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Security record · archived quarter

APPF

AppFolio Inc. · Technology · Software - Application

212.13 -3.0% mkt cap $7.51B quote delayed (FMP) · as of Oct 16 22:08 UTC · separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
115Tracked holders
0Δ holders
14.49MShares held
$3.37BReported value
+1New positions
−0Exits
Stable Conviction score 55/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +4.5% · net new positions +0.9% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 107 -3 14.12M $2.26B +6 −9
Q1 2026 113 -1 12.87M $2.03B +4 −6
Q4 2025 115 0 14.49M $3.37B +1 n/a
Q3 2025 19 0 8.29M $2.29B +2 −3
Q2 2025 17 0 7.78M $1.79B +1 −1
Q1 2025 14 +1 2.41M $529.19M +1 n/a
Q4 2024 13 0 2.88M $710.60M +1 −1
Q3 2024 12 -2 1.87M $439.76M +1 −3
Q2 2024 14 n/a 1.51M $369.27M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group ✦ (passive) 2.56M +4.1% $595.69M 0.0% ▲ Add 3 SEC ↗ ×5
2 BlackRock ✦ (passive) 2.37M -1.9% $551.00M 0.0% ▼ Trim 3 SEC ↗ ×17
3 Principal Financial Group Inc 1.25M n/a $289.88M 0.1% n/c 1 SEC ↗ ×4
4 State Street Global Advisors ✦ (passive) 685.66K +1.1% $159.52M 0.0% ▲ Add 5 SEC ↗
5 T. Rowe Price ✦ 669.32K +17.2% $155.72M 0.0% ▲ Add 7 SEC ↗ ×2
6 Kayne Anderson Rudnick Investment… 520.51K n/a $121.10M 0.3% n/c 1 SEC ↗ ×2
7 Geode Capital Management ✦ (passive) 472.49K +2.5% $109.95M 0.0% ▲ Add 7 SEC ↗ ×2
8 Invesco Ltd. 416.26K n/a $96.84M 0.0% n/c 1 SEC ↗ ×9
9 Arrowstreet Capital ✦ 361.10K +13.8% $84.01M 0.0% ▲ Add 7 SEC ↗
10 Citadel Advisors ✦ 358.92K +1230.5% $83.50M 0.1% ▲ Add 5 SEC ↗ ×2
11 Dimensional Fund Advisors Lp 287.03K n/a $66.78M 0.0% n/c 1 SEC ↗ ×5
12 Bank Of America Corp /De/ 283.96K n/a $66.06M 0.0% n/c 1 SEC ↗ ×8
13 Millennium Management ✦ 281.50K +158.6% $65.49M 0.0% ▲ Add 7 SEC ↗
14 Morgan Stanley ✦ 275.55K +12.8% $64.11M 0.0% ▲ Add 2 SEC ↗ ×11
15 Fidelity (FMR) ✦ 259.66K -47.5% $60.41M 0.0% ▼ Trim 3 SEC ↗ ×6
16 Northern Trust Corp 212.28K n/a $49.39M 0.0% n/c 1 SEC ↗ ×7
17 First Trust Advisors Lp 182.59K n/a $42.48M 0.0% n/c 1 SEC ↗
18 Bank of New York Mellon Corp 179.16K n/a $41.68M 0.0% n/c 1 SEC ↗ ×12
19 Marshall Wace ✦ 169.93K +42.1% $39.53M 0.0% ▲ Add 4 SEC ↗ ×2
20 Charles Schwab Investment… 154.95K n/a $36.05M 0.0% n/c 1 SEC ↗
21 Renaissance Technologies ✦ 146.52K -10.9% $34.09M 0.1% ▼ Trim 7 SEC ↗
22 Caisse De Depot Et Placement Du… 139.63K n/a $32.48M 0.1% n/c 1 SEC ↗
23 Jennison Associates Llc 129.40K n/a $30.11M 0.0% n/c 1 SEC ↗ ×2
24 Wealth Enhancement Advisory… 109.09K n/a $25.62M 0.0% n/c 1 SEC ↗
25 Two Sigma Investments ✦ 99.88K +612.9% $23.24M 0.0% ▲ Add 2 SEC ↗
26 Wells Fargo & Company/Mn 99.52K n/a $23.15M 0.0% n/c 1 SEC ↗ ×4
27 Raymond James Financial Inc 97.92K n/a $23.04M 0.0% n/c 1 SEC ↗ ×3
28 Norges Bank ✦ (passive) 97.98K New $22.79M 0.0% New 1 SEC ↗
29 Russell Investments Group, Ltd. 85.61K n/a $19.92M 0.0% n/c 1 SEC ↗ ×12
30 JPMorgan Chase ✦ 80.66K -25.8% $18.76M 0.0% ▼ Trim 2 SEC ↗ ×5
31 Loomis Sayles & Co L P 63.94K n/a $14.88M 0.0% n/c 1 SEC ↗ ×2
32 Nuveen, LLC 62.48K n/a $14.54M 0.0% n/c 1 SEC ↗ ×3
33 Rhumbline Advisers 60.88K n/a $14.16M 0.0% n/c 1 SEC ↗
34 Envestnet Asset Management Inc 60.65K n/a $14.11M 0.0% n/c 1 SEC ↗
35 UBS AM, a distinct business unit of… 57.77K n/a $13.44M 0.0% n/c 1 SEC ↗ ×10
36 New York State Common Retirement… 57.62K n/a $13.41M 0.0% n/c 1 SEC ↗
37 Blair William & Co/Il 53.63K n/a $12.48M 0.0% n/c 1 SEC ↗
38 Rockefeller Capital Management L.P. 52.42K n/a $12.19M 0.0% n/c 1 SEC ↗ ×2
39 Tidal Investments LLC 46.76K n/a $10.88M 0.0% n/c 1 SEC ↗
40 Goldman Sachs Group ✦ 44.96K +37.4% $10.46M 0.0% ▲ Add 2 SEC ↗ ×3
41 LPL Financial LLC 44.59K n/a $10.37M 0.0% n/c 1 SEC ↗
42 Royal Bank Of Canada 43.88K n/a $10.21M 0.0% n/c 1 SEC ↗ ×8
43 Swiss National Bank 42.84K n/a $9.97M 0.0% n/c 1 SEC ↗
44 Bridgewater Associates ✦ 42.44K +4.5% $9.87M 0.0% ▲ Add 2 SEC ↗
45 Quantinno Capital Management LP 41.22K n/a $9.59M 0.0% n/c 1 SEC ↗
46 Creative Planning 41.00K n/a $9.54M 0.0% n/c 1 SEC ↗
47 Sei Investments Co 40.01K n/a $9.31M 0.0% n/c 1 SEC ↗ ×2
48 UBS Group AG 39.97K n/a $9.30M 0.0% n/c 1 SEC ↗ ×3
49 Nordea Investment Management Ab 37.56K n/a $8.79M 0.0% n/c 1 SEC ↗ ×4
50 Squarepoint Ops LLC 37.60K n/a $8.75M 0.0% n/c 1 SEC ↗
51 Legal & General Group Plc 33.43K n/a $7.78M 0.0% n/c 1 SEC ↗ ×3
52 Man Group plc 32.04K n/a $7.45M 0.0% n/c 1 SEC ↗ ×2
53 AQR Capital Management ✦ 30.30K +17.3% $7.05M 0.0% ▲ Add 7 SEC ↗ ×6
54 Barclays Plc 29.82K n/a $6.94M 0.0% n/c 1 SEC ↗ ×2
55 Balyasny Asset Management L.P. 25.46K n/a $5.92M 0.0% n/c 1 SEC ↗
56 Alliancebernstein L.P. 24.67K n/a $5.74M 0.0% n/c 1 SEC ↗
57 Ameriprise Financial Inc 22.74K n/a $5.29M 0.0% n/c 1 SEC ↗ ×2
58 Victory Capital Management Inc 22.45K n/a $5.22M 0.0% n/c 1 SEC ↗
59 California State Teachers… 20.65K n/a $4.80M 0.0% n/c 1 SEC ↗
60 Janus Henderson Group Plc 19.87K n/a $4.62M 0.0% n/c 1 SEC ↗ ×2
61 Franklin Resources Inc 19.63K n/a $4.57M 0.0% n/c 1 SEC ↗ ×6
62 State Board Of Administration Of… 18.13K n/a $4.22M 0.0% n/c 1 SEC ↗
63 Manufacturers Life Insurance… 16.69K n/a $3.88M 0.0% n/c 1 SEC ↗
64 Citigroup Inc 13.21K n/a $3.07M 0.0% n/c 1 SEC ↗ ×2
65 Bnp Paribas Financial Markets 11.34K n/a $2.64M 0.0% n/c 1 SEC ↗
66 Prudential Financial Inc 9.44K n/a $2.22M 0.0% n/c 1 SEC ↗ ×2
67 Daiwa Securities Group Inc. 8.57K n/a $1.99M 0.0% n/c 1 SEC ↗
68 Parnassus Investments, Llc 8.44K n/a $1.96M 0.0% n/c 1 SEC ↗
69 Stifel Financial Corp 8.41K n/a $1.96M 0.0% n/c 1 SEC ↗
70 Zurcher Kantonalbank (Zurich… 6.68K n/a $1.55M 0.0% n/c 1 SEC ↗
71 Assetmark, Inc 6.22K n/a $1.45M 0.0% n/c 1 SEC ↗
