AppFolio Ownership 2024 | Who Owns AppFolio Now?
Institutional Ownership
52.51%
Insider Ownership
4.33%
Retail Ownership
43.16%
Institutional Holders
383.00
AppFolio Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 5.99% | 0.01% | 2,160,115 | 7,489 | 0.35% | 528,299,325 | Jun 30, 2024 |
| BLACKROCK INC. | 5.98% | 0.01% | 2,158,592 | -426,196 | -16.49% | 527,926,846 | Jun 30, 2024 |
| ASHE CAPITAL MANAGEMENT, LP | 3.87% | 28.21% | 1,397,308 | -50,725 | -3.50% | 341,739,618 | Jun 30, 2024 |
| BROWN CAPITAL MANAGEMENT LLC | 2.52% | 4.50% | 910,179 | -225,753 | -19.87% | 222,602,478 | Jun 30, 2024 |
| STATE STREET CORP | 1.67% | 0.01% | 603,898 | -96,172 | -13.74% | 147,695,334,000 | Jun 30, 2024 |
| GILDER GAGNON HOWE & CO LLC | 1.55% | 1.72% | 559,996 | -9,436 | -1.66% | 136,958,155 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.05% | 0.01% | 380,289 | -79,634 | -17.31% | 93,030,414 | Jun 30, 2024 |
| FRED ALGER MANAGEMENT, LLC | 0.99% | 0.43% | 358,883 | -101,257 | -22.01% | 87,772,015 | Jun 30, 2024 |
| DF DENT & CO INC | 0.89% | 1.01% | 319,510 | -66,402 | -17.21% | 78,142,622 | Jun 30, 2024 |
| INVESCO LTD. | 0.88% | 0.02% | 318,928 | 114,129 | 55.73% | 78,000,221 | Jun 30, 2024 |
| NELLORE CAPITAL MANAGEMENT LLC | 0.77% | 10.31% | 279,449 | 822 | 0.29% | 68,344,842 | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | 0.76% | 0.61% | 274,021 | -8,784 | -3.11% | 67,017,000 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 0.74% | 0.04% | 268,445 | 81,318 | 43.46% | 65,654,000 | Jun 30, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | 0.73% | 0.09% | 265,176 | -23,483 | -8.14% | 64,854,000 | Jun 30, 2024 |
| NORGES BANK | 0.73% | 0.01% | 261,716 | 261,716 | 100.00% | 64,007,882 | Jun 30, 2024 |
| LORD, ABBETT & CO. LLC | 0.70% | 0.21% | 252,081 | -5,149 | -2.00% | 61,652,000 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 0.70% | 0.07% | 251,518 | 251,518 | 100.00% | 61,513,276 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.67% | 0.01% | 241,801 | 28,673 | 13.45% | 59,137,290 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.67% | 0.01% | 240,219 | -8,014 | -3.23% | 58,751,000 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.66% | 0.01% | 237,700 | 30,208 | 14.56% | 58,134,289,000 | Jun 30, 2024 |
AppFolio's largest institutional shareholder is VANGUARD GROUP INC, holding 5.99% of the company's total share outstanding, currently valued at $528.30M. The top 10 institutional shareholders own together 25.40% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ASHE CAPITAL MANAGEMENT, LP | 3.87% | 28.21% | 1,397,308 | -50,725 | -3.50% | 341,739,618 | Jun 30, 2024 |
| GREENSTONE PARTNERS & CO., LLC | 0.31% | 11.55% | 113,067 | - | - | 27,652,796 | Jun 30, 2024 |
| ZENO EQUITY PARTNERS LLP | 0.48% | 11.23% | 172,564 | -33,217 | -16.14% | 42,203,977 | Jun 30, 2024 |
| LONG WALK MANAGEMENT LP | 0.25% | 10.33% | 89,500 | -53,500 | -37.41% | 21,889,015 | Jun 30, 2024 |
| NELLORE CAPITAL MANAGEMENT LLC | 0.77% | 10.31% | 279,449 | 822 | 0.29% | 68,344,842 | Jun 30, 2024 |
| BROWN CAPITAL MANAGEMENT LLC | 2.52% | 4.50% | 910,179 | -225,753 | -19.87% | 222,602,478 | Jun 30, 2024 |
| MIURA GLOBAL MANAGEMENT, LLC | 0.05% | 4.29% | 18,000 | -7,000 | -28.00% | 4,402,260 | Jun 30, 2024 |
| MANCHESTER GLOBAL MANAGEMENT (UK) LTD | 0.23% | 3.59% | 83,589 | 38,000 | 83.35% | 20,443,362 | Jun 30, 2024 |
| SPENCE ASSET MANAGEMENT | 0.41% | 2.29% | 149,240 | 112,024 | 301.01% | 9,215,000 | Jun 30, 2024 |
| CAPITAL IMPACT ADVISORS, LLC | 0.01% | 2.08% | 3,017 | 3,017 | 100.00% | 737,868 | Jun 30, 2024 |
| 12 WEST CAPITAL MANAGEMENT LP | 0.22% | 2.01% | 80,000 | -45,000 | -36.00% | 19,565,600 | Jun 30, 2024 |
| GILDER GAGNON HOWE & CO LLC | 1.55% | 1.72% | 559,996 | -9,436 | -1.66% | 136,958,155 | Jun 30, 2024 |
| OBERNDORF WILLIAM E | 0.01% | 1.69% | 3,939 | -13,494 | -77.40% | 963,361 | Jun 30, 2024 |
| CHANNEL WEALTH LLC | 0.05% | 1.58% | 17,860 | - | - | 4,368,020 | Jun 30, 2024 |
| RANGER INVESTMENT MANAGEMENT, L.P. | 0.24% | 1.43% | 85,889 | -1,075 | -1.24% | 21,005,873 | Jun 30, 2024 |
| SEAPORT GLOBAL ADVISORS, LLC | 0.00% | 1.43% | 1,630 | 1,630 | 100.00% | 398,649 | Jun 30, 2024 |
| ATIKA CAPITAL MANAGEMENT LLC | 0.16% | 1.41% | 59,000 | -10,000 | -14.49% | 14,429,629 | Jun 30, 2024 |
| PIER CAPITAL, LLC | 0.11% | 1.39% | 38,125 | -3,477 | -8.36% | 9,324,231 | Jun 30, 2024 |
| JACKSON SQUARE PARTNERS, LLC | 0.23% | 1.23% | 82,652 | -4,759 | -5.44% | 20,214,200 | Jun 30, 2024 |
| NICHOLAS INVESTMENT PARTNERS, LP | 0.13% | 1.23% | 48,466 | 4,928 | 11.32% | 11,853,330 | Jun 30, 2024 |
The largest AppFolio shareholder by % of total assets is ASHE CAPITAL MANAGEMENT, LP. The company owns 1.40M shares of AppFolio (APPF), representing 28.21% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.73% | 0.01% | 261,716 | 261,716 | 100.00% | 64,007,882 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 0.70% | 0.07% | 251,518 | 251,518 | 100.00% | 61,513,276 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.51% | 0.07% | 185,034 | 120,835 | 188.22% | 45,253,765 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 0.48% | 0.01% | 174,269 | 117,516 | 207.07% | 42,620,971 | Jun 30, 2024 |
| INVESCO LTD. | 0.88% | 0.02% | 318,928 | 114,129 | 55.73% | 78,000,221 | Jun 30, 2024 |
