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 Q1 2026

Latest Period

Q1 2026

Institutions Reporting

393

Shares (Excl. Options)

21,524,963

Price

$157.82

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Type / Class
Equity / Class A Common Stock, $0.0001 par value
Symbol
APPF on Nasdaq
Shares outstanding
23,278,392
Price per share
$150.53
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
21,524,963
Total reported value
$3,398,604,860
% of total 13F portfolios
0.01%
Share change
+534,040
Value change
+$32,831,574
Number of holders
393
Price from insider filings
$150.53
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

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

Change

  • Holder count moved from 403 to 393 between Q4 2025 and Q1 2026.
  • Reported value moved from $4,877,437,189 to $3,398,604,860.

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 393 institutions filings for Q1 2026.

Open SEC Evidence

Security key

03783C100

Latest holder period

Q1 2026

13F holders

393

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, 393 institutional investors reported holding 21,524,963 shares of APPFOLIO INC - Class A Common Stock, $0.0001 par value (APPF). This represents 92% 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
44
Latest
Q1 2026
Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 21,524,963 $3,398,604,860 +$32,831,574 $157.82 393
2025 Q4 20,964,137 $4,877,437,189 +$211,544,135 $232.65 403
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
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
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