APPF AppFolio, Inc.
AppFolio, Inc. (APPF) Institutional Ownership
What the institutions did with APPF last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | 1.4M | 49.6% |
| DIMENSIONAL FUND ADVISORS LP | 330.4K | 11.9% |
| Bank of New York Mellon Corp | 150.0K | 5.4% |
| BROWN CAPITAL MANAGEMENT LLC | 99.5K | 3.6% |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 57.3K | 2.1% |
| EULAV Asset Management | 55.5K | 2.0% |
| RIVERBRIDGE PARTNERS LLC | 54.4K | 2.0% |
| Granite Investment Partners, LLC | 45.7K | 1.6% |
| MISSION WEALTH MANAGEMENT, LP | 42.1K | 1.5% |
| TenCore Partners, LP | 37.2K | 1.3% |
| Creative Planning | 36.6K | 1.3% |
| BARCLAYS PLC | 32.3K | 1.2% |
| Baker Avenue Asset Management, LP | 27.3K | 1.0% |
| Retirement Systems of Alabama | 24.8K | 0.9% |
| Davidson Kahn Capital Management, LLC | 17.7K | 0.6% |
| Alamar Capital Management, LLC | 17.5K | 0.6% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 15.2K | 0.5% |
| Assenagon Asset Management S.A. | 14.2K | 0.5% |
| AGF MANAGEMENT LTD | 13.0K | 0.5% |
| Alternative Investment Advisors, LLC. | 12.7K | 0.5% |
| PARNASSUS INVESTMENTS, LLC | 12.0K | 0.4% |
| ISTHMUS PARTNERS, LLC | 11.9K | 0.4% |
| AMALGAMATED BANK | 11.5K | 0.4% |
| Illinois Municipal Retirement Fund | 9.2K | 0.3% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 8.8K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 1.6M | 1.4M | -228.6K |
| TenCore Partners, LP | Reduced | 88.3K | 37.2K | -51.0K |
| MISSION WEALTH MANAGEMENT, LP | Increased | 14.1K | 42.1K | +28.0K |
| Assenagon Asset Management S.A. | Reduced | 38.6K | 14.2K | -24.4K |
| BARCLAYS PLC | Increased | 8.6K | 32.3K | +23.7K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 322.0K | 330.4K | +8.4K |
| FIRST CITIZENS BANK & TRUST CO | Reduced | 9.2K | 3.4K | -5.8K |
| Fulcrum Asset Management LLP | New | 0 | 5.7K | +5.7K |
| INTEGRITY ALLIANCE, LLC. | New | 0 | 5.4K | +5.4K |
| Verdence Capital Advisors LLC | Sold Out | 5.3K | 0 | -5.3K |
| Three Seasons Wealth, LLC | Increased | 3.1K | 8.0K | +4.8K |
| AGF MANAGEMENT LTD | Reduced | 17.8K | 13.0K | -4.8K |
| AZZAD ASSET MANAGEMENT INC /ADV | Sold Out | 4.7K | 0 | -4.7K |
| Oak Thistle LLC | Sold Out | 4.0K | 0 | -4.0K |
| Creative Planning | Reduced | 40.3K | 36.6K | -3.7K |
| RIVERBRIDGE PARTNERS LLC | Increased | 50.8K | 54.4K | +3.5K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Reduced | 18.7K | 15.2K | -3.5K |
| Bank of New York Mellon Corp | Increased | 146.7K | 150.0K | +3.3K |
| ALPS ADVISORS INC | Sold Out | 2.9K | 0 | -2.9K |
| CITIGROUP INC | Reduced | 7.7K | 4.9K | -2.8K |
| Kestra Advisory Services, LLC | New | 0 | 2.6K | +2.6K |
| HIGHLAND CAPITAL MANAGEMENT, LLC | New | 0 | 2.6K | +2.6K |
| Inspire Investing, LLC | Reduced | 4.5K | 1.9K | -2.5K |
| PNC Financial Services Group, Inc. | Increased | 3.6K | 6.0K | +2.4K |
| Kestra Investment Management, LLC | Increased | 1.7K | 4.0K | +2.3K |
| Jackson Creek Investment Advisors LLC | Reduced | 4.6K | 2.4K | -2.1K |
| Granite Investment Partners, LLC | Reduced | 47.7K | 45.7K | -2.0K |
| Third View Private Wealth, LLC | Sold Out | 1.9K | 0 | -1.9K |
| HMS Capital Management, LLC | Sold Out | 1.6K | 0 | -1.6K |
| Ethic Inc. | New | 0 | 1.6K | +1.6K |
| AlphaCore Capital LLC | Sold Out | 1.5K | 0 | -1.5K |
| Maryland State Retirement & Pension System | New | 0 | 1.4K | +1.4K |
| Davidson Kahn Capital Management, LLC | Reduced | 18.9K | 17.7K | -1.2K |
| Mach-1 Financial Group, LLC | New | 0 | 1.2K | +1.2K |
| Atria Investments, Inc | Increased | 3.5K | 4.7K | +1.2K |
| CULLINAN ASSOCIATES INC | New | 0 | 1.2K | +1.2K |
| Somerset Trust Co | New | 0 | 1.2K | +1.2K |
| Motley Fool Asset Management LLC | New | 0 | 1.2K | +1.2K |
| State of Alaska, Department of Revenue | Reduced | 5.5K | 4.3K | -1.2K |
| Crossmark Global Holdings, Inc. | New | 0 | 1.1K | +1.1K |
| STEEL GROVE CAPITAL ADVISORS, LLC | New | 0 | 1.1K | +1.1K |
| PRAXIS INVESTMENT MANAGEMENT INC | New | 0 | 1.0K | +1.0K |
| Vise Technologies, Inc. | Increased | 1.3K | 2.3K | +1.0K |
| ProShare Advisors LLC | New | 0 | 1.0K | +1.0K |
| SteelPeak Wealth, LLC | New | 0 | 1.0K | +1.0K |
| FIFTH THIRD BANCORP | Reduced | 7.5K | 6.7K | -786 |
| Daiwa Securities Group Inc. | Reduced | 6.1K | 5.5K | -669 |
| State of New Jersey Common Pension Fund D | Reduced | 8.5K | 7.9K | -624 |
| US BANCORP \DE\ | Reduced | 3.7K | 3.2K | -523 |
| PARNASSUS INVESTMENTS, LLC | Increased | 11.5K | 12.0K | +508 |
| Inscription Capital, LLC | Reduced | 1.8K | 1.3K | -476 |
| Alamar Capital Management, LLC | Reduced | 18.0K | 17.5K | -440 |
| BOKF, NA | Reduced | 8.7K | 8.3K | -418 |
| LVZ, Inc. | Increased | 6.2K | 6.6K | +380 |
| YOUSIF CAPITAL MANAGEMENT, LLC | Reduced | 6.6K | 6.2K | -373 |
| GAMMA Investing LLC | Increased | 834 | 1.2K | +360 |
| Alternative Investment Advisors, LLC. | Reduced | 13.0K | 12.7K | -354 |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 1.4K | 1.1K | -303 |
| Swiss Life Asset Management Ltd | Reduced | 2.9K | 2.6K | -291 |
| Blue Trust, Inc. | Reduced | 423 | 145 | -278 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.