APPF

Appfolio Inc - A$181.45 3.45%
Information TechnologyUSCUSIP 03783C100· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
284
-9 QoQ
13F Value (tracked)
$3.2B
Insider Net · 180d
-$8.5M
0↑ 6↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)37 adding · 18 trimming
Insider net (180d)-$8.5M

Price & smart-money activity

$181.45 3.45%5Y +33.6%
$70.18$135.57$200.96$266.35$331.742021202220232024202520265242212220203316420284420216332529329332725227467282171516957219685646745922072773106183176897411898511104763199
Hover for who · click for detailEnd-of-day closing prices52w $143.34 – $321.25
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Ask your agent what changed in APPF

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/APPF/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for APPF.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

284 tracked 13F filers
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$402.0M
2.5M
+7.5%
Added · +179K sh
Q1 2026
2PRINCIPAL FINANCIAL GROUP INC
$237.7M
1.5M
+21%
Added · +260K sh
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$234.4M
1.5M
New
+1.5M sh
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$165.4M
1.0M
New
+1.0M sh
Q1 2026
5Ashe Capital Management, LP
$165.4M
1.0M
−2.8%
Reduced · −30K sh
Q1 2026
6STATE STREET CORP
$113.9M
722K
+5.3%
Added · +36K sh
Q1 2026
7WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
$101.5M
643K
+0.8%
Added · +5K sh
Q1 2026
8Nellore Capital Management LLC
$100.4M
636K
+20%
Added · +107K sh
Q1 2026
9PRICE T ROWE ASSOCIATES INC /MD/
$81.0M
513K
−23%
Reduced · −156K sh
Q1 2026
10GEODE CAPITAL MANAGEMENT, LLC
$79.9M
506K
+7.2%
Added · +34K sh
Q1 2026
11KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$71.7M
454K
−13%
Reduced · −66K sh
Q1 2026
12ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$60.7M
385K
+6.5%
Added · +23K sh
Q1 2026
13JACOBS LEVY EQUITY MANAGEMENT, INC
$57.9M
367K
+97%
Added · +181K sh
Q1 2026
14BANK OF AMERICA CORP /DE/
$54.5M
346K
+22%
Added · +62K sh
Q1 2026
15Keenan Capital, LLC
$52.8M
335K
New
+335K sh
Q1 2026
16Caledonia (Private) Investments Pty Ltd
$51.8M
328K
−1.3%
Reduced · −4K sh
Q1 2026
17DF DENT & CO INC
$50.6M
321K
−20%
Reduced · −81K sh
Q1 2026
18MORGAN STANLEY
$48.5M
307K
+12%
Added · +32K sh
Q1 2026
19DIMENSIONAL FUND ADVISORS LP
$46.8M
297K
+3.3%
Added · +10K sh
Q1 2026
20NORTHERN TRUST CORP
$42.0M
266K
+25%
Added · +54K sh
Q1 2026
21GILDER GAGNON HOWE & CO LLC
$41.9M
265K
−37%
Reduced · −154K sh
Q1 2026
22RENAISSANCE TECHNOLOGIES LLC
$35.9M
227K
+55%
Added · +81K sh
Q1 2026
23Fiera Capital Corp
$34.8M
220K
+3.4%
Added · +7K sh
Q1 2026
24Lead Edge Capital Management, LLC
$33.2M
210K
New
+210K sh
Q1 2026
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$26.0M
165K
+6.3%
Added · +10K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
6
funds
Added
31
funds
Reduced
18
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$8.5M
6 insiders
Net
-$8.5M
42 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jul 16, 2026DUCA MAURICE J10% OwnerSell (S)2K$437K
Jul 16, 2026DUCA MAURICE J10% OwnerSell (S)3K$577K
Jul 16, 2026DUCA MAURICE J10% OwnerSell (S)2K$288K
Jul 16, 2026DUCA MAURICE J10% OwnerSell (S)372$67K
Jul 16, 2026DUCA MAURICE J10% OwnerSell (S)3K$564K
Jul 15, 2026DUCA MAURICE J10% OwnerSell (S)360$65K
Jul 15, 2026DUCA MAURICE J10% OwnerSell (S)102$18K
Jul 15, 2026DUCA MAURICE J10% OwnerSell (S)225$41K
Jul 13, 2026DUCA MAURICE J10% OwnerSell (S)6K$1.0M
Jul 13, 2026DUCA MAURICE J10% OwnerSell (S)2K$288K
Jul 13, 2026DUCA MAURICE J10% OwnerSell (S)4K$631K
Jul 10, 2026DUCA MAURICE J10% OwnerSell (S)100$18K

Institutional ownership over time

282 funds+38 since Q3 2024
0150299Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $3.2B · 1 values withheld

Funds that own APPF also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT142 funds$61.9B
COSTCO WHOLESALE CORPCOST142 funds$11.5B
NVIDIA CORPNVDA141 funds$88.4B
APPLE INCAAPL140 funds$72.4B
META PLATFORMS INC-CLASS AMETA140 funds$26.4B
AMAZON.COM INCAMZN139 funds$46.9B
ELI LILLY & COLLY139 funds$15.5B
NETFLIX INCNFLX139 funds$8.4B
SERVICENOW INCNOW139 funds$4.3B
BROADCOM INCAVGO138 funds$32.5B
VISA INC-CLASS A SHARESV138 funds$11.9B
ALPHABET INC-CL AGOOGL137 funds$42.6B

Ranked by how many of APPF's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for APPF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.