SEC ownership of APPFOLIO INC

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001433195.

Comparable stake leader

Klaus Schauser

Disclosed value leader

Klaus Schauser

Comparable rows

50/50

Latest evidence

29 Jun 2026

Top shareholders Insider holders Latest transactions
Public ticker
APPF on Nasdaq
Parsed ownership sources
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
Largest SEC-reported holder
Klaus Schauser
Ranking: Comparable ownership first, then disclosed value
Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
Klaus Schauser
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
29 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001433195
Issuer location
Santa Barbara, CA

Ownership snapshot

Top shareholders of APPFOLIO INC (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Klaus Schauser
Disclosed value leader
Klaus Schauser
Comparable rows
50/50
Latest evidence
29 Jun 2026
13D/G 3/4/5 13F Lead comparable stake: 11% 13D/G row: Klaus Schauser Showing 1-8 of 50 holder rows.

Quick read

Klaus Schauser leads the comparable SEC ownership view at 11%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Klaus Schauser's linked filing trail.
Comparable ownership Top 5
Klaus Schauser 11%
Ashe Capital Management, LP 5.8%
PRINCIPAL GLOBAL INVESTORS 5.1%
William Shane Trigg 0.33%
Robert Donald Casey III 0.12%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Klaus Schauser
13D/G 3/4/5
10%+ Owner
13D/G 3/4/5
11%
$791,029,801
2,869,585 shares
 $0 30 Sep 2025
Ashe Capital Management, LP
13D/G 13F
Company
13D/G 13F
5.8%
$316,413,877
1,331,260 shares
 +$57,361,929 30 Jun 2025
PRINCIPAL GLOBAL INVESTORS
13D/G
13D/G
5.1%
$276,201,615
1,187,198 shares
 $0 31 Dec 2025
William Shane Trigg
3/4/5
Chief Executive Officer, Director
3/4/5
0.33%
$11,776,755
76,547 shares
 -$4,583,389 15 May 2026
Robert Donald Casey III
3/4/5
Director
3/4/5
0.12%
$6,749,874
28,399 shares
 — 01 Aug 2025
Matthew S. Mazza
3/4/5
Chief Trust Officer
3/4/5
0.11%
$6,928,654
25,015 shares
 -$836,110 11 Sep 2025
Elizabeth E. Barat
3/4/5
Chief People Officer
3/4/5
0.09%
$3,406,695
21,545 shares
 -$312,761 10 May 2026
Timothy Mathias Eaton
3/4/5
Chief Financial Officer
3/4/5
0.08%
$2,918,765
18,036 shares
 -$716,318 12 Jun 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$31,980,927.

Buys
$0
Insiders: 0
Sells
$31,980,927
Insiders: 9
Net
-$31,980,927
Shares: -130,608
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 130,608
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 42,044 $0 $7,367,720 -$7,367,720
3-6 0 6,963 $0 $1,181,858 -$1,181,858
6-9 0 4,798 $0 $1,148,489 -$1,148,489
9-12 0 76,803 $0 $22,282,860 -$22,282,860

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 27 reporting-owner rows connected to APPFOLIO INC. Open a relationship link for the CIK-to-CIK filing trail.