| SPENCE ASSET MANAGEMENT | 0.41% | 2.29% | 149,240 | 112,024 | 301.01% | 9,215,000 | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.30% | 0.10% | 109,850 | 92,034 | 516.58% | 26,866,015 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 0.74% | 0.04% | 268,445 | 81,318 | 43.46% | 65,654,000 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.35% | 0.01% | 125,178 | 58,282 | 87.12% | 30,614,783 | Jun 30, 2024 |
| MISSION WEALTH MANAGEMENT, LP | 0.28% | 0.65% | 101,017 | 58,152 | 135.66% | 24,705,728 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.15% | 0.09% | 53,124 | 53,124 | 100.00% | 12,992,574 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.13% | 0.02% | 47,864 | 47,864 | 100.00% | 11,706,099 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.11% | 0.23% | 40,100 | 40,100 | 100.00% | 9,807,257 | Jun 30, 2024 |
| MANCHESTER GLOBAL MANAGEMENT (UK) LTD | 0.23% | 3.59% | 83,589 | 38,000 | 83.35% | 20,443,362 | Jun 30, 2024 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 0.63% | 0.54% | 227,632 | 32,633 | 16.73% | 55,671,958 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.32% | 0.01% | 116,876 | 32,368 | 38.30% | 28,584,363 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 0.41% | 0.15% | 147,961 | 32,002 | 27.60% | 36,186,770 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.66% | 0.01% | 237,700 | 30,208 | 14.56% | 58,134,289,000 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.67% | 0.01% | 241,801 | 28,673 | 13.45% | 59,137,290 | Jun 30, 2024 |
| EULAV ASSET MANAGEMENT | 0.11% | 0.26% | 39,449 | 28,547 | 261.85% | 9,648,042 | Jun 30, 2024 |
As of Jun 30 2024, AppFolio's largest institutional buyer is NORGES BANK. The company purchased 261.72K stocks of APPF, valued at $64.01M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 5.98% | 0.01% | 2,158,592 | -426,196 | -16.49% | 527,926,846 | Jun 30, 2024 |
| MORGAN STANLEY | 0.48% | 0.00% | 174,694 | -260,175 | -59.83% | 42,725,238 | Jun 30, 2024 |
| BROWN CAPITAL MANAGEMENT LLC | 2.52% | 4.50% | 910,179 | -225,753 | -19.87% | 222,602,478 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.06% | 0.01% | 20,403 | -134,724 | -86.85% | 4,989,962 | Jun 30, 2024 |
| FRED ALGER MANAGEMENT, LLC | 0.99% | 0.43% | 358,883 | -101,257 | -22.01% | 87,772,015 | Jun 30, 2024 |
| STATE STREET CORP | 1.67% | 0.01% | 603,898 | -96,172 | -13.74% | 147,695,334,000 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.01% | 0.00% | 2,107 | -83,249 | -97.53% | 515,309 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.05% | 0.01% | 380,289 | -79,634 | -17.31% | 93,030,414 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.00% | 0.00% | 1,262 | -69,694 | -98.22% | 308,647 | Jun 30, 2024 |
| DF DENT & CO INC | 0.89% | 1.01% | 319,510 | -66,402 | -17.21% | 78,142,622 | Jun 30, 2024 |
| LONG WALK MANAGEMENT LP | 0.25% | 10.33% | 89,500 | -53,500 | -37.41% | 21,889,015 | Jun 30, 2024 |
| ASHE CAPITAL MANAGEMENT, LP | 3.87% | 28.21% | 1,397,308 | -50,725 | -3.50% | 341,739,618 | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | - | - | - | -47,071 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.24% | 0.01% | 86,779 | -45,802 | -34.55% | 21,223,540 | Jun 30, 2024 |
| 12 WEST CAPITAL MANAGEMENT LP | 0.22% | 2.01% | 80,000 | -45,000 | -36.00% | 19,565,600 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.47% | 0.01% | 168,108 | -39,661 | -19.09% | 41,114,174 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.06% | 0.00% | 21,533 | -38,938 | -64.39% | 5,266,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.61% | 0.09% | 219,000 | -38,500 | -14.95% | 53,560,830 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.04% | 0.01% | 13,636 | -37,190 | -73.17% | 3,331,000 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -36,367 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, AppFolio's biggest institutional seller is BLACKROCK INC.. The company sold -0.43M shares of APPF, valued at $527.93M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.73% | 0.01% | 261,716 | 261,716 | 100.00% | 64,007,882 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 0.70% | 0.07% | 251,518 | 251,518 | 100.00% | 61,513,276 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.11% | 0.23% | 40,100 | 40,100 | 100.00% | 9,807,257 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.07% | 0.04% | 26,822 | 26,822 | 100.00% | 6,559,857 | Jun 30, 2024 |
| 1832 ASSET MANAGEMENT L.P. | 0.07% | 0.01% | 25,200 | 25,200 | 100.00% | 6,163,164 | Jun 30, 2024 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 0.06% | 0.12% | 22,450 | 22,450 | 100.00% | 5,490,597 | Jun 30, 2024 |
| LMR PARTNERS LLP | 0.05% | 0.04% | 17,943 | 17,943 | 100.00% | 4,388,320 | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | 0.03% | 0.01% | 11,039 | 11,039 | 100.00% | 2,699,808 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.03% | 0.01% | 10,352 | 10,352 | 100.00% | 2,531,789 | Jun 30, 2024 |
| BURNEY CO/ | 0.03% | 0.09% | 9,980 | 9,980 | 100.00% | 2,440,809 | Jun 30, 2024 |
| TREASURER OF THE STATE OF NORTH CAROLINA | 0.03% | 0.01% | 9,570 | 9,570 | 100.00% | 2,341,000 | Jun 30, 2024 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 0.02% | 0.01% | 8,382 | 8,382 | 100.00% | 2,049,986 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.02% | 0.00% | 7,500 | 7,500 | 100.00% | 1,834,275 | Jun 30, 2024 |
| POINT72 HONG KONG LTD | 0.01% | 0.08% | 5,426 | 5,426 | 100.00% | 1,326,989 | Jun 30, 2024 |
| AXA S.A. | 0.01% | 0.00% | 5,113 | 5,113 | 100.00% | 1,250,486 | Jun 30, 2024 |
| STATE OF TENNESSEE, TREASURY DEPARTMENT | 0.01% | 0.00% | 5,000 | 5,000 | 100.00% | 1,222,850 | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | 0.01% | 0.01% | 5,000 | 5,000 | 100.00% | 1,222,850 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | 0.01% | 0.04% | 4,831 | 4,831 | 100.00% | 1,181,528 | Jun 30, 2024 |
| GLADIUS CAPITAL MANAGEMENT LP | 0.01% | 0.13% | 4,308 | 4,308 | 100.00% | 1,053,608 | Jun 30, 2024 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 0.01% | 0.04% | 4,200 | 4,200 | 100.00% | 1,027,000 | Jun 30, 2024 |
| WINTON GROUP LTD | 0.01% | 0.06% | 3,836 | 3,836 | 100.00% | 938,171 | Jun 30, 2024 |
| HANCOCK WHITNEY CORP | 0.01% | 0.03% | 3,652 | 3,652 | 100.00% | 893,170 | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | 0.01% | 0.13% | 3,346 | 3,346 | 100.00% | 818,331 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.01% | 0.07% | 3,302 | 3,302 | 100.00% | 807,570 | Jun 30, 2024 |
| PACER ADVISORS, INC. | 0.01% | 0.00% | 3,119 | 3,119 | 100.00% | 762,814 | Jun 30, 2024 |
| CAPITAL IMPACT ADVISORS, LLC | 0.01% | 2.08% | 3,017 | 3,017 | 100.00% | 737,868 | Jun 30, 2024 |
| AVIVA PLC | 0.01% | 0.00% | 2,687 | 2,687 | 100.00% | 657,160 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.01% | 0.00% | 2,000 | 2,000 | 100.00% | 489,140 | Jun 30, 2024 |
| SOUTH DAKOTA INVESTMENT COUNCIL | 0.01% | 0.01% | 1,800 | 1,800 | 100.00% | 440,000 | Jun 30, 2024 |
| MARYLAND STATE RETIREMENT & PENSION SYSTEM | 0.00% | 0.01% | 1,713 | 1,713 | 100.00% | 418,948 | Jun 30, 2024 |
| SEAPORT GLOBAL ADVISORS, LLC | 0.00% | 1.43% | 1,630 | 1,630 | 100.00% | 398,649 | Jun 30, 2024 |
| 0.00% | 0.04% | 1,562 | 1,562 | 100.00% | 319,163 | Jun 30, 2024 | |
| TUDOR INVESTMENT CORP ET AL | 0.00% | 0.00% | 1,400 | 1,400 | 100.00% | 342,398 | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | 0.00% | 0.00% | 1,385 | 1,385 | 100.00% | 338,729 | Jun 30, 2024 |
| CROSSMARK GLOBAL HOLDINGS, INC. | 0.00% | 0.01% | 1,324 | 1,324 | 100.00% | 324,000 | Jun 30, 2024 |
| LAURION CAPITAL MANAGEMENT LP | 0.00% | 0.00% | 1,310 | 1,310 | 100.00% | 320,387 | Jun 30, 2024 |
| UTAH RETIREMENT SYSTEMS | 0.00% | 0.00% | 1,200 | 1,200 | 100.00% | 293,484 | Jun 30, 2024 |
| CONVERGENCE INVESTMENT PARTNERS, LLC | 0.00% | 0.08% | 1,073 | 1,073 | 100.00% | 262,424 | Jun 30, 2024 |
| SAX WEALTH ADVISORS, LLC | 0.00% | 0.02% | 1,035 | 1,035 | 100.00% | 253,130 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.00% | 0.00% | 944 | 944 | 100.00% | 230,876 | Jun 30, 2024 |
| SHELTON CAPITAL MANAGEMENT | 0.00% | 0.01% | 853 | 853 | 100.00% | 208,618 | Jun 30, 2024 |
| LINDEN THOMAS ADVISORY SERVICES, LLC | 0.00% | 0.03% | 841 | 841 | 100.00% | 205,683 | Jun 30, 2024 |
| 0.00% | 0.00% | 625 | 625 | 100.00% | 152,855 | Jun 30, 2024 | |
| IBEX WEALTH ADVISORS | 0.00% | 0.01% | 200 | 200 | 100.00% | 48,914 | Jun 30, 2024 |
| FIFTH THIRD BANCORP | 0.00% | 0.00% | 84 | 84 | 100.00% | 20,544 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.01% | 69 | 69 | 100.00% | 16,875 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.00% | 50 | 50 | 100.00% | 12,229 | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.00% | 0.00% | 25 | 25 | 100.00% | 6,115 | Jun 30, 2024 |
| ASSET DEDICATION, LLC | 0.00% | 0.00% | 25 | 25 | 100.00% | 6,115 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 24 | 24 | 100.00% | 5,973 | Jun 30, 2024 |
| SALEM INVESTMENT COUNSELORS INC | 0.00% | 0.00% | 21 | 21 | 100.00% | 5,136 | Jun 30, 2024 |
| RAKUTEN SECURITIES, INC. | 0.00% | 0.00% | 20 | 20 | 100.00% | 4,891 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.00% | 20 | 20 | 100.00% | 4,891 | Jun 30, 2024 |
| CULLEN/FROST BANKERS, INC. | - | 0.00% | 16 | 16 | 100.00% | 3,913 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | - | 0.00% | 16 | 16 | 100.00% | 3,913 | Jun 30, 2024 |
| UMB BANK, N.A. | - | 0.00% | 13 | 13 | 100.00% | 3,179 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | - | - | 10 | 10 | 100.00% | 2,446 | Jun 30, 2024 |
| ANFIELD CAPITAL MANAGEMENT, LLC | - | 0.00% | 9 | 9 | 100.00% | 2,201 | Jun 30, 2024 |
| FARMERS & MERCHANTS INVESTMENTS INC | - | 0.00% | 8 | 8 | 100.00% | 1,957 | Jun 30, 2024 |
| ABICH FINANCIAL WEALTH MANAGEMENT LLC | - | 0.00% | 3 | 3 | 100.00% | 734 | Jun 30, 2024 |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | - | - | 2 | 2 | 100.00% | 489 | Jun 30, 2024 |
| RIGGS ASSET MANAGMENT CO. INC. | - | 0.00% | 2 | 2 | 100.00% | 490 | Jun 30, 2024 |
AppFolio's largest new institutional shareholder by number of shares is NORGES BANK, purchased 261.72K shares, valued at $64.01M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PANAGORA ASSET MANAGEMENT INC | - | - | - | -47,071 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -36,367 | -100.00% | - | Jun 30, 2024 |
| M&G PLC | - | - | - | -35,980 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -25,000 | -100.00% | - | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | - | - | - | -20,000 | -100.00% | - | Jun 30, 2024 |
| TREK FINANCIAL, LLC | - | - | - | -17,243 | -100.00% | - | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -13,845 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -11,419 | -100.00% | - | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | - | - | - | -9,132 | -100.00% | - | Jun 30, 2024 |
| LIDO ADVISORS, LLC | - | - | - | -6,852 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -5,992 | -100.00% | - | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -5,740 | -100.00% | - | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -5,056 | -100.00% | - | Jun 30, 2024 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | - | - | - | -4,088 | -100.00% | - | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | - | - | - | -3,700 | -100.00% | - | Jun 30, 2024 |
| INSPIRE ADVISORS, LLC | - | - | - | -3,684 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -3,652 | -100.00% | - | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | - | - | - | -3,401 | -100.00% | - | Jun 30, 2024 |
| FIFTH LANE CAPITAL, LP | - | - | - | -3,000 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -2,887 | -100.00% | - | Jun 30, 2024 |
| CAPITAL CS GROUP, LLC | - | - | - | -2,655 | -100.00% | - | Jun 30, 2024 |
| DIVERSIFIED TRUST CO | - | - | - | -2,510 | -100.00% | - | Jun 30, 2024 |
| INCEPTIONR LLC | - | - | - | -2,493 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | - | - | - | -2,414 | -100.00% | - | Jun 30, 2024 |
| SAVANT CAPITAL, LLC | - | - | - | -2,381 | -100.00% | - | Jun 30, 2024 |
| AMUNDI | - | - | - | -1,959 | -100.00% | - | Jun 30, 2024 |
| DIVERSIFY ADVISORY SERVICES, LLC | - | - | - | -1,683 | -100.00% | - | Jun 30, 2024 |
| MAVEN SECURITIES LTD | - | - | - | -1,470 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -1,434 | -100.00% | - | Jun 30, 2024 |
| KAPITALO INVESTIMENTOS LTDA | - | - | - | -1,386 | -100.00% | - | Jun 30, 2024 |
| PROFUND ADVISORS LLC | - | - | - | -1,253 | -100.00% | - | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | - | - | - | -1,239 | -100.00% | - | Jun 30, 2024 |
| CAXTON ASSOCIATES LP | - | - | - | -1,176 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,009 | -100.00% | - | Jun 30, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| KCM INVESTMENT ADVISORS LLC | - | - | - | -948 | -100.00% | - | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | - | - | - | -897 | -100.00% | - | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | - | - | - | -708 | -100.00% | - | Jun 30, 2024 |
| WALLEYE TRADING LLC | - | - | - | -499 | -100.00% | - | Jun 30, 2024 |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | - | - | - | -382 | -100.00% | - | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | - | - | - | -95 | -100.00% | - | Jun 30, 2024 |
| USA FINANCIAL PORTFORMULAS CORP | - | - | - | -92 | -100.00% | - | Jun 30, 2024 |
| WEST PACES ADVISORS INC. | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
| TFC FINANCIAL MANAGEMENT, INC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
AppFolio's largest sold out institutional shareholder by shares sold is PANAGORA ASSET MANAGEMENT INC, sold -47.07K shares, valued at -, as of undefined.
AppFolio Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Alger ETF Trust | 0.96% | 6,830 | -1,742 | -20.32% | Dec 31, 2023 |
| ALGER FUNDS | 0.40% | 387,336 | -82,642 | -17.58% | Jan 31, 2024 |
| Brown Capital Management Mutual Funds | 0.31% | 920,335 | -134,159 | -12.72% | Dec 31, 2023 |
| SPARROW FUNDS | 0.26% | 915 | -2,385 | -72.27% | Feb 29, 2024 |
| LORD ABBETT DEVELOPING GROWTH FUND, INC. | 0.22% | 200,290 | 55,283 | 38.12% | Jan 31, 2024 |
| HARTFORD HLS SERIES FUND II INC | 0.11% | 26,311 | 26,311 | - | Dec 31, 2023 |
| RANGER FUNDS INVESTMENT TRUST | 0.10% | 2,220 | -961 | -30.21% | Jan 31, 2024 |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.06% | 19,900 | - | - | Mar 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.04% | 137,300 | -6,000 | -4.19% | Mar 31, 2024 |
| NEIMAN FUNDS | 0.04% | 6,168 | - | - | Mar 31, 2024 |
| ALGER INSTITUTIONAL FUNDS | 0.04% | 10,065 | - | - | Jan 31, 2024 |
| Value Line Small Cap Opportunities Fund, Inc. | 0.04% | 10,902 | 10,902 | - | Mar 31, 2024 |
| FORUM FUNDS | 0.04% | 82,567 | 7,834 | 10.48% | Mar 31, 2024 |
| ALGER PORTFOLIOS | 0.03% | 11,607 | - | - | Dec 31, 2023 |
| EntrepreneurShares Series Trust | 0.03% | 6,932 | - | - | Dec 31, 2023 |
| Federated Hermes MDT Series | 0.03% | 63,534 | -4,301 | -6.34% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.02% | 12,835 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.02% | 85,600 | 85,600 | - | Mar 31, 2024 |
| ALGER FUNDS II | 0.02% | 4,151 | -14,280 | -77.48% | Jan 31, 2024 |
| Starboard Investment Trust | 0.02% | 10,419 | 601 | 6.12% | Feb 29, 2024 |
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | 0.02% | 1,868 | - | - | Mar 31, 2024 |
| Zacks Trust | 0.01% | 1,258 | 1,258 | - | Feb 29, 2024 |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.01% | 52,188 | -1,740 | -3.23% | Mar 28, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND II | 0.01% | 80,835 | -10,650 | -11.64% | Mar 31, 2024 |
| GROWTH FUND OF AMERICA | 0.01% | 260,338 | - | - | Feb 29, 2024 |
| ALLSPRING VARIABLE TRUST | 0.01% | 6,500 | - | - | Mar 31, 2024 |
| T. Rowe Price Tax-Efficient Funds, Inc. | 0.01% | 900 | 300 | 50.00% | Feb 29, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 0.01% | 3,520 | 840 | 31.34% | Mar 31, 2024 |
| Capitol Series Trust | 0.01% | 64,195 | 28,500 | 79.84% | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 33,681 | -1,309 | -3.74% | Mar 31, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.01% | 3,239 | - | - | Feb 29, 2024 |
| VANGUARD EXPLORER FUND | 0.00% | 60,905 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 2,850 | -86 | -2.93% | Mar 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.00% | 248 | 248 | - | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 1,706,265 | -286,908 | -14.39% | Mar 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.00% | 40,000 | 40,000 | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 35,518 | - | - | Mar 31, 2024 |
| Voya EQUITY TRUST | 0.00% | 4,828 | - | - | Feb 29, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.00% | 29,278 | -9,419 | -24.34% | Mar 28, 2024 |
| Nushares ETF Trust | 0.00% | 22,685 | 19,620 | 640.13% | Jan 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.00% | 5,060 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 10,896 | -22,656 | -67.53% | Jan 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.00% | 498 | - | - | Mar 28, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 538 | - | - | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.00% | 5,062 | - | - | Jan 31, 2024 |
| FIDELITY SECURITIES FUND | 0.00% | 180,800 | 180,800 | - | Jan 31, 2024 |
| AMG FUNDS | 0.00% | 53,172 | -1,800 | -3.27% | Mar 28, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 75,382 | 21,887 | 40.91% | Jan 31, 2024 |
| UBS FUNDS | 0.00% | 8,766 | -72 | -0.81% | Mar 31, 2024 |
| AMG FUNDS III | 0.00% | 8,753 | - | - | Mar 28, 2024 |
| Brown Advisory Funds | 0.00% | 57,520 | - | - | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 4,887 | 62 | 1.28% | Feb 29, 2024 |
| SMALLCAP WORLD FUND INC | 0.00% | 106,900 | - | - | Mar 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 7,000 | 800 | 12.90% | Mar 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 3,115 | - | - | Mar 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 14,882 | - | - | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 2,770 | -248 | -8.22% | Feb 29, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 6,867 | - | - | Mar 31, 2020 |
| AMG Funds I | 0.00% | 2,427 | - | - | Jan 31, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 60,146 | - | - | Mar 31, 2024 |
| Lattice Strategies Trust | 0.00% | 1,669 | 1,664 | 33280.00% | Mar 31, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 33,070 | 10,530 | 46.72% | Mar 31, 2024 |
| North Square Investments Trust | 0.00% | 9,030 | 8,130 | 903.33% | Feb 29, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 21,875 | - | - | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 228,991 | -1,069 | -0.46% | Feb 29, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 191,684 | 12,125 | 6.75% | Feb 29, 2024 |
| Harbor ETF Trust | 0.00% | 3,716 | 121 | 3.37% | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 1,934 | -55 | -2.77% | Mar 31, 2024 |
| HARTFORD SERIES FUND INC | 0.00% | 30,809 | 30,809 | - | Mar 31, 2024 |
| CARILLON SERIES TRUST | 0.00% | 33,873 | -1,609 | -4.53% | Mar 31, 2024 |
| Goldman Sachs ETF Trust II | 0.00% | 615 | 3 | 0.49% | Feb 29, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 3,442 | 55 | 1.62% | Jan 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 459 | 59 | 14.75% | Dec 31, 2023 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 4,941 | 121 | 2.51% | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 1,619 | -1,258 | -43.73% | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 11,892 | -942 | -7.34% | Mar 31, 2024 |
| STONE RIDGE TRUST | 0.00% | 8,962 | - | - | Jan 31, 2024 |
| BlackRock ETF Trust | 0.00% | 323 | 323 | - | Jan 31, 2024 |
| Innovator ETFs Trust | 0.00% | 1,472 | 1,472 | - | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 9 | 0.00% | 7,000 | - | - | Jan 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 7,568 | -498 | -6.17% | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.00% | 912 | 307 | 50.74% | Jan 31, 2024 |
| ALPS ETF Trust | 0.00% | 3,837 | - | - | Feb 29, 2024 |
| T. Rowe Price Spectrum Funds II, Inc. | 0.00% | 3,850 | 3,850 | - | Feb 29, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 27,940 | 4,518 | 19.29% | Mar 31, 2024 |
| AMERICAN PENSION INVESTORS TRUST | 0.00% | 1,550 | - | - | Jan 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 135 | - | - | Apr 30, 2021 |
| Fidelity Commonwealth Trust II | 0.00% | 1,688 | - | - | Aug 31, 2023 |
| ETF Managers Trust | 0.00% | 1,918 | -7 | -0.36% | Dec 31, 2023 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 31,734 | -3,821 | -10.75% | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 6,261 | -1,390 | -18.17% | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 905 | -22 | -2.37% | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 106,622 | 6,812 | 6.82% | Feb 29, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 12,000 | - | - | Feb 29, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 5,600 | - | - | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 3,231 | -1,832 | -36.18% | Mar 31, 2024 |
| PUTNAM FUNDS TRUST | 0.00% | 36,500 | - | - | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 1,570 | -80 | -4.85% | Mar 28, 2024 |
| Exchange Listed Funds Trust | 0.00% | 187 | - | - | Feb 29, 2024 |
| FundVantage Trust | 0.00% | 2,390 | -9,254 | -79.47% | Mar 28, 2024 |
AppFolio's largest mutual fund holder by % of total assets is "Alger ETF Trust", owning 6.83K shares, compromising 0.96% of its total assets.
AppFolio Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 383 | 2.41% |
| 31 Mar, 24 | 374 | 22.62% |
| 31 Dec, 23 | 305 | 20.08% |
| 30 Sep, 23 | 254 | 15.98% |
| 30 Jun, 23 | 219 | 11.17% |
| 31 Mar, 23 | 197 | 1.55% |
| 31 Dec, 22 | 194 | 19.02% |
| 30 Sep, 22 | 163 | 3.16% |
| 30 Jun, 22 | 158 | -10.23% |
| 31 Mar, 22 | 176 | 13.55% |
| 31 Dec, 21 | 155 | -0.64% |
| 30 Sep, 21 | 156 | -4.88% |
| 30 Jun, 21 | 164 | - |
| 31 Mar, 21 | 164 | -13.68% |
| 31 Dec, 20 | 190 | 0.53% |
| 30 Sep, 20 | 189 | 13.17% |
| 30 Jun, 20 | 167 | 11.33% |
| 31 Mar, 20 | 150 | 8.70% |
| 31 Dec, 19 | 138 | 0.73% |
| 30 Sep, 19 | 137 | -13.29% |
| 30 Jun, 19 | 158 | 11.27% |
| 31 Mar, 19 | 142 | 18.33% |
| 31 Dec, 18 | 120 | -11.11% |
| 30 Sep, 18 | 135 | 12.50% |
| 30 Jun, 18 | 120 | 9.09% |
| 31 Mar, 18 | 110 | -0.90% |
| 31 Dec, 17 | 111 | 18.09% |
| 30 Sep, 17 | 94 | 36.23% |
| 30 Jun, 17 | 69 | 64.29% |
| 31 Mar, 17 | 42 | 10.53% |
| 31 Dec, 16 | 38 | 15.15% |
| 30 Sep, 16 | 33 | 6.45% |
| 30 Jun, 16 | 31 | -3.13% |
| 31 Mar, 16 | 32 | -23.81% |
| 31 Dec, 15 | 42 | -2.33% |
| 30 Sep, 15 | 43 | 43.33% |
| 30 Jun, 15 | 30 | - |
As of 30 Jun 24, 383 institutions are holding AppFolio's shares, representing an increase of 2.41% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 18,949,405 | -2.59% |
| 31 Mar, 24 | 19,452,675 | 12.86% |
| 31 Dec, 23 | 17,235,875 | 5.76% |
| 30 Sep, 23 | 16,297,205 | 0.73% |
| 30 Jun, 23 | 16,178,786 | -1.63% |
| 31 Mar, 23 | 16,446,314 | 3.70% |
| 31 Dec, 22 | 15,860,122 | -1.70% |
| 30 Sep, 22 | 16,133,864 | 0.29% |
| 30 Jun, 22 | 16,086,739 | 2.10% |
| 31 Mar, 22 | 15,755,815 | -2.00% |
| 31 Dec, 21 | 16,077,181 | 0.45% |
| 30 Sep, 21 | 16,004,442 | -1.36% |
| 30 Jun, 21 | 16,225,286 | 0.41% |
| 31 Mar, 21 | 16,159,807 | 7.15% |
| 31 Dec, 20 | 15,081,019 | 6.46% |
| 30 Sep, 20 | 14,165,722 | 2.13% |
| 30 Jun, 20 | 13,870,179 | 5.43% |
| 31 Mar, 20 | 13,155,437 | 3.21% |
| 31 Dec, 19 | 12,746,694 | 0.93% |
| 30 Sep, 19 | 12,628,927 | 12.53% |
| 30 Jun, 19 | 11,223,055 | 5.79% |
| 31 Mar, 19 | 10,608,418 | 1.38% |
| 31 Dec, 18 | 10,464,301 | -0.74% |
| 30 Sep, 18 | 10,542,794 | 2.68% |
| 30 Jun, 18 | 10,267,208 | 11.22% |
| 31 Mar, 18 | 9,231,502 | -0.86% |
| 31 Dec, 17 | 9,311,792 | 10.41% |
| 30 Sep, 17 | 8,433,641 | 19.10% |
| 30 Jun, 17 | 7,081,422 | 26.32% |
| 31 Mar, 17 | 5,605,775 | 11.89% |
| 31 Dec, 16 | 5,009,933 | 3.03% |
| 30 Sep, 16 | 4,862,452 | 8.28% |
| 30 Jun, 16 | 4,490,605 | -4.05% |
| 31 Mar, 16 | 4,680,234 | 1.21% |
| 31 Dec, 15 | 4,624,156 | -47.32% |
| 30 Sep, 15 | 8,777,855 | 132.04% |
| 30 Jun, 15 | 3,782,926 | - |
AppFolio (APPF) has 18.95M shares outstanding as of 30 Jun 24, down -2.59% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 52.51% | 1.78% |
| 31 Mar, 24 | 54.32% | 2.34% |
| 31 Dec, 23 | 48.13% | 2.29% |
| 30 Sep, 23 | 45.82% | 2.20% |
| 30 Jun, 23 | 45.65% | 2.12% |
| 31 Mar, 23 | 46.40% | 2.26% |
| 31 Dec, 22 | 45.30% | 2.14% |
| 30 Sep, 22 | 46.04% | 2.17% |
| 30 Jun, 22 | 46.06% | 2.25% |
| 31 Mar, 22 | 45.23% | 2.11% |
| 31 Dec, 21 | 46.28% | 2.16% |
| 30 Sep, 21 | 46.24% | 2.10% |
| 30 Jun, 21 | 46.96% | 2.13% |
| 31 Mar, 21 | 46.96% | 2.43% |
| 31 Dec, 20 | 43.93% | 2.57% |
| 30 Sep, 20 | 41.30% | 2.52% |
| 30 Jun, 20 | 40.49% | 2.73% |
| 31 Mar, 20 | 38.49% | 2.75% |
| 31 Dec, 19 | 37.39% | 2.72% |
| 30 Sep, 19 | 37.09% | 3.41% |
| 30 Jun, 19 | 33.00% | 3.37% |
| 31 Mar, 19 | 31.28% | 3.31% |
| 31 Dec, 18 | 30.73% | 3.24% |
| 30 Sep, 18 | 30.81% | 3.41% |
| 30 Jun, 18 | 30.04% | 4.09% |
| 31 Mar, 18 | 27.10% | 3.60% |
| 31 Dec, 17 | 27.43% | 4.43% |
| 30 Sep, 17 | 24.87% | 5.68% |
| 30 Jun, 17 | 20.93% | 7.57% |
| 31 Mar, 17 | 16.63% | 7.50% |
| 31 Dec, 16 | 14.89% | 7.11% |
| 30 Sep, 16 | 14.47% | 8.06% |
| 30 Jun, 16 | 13.40% | 6.85% |
| 31 Mar, 16 | 13.99% | 7.30% |
| 31 Dec, 15 | 13.84% | 2.00% |
| 30 Sep, 15 | 26.28% | 20.49% |
| 30 Jun, 15 | 11.32% | - |
As of 30 Jun 24, AppFolio is held by 52.51% institutional shareholders, representing a 1.78% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 202 | -14.04% |
| 31 Mar, 24 | 235 | 31.28% |
| 31 Dec, 23 | 179 | 16.23% |
| 30 Sep, 23 | 154 | 31.62% |
| 30 Jun, 23 | 117 | 8.33% |
| 31 Mar, 23 | 108 | -3.57% |
| 31 Dec, 22 | 112 | 67.16% |
| 30 Sep, 22 | 67 | -2.90% |
| 30 Jun, 22 | 69 | -26.60% |
| 31 Mar, 22 | 94 | 25.33% |
| 31 Dec, 21 | 75 | -10.71% |
| 30 Sep, 21 | 84 | 3.70% |
| 30 Jun, 21 | 81 | 8.00% |
| 31 Mar, 21 | 75 | -23.47% |
| 31 Dec, 20 | 98 | 7.69% |
| 30 Sep, 20 | 91 | -1.09% |
| 30 Jun, 20 | 92 | 21.05% |
| 31 Mar, 20 | 76 | 4.11% |
| 31 Dec, 19 | 73 | 15.87% |
| 30 Sep, 19 | 63 | -1.56% |
| 30 Jun, 19 | 64 | -14.67% |
| 31 Mar, 19 | 75 | 31.58% |
| 31 Dec, 18 | 57 | -27.85% |
| 30 Sep, 18 | 79 | 5.33% |
| 30 Jun, 18 | 75 | 44.23% |
| 31 Mar, 18 | 52 | -29.73% |
| 31 Dec, 17 | 74 | 8.82% |
| 30 Sep, 17 | 68 | 21.43% |
| 30 Jun, 17 | 56 | 93.10% |
| 31 Mar, 17 | 29 | 26.09% |
| 31 Dec, 16 | 23 | 21.05% |
| 30 Sep, 16 | 19 | -26.92% |
| 30 Jun, 16 | 26 | 44.44% |
| 31 Mar, 16 | 18 | -21.74% |
| 31 Dec, 15 | 23 | -34.29% |
| 30 Sep, 15 | 35 | 16.67% |
| 30 Jun, 15 | 30 | - |
202 institutional shareholders have increased their position in APPF stock as of 30 Jun 24 compared to 235 in the previous quarter (a -14.04% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 125 | 37.36% |
| 31 Mar, 24 | 91 | 7.06% |
| 31 Dec, 23 | 85 | 46.55% |
| 30 Sep, 23 | 58 | -7.94% |
| 30 Jun, 23 | 63 | 14.55% |
| 31 Mar, 23 | 55 | 1.85% |
| 31 Dec, 22 | 54 | -14.29% |
| 30 Sep, 22 | 63 | - |
| 30 Jun, 22 | 63 | 12.50% |
| 31 Mar, 22 | 56 | 21.74% |
| 31 Dec, 21 | 46 | 12.20% |
| 30 Sep, 21 | 41 | -19.61% |
| 30 Jun, 21 | 51 | -7.27% |
| 31 Mar, 21 | 55 | 5.77% |
| 31 Dec, 20 | 52 | -16.13% |
| 30 Sep, 20 | 62 | 19.23% |
| 30 Jun, 20 | 52 | 1.96% |
| 31 Mar, 20 | 51 | 54.55% |
| 31 Dec, 19 | 33 | -13.16% |
| 30 Sep, 19 | 38 | -35.59% |
| 30 Jun, 19 | 59 | 55.26% |
| 31 Mar, 19 | 38 | -15.56% |
| 31 Dec, 18 | 45 | 32.35% |
| 30 Sep, 18 | 34 | -2.86% |
| 30 Jun, 18 | 35 | -16.67% |
| 31 Mar, 18 | 42 | 75.00% |
| 31 Dec, 17 | 24 | 50.00% |
| 30 Sep, 17 | 16 | 100.00% |
| 30 Jun, 17 | 8 | -20.00% |
| 31 Mar, 17 | 10 | 25.00% |
| 31 Dec, 16 | 8 | 33.33% |
| 30 Sep, 16 | 6 | 100.00% |
| 30 Jun, 16 | 3 | -75.00% |
| 31 Mar, 16 | 12 | -7.69% |
| 31 Dec, 15 | 13 | 116.67% |
| 30 Sep, 15 | 6 | - |
| 30 Jun, 15 | - | - |
125 institutional shareholders have reduced their position in APPF stock as of 30 Jun 24 compared to 91 in the previous quarter (a 37.36% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 383 | 2.41% | 18,949,405 | -2.59% | 52.51% | 1.78% | 202 | -14.04% | 125 | 37.36% |
| 31 Mar, 24 | 374 | 22.62% | 19,452,675 | 12.86% | 54.32% | 2.34% | 235 | 31.28% | 91 | 7.06% |
| 31 Dec, 23 | 305 | 20.08% | 17,235,875 | 5.76% | 48.13% | 2.29% | 179 | 16.23% | 85 | 46.55% |
| 30 Sep, 23 | 254 | 15.98% | 16,297,205 | 0.73% | 45.82% | 2.20% | 154 | 31.62% | 58 | -7.94% |
| 30 Jun, 23 | 219 | 11.17% | 16,178,786 | -1.63% | 45.65% | 2.12% | 117 | 8.33% | 63 | 14.55% |
| 31 Mar, 23 | 197 | 1.55% | 16,446,314 | 3.70% | 46.40% | 2.26% | 108 | -3.57% | 55 | 1.85% |
| 31 Dec, 22 | 194 | 19.02% | 15,860,122 | -1.70% | 45.30% | 2.14% | 112 | 67.16% | 54 | -14.29% |
| 30 Sep, 22 | 163 | 3.16% | 16,133,864 | 0.29% | 46.04% | 2.17% | 67 | -2.90% | 63 | - |
| 30 Jun, 22 | 158 | -10.23% | 16,086,739 | 2.10% | 46.06% | 2.25% | 69 | -26.60% | 63 | 12.50% |
| 31 Mar, 22 | 176 | 13.55% | 15,755,815 | -2.00% | 45.23% | 2.11% | 94 | 25.33% | 56 | 21.74% |
| 31 Dec, 21 | 155 | -0.64% | 16,077,181 | 0.45% | 46.28% | 2.16% | 75 | -10.71% | 46 | 12.20% |
| 30 Sep, 21 | 156 | -4.88% | 16,004,442 | -1.36% | 46.24% | 2.10% | 84 | 3.70% | 41 | -19.61% |
| 30 Jun, 21 | 164 | - | 16,225,286 | 0.41% | 46.96% | 2.13% | 81 | 8.00% | 51 | -7.27% |
| 31 Mar, 21 | 164 | -13.68% | 16,159,807 | 7.15% | 46.96% | 2.43% | 75 | -23.47% | 55 | 5.77% |
| 31 Dec, 20 | 190 | 0.53% | 15,081,019 | 6.46% | 43.93% | 2.57% | 98 | 7.69% | 52 | -16.13% |
| 30 Sep, 20 | 189 | 13.17% | 14,165,722 | 2.13% | 41.30% | 2.52% | 91 | -1.09% | 62 | 19.23% |
| 30 Jun, 20 | 167 | 11.33% | 13,870,179 | 5.43% | 40.49% | 2.73% | 92 | 21.05% | 52 | 1.96% |
| 31 Mar, 20 | 150 | 8.70% | 13,155,437 | 3.21% | 38.49% | 2.75% | 76 | 4.11% | 51 | 54.55% |
| 31 Dec, 19 | 138 | 0.73% | 12,746,694 | 0.93% | 37.39% | 2.72% | 73 | 15.87% | 33 | -13.16% |
| 30 Sep, 19 | 137 | -13.29% | 12,628,927 | 12.53% | 37.09% | 3.41% | 63 | -1.56% | 38 | -35.59% |
| 30 Jun, 19 | 158 | 11.27% | 11,223,055 | 5.79% | 33.00% | 3.37% | 64 | -14.67% | 59 | 55.26% |
| 31 Mar, 19 | 142 | 18.33% | 10,608,418 | 1.38% | 31.28% | 3.31% | 75 | 31.58% | 38 | -15.56% |
| 31 Dec, 18 | 120 | -11.11% | 10,464,301 | -0.74% | 30.73% | 3.24% | 57 | -27.85% | 45 | 32.35% |
| 30 Sep, 18 | 135 | 12.50% | 10,542,794 | 2.68% | 30.81% | 3.41% | 79 | 5.33% | 34 | -2.86% |
| 30 Jun, 18 | 120 | 9.09% | 10,267,208 | 11.22% | 30.04% | 4.09% | 75 | 44.23% | 35 | -16.67% |
