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APPF — APPFOLIO INC

Reported value held$2.03B
Funds holding (latest)49
SectorTechnology
Funds holding (Q2 2026)37
Institutional value$1.38B · 9.28M sh
New / Add / Cut / Exit3 / 17 / 16 / 4
Top-5 / Top-10 concentration66.2% / 81.1%
Institutional holdings change Accumulating +11.8% (+978.71K sh)
Institutional value change Up +11.9%

As of Q2 2026, 37 SEC-registered investment managers reported holding APPF (APPFOLIO INC) in their latest 13F filings, with a combined reported value of $1.38B across 9.28M shares. That is +11.8% by share count (+978.71K shares) versus the previous quarter, while reported value moved +11.9%. Ownership is concentrated: the five largest holders account for 66.2% of reported value and the top ten for 81.1%.

Compared with the prior quarter, 3 opened new positions, 17 added to existing stakes, 16 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

APPF is classified in the Technology sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 2.56M $595.69M 0.01% Add
BlackRock Inc history Q2 2026 2.65M $424.27M 0.01% Add
Principal Global Investors history Q2 2026 1.61M $257.39M 0.13% Add
Morgan Stanley history Q2 2026 581.83K $93.30M 0.01% Add
Geode Capital Management history Q2 2026 509.84K $81.77M 0.00% Add
Invesco Ltd history Q2 2026 334.09K $53.57M 0.00% Add
Bank of America Corp history Q2 2026 297.07K $47.64M 0.00% Reduce
Northern Trust Corp history Q2 2026 269.60K $43.23M 0.01% Add
Fidelity Management & Research (FMR) history Q2 2026 251.07K $40.26M 0.00% Add
Arrowstreet Capital history Q2 2026 234.10K $37.54M 0.02% Reduce
Wellington Management Group history Q2 2026 224.90K $36.06M 0.01% New
Capital World Investors history Q4 2021 262.84K $31.82M 0.01% Hold
Renaissance Technologies history Q2 2026 185.84K $29.80M 0.04% Reduce
Charles Schwab Investment Management history Q2 2026 165.03K $26.46M 0.00% Hold
BNY Mellon history Q2 2026 146.70K $23.52M 0.00% Reduce
Wells Fargo & Co history Q2 2026 141.32K $22.66M 0.00% Add
CDPQ (Caisse de Depot) history Q2 2026 137.95K $22.12M 0.03% Reduce
UBS Group AG history Q2 2026 137.69K $22.08M 0.00% Add
JPMorgan Chase & Co history Q2 2026 108.07K $17.10M 0.00% New
Point72 Asset Management history Q2 2026 101.16K $16.22M 0.02% Add

View all 49 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 2.22M 2.41M 2.40M 2.36M 2.41M 2.37M 2.55M 2.65M
Principal Global Investors 3.94K 3.24K 3.46K 2.96K 2.77K 2.32K 2.15K 5.76K 5.49K 6.17K 151.65K 153.13K 177.83K 181.65K 401.89K 832.89K 1.17M 1.25M 1.51M 1.61M
Morgan Stanley 91.97K 127.20K 160.66K 125.76K 126.99K 121.77K 114.91K 104.78K 206.80K 346.13K 434.87K 174.69K 228.55K 249.69K 267.22K 375.44K 244.18K 275.55K 307.29K 581.83K
Geode Capital Management 315.98K 330.31K 341.01K 343.61K 340.84K 355.44K 374.86K 385.43K 405.55K 432.62K 459.92K 380.29K 413.03K 416.51K 437.06K 438.52K 460.90K 472.49K 506.29K 509.84K
Invesco Ltd 8.09K 12.26K 14.40K 10.95K 12.37K 11.51K 15.79K 60.49K 68.64K 14.08K 204.80K 318.93K 407.48K 340.60K 347.12K 313.87K 395.65K 416.26K 105.72K 334.09K
Bank of America Corp 6.88K 13.23K 10.28K 5.94K 14.84K 17.69K 66.09K 31.98K 34.20K 31.74K 67.34K 57.90K 89.89K 52.71K 136.34K 140.50K 194.12K 283.96K 345.60K 297.07K
Northern Trust Corp 198.76K 197.19K 189.75K 188.08K 182.68K 186.52K 191.69K 200.12K 202.35K 202.13K 207.49K 237.70K 163.77K 192.29K 193.78K 191.26K 245.93K 212.28K 266.14K 269.60K
Fidelity Management & Research (FMR) 23 23 422 379 488 450 604 643 709 7.82K 8.07K 5.55K 60.89K 597.49K 846.18K 574.36K 494.98K 259.66K 128.43K 251.07K
Arrowstreet Capital — — — — — — — — 8.96K 49.66K 60.47K 21.53K 71.35K 233.89K 297.90K 292.77K 317.41K 361.10K 384.53K 234.10K
Wellington Management Group — — — — — 4.88K — — — 107.58K 123.64K 105.18K 97.13K 90.84K 55.26K 44.29K — — — 224.90K
Renaissance Technologies 20.60K — 18.30K 108.90K 96.00K 116.50K 147.00K 117.20K 135.50K 225.20K 257.50K 219.00K 231.70K 249.90K 276.90K 229.10K 164.50K 146.52K 227.28K 185.84K
Charles Schwab Investment Management 131.16K 135.39K 138.98K 140.12K 136.50K 140.35K 142.32K 143.02K 150.07K 170.24K 182.63K 152.67K 176.81K 166.84K 159.54K 159.67K 158.21K 154.95K 164.64K 165.03K
BNY Mellon 245.94K 254.71K 175.43K 181.44K 171.45K 170.64K 151.77K 154.19K 134.76K 134.62K 213.13K 241.80K 201.87K 207.14K 208.32K 221.81K 187.29K 179.16K 159.72K 146.70K
Wells Fargo & Co 17.51K 20.09K 13.49K 2.17K 2.09K 1.55K 8.62K 12.98K 9.40K 9.39K 10.62K 6.05K 6.93K 6.75K 101.87K 102.64K 108.33K 99.52K 96.12K 141.32K
CDPQ (Caisse de Depot) — — — — — — — — — — — — — 28.15K 130.74K 109.87K 148.74K 139.63K 152.59K 137.95K
UBS Group AG 1.29K 5.80K 2.08K 269 279 1.15K 3.21K 11.91K 12.23K 30.80K 27.02K 13.54K 15.03K 25.49K 70.07K 101.78K 53.99K 39.97K 100.14K 137.69K
JPMorgan Chase & Co 87.58K 66.93K 15.96K 19.64K 19.91K 22.64K 4.50K 49.20K 33.51K 107.95K 166.95K 156.20K 161.28K 80.91K 49.77K 48.99K 54.34K 80.66K — 108.07K
Point72 Asset Management — — — — — — — 17 700 400 — — 27.50K — — 6.10K — — 19.14K 101.16K
Norges Bank Investment Management — — — — — 163.72K — — — 221.99K — 261.72K — 275.77K — 149.49K — 97.98K — 95.58K
Millennium Management 10.39K — 26.72K 48.08K 21.99K 24.11K — 25.77K 33.24K 194.20K 132.58K 88.78K 9.92K 5.35K 18.05K 52.28K 108.87K 281.50K 142.07K 69.42K

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