Appfolio Inc (APPF) Ownership

221.30 ↓3.89 (-1.73%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Appfolio Inc (APPF), owning a total of 2.5 million shares. Combined, the top 44 institutional holders of APPF own 54.11% of the company with a total of 19.6 million shares.

In the latest ownership report on December 31st 2024, the top 44 institutional holders increased their combined ownership of APPF by 1.3 million shares. 17 institutions bought 1,878,133 total additional shares and increased their ownership by an average of 73.61%. However 4 institutions sold 570,714 total shares and decreased their ownership by an average of 20.45%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Appfolio increased by a net total of 1,307,419 in the latest quarter.

Institution Ownership Chart

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc6.855%3.792%2,495,52791,1742024-12-31
BlackRock Inc6.617%8.271%2,408,899184,0092024-12-31
Ashe Capital Management, LLC2.994%-21.999%1,089,919-307,3892024-12-31
State Street Corp1.914%6.699%696,89143,7552024-12-31
Brown Capital Management, LLC1.874%-15.238%682,033-122,6122024-12-31
AQR Capital Management LLC1.801%43.173%655,625197,7002024-12-31
FMR Inc1.641%881.189%597,485536,5912024-12-31
Gilder Gagnon Howe & CO LLC1.574%4.671%572,91725,5662024-12-31
Kayne Anderson Rudnick Investment Management LLC1.152%0.000%419,518419,5182024-12-31
Geode Capital Management, LLC1.144%0.842%416,5083,4762024-12-31
DF Dent & Co Inc1.137%17.708%413,96862,2772024-12-31
Nellore Capital Management LLC1.022%18.594%371,93458,3152024-12-31
Amvescap Plc.0.936%-16.415%340,597-66,8872024-12-31
Macquarie Group Ltd0.880%4.693%320,37214,3602024-12-31
NORGES BANK0.758%5.369%275,76814,0522024-12-31
Renaissance Technologies Corp0.686%7.855%249,90018,2002024-12-31
Morgan Stanley - Brokerage Accounts0.686%9.247%249,68521,1352024-12-31
Franklin Resources Inc0.684%8.832%248,85020,1952024-12-31
Arrowstreet Capital Limited Partnership0.643%227.800%233,892162,5402024-12-31
Bank of New York Mellon Corp0.569%2.611%207,1365,2702024-12-31
GW&K Investment Management, LLC0.518%-28.129%188,631-73,8262024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc6.855%3.792%2,495,52791,1742024-12-31
BlackRock Inc6.617%8.271%2,408,899184,0092024-12-31
Ashe Capital Management, LLC2.994%-21.999%1,089,919-307,3892024-12-31
Echo Street Capital Management LLC2.405%-46.662%862,697-754,7162023-09-30
State Street Corporation1.930%58.705%700,070258,9552024-03-31
State Street Corp1.914%6.699%696,89143,7552024-12-31
Brown Capital Management, LLC1.874%-15.238%682,033-122,6122024-12-31
AQR Capital Management LLC1.801%43.173%655,625197,7002024-12-31
FMR Inc1.641%881.189%597,485536,5912024-12-31
Gilder Gagnon Howe & CO LLC1.574%4.671%572,91725,5662024-12-31
Lord, Abbett & Co LLC1.262%-8.901%459,285-44,8772024-09-30
Kayne Anderson Rudnick Investment Management LLC1.152%0.000%419,518419,5182024-12-31
Geode Capital Management, LLC1.144%0.842%416,5083,4762024-12-31
DF Dent & Co Inc1.137%17.708%413,96862,2772024-12-31
Nellore Capital Management LLC1.022%18.594%371,93458,3152024-12-31
Fred Alger Management, LLC0.988%-22.006%358,883-101,2572024-06-30
Amvescap Plc.0.936%-16.415%340,597-66,8872024-12-31
JPMorgan Chase & Co0.886%3.250%322,55610,1542024-09-30
Macquarie Group Ltd0.880%4.693%320,37214,3602024-12-31
12 West Capital Management LP0.839%0.000%300,00002023-09-30
NORGES BANK0.758%5.369%275,76814,0522024-12-31
Ownership Capital BV0.768%-6.892%269,954-19,9822022-09-30
T. Rowe Price Investment Management,Inc.0.739%43.456%268,44581,3182024-06-30
New York State Common Retirement Fund0.730%-8.135%265,176-23,4832024-06-30
Renaissance Technologies Corp0.686%7.855%249,90018,2002024-12-31
Morgan Stanley - Brokerage Accounts0.686%9.247%249,68521,1352024-12-31
Franklin Resources Inc0.684%8.832%248,85020,1952024-12-31
Goldman Sachs Group Inc0.670%396.081%242,514193,6282023-12-31
T. Rowe Price Associates, Inc.0.661%-3.228%240,219-8,0142024-06-30
Northern Trust Corp0.655%14.559%237,70030,2082024-06-30
Arrowstreet Capital Limited Partnership0.643%227.800%233,892162,5402024-12-31
Driehaus Capital Management LLC0.585%-6.435%212,984-14,6482024-09-30
DYNAMO INTERNACIONAL GESTAO DE RECURSOS0.591%-14.766%211,948-36,7192023-09-30
Nuveen Asset Management, LLC0.573%-4.743%207,769-10,3442024-03-31
Bank of New York Mellon Corp0.569%2.611%207,1365,2702024-12-31
Zeno Equity Partners LLP0.567%6.625%205,78112,7862024-03-31
INSIGHT HOLDINGS GROUP, LLC0.539%1.951%193,3113,7002023-09-30
GW&K Investment Management, LLC0.518%-28.129%188,631-73,8262024-12-31
Long Path Partners, LP0.494%0.000%173,558173,5582022-09-30
Dimensional Fund Advisors, Inc.0.450%-20.215%159,063-40,3012022-12-31
First Trust Advisors L.P.0.438%0.690%156,5381,0732023-06-30
LONG WALK MANAGEMENT, LP0.441%-18.490%156,500-35,5002023-03-31
Ranger Investment Management LP0.420%3.134%150,0634,5602023-06-30
Charles Schwab Investment Management Inc0.400%0.490%143,0196972023-06-30

