Appfolio Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 2.56 M | $595.69 M | 4.13% | 7.11% |
| BLACKROCK, INC. | 02/12/2026 | 2.37 M | $551.00 M | -1.85% | 6.58% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 1.25 M | $289.88 M | 6.79% | 3.46% |
| ASHE CAPITAL MANAGEMENT, LP | 02/17/2026 | 1.08 M | $250.78 M | -19.03% | 2.99% |
| STATE STREET CORP | 02/13/2026 | 685.66 K | $159.52 M | 1.12% | 1.90% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 669.32 K | $155.72 M | 17.20% | 1.86% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 638.24 K | $148.49 M | 15.63% | 1.77% |
| NELLORE CAPITAL MANAGEMENT LLC | 02/17/2026 | 529.70 K | $123.23 M | 11.52% | 1.47% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 02/13/2026 | 520.51 K | $121.10 M | -15.45% | 1.45% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 472.49 K | $109.95 M | 2.51% | 1.31% |
| GILDER GAGNON HOWE & CO LLC | 02/17/2026 | 419.43 K | $97.58 M | -18.99% | 1.16% |
| INVESCO LTD. | 02/19/2026 | 416.26 K | $96.84 M | 5.21% | 1.16% |
| DF DENT & CO INC | 02/17/2026 | 401.49 K | $93.41 M | -6.10% | 1.11% |
| LONG WALK MANAGEMENT LP | 02/12/2026 | 381.75 K | $88.81 M | 32.32% | 1.06% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 361.10 K | $84.01 M | 13.76% | 1.00% |
| CITADEL ADVISORS LLC | 02/17/2026 | 358.92 K | $83.50 M | 1,230.45% | 1.00% |
| CALEDONIA (PRIVATE) INVESTMENTS PTY LTD | 02/17/2026 | 332.64 K | $77.39 M | 45.88% | 0.92% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 287.03 K | $66.78 M | 3.04% | 0.80% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 283.96 K | $66.06 M | 46.28% | 0.79% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 281.50 K | $65.49 M | 158.57% | 0.78% |
| MORGAN STANLEY | 02/13/2026 | 275.55 K | $64.11 M | 12.85% | 0.77% |
| FMR LLC | 02/17/2026 | 259.66 K | $60.41 M | -47.54% | 0.72% |
| FIERA CAPITAL CORP | 02/11/2026 | 213.15 K | $49.59 M | 30.87% | 0.59% |
| NORTHERN TRUST CORP | 02/17/2026 | 212.29 K | $49.39 M | -13.68% | 0.59% |
| HUDSON WAY CAPITAL MANAGEMENT LLC | 02/17/2026 | 202.85 K | $47.19 M | 4.78% | 0.56% |
| GREENSTONE PARTNERS & CO., LLC | 02/18/2026 | 187.61 K | $43.65 M | 41.30% | 0.52% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 02/13/2026 | 186.39 K | $43.36 M | 66.97% | 0.52% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 182.59 K | $42.48 M | 106.23% | 0.51% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 179.16 K | $41.68 M | -4.34% | 0.50% |
| MARSHALL WACE, LLP | 02/13/2026 | 169.93 K | $39.53 M | 42.15% | 0.47% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 154.95 K | $36.05 M | -2.06% | 0.43% |
| BROWN CAPITAL MANAGEMENT LLC | 02/17/2026 | 152.12 K | $35.39 M | -55.51% | 0.42% |
| GW&K INVESTMENT MANAGEMENT, LLC | 02/11/2026 | 149.09 K | $34.69 M | 3.96% | 0.41% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 146.52 K | $34.09 M | -10.93% | 0.41% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 02/17/2026 | 139.63 K | $32.48 M | -6.13% | 0.39% |
| JENNISON ASSOCIATES LLC | 01/30/2026 | 129.40 K | $30.11 M | 3.87% | 0.36% |
| CAPITAL IMPACT ADVISORS, LLC | 02/17/2026 | 128.31 K | $29.85 M | 262.69% | 0.36% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 02/13/2026 | 114.29 K | $26.59 M | -0.27% | 0.32% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 109.09 K | $25.62 M | 263.39% | 0.30% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 99.88 K | $23.24 M | 612.94% | 0.28% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 99.52 K | $23.15 M | -8.14% | 0.28% |
| NORGES BANK | 02/10/2026 | 97.98 K | $22.79 M | 100.00% | 0.27% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 97.92 K | $23.04 M | 4.08% | 0.27% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 85.61 K | $19.92 M | 33.73% | 0.24% |
| JPMORGAN CHASE & CO | 02/11/2026 | 80.66 K | $18.76 M | 48.42% | 0.22% |
| TWIN TREE MANAGEMENT, LP | 02/11/2026 | 80.30 K | $18.68 M | 13.26% | 0.22% |
| SONE CAPITAL MANAGEMENT, LLC | 02/17/2026 | 64.54 K | $15.02 M | 94.77% | 0.18% |
| LOOMIS SAYLES & CO L P | 02/12/2026 | 63.94 K | $14.88 M | 100.00% | 0.18% |
| NUVEEN, LLC | 02/12/2026 | 62.48 K | $14.54 M | 7.81% | 0.17% |
| RHUMBLINE ADVISERS | 02/13/2026 | 60.88 K | $14.16 M | -2.65% | 0.17% |
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Appfolio Inc institutional Ownership - FAQ's
During the previous two years, 530 institutional investors and hedge funds held shares of Appfolio Inc. The most heavily invested institutionals were:
VANGUARD GROUP INC: 2.56 M
BlackRock, Inc.: 2.37 M
PRINCIPAL FINANCIAL GROUP INC: 1.25 M
Ashe Capital Management, LP: 1.08 M
STATE STREET CORP: 685,656
PRICE T ROWE ASSOCIATES INC /MD/: 669,317
58.17% of Appfolio Inc stock is owned by institutional investors.
Institutional investors have bought a total of 24.43 M shares in the last 24 months. This purchase volume represents approximately $4.63 B in transactions.