Rows
27
Largest Forms 3/4/5 holder
Maurice J. Duca
Net 12M change
-$31,980,927
Latest report
15 Jul 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Maurice J. Duca 10%+ Owner $1,680,634,840 -$23,726,556 -1.4% Mixed 15 Jul 2026
Timothy K. Bliss Director $223,182,418 Mixed 05 Jun 2025
Klaus Schauser 10%+ Owner $120,972,750 -$885,410 -0.73% Mixed 17 Nov 2025
Jonathan Walker Founder $120,135,300 Mixed 10 Nov 2022
Andreas von Blottnitz Director $116,467,271 Mixed 27 Jun 2025
Alexander R. Wolf Director $47,765,198 Mixed 13 Feb 2025
Fay Sien Goon Chief Financial Officer $19,460,516 Mixed 10 Aug 2024
Ida Kathleen Kane Chief Financial Officer $15,341,642 Mixed 04 Jun 2021
William Shane Trigg Chief Executive Officer, Director $11,776,755 -$4,583,389 -28% Filing P/S 15 May 2026
Matthew S. Mazza Chief Trust Officer $6,928,654 -$836,110 -11% Filing P/S 11 Sep 2025
Robert Donald Casey III Director $6,749,874 Mixed 01 Aug 2025
Jason Robert Randall Chief Executive Officer, Director $3,449,200 Mixed 17 Dec 2021
Elizabeth E. Barat Chief People Officer $3,406,695 -$312,761 -8.4% Filing P/S 10 May 2026
Timothy Mathias Eaton Chief Financial Officer $2,918,765 -$716,318 -20% Filing P/S 12 Jun 2026
Janet Kerr Director $1,860,564 -$712,601 -28% Mixed 10 Mar 2026
Winifred Markus Webb Director $1,455,889 Mixed 29 Jun 2026
Agnes Bundy Scanlan Director $1,158,872 Mixed 29 Jun 2026
Ann M. Wilson Principal Accounting Officer $1,067,231 Mixed 10 Feb 2022
Evan Pickering General Counsel $1,028,282 -$183,848 -15% Filing P/S 12 Jun 2026
Don Rigler Principal Accounting Officer $683,235 -$23,934 -3.4% Filing P/S 12 Jun 2026

Recent insider transactions for APPFOLIO INC

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Maurice J. Duca APPF Class A Common Stock Sale -3.95% $1,013,768 $181.03 -5,600 136,240 16 Jul 2026 By Pension Trust
Maurice J. Duca APPF Class A Common Stock Sale -3.94% $288,000 $180.00 -1,600 38,998 16 Jul 2026 By Family Trust
Maurice J. Duca APPF Class A Common Stock Sale -3.95% $631,522 $180.43 -3,500 85,180 16 Jul 2026 Direct
Maurice J. Duca APPF Class A Common Stock Sale -0.25% $64,811 $180.03 -360 141,840 15 Jul 2026 By Pension Trust
Maurice J. Duca APPF Class A Common Stock Sale -0.25% $18,363 $180.03 -102 40,598 15 Jul 2026 By Family Trust
Maurice J. Duca APPF Class A Common Stock Sale -0.25% $40,507 $180.03 -225 88,680 15 Jul 2026 Direct
Maurice J. Duca APPF Class A Common Stock Sale -3.79% $1,008,840 $180.15 -5,600 142,200 13 Jul 2026 By Pension Trust
Maurice J. Duca APPF Class A Common Stock Sale -3.78% $288,240 $180.15 -1,600 40,700 13 Jul 2026 By Family Trust
Maurice J. Duca APPF Class A Common Stock Sale -3.79% $630,525 $180.15 -3,500 88,905 13 Jul 2026 Direct
Maurice J. Duca APPF Class A Common Stock Sale -0.07% $18,000 $180.00 -100 147,800 10 Jul 2026 By Pension Trust
Maurice J. Duca APPF Class A Common Stock Sale -0.24% $18,000 $180.00 -100 42,300 10 Jul 2026 By Family Trust
Maurice J. Duca APPF Class A Common Stock Sale -0.11% $18,000 $180.00 -100 92,405 10 Jul 2026 Direct
Maurice J. Duca APPF Class A Common Stock Sale -3.65% $1,010,296 $180.41 -5,600 147,900 07 Jul 2026 By Pension Trust
Maurice J. Duca APPF Class A Common Stock Sale -3.64% $288,000 $180.00 -1,600 42,400 07 Jul 2026 By Family Trust
Maurice J. Duca APPF Class A Common Stock Sale -3.65% $631,330 $180.38 -3,500 92,505 07 Jul 2026 Direct
Agnes Bundy Scanlan APPF Class A Common Stock Award 20.6% 1,255 7,343 29 Jun 2026 Direct
Appfolio Inc APPF Class A Common Stock Award 2,217 2,217 29 Jun 2026 Direct
Olivia Nottebohm APPF Class A Common Stock Award 45.4% 1,255 4,019 29 Jun 2026 Direct
Winifred Markus Webb APPF Class A Common Stock Award 15.8% 1,255 9,225 29 Jun 2026 Direct
Saori Casey APPF Class A Common Stock Award 88.9% 1,110 2,358 29 Jun 2026 Direct
Appfolio Inc APPF Class A Common Stock Award 2,217 2,217 29 Jun 2026 Direct
Don Rigler APPF Class A Common Stock Sale -3.38% $23,934 $159.56 -150 4,282 12 Jun 2026 Direct
Evan Pickering APPF Class A Common Stock Sale -9.15% $102,462 $155.25 -660 6,555 12 Jun 2026 Direct
Timothy Mathias Eaton APPF Class A Common Stock Sale -12.5% $413,788 $160.07 -2,585 18,036 12 Jun 2026 Direct
William Shane Trigg APPF Class A Common Stock Sale -4.47% $546,573 $152.50 -3,584 76,547 15 May 2026 Direct
Elizabeth E. Barat APPF Class A Common Stock Sale -8.41% $312,761 $158.12 -1,978 21,545 12 May 2026 Direct
Elizabeth E. Barat APPF Class A Common Stock Tax liability -5.02% -1,244 23,523 10 May 2026 Direct
Evan Pickering APPF Class A Common Stock Tax liability -3.54% -265 7,215 10 May 2026 Direct
Don Rigler APPF Class A Common Stock Tax liability -6.18% -292 4,432 10 May 2026 Direct
William Shane Trigg APPF Class A Common Stock Tax liability -4.44% -3,719 80,131 10 May 2026 Direct
Timothy Mathias Eaton APPF Class A Common Stock Tax liability -4.4% -949 20,621 10 May 2026 Direct
William Shane Trigg APPF Class A Common Stock Award 58.4% 30,930 83,850 09 Apr 2026 Direct
Janet Kerr APPF Class A Common Stock Gift -7.16% -798 10,352 10 Mar 2026 By Trust
Don Rigler APPF Class A Common Stock Award 72.2% 1,980 4,724 20 Feb 2026 Direct
William Shane Trigg APPF Class A Common Stock Sale -11.6% $1,181,858 $169.73 -6,963 52,920 17 Feb 2026 Direct
Saori Casey APPF Class A Common Stock Award 1,248 1,248 12 Feb 2026 Direct
Evan Pickering APPF Class A Common Stock Tax liability -6.81% -547 7,480 10 Feb 2026 Direct
Evan Pickering APPF Class A Common Stock Award 49.2% 2,648 8,027 10 Feb 2026 Direct
William Shane Trigg APPF Class A Common Stock Tax liability -8.79% -5,768 59,883 10 Feb 2026 Direct
William Shane Trigg APPF Class A Common Stock Award 27.4% 14,121 65,651 10 Feb 2026 Direct
Elizabeth E. Barat APPF Class A Common Stock Tax liability -6.11% -1,612 24,767 10 Feb 2026 Direct
Elizabeth E. Barat APPF Class A Common Stock Award 36.6% 7,062 26,379 10 Feb 2026 Direct
Timothy Mathias Eaton APPF Class A Common Stock Tax liability -5.7% -1,303 21,570 10 Feb 2026 Direct
Timothy Mathias Eaton APPF Class A Common Stock Award 48% 7,415 22,873 10 Feb 2026 Direct
Maurice J. Duca APPF Class A Common Stock Conversion of derivative security 7,022 7,022 02 Feb 2026 By Charitable Remainder Trust
Maurice J. Duca APPF Class B Common Stock Conversion of derivative security -100% -7,022 0 02 Feb 2026 By Charitable Remainder Trust
Evan Pickering APPF Class A Common Stock Award 81.2% 2,410 5,379 27 Jan 2026 Direct
Elizabeth E. Barat APPF Class A Common Stock Award 30% 4,462 19,317 27 Jan 2026 Direct
Timothy Mathias Eaton APPF Class A Common Stock Award 53% 5,354 15,458 27 Jan 2026 Direct
Elizabeth E. Barat APPF Class A Common Stock Tax liability -6.39% -1,014 14,855 10 Dec 2025 Direct
* marks a reported price that did not pass the local price check.
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