Mutual Fund Ownership

iShares Core S&P Mid-Cap ETF is the biggest individual fund holder of Appfolio Inc (APPF), owning a total of 750 thousand shares. Combined, the top 54 mutual fund holders of APPF own 30.08% of the company with a total of 10.9 million shares.

In the latest ownership report on February 28th 2025, the top 54 fund holders increased their combined ownership of APPF by 8 thousand shares. 7 funds bought 47,383 total additional shares and increased their ownership by an average of 6.33%. However 3 funds sold 55,474 total shares and decreased their ownership by an average of 9.3%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Appfolio decreased by a net total of -8,091 in the latest report.

Mutual Funds Chart

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Mid-Cap ETF2.061%0.074%750,4365522025-02-28
Vanguard Total Stock Mkt Idx Inv1.800%0.055%655,3913632025-02-28
Vanguard Small Cap Index1.457%0.083%530,3494412025-02-28
Vanguard Information Technology ETF1.111%0.271%404,6031,0932025-02-28
Vanguard Institutional Extnd Mkt Idx Tr0.961%0.166%349,8995792025-02-28
Vanguard Small Cap Growth Index Inv0.818%-0.547%297,902-1,6382025-02-28
SPDR® S&P MIDCAP 400 ETF Trust0.512%0.961%186,4611,7752025-02-28
DF Dent Mid Cap Growth0.436%-2.361%158,625-3,8362025-02-28
Franklin DynaTech Fund A0.412%-25.000%150,000-50,0002025-02-28
Principal MidCap R50.391%42.734%142,22042,5802025-02-28
iShares S&P Mid-Cap 400 Growth ETF0.390%0.000%142,06902025-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C0.362%0.000%131,76302025-02-28

