Fund shareholders of Appfolio Inc
ISIN US03783C1009 · United States · LEI 529900OOUUGT6JFC0S15
- Fund shareholders
- 350
- Of which ETFs
- 99 251 other funds
- Value held
- 1.5B $ 2.3M € · 11.3M SEK
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| MidCap Fund Principal Funds, Inc | 1,176,049 | 196.5M $ | 0.78 % | as of Apr 30, 2026 ↗ |
| iShares Core S&P Mid-Cap ETF iShares Trust | 805,687 | 127.2M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 735,558 | 116.1M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND | 545,333 | 96.9M $ | 0.08 % | as of Feb 28, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 532,976 | 84.1M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 297,936 | 47M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 271,372 | 42.8M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Virtus KAR Small-Cap Growth Fund Virtus Equity Trust | 212,629 | 33.6M $ | 4.06 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 200,788 | 31.7M $ | 0.39 % | as of Mar 31, 2026 ↗ |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 147,790 | 23.3M $ | 0.24 % | as of Mar 31, 2026 ↗ |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 147,390 | 23.3M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 121,876 | 21.7M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 118,979 | 18.8M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 112,073 | 19.9M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| iShares Expanded Tech-Software Sector ETF iShares Trust | 108,026 | 17M $ | 0.16 % | as of Mar 31, 2026 ↗ |
| Federated Hermes MDT Mid Cap Growth Fund Federated Hermes Equity Funds | 99,617 | 16.6M $ | 0.26 % | as of Apr 30, 2026 ↗ |
| Columbia Small Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I | 93,364 | 16.6M $ | 0.52 % | as of Feb 28, 2026 ↗ |
| iShares Russell 1000 Growth ETF iShares Trust | 88,643 | 14M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Russell Mid-Cap ETF iShares Trust | 84,599 | 13.4M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| First Trust Cloud Computing ETF First Trust Exchange-Traded Fund II | 81,669 | 12.9M $ | 0.55 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 81,432 | 13.6M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Brown Capital Management Small Company Fund Brown Capital Management Mutual Funds | 76,987 | 12.2M $ | 3.77 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 74,845 | 11.8M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 74,693 | 12.5M $ | 0.07 % | as of Apr 30, 2026 ↗ |
| William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS | 66,350 | 10.5M $ | 1.06 % | as of Mar 31, 2026 ↗ |
| William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS | 66,246 | 10.5M $ | 0.93 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST | 64,145 | 10.7M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| DF DENT MIDCAP GROWTH FUND FORUM FUNDS | 60,789 | 9.6M $ | 3.66 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 60,510 | 10.1M $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Pacer US Large Cap Cash Cows Growth Leaders ETF Pacer Funds Trust | 60,050 | 10M $ | 0.46 % | as of Apr 30, 2026 ↗ |
| Value Line Small Cap Opportunities Fund, Inc. Value Line Small Cap Opportunities Fund, Inc. | 55,449 | 8.8M $ | 1.12 % | as of Mar 31, 2026 ↗ |
| Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust | 54,467 | 9.1M $ | 1.87 % | as of Apr 30, 2026 ↗ |
| Rockefeller U.S. Small-Mid Cap ETF Tidal Trust III | 51,657 | 8.6M $ | 1.14 % | as of Apr 30, 2026 ↗ |
| Fidelity OTC Portfolio Fidelity Securities Fund | 50,126 | 8.4M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust | 48,808 | 8.7M $ | 0.21 % | as of Feb 28, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 43,424 | 7.7M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Calvert Small Cap Fund Calvert Impact Fund, Inc. | 42,742 | 6.7M $ | 0.44 % | as of Mar 31, 2026 ↗ |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 41,389 | 6.9M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. | 40,401 | 6.4M $ | 0.20 % | as of Mar 31, 2026 ↗ |
