Skip to main content
Equibles

APPF

Appfolio Inc
$170.90 +6.08 (+3.69%) At close · Jul 2
Market Cap
$8.89B
Shares
35,358,533

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 398
Total Value: $3,192,089,956
Total Shares: 20,226,136
Showing 1–100 of 407 holdings by value · page 1 of 5

Institutional Ownership Trend

26 quarters

Superinvestors Holding APPF

All superinvestors →
Ray Dalio $2,881,161 Joel Greenblatt $2,864,275

Holder Concentration

Across 398 13F filers
Top Holder
12.6%
Jun 2023 → Mar 2026 · range 11.3% – 13.0%
of institutional value
Top 5
34.0%
Jun 2023 → Mar 2026 · range 34.0% – 53.7%
of institutional value
Top 10
47.6%
Jun 2023 → Mar 2026 · range 47.6% – 66.4%
of institutional value
HHI
362
Jun 2023 → Mar 2026 · range 362 – 647
Broadly held
Showing 100 of 407
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $401,982,999 12.59% 2,547,098
Mega PRINCIPAL FINANCIAL GROUP INC $237,658,295 7.45% 1,505,882
Mega VANGUARD CAPITAL MANAGEMENT LLC $165,386,679 5.18% 1,047,945
Small Ashe Capital Management, LP $165,381,945 5.18% 1,047,915
Mega STATE STREET CORP $113,891,907 3.57% 721,657
Large WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $101,514,716 3.18% 643,231
Small Nellore Capital Management LLC $100,421,181 3.15% 636,302
Mega PRICE T ROWE ASSOCIATES INC /MD/ $81,031,258 2.54% 513,441
Mega GEODE CAPITAL MANAGEMENT, LLC $79,902,529 2.50% 506,289
Large KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $71,723,350 2.25% 454,463
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $60,686,366 1.90% 384,529
Large JACOBS LEVY EQUITY MANAGEMENT, INC $57,940,140 1.82% 367,128
Mega BANK OF AMERICA CORP /DE/ Bank $54,543,063 1.71% 345,603
Small Keenan Capital, LLC $52,799,785 1.65% 334,557
Mid Caledonia (Private) Investments Pty Ltd $51,808,676 1.62% 328,277
Mid DF DENT & CO INC $50,583,203 1.58% 320,512
Mega MORGAN STANLEY $48,496,500 1.52% 307,290
Mega DIMENSIONAL FUND ADVISORS LP $46,813,670 1.47% 296,627
Small Greenstone Partners & Co., LLC $43,163,296 1.35% 273,497
Mega NORTHERN TRUST CORP Bank $42,003,000 1.32% 266,145
Mid GILDER GAGNON HOWE & CO LLC $41,874,380 1.31% 265,330
Large RENAISSANCE TECHNOLOGIES LLC $35,869,329 1.12% 227,280
Large Fiera Capital Corp $34,776,741 1.09% 220,357
Small Lead Edge Capital Management, LLC $33,183,233 1.04% 210,260
Small LONG WALK MANAGEMENT LP $32,274,190 1.01% 204,500
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $25,983,800 0.81% 164,642
Mega Bank of New York Mellon Corp Bank $25,207,636 0.79% 159,724
Mega VANGUARD FIDUCIARY TRUST CO Bank $24,222,529 0.76% 153,482
Large Caisse de depot et placement du Quebec $24,081,280 0.75% 152,587
Mega MILLENNIUM MANAGEMENT LLC $22,421,171 0.70% 142,068
Mid Sone Capital Management, LLC $21,101,323 0.66% 133,705
Mega AMERIPRISE FINANCIAL INC $20,575,308 0.64% 130,372
Mega FMR LLC $20,268,505 0.63% 128,428
Large GW&K Investment Management, LLC $19,994,372 0.63% 126,691
Mega TWO SIGMA INVESTMENTS, LP $19,619,235 0.61% 124,314
Mega FIRST TRUST ADVISORS LP $19,415,963 0.61% 123,026
Large Russell Investments Group, Ltd. $18,827,760 0.59% 119,299
Mega GOLDMAN SACHS GROUP INC $17,503,658 0.55% 110,909
Small TenCore Partners, LP $17,345,207 0.54% 109,905
Small BROWN CAPITAL MANAGEMENT LLC $17,065,707 0.53% 108,134
Mega JPMORGAN CHASE & CO $17,056,867 0.53% 108,078
Mega Invesco Ltd. $16,684,885 0.52% 105,721
