| 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 |
As of 30 Sep 2025, 404 institutional investors reported holding 20,003,371 shares of APPFOLIO INC - Class A Common Stock, par value $0.0001 (APPF). This represents 77% of the company’s total 25,852,117 outstanding shares.
The largest institutional shareholders of APPFOLIO INC - Class A Common Stock, par value $0.0001 (APPF) together control 59% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9.5% | 2,458,994 | +2.3% | 0.01% | $677,846,287 |
| BlackRock, Inc. | 9.3% | 2,412,947 | +2.4% | 0.01% | $665,152,846 |
| Ashe Capital Management, LP | 5.1% | 1,331,260 | 0% | 26% | $366,975,132 |
| PRINCIPAL FINANCIAL GROUP INC | 4.5% | 1,166,752 | +40% | 0.16% | $321,637,079 |
| STATE STREET CORP | 2.6% | 678,071 | -2% | 0.01% | $186,917,052 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.4% | 615,626 | -10% | 0.41% | $169,703,463 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2.2% | 571,087 | +26% | 0.02% | $157,427,000 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2.1% | 551,969 | -25% | 0.39% | $152,155,775 |
| GILDER GAGNON HOWE & CO LLC | 2% | 517,750 | -1.4% | 1.5% | $142,723,034 |
| FMR LLC | 1.9% | 494,977 | -14% | 0.01% | $136,445,389 |
| Nellore Capital Management LLC | 1.8% | 474,964 | -6.3% | 14% | $130,928,576 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.8% | 460,903 | +5.1% | 0.01% | $127,074,398 |
| DF DENT & CO INC | 1.7% | 427,598 | -14% | 1.5% | $117,871,585 |
| Invesco Ltd. | 1.5% | 395,651 | +26% | 0.02% | $109,065,154 |
| BROWN CAPITAL MANAGEMENT LLC | 1.3% | 341,942 | -41% | 3.9% | $94,259,732 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.2% | 317,413 | +8.4% | 0.06% | $87,498,068 |
| LONG WALK MANAGEMENT LP | 1.1% | 288,500 | +4.4% | 16% | $79,527,910 |
| DIMENSIONAL FUND ADVISORS LP | 1.1% | 278,561 | +4.7% | 0.02% | $76,795,628 |
| NORTHERN TRUST CORP | 0.95% | 245,927 | +29% | 0.01% | $67,792,236 |
| MORGAN STANLEY | 0.94% | 244,179 | -35% | 0% | $67,310,507 |
| Caledonia (Private) Investments Pty Ltd | 0.88% | 228,026 | -4.5% | 1% | $62,857,647 |
| BANK OF AMERICA CORP /DE/ | 0.75% | 194,125 | +38% | 0% | $53,512,498 |
| Hudson Way Capital Management LLC | 0.75% | 193,596 | 4.5% | $53,366,673 | |
| Bank of New York Mellon Corp | 0.72% | 187,294 | -16% | 0.01% | $51,629,467 |
| RENAISSANCE TECHNOLOGIES LLC | 0.64% | 164,502 | -28% | 0.06% | $45,346,621 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 235,062 | $54,991,964 | +$26,150,065 | $232.65 | 31 |
| 2025 Q3 | 20,003,371 | $5,513,002,236 | -$135,737,954 | $275.66 | 404 |
| 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 |
| 2020 Q1 | 13,155,420 | $1,459,560,769 | +$46,385,408 | $110.95 | 142 |
| 2019 Q4 | 12,746,352 | $1,401,448,953 | +$16,248,344 | $109.95 | 128 |
| 2019 Q3 | 12,628,888 | $1,201,509,733 | +$136,095,028 | $95.14 | 129 |
| 2019 Q2 | 11,208,872 | $1,146,245,652 | +$76,497,188 | $102.27 | 143 |
| 2019 Q1 | 10,577,647 | $839,860,577 | +$20,035,197 | $79.40 | 131 |
| 2018 Q4 | 10,454,035 | $619,025,057 | -$20,124,429 | $59.22 | 116 |
| 2018 Q3 | 10,542,085 | $826,569,584 | +$27,198,993 | $78.40 | 134 |
| 2018 Q2 | 10,266,999 | $627,824,178 | +$76,143,949 | $61.15 | 120 |
| 2018 Q1 | 9,231,429 | $377,100,782 | -$239,462 | $40.85 | 109 |
| 2017 Q4 | 9,311,491 | $386,375,616 | +$24,025,912 | $41.50 | 109 |
| 2017 Q3 | 8,433,556 | $404,254,648 | +$65,375,394 | $47.95 | 94 |
| 2017 Q2 | 7,081,410 | $230,854,395 | +$48,077,889 | $32.60 | 69 |
| 2017 Q1 | 5,605,704 | $152,214,387 | +$26,362,331 | $27.20 | 41 |
| 2016 Q4 | 5,009,927 | $119,485,005 | +$3,642,513 | $23.85 | 38 |
| 2016 Q3 | 4,862,452 | $94,264,101 | +$7,350,192 | $19.44 | 33 |
| 2016 Q2 | 4,490,596 | $64,738,529 | -$861,346 | $14.46 | 31 |
| 2016 Q1 | 4,680,206 | $57,123,000 | -$2,034,189 | $12.24 | 32 |
| 2015 Q4 | 4,624,079 | $67,511,950 | +$6,255,130 | $14.60 | 41 |
| 2015 Q3 | 4,162,084 | $70,124,608 | +$8,601,844 | $16.85 | 42 |
| 2015 Q2 | 3,782,926 | $53,339,000 | +$52,634,000 | $14.10 | 30 |