| Virtus Zevenbergen Technology Fund Virtus Investment Trust | 38,300 | 6M $ | 0.42 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 37,062 | 5.8M $ | 0.24 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 35,852 | 6.4M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 35,077 | 6.2M $ | 0.12 % | as of Feb 28, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 34,288 | 6.1M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 31,550 | 5M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 31,272 | 5.2M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 30,886 | 5.2M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| AMG GW&K Small Cap Core Fund AMG Funds | 29,386 | 4.6M $ | 0.69 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 29,343 | 4.6M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Technology ETF iShares Trust | 28,881 | 4.8M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 26,859 | 4.2M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 26,104 | 4.1M $ | 0.39 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 25,396 | 4M $ | 0.26 % | as of Mar 31, 2026 ↗ |
| State Farm Growth Fund Advisers Investment Trust | 24,800 | 3.9M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| JNL Mid Cap Index Fund JNL Series Trust | 24,555 | 3.9M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 24,242 | 4.1M $ | 0.21 % | as of Apr 30, 2026 ↗ |
| Carillon Eagle Small Cap Growth Fund Carillon Series Trust | 23,289 | 3.7M $ | 0.91 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 22,964 | 3.6M $ | 0.25 % | as of Mar 31, 2026 ↗ |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 22,069 | 3.5M $ | 0.17 % | as of Mar 31, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 21,059 | 3.7M $ | 0.23 % | as of Feb 28, 2026 ↗ |
| WisdomTree Cloud Computing Fund WisdomTree Trust | 20,999 | 3.3M $ | 1.43 % | as of Mar 31, 2026 ↗ |
| DF DENT SMALL CAP GROWTH FUND FORUM FUNDS | 20,133 | 3.2M $ | 2.13 % | as of Mar 31, 2026 ↗ |
| MidCap Account Principal Variable Contract Funds, Inc | 19,987 | 3.2M $ | 0.63 % | as of Mar 31, 2026 ↗ |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 19,947 | 3.1M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P U.S. Growth ETF iShares Trust | 19,584 | 3.1M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 18,395 | 2.9M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 18,392 | 3.1M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Large Cap Growth Insights Fund Goldman Sachs Trust | 18,009 | 3M $ | 0.18 % | as of Apr 30, 2026 ↗ |
| Mid Cap Index Fund VALIC Co I | 17,869 | 3.2M $ | 0.12 % | as of Feb 28, 2026 ↗ |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 17,769 | 3M $ | 0.23 % | as of Apr 30, 2026 ↗ |
| PGIM Jennison Diversified Growth Fund Prudential Investment Portfolios 5 | 17,519 | 2.9M $ | 0.67 % | as of Apr 30, 2026 ↗ |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 17,014 | 3M $ | 0.12 % | as of Feb 28, 2026 ↗ |
| Victory Science & Technology Fund Victory Portfolios III | 16,748 | 2.8M $ | 0.20 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Software & Services ETF SPDR SERIES TRUST | 16,490 | 2.6M $ | 0.69 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 16,034 | 2.7M $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 15,683 | 2.5M $ | 0.39 % | as of Mar 31, 2026 ↗ |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 15,654 | 2.6M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 15,565 | 2.5M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Mid Cap Index Fund Northern Funds | 15,338 | 2.4M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 15,246 | 2.7M $ | 0.53 % | as of Feb 28, 2026 ↗ |
| NYLI WMC Enduring Capital Fund NEW YORK LIFE INVESTMENTS FUNDS | 15,129 | 2.5M $ | 0.69 % | as of Apr 30, 2026 ↗ |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 14,732 | 2.5M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 14,687 | 2.5M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 14,288 | 2.4M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 14,100 | 2.4M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 13,984 | 2.2M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 13,797 | 2.3M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 13,784 | 2.5M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 13,613 | 2.4M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 13,139 | 2.1M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS | 13,100 | 2.1M $ | 1.80 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 13,032 | 2.1M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 12,842 | 2M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 12,566 | 2.1M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust | 12,288 | 1.9M $ | 4.30 % | as of Mar 31, 2026 ↗ |
