Security record · archived quarter
APPF
AppFolio Inc. · Technology · Software - Application
107Tracked holders
-3Δ holders
14.12MShares held
$2.26BReported value
+6New positions
−9Exits
Momentum inputs (comparable managers):
holder breadth -2.7% ·
share flow +9.2% ·
net new positions -2.8%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
| 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 | — |
| Q4 2024 | 13 | 0 | 2.88M | $710.60M | +1 | −1 |
| Q3 2024 | 12 | -2 | 1.87M | $439.76M | +1 | −3 |
| Q2 2024 | 14 | — | 1.51M | $369.27M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 2.65M | +3.9% | $424.27M | 0.0% | ▲ Add | 5 | SEC ↗ ×17 |
| 2 | Principal Financial Group Inc | 1.61M | +6.6% | $257.39M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Vanguard Capital Management Llc | 1.04M | -0.6% | $166.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 766.13K | +6.2% | $122.85M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 700.36K | +36.4% | $112.30M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 581.83K | +89.3% | $93.30M | 0.0% | ▲ Add | 4 | SEC ↗ ×16 |
| 7 | Geode Capital Management ✦ (passive) | 509.84K | +0.7% | $81.77M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | Neuberger Berman Group LLC | 394.16K | +26072.5% | $63.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Kayne Anderson Rudnick Investment… | 351.85K | -22.6% | $56.42M | 0.2% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Invesco Ltd. | 334.09K | +216.0% | $53.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 11 | Dimensional Fund Advisors Lp | 321.99K | +8.6% | $51.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 12 | Bank Of America Corp /De/ | 297.07K | -14.0% | $47.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 13 | Northern Trust Corp | 269.60K | +1.3% | $43.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 14 | Fidelity (FMR) ✦ | 251.07K | +95.5% | $40.26M | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 15 | Jennison Associates Llc | 238.17K | +212.9% | $38.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Arrowstreet Capital ✦ | 234.10K | -39.1% | $37.54M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 17 | Wellington Management ✦ | 224.90K | New | $36.06M | 0.0% | New | 1 | SEC ↗ ×3 |
| 18 | Renaissance Technologies ✦ | 185.84K | -18.2% | $29.80M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 176.92K | +436.1% | $27.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Charles Schwab Investment… | 165.03K | +0.2% | $26.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Bank of New York Mellon Corp | 146.70K | -8.2% | $23.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 22 | Wells Fargo & Company/Mn | 141.32K | +47.0% | $22.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 23 | Caisse De Depot Et Placement Du… | 137.95K | -9.6% | $22.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | UBS Group AG | 137.69K | +37.5% | $22.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 25 | First Trust Advisors Lp | 128.66K | +4.6% | $20.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 128.13K | -1.7% | $20.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 27 | Federated Hermes, Inc. | 123.85K | +5375.3% | $19.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | Royal Bank Of Canada | 108.54K | +106.9% | $17.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 29 | JPMorgan Chase ✦ | 108.07K | 0.0% | $17.10M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 30 | Point72 Asset Management ✦ | 101.16K | +428.7% | $16.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Raymond James Financial Inc | 97.60K | -7.1% | $15.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 32 | Norges Bank ✦ (passive) | 95.58K | New | $15.33M | 0.0% | New | 1 | SEC ↗ |
| 33 | Envestnet Asset Management Inc | 87.96K | +25.6% | $14.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Nuveen, LLC | 73.30K | -5.0% | $11.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 35 | Millennium Management ✦ | 69.42K | -51.1% | $11.13M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 36 | Goldman Sachs Group ✦ | 66.10K | -40.4% | $10.60M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 37 | Rhumbline Advisers | 63.17K | -1.7% | $10.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | New York State Common Retirement… | 62.34K | +3.1% | $10.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Loomis Sayles & Co L P | 60.69K | -2.6% | $9.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 40 | UBS AM, a distinct business unit of… | 58.20K | +0.7% | $9.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 41 | Gotham Asset Management ✦ | 55.95K | +208.3% | $8.97M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 42 | Quantinno Capital Management LP | 53.02K | +5.1% | $8.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Swiss National Bank | 46.36K | +6.9% | $7.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 43.79K | -63.3% | $7.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 45 | Creative Planning | 40.30K | -0.6% | $6.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 46 | Assenagon Asset Management S.A. | 38.61K | New | $6.19M | 0.0% | New | 1 | SEC ↗ ×2 |