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Mid-Cap ETF2.061%0.074%750,4365522025-02-28
Vanguard Total Stock Mkt Idx Inv1.800%0.055%655,3913632025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr1.611%2.977%576,19016,6552023-03-31
Vanguard Small Cap Index1.457%0.083%530,3494412025-02-28
iShares Russell 2000 ETF1.219%0.763%441,5173,3442024-05-30
Vanguard Information Technology ETF1.111%0.271%404,6031,0932025-02-28
Vanguard Institutional Extnd Mkt Idx Tr0.961%0.166%349,8995792025-02-28
Virtus KAR Small-Cap Growth I0.886%0.000%322,548322,5482024-12-31
Vanguard Small Cap Growth Index Inv0.818%-0.547%297,902-1,6382025-02-28
Vanguard Extended Market Index Investor0.732%-0.018%260,750-462023-08-31
Brown Capital Mgmt Small Co Inv0.622%-37.560%226,582-136,2992024-12-31
Delaware Ivy Mid Cap Growth A0.575%6.531%208,90112,8062024-10-31
Macquarie Mid Cap Growth A0.566%0.000%206,09102025-01-31
Franklin Innovation Composite0.549%0.000%200,00002024-12-31
Franklin DynaTech A0.549%0.000%200,00002024-12-31
Fidelity Small Cap Index0.546%3.298%198,0186,3222024-06-30
Lord Abbett Developing Growth A0.533%0.000%193,79902024-09-30
SPDR® S&P MIDCAP 400 ETF Trust0.512%0.961%186,4611,7752025-02-28
Fidelity® Small Cap Index0.518%2.887%185,2555,1982023-10-31
Lord Abbett & Co. Growth Equity- SA0.504%0.000%183,191183,1912024-09-30
Lord Abbett Growth Leaders I0.504%0.000%183,19102024-09-30
UBS: US Equity Small Cap Growth0.478%0.000%173,97602024-09-30
Alger Small Cap Focus Composite0.463%-28.437%168,306-66,8812024-07-31
Alger Small Cap Focus I0.463%-28.437%168,306-66,8812024-07-31
Invesco Discovery A0.452%0.000%164,49002025-01-31
Invesco OFI Small Cap Growth0.452%-33.302%164,490-82,1292024-12-31
iShares Russell 2000 Growth ETF0.449%0.000%162,43802024-05-30
DF Dent Mid Cap Growth0.436%-2.361%158,625-3,8362025-02-28
Franklin DynaTech Fund A0.412%-25.000%150,000-50,0002025-02-28
T. Rowe Price Integrated US SmCapGrEq0.402%0.000%145,722145,7222024-06-30
T. Rowe Price Integrated US Sm Gr Eq0.402%6.134%145,7228,4222024-06-30
Principal MidCap R50.391%42.734%142,22042,5802025-02-28
iShares S&P Mid-Cap 400 Growth ETF0.390%0.000%142,06902025-02-28
NCG US Small Cap Growth USD I1 Acc0.391%3,232.260%141,521137,2742024-01-31
FullerThaler Behavioral Sm-Cp Gr R60.383%14.159%139,48017,3002025-01-31
Fidelity VIP Mid Cap Initial0.367%1,620.940%133,700125,9312025-01-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.362%0.000%131,76302025-02-28
iShares Russell Mid-Cap Growth ETF0.361%0.000%131,54402025-02-26
Fidelity Small Cap Growth0.355%-2.432%128,400-3,2002024-02-29
Fidelity Extended Market Index0.352%0.288%128,0333672024-12-31
Ranger Small Cap0.342%44.852%124,36338,5082024-09-30
Fidelity® Extended Market Index0.296%1.039%105,7551,0872023-11-30
American Funds SMALLCAP World A0.280%-54.456%98,300-117,5362022-09-30
Schwab US Small-Cap ETF™0.267%0.000%95,75402024-02-29
DFA US Small Cap I0.271%-2.572%95,303-2,5162022-10-31
Brown Capital Small Company0.259%-38.330%92,369-57,4102023-06-30
First Trust Cloud Computing ETF0.256%0.000%91,76102024-02-29
WisdomTree Cloud Computing ETF0.254%0.444%89,5283962023-01-31
Bridge Builder Small/Mid Cap Growth0.245%-0.216%87,889-1902024-02-29
CREF Stock R10.245%22.404%87,69016,0502023-11-30
Eagle Small Cap Growth – Institutional0.248%2.958%87,3282,5092022-09-30
Dynamo Global Master FIA IE0.245%1.498%87,1581,2862023-04-30
Eagle Small Cap Growth – Institutional0.241%-0.617%86,278-5362023-09-30
TRP Integrated US Small-Cap Gr Eq0.232%0.000%83,00083,0002023-09-30

Discussions

Please log in or register to share your thoughts.

beardedstocks3/11/25 09:41am

$APPF who else finds themselves here after liquidating their positions for a loss only to bash on how seriously fcked up the stock market is

0 Like Report
SayMyName10/30/24 09:53am

$APPF I'm friggin bored. Just give us our money already

0 Like Report