13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
APPF

AppFolio, Inc.

409 institutions still hold AppFolio, Inc. as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 03783c100·409 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.7%
vs prior quarter
13F value held
$2.3B
56.0% inst. owned
of float
Holders
409
-66 QoQ
filers reporting
Activity
+50 / −85
+911 added · −738 reduced
this quarter
Concentration
17.87%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

409 institutions reported APPF in Q1 2026. BlackRock, Inc. leads at 17.9% of the visible book. -66 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$402M2.5M0.01%Q1 202602
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$238M1.5M0.13%Q1 202603
Vanguard Portfolio Management
CIK 0002100121
$234M1.5M0.01%Q1 202604
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$165M1.0M0.00%Q1 202605
Ashe Capital Management, LP
CIK 0001632715
$165M1.0M20.74%Q1 202606
Nellore Capital Management LLC
CIK 0001846677
$123M530K13.80%Q4 202507
STATE STREET CORP
CIK 0000093751
$114M722K0.00%Q1 202608
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CIK 0001644956
$102M643K0.34%Q1 202609
CITADEL ADVISORS LLC
CIK 0001423053
$97M415K0.01%Q4 202510
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$80M506K0.01%Q1 202611
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
CIK 0001021223
$72M454K0.21%Q1 202612
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
$61M385K0.03%Q1 202613
JACOBS LEVY EQUITY MANAGEMENT, INC
CIK 0000884414
$58M367K0.24%Q1 202614
BANK OF AMERICA CORP /DE/
CIK 0000070858
$55M346K0.00%Q1 202615
Keenan Capital, LLC
CIK 0001647363
$53M335K11.14%Q1 202616
Caledonia (Private) Investments Pty Ltd
CIK 0001352924
$52M328K1.51%Q1 202617
MORGAN STANLEY
CIK 0000895421
$48M307K0.00%Q1 202618
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$47M297K0.01%Q1 202619
Greenstone Partners & Co., LLC
CIK 0001845565
$43M273K10.93%Q1 202620
NORTHERN TRUST CORP
CIK 0000073124· Index
$42M266K0.01%Q1 2026
Page 1 of 21
389 more holders available. Log in →