APPFOLIO INC (APPF) — Institutional Holders, Q2 2026

396 institutional investment managers reported a APPF position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← APPF stock profile

APPF in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

158

Trimmed

134

Sold out

Biggest buyers

LONDON OF VIRGINIANew · +703,151 sh+$112.8M
Neuberger Berman GroupNew · +394,158 sh+$63.2M
MORGAN STANLEYAdded · +274,536 sh+$44.0M
Invesco Ltd.Added · +228,367 sh+$36.6M
WELLINGTON MANAGEMENT GROUP LLPNew · +224,904 sh+$36.1M

Biggest sellers

JACOBS LEVY EQUITY MANAGEMENTTrimmed · -340,420 sh-$54.6M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTrimmed · -150,429 sh-$24.1M
TWO SIGMA INVESTMENTSTrimmed · -108,342 sh-$17.4M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENTTrimmed · -102,616 sh-$16.5M
Fiera CapitalTrimmed · -94,240 sh-$15.1M

APPF 13F holders ranked 1–100 of 396

Institutional investors reporting a position in APPFOLIO INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 2,645,927 sh	2,645,927	$424.3M	<0.01%	+3.9%
2	PRINCIPAL FINANCIAL GROUP#2 · 1,605,135 sh	1,605,135	$257.4M	0.13%	+6.6%
3	VANGUARD PORTFOLIO MANAGEMENT#3 · 1,490,058 sh	1,490,058	$238.9M	0.01%	+0.3%
4	Ashe Capital Management#4 · 1,047,915 sh	1,047,915	$168.0M	18.04%	0.0%
5	VANGUARD CAPITAL MANAGEMENT#5 · 1,041,438 sh	1,041,438	$167.0M	<0.01%	-0.6%
6	STATE STREET#6 · 766,131 sh	766,131	$122.8M	<0.01%	+6.2%
7	WILLIAM BLAIR INVESTMENT MANAGEMENT#7 · 721,826 sh	721,826	$115.7M	0.35%	+12.2%
8	LONDON OF VIRGINIA#8 · 703,151 sh	703,151	$112.8M	0.64%	New
9	PRICE T ROWE ASSOCIATES#9 · 700,358 sh	700,358	$112.3M	0.01%	+36.4%
10	Nellore Capital Management#10 · 654,865 sh	654,865	$105.0M	11.66%	+2.9%
11	MORGAN STANLEY#11 · 581,826 sh	581,826	$93.3M	<0.01%	+89.3%
12	GEODE CAPITAL MANAGEMENT#12 · 509,837 sh	509,837	$81.8M	<0.01%	+0.7%
13	Lead Edge Capital Management#13 · 399,656 sh	399,656	$64.1M	11.64%	+90.1%
14	Neuberger Berman Group#14 · 394,158 sh	394,158	$63.2M	0.04%	New
15	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#15 · 351,847 sh	351,847	$56.4M	0.18%	-22.6%
16	Keenan Capital#16 · 334,557 sh	334,557	$53.6M	10.61%	0.0%
17	Invesco Ltd.#17 · 334,088 sh	334,088	$53.6M	<0.01%	+216.0%
18	DIMENSIONAL FUND ADVISORS#18 · 321,989 sh	321,989	$51.6M	<0.01%	+8.6%
19	DF DENT#19 · 318,951 sh	318,951	$51.1M	0.97%	-0.5%
20	LONG WALK MANAGEMENT#20 · 304,875 sh	304,875	$48.9M	11.09%	+49.1%
21	BANK OF AMERICA#21 · 297,074 sh	297,074	$47.6M	<0.01%	-14.0%
22	Caledonia (Private) Investments Pty Ltd#22 · 290,462 sh	290,462	$46.6M	1.59%	-11.5%
23	Greenstone Partners#23 · 273,617 sh	273,617	$43.9M	10.14%	0.0%
24	NORTHERN#24 · 269,597 sh	269,597	$43.2M	<0.01%	+1.3%
