APPF · Company research
AppFolio, Inc. Class A (APPF): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
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Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 787 | 126195 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Gotham Asset Management, LLC | 1510387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55947 | 8971101 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6599 | 1058150 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2347 | 376341 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18 | 2886 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 579 | 93 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Quantbot Technologies LP | 1512991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 423 | 67828 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bank of New Hampshire | 1870761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 1122 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4233 | 678762 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| &PARTNERS | 107136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2940 | 471429 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GILDER GAGNON HOWE & CO LLC | 902464 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250264 | 40129872 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 321 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Kerrisdale Advisers, LLC | 1569688 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13904 | 2229506 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Brand Asset Management Group, Inc. | 1748766 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1309 | 209899 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1549609 | 248479803 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9203 | 1475701 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 418883 | 67186992 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Kingdom Financial Group LLC. | 1962236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 1924 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Park Place Capital Corp | 1965810 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 962 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Abound Wealth Management | 1950323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 963 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1021223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 198788 | 31875656 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MYDA Advisors LLC | 1589689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12000 | 1924200 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 1005354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18731 | 3003516 | — | — | — | Aug 25, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1529 | 245175 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3181 | 510073 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Walleye Trading LLC | 1388391 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 944 | 151370 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 1654599 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26 | 4170 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 342397 | 54903359 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 160 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 391216 | 62731486 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Planning Services, Inc. | 1726752 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58 | 9300 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Three Seasons Wealth, LLC | 2044495 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3138 | 503178 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40257 | 6455210 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11434 | 1833 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87957 | 14103825 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4595 | 736808 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2017 | 323426 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4296 | 688864 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 32070 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| EFG International AG | 2109868 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14730 | 2360998 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IMC-Chicago, LLC | 1452861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12900 | 2068515 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Atika Capital Management LLC | 1599731 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26862 | 4307322 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CoreCap Advisors, LLC | 1902501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 962 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Aster Capital Management (DIFC) Ltd | 2040915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 684 | 157512 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Caledonia (Private) Investments Pty Ltd | 1352924 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 290462 | 46575582 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nellore Capital Management LLC | 1846677 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 654865 | 105007603 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Connor, Clark & Lunn Investment Management Ltd. | 1596800 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13337 | 2138588 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Alternative Investment Advisors, LLC. | 2009486 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13011 | 2086314 | — | — | — | Aug 31, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46360 | 7433826 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| D. E. Shaw & Co., Inc. | 1009207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5500 | 881925 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vise Technologies, Inc. | 1812090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1265 | 202848 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Rialto Wealth Management, LLC | 2054966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 321 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SECURIAN ASSET MANAGEMENT, INC | 1035350 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1794 | 322436 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| INCEPTIONR LLC | 1821561 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5912 | 947989 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 468 | 75044 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| ASSETMARK, INC | 1344551 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5464 | 876152 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| BLAIR WILLIAM & CO/IL | 902367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37389 | 5995246 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80425 | 12896149 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| SJS Investment Consulting Inc. | 1894302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 161 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 123 | 19723 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Sixth Street Partners Management Company, L.P. | 1812095 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 164981 | 26454703 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10733 | 1721037 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MILLENNIUM MANAGEMENT LLC | 1273087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69418 | 11131176 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6954 | 1102396 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 456 | 73120 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Illinois Municipal Retirement Fund | 1541910 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9105 | 1459987 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| First Command Advisory Services, Inc. | 1727336 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43 | 6895 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1164508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 234100 | 37537935 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11387 | 1825906 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Sequoia Financial Advisors, LLC | 1599900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1602 | 256881 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Jackson Creek Investment Advisors LLC | 1831003 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4585 | 826 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1644956 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 721826 | 115744799 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Pathstone Holdings, LLC | 2011612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1616 | 259126 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4216564 | 26296 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10703 | 1716226 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1289 | 206691 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Jupiter Topco LLC | 2146052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9838 | 1576884 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD ASSET MANAGEMENT, Ltd | 1680208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23678 | 3796767 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11117 | 1782611 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62335 | 9995417 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.