Security Snapshot

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

CUSIP: 03783C100

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

Latest Period

Q2 2026

Institutions Reporting

388

Shares (Excl. Options)

23,484,150

Price

$160.35

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
+1,926,276
Value change
+$309,314,660
Number of holders
388
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
30,239,066
SEC-reported price per share
$179.73
Insider filing price
$179.73
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • APPF - APPFOLIO INC - Class A Common Stock, par value $0.0001 per share is tracked under CUSIP 03783C100.
  • 388 institutions reported positions in Q2 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 395 to 388 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $3,410,493,701 to $3,764,701,399.

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 388 institutions filings for Q2 2026.

Open SEC evidence

Security key

03783C100

Latest holder period

Q2 2026

13F holders

388

13D/G owners

4

CIK / CUSIP context first

13D/G owners

Significant owners

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

Rows
4
Security
APPF
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
DUCA MAURICE J 21% $1,125,587,546 6,410,682 Maurice J Duca 11 Aug 2026
Schauser Klaus 11% $791,029,801 2,869,585 Klaus Schauser 30 Sep 2025
PRINCIPAL GLOBAL INVESTORS 6.4% +26% $272,080,348 +$63,632,123 1,549,609 +31% PRINCIPAL GLOBAL INVESTORS 30 Jun 2026
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 Jun 2026, 388 institutional investors reported holding 23,484,150 shares of APPFOLIO INC - Class A Common Stock, par value $0.0001 per share (APPF). This represents 78% of the company’s total 30,239,066 outstanding shares.

13F concentration

Top 25 institutional shareholders

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

Top holder share
55%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 8.8% 2,645,927 +3.9% 0.01% $424,274,393
PRINCIPAL FINANCIAL GROUP INC 5.3% 1,605,135 +6.6% 0.13% $257,388,961
VANGUARD PORTFOLIO MANAGEMENT LLC 4.9% 1,490,058 +0.32% 0.01% $238,930,800
Ashe Capital Management, LP 3.5% 1,047,915 0% 18% $168,033,170
VANGUARD CAPITAL MANAGEMENT LLC 3.4% 1,041,438 -0.62% 0% $166,994,583
STATE STREET CORP 2.5% 766,131 +6.2% 0% $122,849,106
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2.4% 721,826 +12% 0.35% $115,744,799
LONDON CO OF VIRGINIA 2.3% 703,151 0.64% $112,750,940
PRICE T ROWE ASSOCIATES INC /MD/ 2.3% 700,358 +36% 0.01% $112,303,000
Nellore Capital Management LLC 2.2% 654,865 +2.9% 12% $105,007,603
MORGAN STANLEY 1.9% 581,825 +89% 0% $93,295,934
GEODE CAPITAL MANAGEMENT, LLC 1.7% 509,837 +0.7% 0% $81,771,465
Lead Edge Capital Management, LLC 1.3% 399,656 +90% 12% $64,084,840
NEUBERGER BERMAN GROUP LLC 1.3% 394,158 +26073% 0.04% $63,203,236
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1.2% 351,847 -23% 0.18% $56,418,667
Keenan Capital, LLC 1.1% 334,557 0% 11% $53,646,215
Invesco Ltd. 1.1% 334,088 +216% 0% $53,571,012
DIMENSIONAL FUND ADVISORS LP 1.1% 321,989 +8.6% 0.01% $51,626,955
DF DENT & CO INC 1.1% 318,951 -0.49% 0.97% $51,143,862
LONG WALK MANAGEMENT LP 1% 304,875 +49% 11% $48,886,706
BANK OF AMERICA CORP /DE/ 0.98% 297,074 -14% 0% $47,635,815
Caledonia (Private) Investments Pty Ltd 0.96% 290,462 -12% 1.6% $46,575,582
Greenstone Partners & Co., LLC 0.9% 273,617 +0.04% 10% $43,874,486
NORTHERN TRUST CORP 0.89% 269,597 +1.3% 0.01% $43,229,880
FMR LLC 0.83% 251,067 +95% 0% $40,258,608

Quarter history

Institutional holders across reporting periods

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

Periods
45
Latest
Q2 2026
Rows shown
1-25 of 45
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 23,484,150 $3,764,701,399 +$309,314,660 $160.35 388
2026 Q1 21,600,294 $3,410,493,701 +$44,976,086 $157.82 395
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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