Appfolio Inc (APPF) Ownership

242.39 ↑5.66 (2.39%)
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 2.2 million shares. Combined, the top 38 institutional holders of APPF own 46.28% of the company with a total of 16.8 million shares.

In the latest ownership report on June 30th 2024, the top 38 institutional holders decreased their combined ownership of APPF by 1.1 million shares. 8 institutions bought 553,881 total additional shares and increased their ownership by an average of 18.22%. However 13 institutions sold 1,621,355 total shares and decreased their ownership by an average of 14.47%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Appfolio decreased by a net total of -1,067,474 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc5.945%0.348%2,160,1157,4892024-06-30
BlackRock Inc5.941%-16.489%2,158,592-426,1962024-06-30
Ashe Capital Management, LLC3.846%-3.503%1,397,308-50,7252024-06-30
Brown Capital Management, LLC2.505%-19.874%910,179-225,7532024-06-30
State Street Corp1.662%-13.738%603,898-96,1722024-06-30
Gilder Gagnon Howe & CO LLC1.541%-1.657%559,996-9,4362024-06-30
Geode Capital Management, LLC1.047%-17.315%380,289-79,6342024-06-30
Fred Alger Management, LLC0.988%-22.006%358,883-101,2572024-06-30
Morgan Stanley - Brokerage Accounts0.962%-59.828%349,388-520,3502024-06-30
DF Dent & Co Inc0.879%-17.207%319,510-66,4022024-06-30
Amvescap Plc.0.878%55.727%318,928114,1292024-06-30
Nellore Capital Management LLC0.769%0.295%279,4498222024-06-30
GW&K Investment Management, LLC0.754%-3.106%274,021-8,7842024-06-30
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
NORGES BANK0.720%17.894%261,71639,7242024-06-30
Lord, Abbett & Co LLC0.694%-2.002%252,081-5,1492024-06-30
Macquarie Group Ltd0.692%0.000%251,518251,5182024-06-30
Bank of New York Mellon Corp0.666%13.453%241,80128,6732024-06-30
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

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc5.945%0.348%2,160,1157,4892024-06-30
BlackRock Inc5.941%-16.489%2,158,592-426,1962024-06-30
Ashe Capital Management, LLC3.846%-3.503%1,397,308-50,7252024-06-30
Brown Capital Management, LLC2.505%-19.874%910,179-225,7532024-06-30
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 Corp1.662%-13.738%603,898-96,1722024-06-30
Gilder Gagnon Howe & CO LLC1.541%-1.657%559,996-9,4362024-06-30
Geode Capital Management, LLC1.047%-17.315%380,289-79,6342024-06-30
Fred Alger Management, LLC0.988%-22.006%358,883-101,2572024-06-30
Morgan Stanley - Brokerage Accounts0.962%-59.828%349,388-520,3502024-06-30
DF Dent & Co Inc0.879%-17.207%319,510-66,4022024-06-30
Amvescap Plc.0.878%55.727%318,928114,1292024-06-30
12 West Capital Management LP0.839%0.000%300,00002023-09-30
Nellore Capital Management LLC0.769%0.295%279,4498222024-06-30
Driehaus Capital Management LLC0.771%65.062%279,091110,0082023-12-31
GW&K Investment Management, LLC0.754%-3.106%274,021-8,7842024-06-30
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
NORGES BANK0.720%17.894%261,71639,7242024-06-30
Renaissance Technologies Corp0.710%14.343%257,50032,3002024-03-31
Lord, Abbett & Co LLC0.694%-2.002%252,081-5,1492024-06-30
Macquarie Group Ltd0.692%0.000%251,518251,5182024-06-30
Goldman Sachs Group Inc0.670%396.081%242,514193,6282023-12-31
Bank of New York Mellon Corp0.666%13.453%241,80128,6732024-06-30
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
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
Zeno Equity Partners LLP0.567%6.625%205,78112,7862024-03-31
INSIGHT HOLDINGS GROUP, LLC0.539%1.951%193,3113,7002023-09-30
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 725 thousand shares. Combined, the top 49 mutual fund holders of APPF own 28.20% of the company with a total of 10.2 million shares.