| iShares Expanded Tech Sector ETF iShares Trust | 12,050 | 1.9M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust | 11,792 | 2.1M $ | 0.21 % | as of Feb 28, 2026 ↗ |
| Invesco S&P Midcap 400 Pure Growth ETF Invesco Exchange-Traded Fund Trust | 11,341 | 1.9M $ | 0.57 % | as of Apr 30, 2026 ↗ |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 11,320 | 1.8M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| NYLI Fiera SMID Growth Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 11,314 | 1.9M $ | 0.81 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust | 4.30 % | as of Mar 31, 2026 ↗ |
| Virtus KAR Small-Cap Growth Fund Virtus Equity Trust | 4.06 % | as of Mar 31, 2026 ↗ |
| Brown Capital Management Small Company Fund Brown Capital Management Mutual Funds | 3.77 % | as of Mar 31, 2026 ↗ |
| DF DENT MIDCAP GROWTH FUND FORUM FUNDS | 3.66 % | as of Mar 31, 2026 ↗ |
| DF DENT SMALL CAP GROWTH FUND FORUM FUNDS | 2.13 % | as of Mar 31, 2026 ↗ |
| Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust | 1.87 % | as of Apr 30, 2026 ↗ |
| Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS | 1.80 % | as of Mar 31, 2026 ↗ |
| Parnassus Growth Equity Fund Parnassus Funds | 1.45 % | as of Mar 31, 2026 ↗ |
| ABANCA RENTA VARIABLE CRECIMIENTO, FI ABANCA GESTION DE ACTIVOS, SGIIC, SA | 1.45 % | as of Dec 31, 2025 ↗ |
| WisdomTree Cloud Computing Fund WisdomTree Trust | 1.43 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 344 | -5 | 8,961,077 | +2.9 % |
| 2026Q1 | 349 | -17 | 8,710,233 | -1.2 % |
| 2025Q4 | 366 | -9 | 8,816,603 | -0.9 % |
| 2025Q3 | 375 | -25 | 8,893,674 | -0.4 % |
| 2025Q2 | 400 | -6 | 8,929,632 | +6.8 % |
| 2025Q1 | 406 | +14 | 8,364,156 | +4.2 % |
| 2024Q4 | 392 | -27 | 8,024,963 | -10.9 % |
| 2024Q3 | 419 | +73 | 9,009,532 | +26.8 % |
| 2024Q2 | 346 | +44 | 7,105,948 | -0.7 % |
| 2024Q1 | 302 | +36 | 7,156,432 | +9.7 % |
| 2023Q4 | 266 | 6,525,776 |
Institutional managers
388 managers declare this company to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 2,547,098 | 402M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 1,505,882 | 237.7M $ | as of Mar 31, 2026 |
| Ashe Capital Management, LP | 1,047,915 | 165.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 721,657 | 113.9M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 643,231 | 101.5M $ | as of Mar 31, 2026 |
| Nellore Capital Management LLC | 636,302 | 100.4M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 513,441 | 81K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 506,289 | 79.9M $ | as of Mar 31, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 454,463 | 71.7M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 384,529 | 60.7M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 367,128 | 57.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 345,603 | 54.5M $ | as of Mar 31, 2026 |
| Keenan Capital, LLC | 334,557 | 52.8M $ | as of Mar 31, 2026 |
| Caledonia (Private) Investments Pty Ltd | 328,277 | 51.8M $ | as of Mar 31, 2026 |
| DF DENT & CO INC | 320,512 | 50.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 307,290 | 48.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 296,627 | 46.8M $ | as of Mar 31, 2026 |
| Greenstone Partners & Co., LLC | 273,497 | 43.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 266,145 | 42M $ | as of Mar 31, 2026 |
| GILDER GAGNON HOWE & CO LLC | 265,330 | 41.9M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 227,280 | 35.9M $ | as of Mar 31, 2026 |
| Fiera Capital Corp | 220,357 | 34.8M $ | as of Mar 31, 2026 |
| Lead Edge Capital Management, LLC | 210,260 | 33.2M $ | as of Mar 31, 2026 |
| LONG WALK MANAGEMENT LP | 204,500 | 32.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 164,642 | 26M $ | as of Mar 31, 2026 |
Declared shareholders of Appfolio Inc
2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 6.12 % | 1,491,162 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.05 % | 1,230,347 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Appfolio Inc". https://titelia.com/en/stocks/appfolio-inc-US03783C1009