Titelia

Fund shareholders of Appfolio Inc

ISIN US03783C1009 · United States · LEI 529900OOUUGT6JFC0S15

Fund shareholders
350
Of which ETFs
98 252 other funds
Value held
≈ 1.7B $ 1.7B $ · 2.3M € · 11.3M SEK
FundSharesValueWeight in fund
MidCap Fund Principal Funds, Inc 1,133,927204.3M $0.88 %as of Jul 31, 2026 ↗
iShares Core S&P Mid-Cap ETF iShares Trust 821,511131.7M $0.11 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 723,941116.1M $0.01 %as of Jun 30, 2026 ↗
Touchstone Funds Group Trust-Touchstone Mid Cap Fund Touchstone Funds Group Trust 634,544101.7M $2.26 %as of Jun 30, 2026 ↗
VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND 547,23888.2M $0.05 %as of May 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 523,98884M $0.04 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 301,79748.4M $0.10 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 275,52544.2M $0.05 %as of Jun 30, 2026 ↗
Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust 215,19038.8M $0.71 %as of Jul 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 212,08834M $0.35 %as of Jun 30, 2026 ↗
Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS 210,60133.9M $0.46 %as of May 31, 2026 ↗
Virtus KAR Small-Cap Growth Fund Virtus Equity Trust 148,14123.8M $3.85 %as of Jun 30, 2026 ↗
iShares S&P Mid-Cap 400 Growth ETF iShares Trust 144,29023.1M $0.20 %as of Jun 30, 2026 ↗
PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. 139,81022.4M $0.64 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Growth ETF iShares Trust 134,79321.6M $0.10 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 126,02720.3M $0.05 %as of May 31, 2026 ↗
iShares Expanded Tech-Software Sector ETF iShares Trust 122,71719.7M $0.15 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 121,61519.5M $0.11 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 117,20518.9M $0.08 %as of May 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 114,32720.6M $0.09 %as of Jul 31, 2026 ↗
First Trust Cloud Computing ETF First Trust Exchange-Traded Fund II 110,28217.7M $0.65 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 94,77815.2M $0.03 %as of Jun 30, 2026 ↗
Columbia Small Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I 91,10114.7M $0.40 %as of May 31, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 87,13614M $0.01 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 86,45515.6M $0.03 %as of Jul 31, 2026 ↗
William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS 77,04612.4M $0.94 %as of Jun 30, 2026 ↗
Federated Hermes MDT Mid Cap Growth Fund Federated Hermes Equity Funds 76,96913.9M $0.21 %as of Jul 31, 2026 ↗
William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS 76,00012.2M $0.99 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 75,24413.6M $0.07 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 69,89412.6M $0.08 %as of Jul 31, 2026 ↗
Brown Capital Management Small Company Fund Brown Capital Management Mutual Funds 69,81511.2M $3.49 %as of Jun 30, 2026 ↗
Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST 65,86111.9M $0.06 %as of Jul 31, 2026 ↗
Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust 58,68510.6M $2.20 %as of Jul 31, 2026 ↗
Virtus Zevenbergen Technology Fund Virtus Investment Trust 57,3009.2M $0.46 %as of Jun 30, 2026 ↗
Value Line Small Cap Opportunities Fund, Inc. Value Line Small Cap Opportunities Fund, Inc. 55,4498.9M $1.07 %as of Jun 30, 2026 ↗
Fidelity OTC Portfolio Fidelity Securities Fund 50,1269M $0.02 %as of Jul 31, 2026 ↗
DF DENT MIDCAP GROWTH FUND FORUM FUNDS 49,3497.9M $3.47 %as of Jun 30, 2026 ↗
Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust 48,8087.9M $0.18 %as of May 31, 2026 ↗
T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. 47,4647.6M $0.05 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 46,1447.4M $0.01 %as of May 31, 2026 ↗
JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust 41,8727.5M $0.09 %as of Jul 31, 2026 ↗
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 41,3696.6M $0.25 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 38,8206.3M $0.11 %as of May 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 38,4586.2M $0.32 %as of Jun 30, 2026 ↗
Calvert Small Cap Fund Calvert Impact Fund, Inc. 37,6856M $0.47 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 37,1726M $0.01 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST 37,1626M $0.20 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 36,2835.8M $0.01 %as of May 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 32,0755.8M $0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. 31,1835M $0.10 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 30,1594.8M $0.01 %as of Jun 30, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 30,0425.4M $0.01 %as of Jul 31, 2026 ↗
AMG GW&K Small Cap Core Fund AMG Funds 28,4634.6M $0.59 %as of Jun 30, 2026 ↗
iShares U.S. Technology ETF iShares Trust 28,0125M $0.02 %as of Jul 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 26,9524.9M $0.25 %as of Jul 31, 2026 ↗
NYLIM WMC Enduring Capital Fund NYLIM FUNDS 26,2464.7M $1.39 %as of Jul 31, 2026 ↗
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 24,9294M $0.35 %as of Jun 30, 2026 ↗
State Farm Growth Fund Advisers Investment Trust 24,8004M $0.04 %as of Jun 30, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 24,5553.9M $0.11 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 24,4033.9M $0.21 %as of May 31, 2026 ↗
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 24,3933.9M $0.10 %as of Jun 30, 2026 ↗
MidCap Account Principal Variable Contract Funds, Inc 24,3653.9M $0.75 %as of Jun 30, 2026 ↗
JNL/T. Rowe Price Mid-Cap Growth Fund JNL Series Trust 24,2763.9M $0.09 %as of Jun 30, 2026 ↗
Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II 22,9193.7M $0.47 %as of Jun 30, 2026 ↗
Carillon Eagle Small Cap Growth Fund Carillon Series Trust 22,7613.6M $0.73 %as of Jun 30, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 22,2533.6M $0.17 %as of Jun 30, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 20,6693.3M $0.13 %as of Jun 30, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 20,4593.3M $0.19 %as of Jun 30, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 20,0163.2M $0.01 %as of Jun 30, 2026 ↗
DF DENT SMALL CAP GROWTH FUND FORUM FUNDS 19,7693.2M $1.86 %as of Jun 30, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 19,4803.1M $0.11 %as of Jun 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 19,1623.1M $0.11 %as of Jun 30, 2026 ↗
WisdomTree Cloud Computing Fund WisdomTree Trust 18,8993M $1.24 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 18,3923.3M $0.01 %as of Jul 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 18,0372.9M $0.08 %as of Jun 30, 2026 ↗
Mid Cap Index Fund VALIC Co I 17,9692.9M $0.11 %as of May 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 17,9613.2M $0.00 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 17,7312.8M $0.03 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Software & Services ETF SPDR SERIES TRUST 17,4492.8M $0.70 %as of Jun 30, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 17,3822.8M $0.11 %as of May 31, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 17,3703.1M $0.24 %as of Jul 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 16,6842.7M $0.51 %as of May 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 15,6542.8M $0.14 %as of Jul 31, 2026 ↗
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 15,6382.5M $0.35 %as of Jun 30, 2026 ↗
Mid Cap Index Fund Northern Funds 15,6172.5M $0.10 %as of Jun 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 15,3282.5M $0.01 %as of Jun 30, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 15,2432.7M $0.11 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 14,9812.4M $0.01 %as of May 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 14,9732.4M $0.01 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 14,6872.6M $0.01 %as of Jul 31, 2026 ↗
Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS 14,1002.3M $1.73 %as of Jun 30, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 13,9632.2M $0.04 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 13,7972.5M $0.01 %as of Jul 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 13,0252.3M $0.01 %as of Jul 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 12,8422.1M $0.01 %as of Jun 30, 2026 ↗
Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust 12,7202M $0.13 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 12,5062M $0.00 %as of Jun 30, 2026 ↗
JOHNSON OPPORTUNITY FUND Johnson Mutual Funds Trust 12,4002M $1.22 %as of Jun 30, 2026 ↗
Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust 11,7921.9M $0.17 %as of May 31, 2026 ↗
Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust 11,6881.9M $3.96 %as of Jun 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust 3.96 %as of Jun 30, 2026 ↗
Virtus KAR Small-Cap Growth Fund Virtus Equity Trust 3.85 %as of Jun 30, 2026 ↗
Brown Capital Management Small Company Fund Brown Capital Management Mutual Funds 3.49 %as of Jun 30, 2026 ↗
DF DENT MIDCAP GROWTH FUND FORUM FUNDS 3.47 %as of Jun 30, 2026 ↗
Touchstone Funds Group Trust-Touchstone Mid Cap Fund Touchstone Funds Group Trust 2.26 %as of Jun 30, 2026 ↗
Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust 2.20 %as of Jul 31, 2026 ↗
Mid Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents 1.87 %as of Jun 30, 2026 ↗
DF DENT SMALL CAP GROWTH FUND FORUM FUNDS 1.86 %as of Jun 30, 2026 ↗
Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS 1.73 %as of Jun 30, 2026 ↗
Hennessy Technology Fund Hennessy Funds Trust 1.68 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3344010,215,367+14.0 %
2026Q2344-58,961,077+2.9 %
2026Q1349-178,710,233-1.2 %
2025Q4366-98,816,603-0.9 %
2025Q3375-258,893,674-0.4 %
2025Q2400-68,929,632+6.8 %
2025Q1406+148,364,156+4.2 %
2024Q4392-278,024,963-10.9 %
2024Q3419+739,009,532+26.8 %
2024Q2346+447,105,948-0.7 %
2024Q1302+367,156,432+9.7 %
2023Q42666,525,776