72 D. E. Shaw & Co. ✦ 5.87K -28.9% $1.37M 0.0% ▼ Trim 7 SEC ↗
73 Gotham Asset Management ✦ 5.79K +61.8% $1.35M 0.0% ▲ Add 7 SEC ↗
74 Universal- Beteiligungs- und… 5.42K n/a $1.26M 0.0% n/c 1 SEC ↗
75 Commonwealth Equity Services, Llc 4.31K n/a $1.00M 0.0% n/c 1 SEC ↗
76 Susquehanna International Group, Llp 4.17K n/a $970,151 0.0% n/c 1 SEC ↗
77 Pacer Advisors, Inc. 3.57K n/a $829,630 0.0% n/c 1 SEC ↗
78 Truist Financial Corp 3.50K n/a $814,042 0.0% n/c 1 SEC ↗ ×2
79 Pictet Asset Management Holding SA 3.40K n/a $789,847 0.0% n/c 1 SEC ↗
80 Cerity Partners LLC 3.06K n/a $712,840 0.0% n/c 1 SEC ↗ ×3
81 Bank Of Montreal /Can/ 3.03K n/a $704,698 0.0% n/c 1 SEC ↗ ×4
82 Ensign Peak Advisors, Inc 3.01K n/a $699,346 0.0% n/c 1 SEC ↗
83 Deutsche Bank Ag\ 2.71K n/a $630,481 0.0% n/c 1 SEC ↗ ×5
84 Simplex Trading, Llc 2.63K n/a $612,334 0.0% n/c 1 SEC ↗
85 Cetera Investment Advisers 2.57K n/a $598,840 0.0% n/c 1 SEC ↗
86 Pnc Financial Services Group, Inc. 2.52K n/a $587,210 0.0% n/c 1 SEC ↗ ×4
87 Baird Financial Group, Inc. 2.48K n/a $577,437 0.0% n/c 1 SEC ↗ ×2
88 American Century Companies Inc 2.46K n/a $571,156 0.0% n/c 1 SEC ↗
89 Neuberger Berman Group LLC 2.43K n/a $564,641 0.0% n/c 1 SEC ↗ ×2
90 Lazard Asset Management Llc 2.40K n/a $557,197 0.0% n/c 1 SEC ↗
91 Us Bancorp \De\ 2.36K n/a $549,752 0.0% n/c 1 SEC ↗ ×3
92 Cwm, Llc 2.36K n/a $549,000 0.0% n/c 1 SEC ↗
93 Hsbc Holdings Plc 2.33K n/a $542,614 0.0% n/c 1 SEC ↗ ×4
94 Captrust Financial Advisors 2.27K n/a $528,348 0.0% n/c 1 SEC ↗
95 Voya Investment Management Llc 2.15K n/a $500,895 0.0% n/c 1 SEC ↗
96 Aviva Plc 2.11K n/a $491,589 0.0% n/c 1 SEC ↗
97 Mercer Global Advisors Inc /Adv 2.10K n/a $489,770 0.0% n/c 1 SEC ↗
98 Federated Hermes, Inc. 1.94K n/a $450,992 0.0% n/c 1 SEC ↗ ×2
99 HighTower Advisors, LLC 1.80K n/a $419,340 0.0% n/c 1 SEC ↗
100 Bank Of Nova Scotia 1.79K n/a $417,607 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $22.79M 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 394 holders, 21.43M shares, $3.25B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 21 DUCA MAURICE J

10% owner · 62 sh · $13,897

Aug 21 DUCA MAURICE J

10% owner · 94 sh · $20,907

Aug 21 DUCA MAURICE J

10% owner · 1.01K sh · $223,765

Aug 21 DUCA MAURICE J

10% owner · 92 sh · $19,755

Aug 21 DUCA MAURICE J

10% owner · 35 sh · $7,749

Aug 21 DUCA MAURICE J

10% owner · 17 sh · $3,678

Aug 21 DUCA MAURICE J

10% owner · 8 sh · $1,745

Aug 21 DUCA MAURICE J

10% owner · 694 sh · $155,546

Aug 21 DUCA MAURICE J

10% owner · 365 sh · $80,800

Aug 21 DUCA MAURICE J

10% owner · 92 sh · $20,069

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 13 SC 13D/A: DUCA MAURICE J

21.2% of class · View original SEC filing ↗

Aug 05 SC 13G/A: PRINCIPAL GLOBAL INVESTORS

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API