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 June 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 |
|---|---|---|
| BlackRock, Inc. | 2.6M | 11.2% |
| PRINCIPAL FINANCIAL GROUP INC | 1.6M | 6.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.5M | 6.3% |
| Ashe Capital Management, LP | 1.0M | 4.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.0M | 4.4% |
| STATE STREET CORP | 766.1K | 3.3% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 721.8K | 3.1% |
| LONDON CO OF VIRGINIA | 703.2K | 3.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 700.4K | 3.0% |
| Nellore Capital Management LLC | 654.9K | 2.8% |
| MORGAN STANLEY | 581.8K | 2.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 509.8K | 2.2% |
| Lead Edge Capital Management, LLC | 399.7K | 1.7% |
| NEUBERGER BERMAN GROUP LLC | 394.2K | 1.7% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 351.8K | 1.5% |
| Keenan Capital, LLC | 334.6K | 1.4% |
| Invesco Ltd. | 334.1K | 1.4% |
| DIMENSIONAL FUND ADVISORS LP | 322.0K | 1.4% |
| DF DENT & CO INC | 319.0K | 1.4% |
| LONG WALK MANAGEMENT LP | 304.9K | 1.3% |
| BANK OF AMERICA CORP /DE/ | 297.1K | 1.3% |
| Caledonia (Private) Investments Pty Ltd | 290.5K | 1.2% |
| Greenstone Partners & Co., LLC | 273.6K | 1.2% |
| NORTHERN TRUST CORP | 269.6K | 1.1% |
| FMR LLC | 251.1K | 1.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| LONDON CO OF VIRGINIA | New | 0 | 703.2K | +703.2K |
| NEUBERGER BERMAN GROUP LLC | Increased | 1.5K | 394.2K | +392.7K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | 367.1K | 26.7K | -340.4K |
| MORGAN STANLEY | Increased | 307.3K | 581.8K | +274.5K |
| Invesco Ltd. | Increased | 105.7K | 334.1K | +228.4K |
| WELLINGTON MANAGEMENT GROUP LLP | New | 0 | 224.9K | +224.9K |
| Lead Edge Capital Management, LLC | Increased | 210.3K | 399.7K | +189.4K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Increased | 513.4K | 700.4K | +186.9K |
| JENNISON ASSOCIATES LLC | Increased | 76.1K | 238.2K | +162.1K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | 384.5K | 234.1K | -150.4K |
| JONES FINANCIAL COMPANIES LLLP | Increased | 33.0K | 176.9K | +143.9K |
| NATIXIS ADVISORS, LLC | Increased | 34.2K | 172.2K | +138.0K |
| FMR LLC | Increased | 128.4K | 251.1K | +122.6K |
| FEDERATED HERMES, INC. | Increased | 2.3K | 123.9K | +121.6K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 124.3K | 16.0K | -108.3K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | 454.5K | 351.8K | -102.6K |
| LONG WALK MANAGEMENT LP | Increased | 204.5K | 304.9K | +100.4K |
| PRINCIPAL FINANCIAL GROUP INC | Increased | 1.5M | 1.6M | +99.3K |
| BlackRock, Inc. | Increased | 2.5M | 2.6M | +98.8K |
| Fiera Capital Corp | Reduced | 220.4K | 126.1K | -94.2K |
| Point72 Asset Management, L.P. | Increased | 19.1K | 101.2K | +82.0K |
| MARSHALL WACE, LLP | Reduced | 93.8K | 14.8K | -78.9K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Increased | 643.2K | 721.8K | +78.6K |
| Russell Investments Group, Ltd. | Reduced | 119.3K | 43.8K | -75.5K |
| HMI Capital Management, L.P. | New | 0 | 75.0K | +75.0K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 142.1K | 69.4K | -72.7K |
| CITADEL ADVISORS LLC | Sold Out | 70.8K | 0 | -70.8K |
| Edgestream Partners, L.P. | Reduced | 70.1K | 6.0K | -64.1K |
| Pacer Advisors, Inc. | Reduced | 71.8K | 8.6K | -63.2K |
| Rockefeller Capital Management L.P. | Reduced | 57.4K | 542 | -56.8K |
| ROYAL BANK OF CANADA | Increased | 52.5K | 108.5K | +56.1K |
| SEI INVESTMENTS CO | Reduced | 70.5K | 16.9K | -53.6K |
| TFJ Management, LLC | Sold Out | 51.7K | 0 | -51.7K |
| Tidal Investments LLC | Sold Out | 50.8K | 0 | -50.8K |
| Squarepoint Ops LLC | Reduced | 80.7K | 30.4K | -50.2K |
| Langdon Equity Partners | Increased | 35.3K | 85.0K | +49.8K |
| ROYCE & ASSOCIATES LP | New | 0 | 49.2K | +49.2K |
| BANK OF AMERICA CORP /DE/ | Reduced | 345.6K | 297.1K | -48.5K |
| Y-Intercept (Hong Kong) Ltd | Reduced | 51.3K | 4.2K | -47.0K |
| WELLS FARGO & COMPANY/MN | Increased | 96.1K | 141.3K | +45.2K |
| GOLDMAN SACHS GROUP INC | Reduced | 110.9K | 66.1K | -44.8K |
| STATE STREET CORP | Increased | 721.7K | 766.1K | +44.5K |
| Ranger Investment Management, L.P. | Reduced | 98.6K | 56.7K | -41.9K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 227.3K | 185.8K | -41.4K |
| Assenagon Asset Management S.A. | New | 0 | 38.6K | +38.6K |
| Caledonia (Private) Investments Pty Ltd | Reduced | 328.3K | 290.5K | -37.8K |
| Gotham Asset Management, LLC | Increased | 18.1K | 55.9K | +37.8K |
| UBS Group AG | Increased | 100.1K | 137.7K | +37.6K |
| RIVERBRIDGE PARTNERS LLC | Reduced | 88.1K | 50.8K | -37.3K |
| LPL Financial LLC | Reduced | 46.0K | 11.1K | -34.9K |
| Quantum Capital Management, LLC / NJ | Sold Out | 33.9K | 0 | -33.9K |
| Qube Research & Technologies Ltd | Sold Out | 28.5K | 0 | -28.5K |
| Man Group plc | Reduced | 44.7K | 16.4K | -28.4K |
| D. E. Shaw & Co., Inc. | Reduced | 31.2K | 3.9K | -27.3K |
| Trexquant Investment LP | Sold Out | 26.1K | 0 | -26.1K |
| Balyasny Asset Management L.P. | Increased | 2.9K | 28.2K | +25.4K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 296.6K | 322.0K | +25.4K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Increased | 93 | 22.8K | +22.7K |
| CROSSLINK CAPITAL INC | Increased | 71.5K | 93.3K | +21.9K |
| SG Americas Securities, LLC | Reduced | 25.2K | 3.5K | -21.7K |
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.