Appfolio Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 2.65 M | $424.27 M | 3.88% | 7.41% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 1.61 M | $257.39 M | 6.59% | 4.50% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 1.49 M | $238.93 M | 0.32% | 4.17% |
| ASHE CAPITAL MANAGEMENT, LP | 08/14/2026 | 1.05 M | $168.03 M | 0.00% | 2.94% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.04 M | $166.99 M | -0.62% | 2.92% |
| STATE STREET CORP | 08/07/2026 | 766.13 K | $122.85 M | 6.16% | 2.15% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 08/12/2026 | 721.83 K | $115.74 M | 12.22% | 2.02% |
| LONDON CO OF VIRGINIA | 08/14/2026 | 703.15 K | $112.75 M | 100.00% | 1.97% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 700.36 K | $112.30 M | 36.40% | 1.96% |
| NELLORE CAPITAL MANAGEMENT LLC | 08/14/2026 | 654.87 K | $105.01 M | 2.92% | 1.83% |
| MORGAN STANLEY | 08/13/2026 | 581.83 K | $93.30 M | 89.34% | 1.63% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 509.84 K | $81.77 M | 0.70% | 1.43% |
| LEAD EDGE CAPITAL MANAGEMENT, LLC | 08/14/2026 | 399.66 K | $64.08 M | 90.08% | 1.12% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 394.16 K | $63.20 M | 26,072.51% | 1.10% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 08/13/2026 | 351.85 K | $56.42 M | -22.58% | 0.99% |
| KEENAN CAPITAL, LLC | 08/14/2026 | 334.56 K | $53.65 M | 0.00% | 0.94% |
| INVESCO LTD. | 08/14/2026 | 334.09 K | $53.57 M | 216.01% | 0.94% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 321.99 K | $51.63 M | 8.55% | 0.90% |
| DF DENT & CO INC | 08/14/2026 | 318.95 K | $51.14 M | -0.49% | 0.89% |
| LONG WALK MANAGEMENT LP | 08/14/2026 | 304.88 K | $48.89 M | 49.08% | 0.85% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 297.07 K | $47.64 M | -14.04% | 0.83% |
| CALEDONIA (PRIVATE) INVESTMENTS PTY LTD | 08/14/2026 | 290.46 K | $46.58 M | -11.52% | 0.81% |
| GREENSTONE PARTNERS & CO., LLC | 08/14/2026 | 273.62 K | $43.87 M | 0.04% | 0.77% |
| NORTHERN TRUST CORP | 08/13/2026 | 269.60 K | $43.23 M | 1.30% | 0.76% |
| FMR LLC | 08/13/2026 | 251.07 K | $40.26 M | 95.49% | 0.70% |
| GILDER GAGNON HOWE & CO LLC | 08/14/2026 | 250.26 K | $40.13 M | -5.68% | 0.70% |
| JENNISON ASSOCIATES LLC | 08/03/2026 | 238.17 K | $38.19 M | 212.92% | 0.67% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 234.10 K | $37.54 M | -39.12% | 0.66% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 224.90 K | $36.06 M | 100.00% | 0.63% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 185.84 K | $29.80 M | -18.23% | 0.52% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 176.92 K | $27.54 M | 436.05% | 0.50% |
| NATIXIS ADVISORS, L.P. | 08/14/2026 | 172.17 K | $27.61 M | 403.63% | 0.48% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 165.03 K | $26.46 M | 0.23% | 0.46% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 165.03 K | $26.46 M | 100.00% | 0.46% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 154.92 K | $24.84 M | 0.94% | 0.43% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 146.70 K | $23.52 M | -8.15% | 0.41% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 141.32 K | $22.66 M | 47.03% | 0.40% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 08/14/2026 | 137.95 K | $22.12 M | -9.59% | 0.39% |
| UBS GROUP AG | 08/13/2026 | 137.69 K | $22.08 M | 37.50% | 0.39% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 128.66 K | $20.63 M | 4.58% | 0.36% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 128.13 K | $20.55 M | -1.72% | 0.36% |
| FIERA CAPITAL CORP | 08/07/2026 | 126.12 K | $20.22 M | -42.77% | 0.35% |
| GW&K INVESTMENT MANAGEMENT, LLC | 08/12/2026 | 125.19 K | $20.08 M | -1.18% | 0.35% |
| FEDERATED HERMES, INC. | 08/12/2026 | 123.85 K | $19.86 M | 5,375.33% | 0.35% |
| SONE CAPITAL MANAGEMENT, LLC | 08/14/2026 | 116.25 K | $18.64 M | -13.05% | 0.33% |
| ROYAL BANK OF CANADA | 08/14/2026 | 108.54 K | $17.41 M | 106.87% | 0.30% |
| JPMORGAN CHASE & CO | 08/12/2026 | 108.07 K | $17.10 M | -0.01% | 0.30% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 101.16 K | $16.22 M | 428.68% | 0.28% |
| BROWN CAPITAL MANAGEMENT LLC | 07/27/2026 | 99.55 K | $15.96 M | -7.94% | 0.28% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 97.60 K | $15.65 M | -7.06% | 0.27% |
Appfolio Inc institutional Ownership - FAQ's
During the previous two years, 553 institutional investors and hedge funds held shares of Appfolio Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 2.65 M
PRINCIPAL FINANCIAL GROUP INC: 1.61 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 1.49 M
Ashe Capital Management, LP: 1.05 M
VANGUARD CAPITAL MANAGEMENT LLC: 1.04 M
STATE STREET CORP: 766,131
66.26% of Appfolio Inc stock is owned by institutional investors.
Institutional investors have bought a total of 29.80 M shares in the last 24 months. This purchase volume represents approximately $5.65 B in transactions.