% 0.24% $57,940,141
BANK OF AMERICA CORP /DE/ 1.5% 345,603 +22% 0% $54,543,066
Keenan Capital, LLC 1.4% 334,557 11% $52,799,786
Caledonia (Private) Investments Pty Ltd 1.4% 328,277 -1.3% 1.5% $51,808,676
DF DENT & CO INC 1.4% 320,512 -20% 0.97% $50,583,269
MORGAN STANLEY 1.3% 307,289 +12% 0% $48,496,856
DIMENSIONAL FUND ADVISORS LP 1.3% 296,627 +3.3% 0.01% $46,812,441
Greenstone Partners & Co., LLC 1.2% 273,497 +46% 11% $43,163,297
NORTHERN TRUST CORP 1.1% 266,145 +25% 0.01% $42,003,004
GILDER GAGNON HOWE & CO LLC 1.1% 265,330 -37% 0.5% $41,874,420
RENAISSANCE TECHNOLOGIES LLC 0.98% 227,280 +55% 0.06% $35,869,330
Fiera Capital Corp 0.95% 220,357 +3.4% 0.12% $34,776,742
Lead Edge Capital Management, LLC 0.9% 210,260 8.1% $33,183,233

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
45
Latest
Q1 2026
Rows shown
1-25 of 45
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 107,447 $17,229,501 -$944,401 $160.35 17
2026 Q1 21,596,753 $3,409,934,860 +$44,421,899 $157.82 394
2025 Q4 20,964,165 $4,877,443,703 +$211,544,135 $232.65 404
2025 Q3 20,139,547 $5,550,497,351 -$133,043,971 $275.66 407
2025 Q2 20,551,979 $4,732,877,004 +$208,703,816 $230.28 379
2025 Q1 19,690,202 $4,329,250,153 +$119,481,766 $219.90 379
2024 Q4 19,033,998 $4,696,180,126 -$32,952,841 $246.72 384
2024 Q3 19,125,294 $4,498,401,784 +$42,975,351 $235.40 382
2024 Q2 18,832,322 $4,605,978,642 -$193,933,789 $244.57 390
2024 Q1 19,671,046 $4,852,810,314 +$590,574,443 $246.74 363
2023 Q4 17,441,973 $3,021,536,463 +$124,071,635 $173.24 292
2023 Q3 16,471,710 $3,008,221,028 +$51,966,904 $182.63 245
2023 Q2 16,159,475 $2,781,721,724 -$43,845,892 $172.14 210
2023 Q1 16,462,223 $2,049,162,506 +$75,461,372 $124.48 193
2022 Q4 15,884,127 $1,674,006,987 -$30,899,886 $105.38 188
2022 Q3 16,182,100 $1,701,946,813 +$7,974,054 $104.71 158
2022 Q2 16,089,608 $1,458,414,333 +$27,205,690 $90.64 149
2022 Q1 15,758,294 $1,784,050,515 -$38,918,740 $113.21 168
2021 Q4 16,077,559 $1,946,538,227 +$998,423 $121.06 148
2021 Q3 16,006,294 $1,927,651,389 -$32,853,158 $120.40 150
2021 Q2 16,236,906 $2,292,593,447 -$9,579,374 $141.20 156
2021 Q1 16,170,854 $2,286,827,029 +$147,217,837 $141.41 152
2020 Q4 15,088,369 $2,716,339,715 +$156,158,825 $180.03 176
2020 Q3 14,033,189 $1,989,819,765 +$18,069,432 $141.81 180
2020 Q2 13,873,450 $2,257,119,407 +$133,710,260 $162.71 159
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