Appfolio Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 2.55 M | $401.98 M | 7.55% | 7.07% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 1.51 M | $237.66 M | 20.86% | 4.18% |
| 05/08/2026 | 1.49 M | $234.42 M | 100.00% | 4.12% | |
| 05/15/2026 | 1.05 M | $165.39 M | 100.00% | 2.91% | |
| ASHE CAPITAL MANAGEMENT, LP | 05/15/2026 | 1.05 M | $165.38 M | -2.78% | 2.91% |
| STATE STREET CORP | 05/15/2026 | 721.66 K | $113.89 M | 5.25% | 2.00% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 05/08/2026 | 643.23 K | $101.51 M | 0.78% | 1.79% |
| NELLORE CAPITAL MANAGEMENT LLC | 05/15/2026 | 636.30 K | $100.42 M | 20.13% | 1.77% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 513.44 K | $81.03 M | -23.29% | 1.43% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 506.29 K | $79.92 M | 7.15% | 1.41% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 05/14/2026 | 454.46 K | $71.72 M | -12.69% | 1.26% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 384.53 K | $60.69 M | 6.49% | 1.07% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 367.13 K | $57.94 M | 96.96% | 1.02% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 345.60 K | $54.54 M | 21.71% | 0.96% |
| KEENAN CAPITAL, LLC | 05/15/2026 | 334.56 K | $52.80 M | 100.00% | 0.93% |
| CALEDONIA (PRIVATE) INVESTMENTS PTY LTD | 05/15/2026 | 328.28 K | $51.81 M | -1.31% | 0.91% |
| DF DENT & CO INC | 05/15/2026 | 320.51 K | $50.58 M | -20.17% | 0.89% |
| MORGAN STANLEY | 05/15/2026 | 307.29 K | $48.50 M | 11.52% | 0.85% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 296.63 K | $46.81 M | 3.34% | 0.82% |
| GREENSTONE PARTNERS & CO., LLC | 05/14/2026 | 273.50 K | $43.16 M | 45.78% | 0.76% |
| NORTHERN TRUST CORP | 05/14/2026 | 266.15 K | $42.00 M | 25.37% | 0.74% |
| GILDER GAGNON HOWE & CO LLC | 05/15/2026 | 265.33 K | $41.87 M | -36.74% | 0.74% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 227.28 K | $35.87 M | 55.12% | 0.63% |
| FIERA CAPITAL CORP | 05/12/2026 | 220.36 K | $34.78 M | 3.38% | 0.61% |
| LEAD EDGE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 210.26 K | $33.18 M | 100.00% | 0.58% |
| LONG WALK MANAGEMENT LP | 05/14/2026 | 204.50 K | $32.27 M | -46.43% | 0.57% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 164.64 K | $25.98 M | 6.26% | 0.46% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 159.72 K | $25.21 M | -10.85% | 0.44% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 153.48 K | $24.22 M | 100.00% | 0.43% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 05/14/2026 | 152.59 K | $24.08 M | 9.28% | 0.42% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 142.07 K | $22.42 M | -49.53% | 0.39% |
| SONE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 133.71 K | $21.10 M | 107.16% | 0.37% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 130.37 K | $20.57 M | 473.39% | 0.36% |
| FMR LLC | 05/15/2026 | 128.43 K | $20.27 M | -50.54% | 0.36% |
| GW&K INVESTMENT MANAGEMENT, LLC | 05/13/2026 | 126.69 K | $20.00 M | -15.02% | 0.35% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 124.31 K | $19.62 M | 24.47% | 0.35% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 123.03 K | $19.42 M | -32.62% | 0.34% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 119.30 K | $18.83 M | 39.35% | 0.33% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 110.91 K | $17.50 M | 146.69% | 0.31% |
| TENCORE PARTNERS, LP | 05/06/2026 | 109.91 K | $17.35 M | 100.00% | 0.31% |
| BROWN CAPITAL MANAGEMENT LLC | 05/14/2026 | 108.13 K | $17.07 M | -28.92% | 0.30% |
| JPMORGAN CHASE & CO | 05/13/2026 | 108.08 K | $16.84 M | 34.00% | 0.30% |
| INVESCO LTD. | 05/12/2026 | 105.72 K | $16.68 M | -74.60% | 0.29% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 105.01 K | $16.39 M | 7.25% | 0.29% |
| UBS GROUP AG | 05/05/2026 | 100.14 K | $15.80 M | 150.56% | 0.28% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 05/15/2026 | 98.63 K | $15.57 M | -13.70% | 0.27% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 96.12 K | $15.17 M | -3.42% | 0.27% |
| MARSHALL WACE, LLP | 05/15/2026 | 93.77 K | $14.80 M | -44.82% | 0.26% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 88.11 K | $13.91 M | 100.00% | 0.24% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 80.67 K | $12.73 M | 114.53% | 0.22% |
Appfolio Inc institutional Ownership - FAQ's
During the previous two years, 539 institutional investors and hedge funds held shares of Appfolio Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 2.55 M
PRINCIPAL FINANCIAL GROUP INC: 1.51 M
Ashe Capital Management, LP: 1.05 M
STATE STREET CORP: 721,657
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC: 643,231
Nellore Capital Management LLC: 636,302
59.78% of Appfolio Inc stock is owned by institutional investors.
Institutional investors have bought a total of 25.12 M shares in the last 24 months. This purchase volume represents approximately $4.77 B in transactions.