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

15 May 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 2 signals
Latest 13D/G holder
Klaus Schauser
Latest parsed ownership date
15 May 2026
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
15 May 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
11%
$791,029,801
2,869,585 shares
$0 30 Sep 2025
Ashe Capital Management, LP
13D/G 13F
Company
5.8%
$316,413,877
1,331,260 shares
+$57,361,929 30 Jun 2025
PRINCIPAL GLOBAL INVESTORS
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
0.33%
$11,776,755
76,547 shares
-$4,583,389 15 May 2026
Robert Donald Casey III
3/4/5
Director
0.12%
$6,749,874
28,399 shares
01 Aug 2025
Matthew S. Mazza
3/4/5
Chief Trust Officer
0.11%
$6,928,654
25,015 shares
-$836,110 11 Sep 2025
Elizabeth E. Barat
3/4/5
Chief People Officer
0.09%
$3,406,695
21,545 shares
-$1,379,274 10 May 2026
Timothy Mathias Eaton
3/4/5
Chief Financial Officer
0.09%
$3,254,406
20,621 shares
-$302,531 10 May 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: -$22,517,711.

Buys
$4,021,344
Insiders: 2
Sells
$26,539,054
Insiders: 8
Net
-$22,517,711
Shares: -80,308
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 18,500 Shares: 98,808
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 5,562 $0 $859,335 -$859,335
3-6 0 6,963 $0 $1,181,858 -$1,181,858
6-9 0 14,298 $0 $3,804,986 -$3,804,986
9-12 18,500 71,985 $4,021,344 $20,692,876 -$16,671,533

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
-$25,013,433
Latest report
15 May 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Maurice J. Duca 10%+ Owner $1,715,131,890 -$17,758,355 -1% Mixed 02 Feb 2026
Timothy K. Bliss Director $223,182,418 +$1,525,623 +0.69% 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 -$1,379,274 -29% Filing P/S 10 May 2026
Timothy Mathias Eaton Chief Financial Officer $3,254,406 -$302,531 -8.5% Median 10 May 2026
Janet Kerr Director $1,860,564 -$712,601 -28% Mixed 10 Mar 2026
Winifred Markus Webb Director $1,815,805 Mixed 27 Jun 2025
Scanlan Agnes Bundy Director $1,387,029 Mixed 27 Jun 2025
Evan Pickering General Counsel $1,138,671 -$81,386 -6.7% Median 10 May 2026
Ann M. Wilson Principal Accounting Officer $1,067,231 Mixed 10 Feb 2022
Don Rigler Principal Accounting Officer $699,458 Median 10 May 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
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
Timothy Mathias Eaton APPF Class A Common Stock Sale -4.87% $118,052 $228.34 -517 10,104 24 Nov 2025 Direct
Klaus Schauser APPF Class A Common Stock Conversion of derivative security 505,000 505,000 17 Nov 2025 By 1206 Family Trust
Klaus Schauser APPF Class B Common Stock Conversion of derivative security -17.6% -505,000 2,364,585 17 Nov 2025 By 1206 Family Trust
William Shane Trigg APPF Class A Common Stock Sale -7.11% $949,052 $240.45 -3,947 51,530 17 Nov 2025 Direct
Evan Pickering APPF Class A Common Stock Sale -10.1% $81,386 $243.67 -334 2,969 14 Nov 2025 Direct
Evan Pickering APPF Class A Common Stock Tax liability -5.36% -187 3,303 10 Nov 2025 Direct
Elizabeth E. Barat APPF Class A Common Stock Tax liability -6.08% -1,028 15,869 10 Nov 2025 Direct
Timothy Mathias Eaton APPF Class A Common Stock Tax liability -4.68% -521 10,621 10 Nov 2025 Direct
William Shane Trigg APPF Class A Common Stock Tax liability -6.85% -4,079 55,477 10 Nov 2025 Direct
Janet Kerr APPF Class A Common Stock Gift -2.62% -300 11,150 07 Nov 2025 By Trust
Maurice J. Duca APPF Class A Common Stock Conversion of derivative security 333.9% 118,124 153,500 04 Nov 2025 By Pension Trust
Maurice J. Duca APPF Class A Common Stock Conversion of derivative security 12.8% 5,000 44,000 04 Nov 2025 By Family Trust
Maurice J. Duca APPF Class A Common Stock Conversion of derivative security 72.1% 40,210 96,005 04 Nov 2025 Direct
Maurice J. Duca APPF Class B Common Stock Conversion of derivative security -4.72% -118,124 2,382,136 04 Nov 2025 By Pension Trust
Maurice J. Duca APPF Class B Common Stock Conversion of derivative security -5.92% -5,000 79,442 04 Nov 2025 By Family Trust
Maurice J. Duca APPF Class B Common Stock Conversion of derivative security -1.15% -40,210 3,471,416 04 Nov 2025 Direct
Matthew S. Mazza APPF Class A Common Stock Sale -6.14% $453,139 $276.98 -1,636 25,015 15 Sep 2025 Direct
Matthew S. Mazza APPF Class A Common Stock Sale -4.87% $382,970 $280.77 -1,364 26,651 11 Sep 2025 Direct
William Shane Trigg APPF Class A Common Stock Sale -6.29% $1,107,786 $276.95 -4,000 59,556 10 Sep 2025 Direct
Janet Kerr APPF Class A Common Stock Gift -4.54% -545 11,450 09 Sep 2025 By Trust
Janet Kerr APPF Class A Common Stock Sale -17.2% $712,601 $285.04 -2,500 11,995 08 Sep 2025 By Trust
Maurice J. Duca APPF Class A Common Stock Sale -2.99% $330,856 $275.71 -1,200 39,000 27 Aug 2025 By Family Trust
Maurice J. Duca APPF Class A Common Stock Sale -4.29% $688,926 $275.57 -2,500 55,795 27 Aug 2025 Direct
Maurice J. Duca APPF Class A Common Stock Sale -4.29% $496,676 $275.93 -1,800 40,200 26 Aug 2025 By Family Trust
* marks a reported price that did not pass the local price check.
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