25	FMR#25 · 251,067 sh	251,067	$40.3M	<0.01%	+95.5%
26	GILDER GAGNON HOWE#26 · 250,264 sh	250,264	$40.1M	0.41%	-5.7%
27	JENNISON ASSOCIATES#27 · 238,166 sh	238,166	$38.2M	0.02%	+212.9%
28	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#28 · 234,100 sh	234,100	$37.5M	0.02%	-39.1%
29	WELLINGTON MANAGEMENT GROUP LLP#29 · 224,904 sh	224,904	$36.1M	<0.01%	New
30	RENAISSANCE TECHNOLOGIES#30 · 185,840 sh	185,840	$29.8M	0.04%	-18.2%
31	NATIXIS ADVISORS#31 · 172,167 sh	172,167	$27.6M	0.03%	+403.6%
32	JONES FINANCIAL COMPANIES LLLP#32 · 176,922 sh	176,922	$27.5M	0.01%	+436.0%
33	CHARLES SCHWAB INVESTMENT MANAGEMENT#33 · 165,025 sh	165,025	$26.5M	<0.01%	+0.2%
34	VANGUARD FIDUCIARY#34 · 154,922 sh	154,922	$24.8M	<0.01%	+0.9%
35	Bank of New York Mellon#35 · 146,702 sh	146,702	$23.5M	<0.01%	-8.2%
36	WELLS FARGO & COMPANY#36 · 141,316 sh	141,316	$22.7M	<0.01%	+47.0%
37	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#37 · 137,947 sh	137,947	$22.1M	0.03%	-9.6%
38	UBS Group AG#38 · 137,692 sh	137,692	$22.1M	<0.01%	+37.5%
39	FIRST ADVISORS#39 · 128,660 sh	128,660	$20.6M	0.01%	+4.6%
40	AMERIPRISE FINANCIAL#40 · 128,132 sh	128,132	$20.5M	<0.01%	-1.7%
41	Fiera Capital#41 · 126,117 sh	126,117	$20.2M	0.07%	-42.8%
42	GW&K Investment Management#42 · 125,191 sh	125,191	$20.1M	0.16%	-1.2%
43	FEDERATED HERMES#43 · 123,852 sh	123,852	$19.9M	0.03%	+5375.3%
44	Sone Capital Management#44 · 116,251 sh	116,251	$18.6M	1.42%	-13.1%
45	ROYAL BANK OF CANADA#45 · 108,539 sh	108,539	$17.4M	<0.01%	+106.9%
46	JPMORGAN CHASE#46 · 108,071 sh	108,071	$17.1M	<0.01%	0.0%
47	Point72 Asset Management, L.P.#47 · 101,162 sh	101,162	$16.2M	0.02%	+428.7%
48	BROWN CAPITAL MANAGEMENT#48 · 99,549 sh	99,549	$16.0M	—	-7.9%
49	RAYMOND JAMES FINANCIAL#49 · 97,598 sh	97,598	$15.6M	<0.01%	-7.1%
50	NORGES BANK#50 · 95,576 sh	95,576	$15.3M	<0.01%	—
51	CROSSLINK CAPITAL#51 · 93,340 sh	93,340	$15.0M	1.11%	+30.6%
52	TenCore Partners#52 · 88,270 sh	88,270	$14.2M	11.02%	-19.7%
53	ENVESTNET ASSET MANAGEMENT#53 · 87,957 sh	87,957	$14.1M	<0.01%	+25.6%
54	Langdon Equity Partners#54 · 85,000 sh	85,000	$13.6M	7.62%	+141.1%
55	HMI Capital#55 · 75,000 sh	75,000	$12.0M	1.69%	New
56	Nuveen#56 · 73,301 sh	73,301	$11.8M	<0.01%	-5.0%
57	Tensile Capital Management#57 · 73,000 sh	73,000	$11.7M	1.62%	+37.7%
58	MILLENNIUM MANAGEMENT#58 · 69,418 sh	69,418	$11.1M	<0.01%	-51.1%
59	GOLDMAN SACHS GROUP#59 · 66,103 sh	66,103	$10.6M	<0.01%	-40.4%
60	RHUMBLINE ADVISERS#60 · 63,170 sh	63,170	$10.1M	<0.01%	-1.7%
61	NEW YORK STATE COMMON RETIREMENT FUND#61 · 62,335 sh	62,335	$10.0M	0.01%	+3.1%
62	LOOMIS SAYLES & L P#62 · 60,685 sh	60,685	$9.7M	0.01%	-2.6%
