13FBOX
APPFOLIO INC · 13F Institutional Holdings
Options Calculator Rankings
A

APPFOLIO INC

APPF
Institutions
398
Combined AUM (Q2 2026)
$3.81B
Combined Shares (Q2 2026)
23.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+4.7M
223 · 70 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2.6M
208 · 71 Exit · ≈
⚖️ Net
+2.1M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$3.81B
Institutions
398
New Buys
70
Adds
153
Reduces
137
Exits
71
Unchanged
38
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.01%0.01%#157$424.3M2.6M$402.0M2.5M+98,829+3.88%Add
PRINCIPAL FINANCIAL GROUP INC
0.13%0.13%#39$257.4M1.6M$237.7M1.5M+99,253+6.59%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.01%0.01%#133$238.9M1.5M$234.4M1.5M+4,685+0.32%Add
Ashe Capital Management, LP
18.04%20.74%#1$168.0M1.0M$165.4M1.0M00.00%Unchanged
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#203$167.0M1.0M$165.4M1.0M-6,507-0.62%Reduce
STATE STREET CORP
<0.01%<0.01%#201$122.8M766,131$113.9M721,657+44,474+6.16%Add
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
0.35%0.34%#26$115.7M721,826$101.5M643,231+78,595+12.22%Add
LONDON CO OF VIRGINIA
0.64%#19$112.8M703,151$00+703,151New Buy
PRICE T ROWE ASSOCIATES INC /MD/
0.01%0.01%#129$112.3M700,358$81.0M513,441+186,917+36.40%Add
Nellore Capital Management LLC
11.66%12.83%#2$105.0M654,865$100.4M636,302+18,563+2.92%Add
MORGAN STANLEY
<0.01%<0.01%#175$93.3M581,826$67.3M244,180+337,646+138.28%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#180$81.8M509,837$79.9M506,289+3,548+0.70%Add
Lead Edge Capital Management, LLC
11.64%8.14%#3$64.1M399,656$33.2M210,260+189,396+90.08%Add
Neuberger Berman Group LLC
0.04%<0.01%#63$63.2M394,158$237,6771,506+392,652+26,072.51%Add
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
0.18%0.21%#35$56.4M351,847$71.7M454,463-102,616-22.58%Reduce
Keenan Capital, LLC
10.61%11.14%#6$53.6M334,557$52.8M334,55700.00%Unchanged
Invesco Ltd.
<0.01%<0.01%#183$53.6M334,088$16.7M105,721+228,367+216.01%Add
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#138$51.6M321,989$46.8M296,627+25,362+8.55%Add
DF DENT & CO INC
0.97%#16$51.1M318,951$00+318,951New Buy
LONG WALK MANAGEMENT LP
10.94%9.39%#5$48.9M304,875$32.3M204,500+100,375+49.08%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#210$47.6M297,074$54.5M345,603-48,529-14.04%Reduce
Caledonia (Private) Investments Pty Ltd
1.59%1.51%#12$46.6M290,462$51.8M328,277-37,815-11.52%Reduce
Greenstone Partners & Co., LLC
10.14%10.93%#7$43.9M273,617$43.2M273,497+120+0.04%Add
NORTHERN TRUST CORP
0.01%0.01%#171$43.2M269,597$42.0M266,145+3,452+1.30%Add
FMR LLC
<0.01%<0.01%#247$40.3M251,067$20.3M128,428+122,639+95.49%Add
GILDER GAGNON HOWE & CO LLC
0.41%0.5%#24$40.1M250,264$41.9M265,330-15,066-5.68%Reduce
JENNISON ASSOCIATES LLC
0.02%0.01%#90$38.2M238,166$12.0M76,110+162,056+212.92%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
0.02%0.03%#107$37.5M234,100$60.7M384,529-150,429-39.12%Reduce
WELLINGTON MANAGEMENT GROUP LLP
0.01%#158$36.1M224,904$00+224,904New Buy
RENAISSANCE TECHNOLOGIES LLC
0.04%0.06%#64$29.8M185,840$35.9M227,280-41,440-18.23%Reduce
NATIXIS ADVISORS, LLC
0.03%0.01%#73$27.6M172,167$5.4M34,185+137,982+403.63%Add
JONES FINANCIAL COMPANIES LLLP
0.01%<0.01%#131$27.5M176,922$5.1M33,005+143,917+436.05%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#204$26.5M165,025$26.0M164,642+383+0.23%Add
VANGUARD FIDUCIARY TRUST CO
0.01%0.01%#163$24.8M154,922$24.2M153,482+1,440+0.94%Add
Bank of New York Mellon Corp
<0.01%<0.01%#194$23.5M146,702$25.2M159,724-13,022-8.15%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#200$22.7M141,316$15.2M96,116+45,200+47.03%Add
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
0.03%0.04%#72$22.1M137,947$24.1M152,587-14,640-9.59%Reduce
UBS Group AG
<0.01%<0.01%#214$22.1M137,692$15.8M100,137+37,555+37.50%Add
FIRST TRUST ADVISORS LP
0.01%0.01%#124$20.6M128,660$19.4M123,026+5,634+4.58%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#186$20.5M128,132$20.6M130,372-2,240-1.72%Reduce
Fiera Capital Corp
0.07%0.12%#46$20.2M126,117$34.8M220,357-94,240-42.77%Reduce
GW&K Investment Management, LLC
0.16%0.18%#37$20.1M125,191$20.0M126,691-1,500-1.18%Reduce
FEDERATED HERMES, INC.
0.03%<0.01%#78$19.9M123,852$356,9102,262+121,590+5,375.33%Add
Sone Capital Management, LLC
1.42%1.77%#14$18.6M116,251$21.1M133,705-17,454-13.05%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#220$17.4M108,539$8.3M52,466+56,073+106.87%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#277$17.1M108,071$16.8M108,078-7-0.01%Reduce
Point72 Asset Management, L.P.
0.02%<0.01%#102$16.2M101,162$3.0M19,135+82,027+428.68%Add
BROWN CAPITAL MANAGEMENT LLC
3.19%2.42%#9$16.0M99,549$17.1M108,134-8,585-7.94%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%0.01%#182$15.6M97,598$16.4M105,014-7,416-7.06%Reduce
NORGES BANK
<0.01%0.01%#253$15.3M95,576$56.7M257,979-162,403-62.95%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow