Titelia

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
FundSharesValueWeight in fund
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 11,3081.8M $0.12 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 11,0061.7M $0.01 %as of Mar 31, 2026
AMG GW&K Small Cap Growth Fund AMG Funds IV 10,0421.7M $0.81 %as of Apr 30, 2026
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 9,8581.6M $0.12 %as of Apr 30, 2026
MidCap S&P 400 Index Fund Principal Funds, Inc 9,3101.6M $0.12 %as of Apr 30, 2026
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 9,2601.6M $0.07 %as of Feb 28, 2026
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 9,2601.5M $0.00 %as of Mar 31, 2026
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 9,1741.4M $0.12 %as of Mar 31, 2026
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 9,1001.5M $0.60 %as of Apr 30, 2026
Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II 8,8751.4M $0.62 %as of Mar 31, 2026
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 8,8731.5M $0.20 %as of Apr 30, 2026
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 8,8441.5M $0.04 %as of Apr 30, 2026
JOHNSON OPPORTUNITY FUND Johnson Mutual Funds Trust 8,8001.4M $0.84 %as of Mar 31, 2026
JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust 8,7831.5M $0.07 %as of Apr 30, 2026
AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust 8,7751.4M $0.34 %as of Mar 31, 2026
Mid Cap Index Trust John Hancock Variable Insurance Trust 8,6441.4M $0.12 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 8,5601.4M $0.06 %as of Apr 30, 2026
LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,5501.3M $0.10 %as of Mar 31, 2026
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 8,2891.3M $0.12 %as of Mar 31, 2026
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 8,2591.3M $0.12 %as of Mar 31, 2026
iShares Russell 2500 ETF iShares Trust 8,1671.3M $0.05 %as of Mar 31, 2026
The MidCap Growth Fund COMMERCE FUNDS 7,8001.3M $1.01 %as of Apr 30, 2026
Schwab 1000 Index Fund SCHWAB INVESTMENTS 7,7891.3M $0.01 %as of Apr 30, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 7,7041.2M $0.05 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 7,5901.3M $0.01 %as of Apr 30, 2026
JNL/Mellon Information Technology Sector Fund JNL Series Trust 7,2841.1M $0.02 %as of Mar 31, 2026
iShares Morningstar Small-Cap Growth ETF iShares Trust 7,2551.2M $0.13 %as of Apr 30, 2026
Parnassus Growth Equity Fund Parnassus Funds 7,2471.1M $1.45 %as of Mar 31, 2026
Mercer US Small/Mid Cap Equity Fund Mercer Funds 7,1761.1M $0.07 %as of Mar 31, 2026
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,1301.1M $0.12 %as of Mar 31, 2026
Columbia Variable Portfolio - Small Company Growth Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 6,8761.1M $0.50 %as of Mar 31, 2026
AQR Style Premia Alternative Fund AQR Funds 6,7201.1M $0.05 %as of Mar 31, 2026
iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust 6,7001.1M $0.39 %as of Apr 30, 2026
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 6,68010M SEK0.04 %as of Mar 31, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 6,4471.1M $0.00 %as of Apr 30, 2026
iShares Russell 3000 ETF iShares Trust 6,110964.3K $0.01 %as of Mar 31, 2026
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 6,0951.1M $0.24 %as of Feb 28, 2026
NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust 5,983944.2K $0.21 %as of Mar 31, 2026
Vident U.S. Equity Strategy ETF ETF Series Solutions 5,9601.1M $0.15 %as of Feb 28, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 5,928990.5K $0.03 %as of Apr 30, 2026
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 5,8421M $0.01 %as of Feb 28, 2026
Pacer US Cash Cows Growth ETF Pacer Funds Trust 5,727956.9K $0.75 %as of Apr 30, 2026
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 5,690898K $0.14 %as of Mar 31, 2026
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,491917.5K $0.01 %as of Apr 30, 2026
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 5,483865.3K $0.12 %as of Mar 31, 2026
State Farm Balanced Fund Advisers Investment Trust 5,400852.2K $0.03 %as of Mar 31, 2026
VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc 5,335842K $0.10 %as of Mar 31, 2026
First Trust Nasdaq BuyWrite Income ETF First Trust Exchange-Traded Fund VI 5,319839.4K $0.11 %as of Mar 31, 2026
Calvert Small/Mid-Cap Fund Calvert Management Series 5,301836.6K $0.43 %as of Mar 31, 2026
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,292835.2K $0.09 %as of Mar 31, 2026
LVIP Blended Large Cap Growth Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,085802.5K $0.05 %as of Mar 31, 2026
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 5,020792.3K $0.10 %as of Mar 31, 2026
RBC SMID Cap Growth Fund RBC Funds Trust 4,880770.2K $0.70 %as of Mar 31, 2026
TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio 4,862812.4K $0.44 %as of Apr 30, 2026
S&P MidCap 400 Pure Growth Fund Rydex Series Funds 4,699741.6K $0.42 %as of Mar 31, 2026
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 4,483707.5K $0.12 %as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 4,195662.1K $0.01 %as of Mar 31, 2026
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 4,186699.4K $0.03 %as of Apr 30, 2026
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 4,166696.1K $0.11 %as of Apr 30, 2026
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 4,083644.4K $0.01 %as of Mar 31, 2026
iMGP Small Company Fund LITMAN GREGORY FUNDS TRUST 4,017634K $1.28 %as of Mar 31, 2026
HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust 4,000631.3K $0.16 %as of Mar 31, 2026
Fidelity OTC K6 Portfolio Fidelity Securities Fund 3,931656.8K $0.02 %as of Apr 30, 2026
Transamerica Small Cap Growth TRANSAMERICA FUNDS 3,910653.3K $0.83 %as of Apr 30, 2026
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 3,838605.7K $0.12 %as of Mar 31, 2026
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,793598.6K $0.06 %as of Mar 31, 2026
iShares Russell Mid-Cap Index Fund BlackRock Funds 3,718621.2K $0.03 %as of Apr 30, 2026
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 3,705619.1K $0.12 %as of Apr 30, 2026
Systematic Growth Fund VALIC Co I 3,704658.4K $0.07 %as of Feb 28, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 3,700618.2K $0.01 %as of Apr 30, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,697617.7K $0.15 %as of Apr 30, 2026
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,652649.2K $0.01 %as of Feb 28, 2026
NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust 3,651576.2K $0.36 %as of Mar 31, 2026
Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust 3,527556.6K $0.45 %as of Mar 31, 2026
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 3,521555.7K $0.08 %as of Mar 31, 2026
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 3,500552.4K $0.01 %as of Mar 31, 2026
Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST 3,494583.8K $0.01 %as of Apr 30, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 3,463546.5K $0.07 %as of Mar 31, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 3,460578.1K $0.05 %as of Apr 30, 2026
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 3,442543.2K $0.09 %as of Mar 31, 2026
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 3,374532.5K $0.12 %as of Mar 31, 2026
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 3,334557.1K $0.12 %as of Apr 30, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,300586.6K $0.05 %as of Feb 28, 2026
WisdomTree U.S. MidCap Fund WisdomTree Trust 3,280517.6K $0.06 %as of Mar 31, 2026
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 3,018476.3K $0.00 %as of Mar 31, 2026
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 2,966527.2K $0.13 %as of Feb 28, 2026
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 2,947465.1K $0.13 %as of Mar 31, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 2,911486.4K $0.05 %as of Apr 30, 2026
State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST 2,838447.9K $0.85 %as of Mar 31, 2026
NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust 2,815470.4K $0.15 %as of Apr 30, 2026
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 2,792466.5K $0.12 %as of Apr 30, 2026
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 2,740457.8K $0.02 %as of Apr 30, 2026
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,734486K $0.01 %as of Feb 28, 2026
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,651418.4K $0.01 %as of Mar 31, 2026
Victory Extended Market Index Fund Victory Portfolios III 2,612436.4K $0.06 %as of Apr 30, 2026
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 2,604435.1K $0.99 %as of Apr 30, 2026
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 2,464388.9K $0.06 %as of Mar 31, 2026
Large-Cap Growth Portfolio PACIFIC SELECT FUND 2,327367.2K $0.03 %as of Mar 31, 2026
Timothy Plan US Small Cap Core ETF Timothy Plan 2,279359.7K $0.12 %as of Mar 31, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 2,242353.8K $0.02 %as of Mar 31, 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 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
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
Vanguard Portfolio Management 6.12 %1,491,162as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.05 %1,230,347as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

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