63	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#63 · 58,195 sh	58,195	$9.3M	<0.01%	+0.7%
64	ZEVENBERGEN CAPITAL INVESTMENTS#64 · 57,300 sh	57,300	$9.2M	—	+49.6%
65	Ranger Investment Management, L.P.#65 · 56,689 sh	56,689	$9.1M	0.57%	-42.5%
66	Gotham Asset Management#66 · 55,947 sh	55,947	$9.0M	0.02%	+208.3%
67	EULAV Asset Management#67 · 55,460 sh	55,460	$8.9M	—	0.0%
68	Quantinno Capital Management#68 · 53,018 sh	53,018	$8.5M	0.01%	+5.1%
69	RIVERBRIDGE PARTNERS#69 · 50,837 sh	50,837	$8.2M	0.23%	-42.3%
70	ROYCE & ASSOCIATES#70 · 49,159 sh	49,159	$7.9M	0.06%	New
71	Granite Investment Partners#71 · 47,738 sh	47,738	$7.7M	0.39%	-2.1%
72	Atika Capital Management#72 · 47,500 sh	47,500	$7.6M	0.50%	0.0%
73	Swiss National Bank#73 · 46,360 sh	46,360	$7.4M	<0.01%	+6.9%
74	Russell Investments Group, Ltd.#74 · 43,792 sh	43,792	$7.0M	<0.01%	-63.3%
75	Creative Planning#75 · 40,300 sh	40,300	$6.5M	<0.01%	-0.6%
76	VIRGINIA RETIREMENT SYSTEMS ET Al#76 · 37,462 sh	37,462	$6.0M	0.02%	+163.2%
77	BLAIR WILLIAM#77 · 37,389 sh	37,389	$6.0M	0.02%	-26.1%
78	GREAT WEST LIFE ASSURANCE#78 · 35,596 sh	35,596	$5.7M	<0.01%	+6.0%
79	Legal & General Group Plc#79 · 30,867 sh	30,867	$4.9M	<0.01%	+1.4%
80	Squarepoint Ops#80 · 30,438 sh	30,438	$4.9M	<0.01%	-62.3%
81	BALYASNY ASSET MANAGEMENT L.P.#81 · 28,239 sh	28,239	$4.5M	<0.01%	+887.0%
82	Baker Avenue Asset Management#82 · 27,360 sh	27,360	$4.4M	0.08%	+74.4%
83	JACOBS LEVY EQUITY MANAGEMENT#83 · 26,708 sh	26,708	$4.3M	0.02%	-92.7%
84	ALLIANCEBERNSTEIN L.P.#84 · 26,851 sh	26,851	$4.2M	<0.01%	+2.0%
85	XTX Topco Ltd#85 · 26,230 sh	26,230	$4.2M	0.05%	-37.0%
86	NORDEA INVESTMENT MANAGEMENT AB#86 · 26,183 sh	26,183	$4.1M	<0.01%	-28.7%
87	Retirement Systems of Alabama#87 · 24,854 sh	24,854	$4.0M	0.01%	-16.7%
88	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#88 · 23,899 sh	23,899	$3.8M	<0.01%	+31.8%
89	VANGUARD ASSET MANAGEMENT, Ltd#89 · 23,678 sh	23,678	$3.8M	<0.01%	+21.5%
90	LOS ANGELES CAPITAL MANAGEMENT#90 · 22,833 sh	22,833	$3.7M	0.01%	New
91	Advisors Capital Management#91 · 20,176 sh	20,176	$3.2M	0.03%	+1.8%
92	Assenagon Asset Management S.A.#92 · 19,303 sh	19,303	$3.1M	—	New
93	Orion Porfolio Solutions#93 · 19,187 sh	19,187	$3.1M	0.02%	+56.0%
94	Davidson Kahn Capital Management#94 · 18,930 sh	18,930	$3.0M	—	+6.9%
95	BNP Paribas Asset Management Holding S.A.#95 · 18,922 sh	18,922	$3.0M	<0.01%	+4352.2%
96	FRANKLIN RESOURCES#96 · 18,782 sh	18,782	$3.0M	<0.01%	-3.7%
97	VICTORY CAPITAL MANAGEMENT#97 · 18,371 sh	18,371	$2.9M	<0.01%	-19.1%
98	Alamar Capital Management#98 · 17,950 sh	17,950	$2.9M	1.46%	+12.0%
99	AGF MANAGEMENT LTD#99 · 17,794 sh	17,794	$2.9M	0.01%	-15.6%
100	SEI INVESTMENTS#100 · 16,884 sh	16,884	$2.7M	<0.01%	-76.0%

