APPF

Appfolio Inc - A
Information TechnologyUSCUSIP 03783C100◍ Confluence graph
Tracked 13F Holders
348
-158 QoQ
13F Value (tracked)
$3.2B
Insider Net · 180d
-$45.2M
0↑ 6↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)36 adding · 22 trimming
Insider net (180d)-$45.2M

Who owns APPF?

348 tracked 13F filers

348 tracked 13F filers disclose a position in APPF as of the latest SEC 13F filings, a combined $3.2B in reported value. 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.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
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
First observed position
No prior filed position
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$165.4M
1.0M
First observed position
No prior filed position
Q1 2026
5Ashe Capital Management, LP
$168.0M
1.0M
Held
Q2 2026
6STATE STREET CORP
$122.8M
766K
+6.2%
Added · +44K sh
Q2 2026
7WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
$115.7M
722K
+12%
Added · +79K sh
Q2 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
$81.8M
510K
+0.7%
Added · +4K sh
Q2 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
$40.1M
250K
−5.7%
Reduced · −15K sh
Q2 2026
22RENAISSANCE TECHNOLOGIES LLC
$35.9M
227K
+55%
Added · +81K sh
Q1 2026
23Lead Edge Capital Management, LLC
$33.2M
210K
New
+210K sh
Q1 2026
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$26.0M
165K
+6.3%
Added · +10K sh
Q1 2026
25Bank of New York Mellon Corp
$25.2M
160K
−11%
Reduced · −19K 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.

Is APPF being bought or sold by institutions?

Last quarter, 6 funds opened a new position in APPF and 30 added to an existing one, while 22 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
6
funds
Added
30
funds
Reduced
22
funds
Exited
0
funds

Funds that own APPF also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT194 funds$245.7B
AMAZON.COM INCAMZN193 funds$188.8B
ALPHABET INC-CL AGOOGL193 funds$151.9B
NVIDIA CORPNVDA188 funds$363.1B
APPLE INCAAPL186 funds$268.0B
META PLATFORMS INC-CLASS AMETA186 funds$103.7B
BROADCOM INCAVGO182 funds$146.7B
ALPHABET INC-CL CGOOG181 funds$118.2B
VISA INC-CLASS A SHARESV181 funds$55.8B
COSTCO WHOLESALE CORPCOST181 funds$36.2B
ELI LILLY & COLLY180 funds$73.6B
JPMORGAN CHASE & COJPM180 funds$51.2B

Ranked by how many of APPF's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$45.2M
6 insiders
Net
-$45.2M
378 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 21, 2026DUCA MAURICE J10% OwnerSell (S)694$156K
Aug 21, 2026DUCA MAURICE J10% OwnerSell (S)1K$224K
Aug 21, 2026DUCA MAURICE J10% OwnerSell (S)365$81K
Aug 21, 2026DUCA MAURICE J10% OwnerSell (S)92$20K
Aug 21, 2026DUCA MAURICE J10% OwnerSell (S)183$40K
Aug 21, 2026DUCA MAURICE J10% OwnerSell (S)92$20K
Aug 21, 2026DUCA MAURICE J10% OwnerSell (S)62$14K
Aug 21, 2026DUCA MAURICE J10% OwnerSell (S)94$21K
Aug 21, 2026DUCA MAURICE J10% OwnerSell (S)35$8K
Aug 21, 2026DUCA MAURICE J10% OwnerSell (S)8$2K
Aug 21, 2026DUCA MAURICE J10% OwnerSell (S)17$4K
Aug 21, 2026DUCA MAURICE J10% OwnerSell (S)8$2K

Institutional ownership over time

169 funds-100 since Q3 2024
0171341Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $772.8M · 1 values withheld

Recent filings

15 shown

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Connected entities for APPF

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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.

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.