In the latest ownership report on October 31st 2024, the top 49 fund holders increased their combined ownership of APPF by 46 thousand shares. 2 funds bought 46,369 total additional shares and increased their ownership by an average of 18.41%. However 1 funds sold 70 total shares and decreased their ownership by an average of 0.05%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Appfolio increased by a net total of 46,299 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Mid-Cap ETF1.994%0.055%724,5344002024-10-31
DF Dent Mid Cap Growth0.471%36.770%170,98645,9692024-10-31
iShares S&P Mid-Cap 400 Growth ETF0.395%-0.049%143,479-702024-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Mid-Cap ETF1.994%0.055%724,5344002024-10-31
Vanguard Total Stock Mkt Idx Inv1.829%3.502%664,44922,4842024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr1.611%2.977%576,19016,6552023-03-31
Vanguard Small Cap Index1.427%1.991%518,37210,1192024-09-30
iShares Russell 2000 ETF1.219%0.763%441,5173,3442024-05-30
Vanguard Information Technology ETF1.057%0.246%384,0219442024-09-30
Brown Capital Mgmt Small Co Inv0.999%-26.119%362,881-128,2912024-06-30
Vanguard Institutional Extnd Mkt Idx Tr0.934%5.923%339,47618,9822024-09-30
Vanguard Small Cap Growth Index Inv0.787%1.821%285,8385,1132024-09-30
Vanguard Extended Market Index Investor0.732%-0.018%260,750-462023-08-31
Invesco OFI Small Cap Growth0.679%38.113%246,61968,0562024-09-30
Invesco Discovery A0.679%2.197%246,6195,3022024-09-30
Franklin DynaTech A0.551%0.000%200,00002024-09-30
Franklin DynaTech Fund A0.551%33.333%200,00050,0002024-07-31
Fidelity Small Cap Index0.546%3.298%198,0186,3222024-06-30
Delaware Ivy Mid Cap Growth A0.540%2.214%196,0954,2472024-09-30
Lord Abbett Developing Growth A0.533%0.000%193,79902024-09-30
Fidelity® Small Cap Index0.518%2.887%185,2555,1982023-10-31
SPDR® S&P MIDCAP 400 ETF Trust0.505%9.664%183,63016,1822024-09-30
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 Growth0.479%0.000%173,97602024-06-30
DF Dent Mid Cap Growth0.471%36.770%170,98645,9692024-10-31
Alger Small Cap Focus I0.463%-28.437%168,306-66,8812024-07-31
Alger Small Cap Focus Composite0.463%-28.437%168,306-66,8812024-07-31
iShares Russell 2000 Growth ETF0.449%0.000%162,43802024-05-30
Franklin Innovation Composite0.413%0.000%150,000150,0002024-06-30
T. Rowe Price Integrated US Sm Gr Eq0.402%6.134%145,7228,4222024-06-30
T. Rowe Price Integrated US SmCapGrEq0.402%0.000%145,722145,7222024-06-30
Ranger Small Cap0.406%0.481%145,5136972023-12-31
iShares S&P Mid-Cap 400 Growth ETF0.395%-0.049%143,479-702024-10-31
NCG US Small Cap Growth USD I1 Acc0.391%3,232.260%141,521137,2742024-01-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.380%7.304%138,1069,4002024-09-30
Fidelity Extended Market Index0.368%6.327%133,7927,9612024-09-30
Fidelity Small Cap Growth0.355%-2.432%128,400-3,2002024-02-29
iShares Russell Mid-Cap Growth ETF0.328%0.000%118,739118,7392024-06-28
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

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SayMyName10/30/24 09:53am

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

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beardedstocks10/12/23 07:41am

$APPF Waiting waiting waiting — you know for what !!! Announcement!!!

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