| 31 Mar, 18 | 110 | -0.90% | 9,231,502 | -0.86% | 27.10% | 3.60% | 52 | -29.73% | 42 | 75.00% |
| 31 Dec, 17 | 111 | 18.09% | 9,311,792 | 10.41% | 27.43% | 4.43% | 74 | 8.82% | 24 | 50.00% |
| 30 Sep, 17 | 94 | 36.23% | 8,433,641 | 19.10% | 24.87% | 5.68% | 68 | 21.43% | 16 | 100.00% |
| 30 Jun, 17 | 69 | 64.29% | 7,081,422 | 26.32% | 20.93% | 7.57% | 56 | 93.10% | 8 | -20.00% |
| 31 Mar, 17 | 42 | 10.53% | 5,605,775 | 11.89% | 16.63% | 7.50% | 29 | 26.09% | 10 | 25.00% |
| 31 Dec, 16 | 38 | 15.15% | 5,009,933 | 3.03% | 14.89% | 7.11% | 23 | 21.05% | 8 | 33.33% |
| 30 Sep, 16 | 33 | 6.45% | 4,862,452 | 8.28% | 14.47% | 8.06% | 19 | -26.92% | 6 | 100.00% |
| 30 Jun, 16 | 31 | -3.13% | 4,490,605 | -4.05% | 13.40% | 6.85% | 26 | 44.44% | 3 | -75.00% |
| 31 Mar, 16 | 32 | -23.81% | 4,680,234 | 1.21% | 13.99% | 7.30% | 18 | -21.74% | 12 | -7.69% |
| 31 Dec, 15 | 42 | -2.33% | 4,624,156 | -47.32% | 13.84% | 2.00% | 23 | -34.29% | 13 | 116.67% |
| 30 Sep, 15 | 43 | 43.33% | 8,777,855 | 132.04% | 26.28% | 20.49% | 35 | 16.67% | 6 | - |
| 30 Jun, 15 | 30 | - | 3,782,926 | - | 11.32% | - | 30 | - | - | - |
AppFolio Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of AppFolio's stock was made by Goon Fay Sien on Aug 13 2024, selling 704 shares at $213.92 per share (valued at $150.60K).
AppFolio Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 1 | 80 | 1.25% |
| Q2 2024 | 8 | 125 | 6.40% |
| Q1 2024 | 14 | 50 | 28.00% |
| Q4 2023 | - | 21 | - |
| Q3 2023 | 1 | 15 | 6.67% |
| Q2 2023 | 26 | 13 | 200.00% |
| Q1 2023 | 10 | 10 | 100.00% |
| Q4 2022 | - | 14 | - |
| Q3 2022 | 2 | 50 | 4.00% |
| Q2 2022 | 10 | 16 | 62.50% |
| Q1 2022 | 2 | 6 | 33.33% |
| Q4 2021 | 16 | 12 | 133.33% |
| Q3 2021 | 5 | 11 | 45.45% |
| Q2 2021 | 6 | 8 | 75.00% |
| Q1 2021 | 4 | 12 | 33.33% |
| Q4 2020 | 12 | 29 | 41.38% |
| Q3 2020 | 19 | 73 | 26.03% |
| Q2 2020 | 7 | 36 | 19.44% |
| Q1 2020 | 4 | 19 | 21.05% |
| Q4 2019 | 6 | 14 | 42.86% |
1 total buy trades, and 80 total sell trades (buy/sell ratio of 0.01%) were made by AppFolio's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 76 | - |
| Q2 2024 | - | 105 | - |
| Q1 2024 | - | 21 | - |
| Q4 2023 | - | 4 | - |
| Q3 2023 | - | 2 | - |
| Q2 2023 | 9 | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | 6 | - |
| Q3 2022 | - | 44 | - |
| Q2 2022 | - | 4 | - |
| Q1 2022 | - | - | - |
| Q4 2021 | 4 | 3 | 133.33% |
| Q3 2021 | - | 5 | - |
| Q2 2021 | - | 2 | - |
| Q1 2021 | - | 7 | - |
| Q4 2020 | - | 14 | - |
| Q3 2020 | - | 44 | - |
| Q2 2020 | - | 31 | - |
| Q1 2020 | - | 12 | - |
| Q4 2019 | - | 8 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 76 open market sell trades of AppFolio's stocks.
AppFolio Peer Ownership
| Ticker | Company |
|---|---|
| NCNO | nCino, Inc. |
| PRO | PROS Holdings, Inc. |
| BSY | Bentley Systems, Incorporated |
| QTWO | Q2 Holdings, Inc. |
| ASUR | Asure Software, Inc. |
| PYCR | Paycor HCM, Inc. |
| ADEA | Adeia Inc. |
| ENFN | Enfusion, Inc. |
| AMSWA | American Software, Inc. |
| WK | Workiva Inc. |
| ALRM | Alarm.com Holdings, Inc. |
| AGYS | Agilysys, Inc. |
| GBTG | Global Business Travel Group, Inc. |
| BLKB | Blackbaud, Inc. |
| BL | BlackLine, Inc. |
| ALKT | Alkami Technology, Inc. |
APPF Ownership FAQ
Who Owns AppFolio?
AppFolio is owned by institutional shareholders (52.51%), insiders (4.33%), and public (43.16%). The largest institutional shareholder of AppFolio is VANGUARD GROUP INC (5.99% of total shares) and the top mutual fund owner is Alger ETF Trust (0.96% of total shares).
Who are the major institutional shareholders of AppFolio?
AppFolio's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., ASHE CAPITAL MANAGEMENT, LP, BROWN CAPITAL MANAGEMENT LLC, and STATE STREET CORP. The top five shareholders own together 20.04% of the company's share outstanding.
How many AppFolio shareholders are there?
As of Jun 2024, there are 383 institutional shareholders of AppFolio.
What percentage of AppFolio is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 2.16M shares of AppFolio, representing 5.99% of the company's total shares outstanding, valued at $528.3M (as of Jun 2024).
What percentage of AppFolio is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 2.16M shares of AppFolio (APPF), compromising 5.98% of the company, valued at $527.93M.
What percentage of AppFolio is owned by ASHE CAPITAL MANAGEMENT, LP?
ASHE CAPITAL MANAGEMENT, LP is the third largest holder of AppFolio. The company owns 1.4M of the company's shares outstanding (worth $341.74M).