| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Schauser Klaus | 11% | $791,029,801 | 2,869,585 | Klaus Schauser | 30 Sep 2025 | |||
| Ashe Capital Management, LP | 5.8% | +22% | $316,413,877 | +$57,361,929 | 1,331,260 | +22% | Ashe Capital Management, LP | 30 Jun 2025 |
| PRINCIPAL GLOBAL INVESTORS | 5.1% | $276,201,615 | 1,187,198 | PRINCIPAL GLOBAL INVESTORS | 31 Dec 2025 |
As of 31 Dec 2025, 397 institutional investors reported holding 20,945,869 shares of APPFOLIO INC - Class A Common Stock, $0.0001 par value (APPF). This represents 90% of the company’s total 23,278,392 outstanding shares.
The largest institutional shareholders of APPFOLIO INC - Class A Common Stock, $0.0001 par value (APPF) together control 66% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11% | 2,560,460 | +4.1% | 0.01% | $595,691,019 |
| BlackRock, Inc. | 10% | 2,368,348 | -1.8% | 0.01% | $550,996,048 |
| PRINCIPAL FINANCIAL GROUP INC | 5.4% | 1,245,949 | +6.8% | 0.15% | $289,879,892 |
| Ashe Capital Management, LP | 4.6% | 1,077,915 | -19% | 24% | $250,776,925 |
| STATE STREET CORP | 2.9% | 685,656 | +1.1% | 0.01% | $159,517,868 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2.9% | 669,317 | +17% | 0.02% | $155,717,000 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2.7% | 638,241 | +16% | 0.41% | $148,486,769 |
| Nellore Capital Management LLC | 2.3% | 529,696 | +12% | 14% | $123,233,774 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.2% | 520,509 | -15% | 0.33% | $121,096,419 |
| GEODE CAPITAL MANAGEMENT, LLC | 2% | 472,491 | +2.5% | 0.01% | $109,946,760 |
| GILDER GAGNON HOWE & CO LLC | 1.8% | 419,431 | -19% | 1% | $97,580,680 |
| Invesco Ltd. | 1.8% | 416,260 | +5.2% | 0.01% | $96,842,889 |
| DF DENT & CO INC | 1.7% | 401,494 | -6.1% | 1.3% | $93,407,533 |
| LONG WALK MANAGEMENT LP | 1.6% | 381,750 | +32% | 20% | $88,814,138 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.6% | 361,101 | +14% | 0.05% | $84,010,148 |
| CITADEL ADVISORS LLC | 1.5% | 358,915 | +1230% | 0.06% | $83,501,574 |
| Caledonia (Private) Investments Pty Ltd | 1.4% | 332,635 | +46% | 1.5% | $77,387,533 |
| DIMENSIONAL FUND ADVISORS LP | 1.2% | 287,027 | +3% | 0.01% | $66,779,900 |
| BANK OF AMERICA CORP /DE/ | 1.2% | 283,962 | +46% | 0% | $66,063,759 |
| MILLENNIUM MANAGEMENT LLC | 1.2% | 281,495 | +159% | 0.05% | $65,489,812 |
| MORGAN STANLEY | 1.2% | 275,549 | +13% | 0% | $64,106,975 |
| FMR LLC | 1.1% | 259,656 | -48% | 0% | $60,408,993 |
| Fiera Capital Corp | 0.92% | 213,151 | +31% | 0.16% | $49,589,580 |
| NORTHERN TRUST CORP | 0.91% | 212,285 | -14% | 0.01% | $49,388,106 |
| Hudson Way Capital Management LLC | 0.87% | 202,853 | +4.8% | 3.8% | $47,193,750 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 20,945,869 | $4,873,186,405 | +$212,487,704 | $232.65 | 397 |
| 2025 Q3 | 20,139,547 | $5,550,497,351 | -$133,043,971 | $275.66 | 407 |
| 2025 Q2 | 20,551,979 | $4,732,877,004 | +$208,703,816 | $230.28 | 379 |
| 2025 Q1 | 19,690,202 | $4,329,250,153 | +$119,481,766 | $219.90 | 379 |
| 2024 Q4 | 19,033,998 | $4,696,180,126 | -$32,952,841 | $246.72 | 384 |
| 2024 Q3 | 19,125,294 | $4,498,401,784 | +$42,975,351 | $235.40 | 382 |
| 2024 Q2 | 18,832,322 | $4,605,978,642 | -$193,933,789 | $244.57 | 390 |
| 2024 Q1 | 19,671,046 | $4,852,810,314 | +$590,574,443 | $246.74 | 363 |
| 2023 Q4 | 17,441,973 | $3,021,536,463 | +$124,071,635 | $173.24 | 292 |
| 2023 Q3 | 16,471,710 | $3,008,221,028 | +$51,966,904 | $182.63 | 245 |
| 2023 Q2 | 16,159,475 | $2,781,721,724 | -$43,845,892 | $172.14 | 210 |
| 2023 Q1 | 16,462,223 | $2,049,162,506 | +$75,461,372 | $124.48 | 193 |
| 2022 Q4 | 15,884,127 | $1,674,006,987 | -$30,899,886 | $105.38 | 188 |
| 2022 Q3 | 16,182,100 | $1,701,946,813 | +$7,974,054 | $104.71 | 158 |
| 2022 Q2 | 16,089,608 | $1,458,414,333 | +$27,205,690 | $90.64 | 149 |
| 2022 Q1 | 15,758,294 | $1,784,050,515 | -$38,918,740 | $113.21 | 168 |
| 2021 Q4 | 16,077,559 | $1,946,538,227 | +$998,423 | $121.06 | 148 |
| 2021 Q3 | 16,006,294 | $1,927,651,389 | -$32,853,158 | $120.40 | 150 |
| 2021 Q2 | 16,236,906 | $2,292,593,447 | -$9,579,374 | $141.20 | 156 |
| 2021 Q1 | 16,170,854 | $2,286,827,029 | +$147,217,837 | $141.41 | 152 |
| 2020 Q4 | 15,088,369 | $2,716,339,715 | +$156,158,825 | $180.03 | 176 |
| 2020 Q3 | 14,033,189 | $1,989,819,765 | +$18,069,432 | $141.81 | 180 |
| 2020 Q2 | 13,873,450 | $2,257,119,407 | +$133,710,260 | $162.71 | 159 |
| 2020 Q1 | 13,155,420 | $1,459,560,769 | +$46,385,408 | $110.95 | 142 |
| 2019 Q4 | 12,746,352 | $1,401,448,953 | +$16,248,344 | $109.95 | 128 |
| 2019 Q3 | 12,628,888 | $1,201,509,733 | +$136,095,028 | $95.14 | 129 |
| 2019 Q2 | 11,208,872 | $1,146,245,652 | +$76,497,188 | $102.27 | 143 |
| 2019 Q1 | 10,577,647 | $839,860,577 | +$20,035,197 | $79.40 | 131 |
| 2018 Q4 | 10,454,035 | $619,025,057 | -$20,124,429 | $59.22 | 116 |
| 2018 Q3 | 10,542,085 | $826,569,584 | +$27,198,993 | $78.40 | 134 |
| 2018 Q2 | 10,266,999 | $627,824,178 | +$76,143,949 | $61.15 | 120 |
| 2018 Q1 | 9,231,429 | $377,100,782 | -$239,462 | $40.85 | 109 |
| 2017 Q4 | 9,311,491 | $386,375,616 | +$24,025,912 | $41.50 | 109 |
| 2017 Q3 | 8,433,556 | $404,254,648 | +$65,375,394 | $47.95 | 94 |
| 2017 Q2 | 7,081,410 | $230,854,395 | +$48,077,889 | $32.60 | 69 |
| 2017 Q1 | 5,605,704 | $152,214,387 | +$26,362,331 | $27.20 | 41 |
| 2016 Q4 | 5,009,927 | $119,485,005 | +$3,642,513 | $23.85 | 38 |
| 2016 Q3 | 4,862,452 | $94,264,101 | +$7,350,192 | $19.44 | 33 |
| 2016 Q2 | 4,490,596 | $64,738,529 | -$861,346 | $14.46 | 31 |
| 2016 Q1 | 4,680,206 | $57,123,000 | -$2,034,189 | $12.24 | 32 |
| 2015 Q4 | 4,624,079 | $67,511,950 | +$6,255,130 | $14.60 | 41 |
| 2015 Q3 | 4,162,084 | $70,124,608 | +$8,601,844 | $16.85 | 42 |
| 2015 Q2 | 3,782,926 | $53,339,000 | +$52,634,000 | $14.10 | 30 |