Funds that sold out of APPF in Q2 2026 (64)

Held APPF at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held APPF in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
CITADEL ADVISORS70,779 sh	70,779	$11.2M
TFJ Management51,739 sh	51,739	$8.2M
Toroso Investments50,768 sh	50,768	$8.0M
Quantum Capital Management, / NJ33,909 sh	33,909	$5.4M
Qube Research & Technologies Ltd28,457 sh	28,457	$4.5M
Trexquant Investment26,145 sh	26,145	$4.1M
Bridgewater Associates18,256 sh	18,256	$2.9M
PRUDENTIAL FINANCIAL9,236 sh	9,236	$1.5M
Campbell & Investment Adviser8,094 sh	8,094	$1.3M
LECAP ASSET MANAGEMENT LTD7,453 sh	7,453	$1.2M
TWINBEECH CAPITAL6,600 sh	6,600	$1.0M
Jump Financial5,124 sh	5,124	$808.7K
Weiss Asset Management4,920 sh	4,920	$776.5K
Lighthouse Investment Partners4,423 sh	4,423	$698.0K
Index Technologies Group4,228 sh	4,228	$667.3K
HUSSMAN STRATEGIC ADVISORS4,200 sh	4,200	$662.8K
Headlands Technologies3,090 sh	3,090	$487.7K
Fieldview Capital Management2,943 sh	2,943	$464.5K
Ashton Thomas Private Wealth2,930 sh	2,930	$462.4K
FORA Capital2,930 sh	2,930	$462.2K
NEW YORK LIFE INVESTMENT MANAGEMENT2,900 sh	2,900	$457.7K
CANADA PENSION PLAN INVESTMENT BOARD2,900 sh	2,900	$457.7K
Global Endowment Management2,859 sh	2,859	$451.0K
Magnetar Financial2,651 sh	2,651	$418.4K
Virtu Financial2,508 sh	2,508	$396.0K
nVerses Capital2,338 sh	2,338	$369.0K
GSA CAPITAL PARTNERS LLP2,332 sh	2,332	$368.0K
Dynamic Technology Lab Private Ltd2,243 sh	2,243	$354.0K
SUSQUEHANNA INTERNATIONAL GROUP, LLP2,233 sh	2,233	$352.4K
Yorktown Management & Research1,950 sh	1,950	$307.7K
DRW Securities1,904 sh	1,904	$300.5K
Crossmark Global1,551 sh	1,551	$244.8K
Aquatic Capital Management1,417 sh	1,417	$223.6K
Mach-1 Financial Group1,383 sh	1,383	$218.3K
MQS Management1,375 sh	1,375	$217.0K
State of Wyoming1,277 sh	1,277	$201.5K
Cache Advisors883 sh	883	$139.4K
Grandeur Peak Global Advisors832 sh	832	$131.3K
VIRTUS ADVISERS740 sh	740	$116.8K
Advisory Services Network516 sh	516	$81.4K
Aster Capital Management (DIFC) Ltd331 sh	331	$72.8K
Optiver Holding B.V.167 sh	167	$26.4K
Strategic Advocates115 sh	115	$18.1K
Addison Advisors88 sh	88	$13.9K
MAI Capital Management67 sh	67	$10.6K
TD PRIVATE CLIENT WEALTH45 sh	45	$7.1K
Larson Financial Group42 sh	42	$6.6K
Root Financial Partners31 sh	31	$4.9K
WealthCollab28 sh	28	$4.4K
Marquette Asset Management21 sh	21	$3.3K
Union Bankshares16 sh	16	$2.5K
HOLLENCREST SECURITIES15 sh	15	$2.4K
Lloyd Advisory Services12 sh	12	$1.9K
Richardson Capital Management11 sh	11	$1.7K
SHP Wealth Management11 sh	11	$1.7K
Rachor Investment Advisory Services9 sh	9	$1.4K
True Wealth Design6 sh	6	$947.00
Bare Financial Services3 sh	3	$473.00
Cornerstone Financial Management3 sh	3	$473.00
Horizon Investments2 sh	2	$316.00
Cassaday & Wealth Management2 sh	2	$316.00
Operose Advisors1 sh	1	$158.00
TWIN PEAKS WEALTH ADVISORS1 sh	1	$158.00
Quantum Portfolio Management7,018 sh	7,018	—

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.