Institutional managers

388 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.2,547,098402M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC1,505,882237.7M $as of Mar 31, 2026
Ashe Capital Management, LP1,047,915165.4M $as of Mar 31, 2026
STATE STREET CORP721,657113.9M $as of Mar 31, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC643,231101.5M $as of Mar 31, 2026
Nellore Capital Management LLC636,302100.4M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/513,44181K $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC506,28979.9M $as of Mar 31, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC454,46371.7M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP384,52960.7M $as of Mar 31, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC367,12857.9M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/345,60354.5M $as of Mar 31, 2026
Keenan Capital, LLC334,55752.8M $as of Mar 31, 2026
Caledonia (Private) Investments Pty Ltd328,27751.8M $as of Mar 31, 2026
DF DENT & CO INC320,51250.6M $as of Mar 31, 2026
MORGAN STANLEY307,29048.5M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP296,62746.8M $as of Mar 31, 2026
Greenstone Partners & Co., LLC273,49743.2M $as of Mar 31, 2026
NORTHERN TRUST CORP266,14542M $as of Mar 31, 2026
GILDER GAGNON HOWE & CO LLC265,33041.9M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC227,28035.9M $as of Mar 31, 2026
Fiera Capital Corp220,35734.8M $as of Mar 31, 2026
Lead Edge Capital Management, LLC210,26033.2M $as of Mar 31, 2026
LONG WALK MANAGEMENT LP204,50032.3M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC164,64226M $as of Mar 31, 2026

Declared shareholders of Appfolio Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Maurice J Duca 21.20 %6,410,682as of Aug 11, 2026 · SCHEDULE 13D
PRINCIPAL GLOBAL INVESTORS 6.40 %1,549,609as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Appfolio Inc". https://titelia.com/en/stocks/appfolio-inc-US03783C1009