Mega RAYMOND JAMES FINANCIAL INC $16,573,308 0.52% 105,014
Mega UBS Group AG $15,803,620 0.50% 100,137
Mid Ranger Investment Management, L.P. $15,565,786 0.49% 98,630
Mega WELLS FARGO & COMPANY/MN $15,169,025 0.48% 96,116
Large MARSHALL WACE, LLP $14,798,939 0.46% 93,771
Mid RIVERBRIDGE PARTNERS LLC $13,905,835 0.44% 88,112
Large Squarepoint Ops LLC $12,730,550 0.40% 80,665
Mega Nuveen, LLC $12,180,862 0.38% 77,182
Mega JENNISON ASSOCIATES LLC $12,011,680 0.38% 76,110
Large Pacer Advisors, Inc. $11,329,897 0.35% 71,790
Mid CROSSLINK CAPITAL INC $11,282,551 0.35% 71,490
Mega CITADEL ADVISORS LLC $11,170,341 0.35% 70,779
Large SEI INVESTMENTS CO $11,125,520 0.35% 70,495
Mid Edgestream Partners, L.P. $11,064,760 0.35% 70,110
Mega ENVESTNET ASSET MANAGEMENT INC $11,054,501 0.35% 70,045
Mega RHUMBLINE ADVISERS $10,139,619 0.32% 64,248
Large LOOMIS SAYLES & CO L P $9,835,026 0.31% 62,318
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $9,543,059 0.30% 60,468
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $9,118,520 0.29% 57,778
Large Rockefeller Capital Management L.P. $9,052,395 0.28% 57,359
Mid EULAV Asset Management $8,750,961 0.27% 55,449
Small Tensile Capital Management LP $8,364,460 0.26% 53,000
Mega ROYAL BANK OF CANADA Bank $8,280,181 0.26% 52,466
Small TFJ Management, LLC $8,165,448 0.26% 51,739
Mid Y-Intercept (Hong Kong) Ltd $8,090,326 0.25% 51,263
Large Tidal Investments LLC $8,012,205 0.25% 50,768
Large BLAIR WILLIAM & CO/IL $7,985,060 0.25% 50,596
Large Quantinno Capital Management LP $7,960,598 0.25% 50,441
Mid Granite Investment Partners, LLC $7,697,512 0.24% 48,774
Small Atika Capital Management LLC $7,496,448 0.23% 47,500
Mega LPL Financial LLC $7,267,295 0.23% 46,048
Large Man Group plc $7,061,339 0.22% 44,743
Mega Swiss National Bank Bank $6,843,075 0.21% 43,360
Mid XTX Topco Ltd $6,567,363 0.21% 41,613
Large Creative Planning $6,398,338 0.20% 40,542
Mid ZEVENBERGEN CAPITAL INVESTMENTS LLC $6,044,506 0.19% 38,300
Mega NORDEA INVESTMENT MANAGEMENT AB $5,797,673 0.18% 36,736
Mega CITADEL ADVISORS LLC $5,728,866 0.18% 36,300
Small Langdon Equity Partners $5,563,155 0.17% 35,250
Large NATIXIS ADVISORS, LLC $5,395,076 0.17% 34,185
Small Quantum Capital Management, LLC / NJ $5,351,518 0.17% 33,909
Large CANADA LIFE ASSURANCE Co Insurance $5,298,964 0.17% 33,576
Large JONES FINANCIAL COMPANIES LLLP $5,208,849 0.16% 33,005
Mega D. E. Shaw & Co., Inc. $4,921,301 0.15% 31,183
Mega Legal & General Group Plc $4,805,460 0.15% 30,449
Large Retirement Systems of Alabama Pension $4,708,401 0.15% 29,834
Large Qube Research & Technologies Ltd $4,491,083 0.14% 28,457
Mega ALLIANCEBERNSTEIN L.P. $4,155,716 0.13% 26,332
Large Trexquant Investment LP $4,126,203 0.13% 26,145
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $4,066,390 0.13% 25,766
Mega BARCLAYS PLC $3,984,954 0.12% 25,250
Large SG Americas Securities, LLC Broker-Dealer $3,974,696 0.12% 25,185
Mega VICTORY CAPITAL MANAGEMENT INC $3,583,776 0.11% 22,708
Small Kerrisdale Advisers, LLC $3,526,330 0.11% 22,344
Large AGF MANAGEMENT LTD $3,325,740 0.10% 21,073
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $3,266,874 0.10% 20,700
Mid Advisors Capital Management, LLC $3,128,623 0.10% 19,824
Mega FRANKLIN RESOURCES INC $3,077,014 0.10% 19,497
Key facts CIK 1433195 CUSIP 03783C100 13F (30d) 4 filings 4 filers Visit website

Report a Problem

Category
Description
Email (optional, for follow-up)