| 47 | Blair William & Co/Il | 37.39K | -26.1% | $6.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Legal & General Group Plc | 30.87K | +1.4% | $4.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 49 | Squarepoint Ops LLC | 30.44K | -62.3% | $4.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Balyasny Asset Management L.P. | 28.24K | +887.0% | $4.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Alliancebernstein L.P. | 26.85K | +2.0% | $4.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Nordea Investment Management Ab | 26.18K | -28.7% | $4.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 53 | State Board Of Administration Of… | 23.90K | +31.9% | $3.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | BNP Paribas Asset Management… | 18.92K | +4352.2% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 55 | Franklin Resources Inc | 18.78K | -3.7% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 56 | Victory Capital Management Inc | 18.37K | -19.1% | $2.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Sei Investments Co | 16.88K | -76.0% | $2.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 58 | Manufacturers Life Insurance… | 16.54K | -2.4% | $2.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Man Group plc | 16.38K | -63.4% | $2.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 60 | Two Sigma Investments ✦ | 15.97K | -87.2% | $2.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 61 | Marshall Wace ✦ | 14.83K | -84.2% | $2.38M | 0.0% | ▼ Trim | 6 | SEC ↗ ×3 |
| 62 | Connor, Clark & Lunn Investment… | 13.73K | +56.3% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 63 | Cerity Partners LLC | 13.72K | +12.9% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 64 | Stifel Financial Corp | 12.32K | -12.2% | $1.98M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 65 | Parnassus Investments, Llc | 11.53K | +7.7% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | LPL Financial LLC | 11.12K | -75.9% | $1.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Zurcher Kantonalbank (Zurich… | 10.70K | +11.9% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Pacer Advisors, Inc. | 8.61K | -88.0% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Barclays Plc | 8.61K | -65.9% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 70 | Citigroup Inc | 7.75K | +1.6% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 71 | Fifth Third Bancorp | 7.49K | -12.9% | $1.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | AQR Capital Management ✦ | 7.24K | -49.5% | $1.15M | 0.0% | ▼ Trim | 9 | SEC ↗ ×5 |
| 73 | Daiwa Securities Group Inc. | 6.13K | -37.1% | $982,785 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Capstone Investment Advisors, Llc | 5.96K | New | $956,488 | 0.0% | New | 1 | SEC ↗ |
| 75 | Assetmark, Inc | 5.46K | -9.6% | $876,152 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Truist Financial Corp | 5.25K | +3.0% | $842,158 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 77 | Bank Of Montreal /Can/ | 4.82K | -0.5% | $772,247 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 78 | Universal- Beteiligungs- und… | 4.82K | -20.8% | $772,245 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | D. E. Shaw & Co. ✦ | 3.86K | -87.6% | $618,470 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 80 | Us Bancorp \De\ | 3.72K | +58.0% | $596,983 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 81 | Lazard Asset Management Llc | 3.69K | +8.5% | $592,012 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Pictet Asset Management Holding SA | 3.61K | 0.0% | $579,345 | 0.0% | Held | 3 | SEC ↗ |
| 83 | Pnc Financial Services Group, Inc. | 3.60K | +32.1% | $576,779 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 84 | Mitsubishi UFJ Trust & Banking Corp | 3.60K | New | $576,458 | 0.0% | New | 1 | SEC ↗ |
| 85 | Deutsche Bank Ag\ | 3.44K | +26.4% | $551,123 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 86 | State Of Wisconsin Investment Board | 3.38K | -60.4% | $541,502 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Baird Financial Group, Inc. | 3.19K | +1.5% | $511,677 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 88 | Mml Investors Services, Llc | 3.12K | +22.0% | $500,853 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Aviva Plc | 2.80K | +10.2% | $448,659 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Bank Of Nova Scotia | 2.36K | -9.5% | $378,266 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | American Century Companies Inc | 2.35K | -1.1% | $376,341 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Bnp Paribas Financial Markets | 2.26K | -21.8% | $362,551 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Voya Investment Management Llc | 2.22K | +3.6% | $356,618 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Corient Private Wealth LP | 2.04K | +36.3% | $326,424 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Mercer Global Advisors Inc /Adv | 1.95K | +11.6% | $312,872 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Captrust Financial Advisors | 1.94K | +26.6% | $310,277 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Commonwealth Equity Services, Llc | 1.43K | +2.7% | $229,300 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Ensign Peak Advisors, Inc | 1.41K | -82.7% | $226,575 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Cetera Investment Advisers | 1.38K | -47.7% | $220,802 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Osaic Holdings, Inc. | 1.02K | +201.2% | $163,921 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $36.06M | 0.0% |
| Norges Bank | $15.33M | 0.0% |
| Assenagon Asset Management… | $6.19M | 0.0% |
| Capstone Investment Advisors… | $956,488 | 0.0% |
| Mitsubishi UFJ Trust &… | $576,458 | 0.0% |
Exited
| Citadel Advisors | $11.17M | was 0.0% |
| Tidal Investments LLC | $8.01M | was 0.0% |
| Qube Research & Technologies… | $4.49M | was 0.0% |
| Bridgewater Associates | $2.88M | was 0.0% |
| Prudential Financial Inc | $1.46M | was 0.0% |
| Amundi | $609,027 | was 0.0% |
| Canada Pension Plan… | $457,678 | was 0.0% |
| Susquehanna International… | $352,412 | was 0.0% |
| Optiver Holding B.V. | $26,356 | was 0.0% |
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.
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
Aug 13
SC 13D/A — DUCA MAURICE J
21.2% of class · View original SEC filing ↗
Aug 05
SC 13G/A — PRINCIPAL GLOBAL INVESTORS
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: Q2 2026 ·
Methodology ·
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