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 | |
|---|---|---|---|---|
| Avantis U.S. Equity Fund American Century ETF Trust | 271 | 48.2K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 270 | 42.6K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 260 | 46.2K $ | 0.02 % | as of Feb 27, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 253 | 39.9K $ | 0.41 % | as of Mar 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 236 | 37.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| PROFUND VP MIDCAP GROWTH ProFunds | 229 | 36.1K $ | 0.24 % | as of Mar 31, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 200 | 33.4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| HUSSMAN STRATEGIC ALLOCATION FUND Hussman Investment Trust | 200 | 31.6K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 198 | 31.2K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| ULTRA MID CAP PROFUND ProFunds | 194 | 32.4K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Innovation Leaders ETF T. Rowe Price Exchange-Traded Funds, Inc. | 181 | 28.6K $ | 0.19 % | as of Mar 31, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 169 | 26.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro MidCap400 ProShares Trust | 138 | 24.5K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 136 | 21.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | 128 | 20.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 117 | 19.5K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Indecap Teknologi Indecap Fonder AB | 114 | 171.4K SEK | 0.29 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 109 | 19.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 103 | 17.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 101 | 15.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 100 | 16.7K $ | 0.12 % | as of Apr 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 100 | 15.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| LargeCap Growth Account I Principal Variable Contract Funds, Inc | 97 | 15.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 96 | 15.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 93 | 14.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 91 | 14.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 90 | 15K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 86 | 15.3K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Invesco QQQ Hedged Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 83 | 13.9K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| American Century Small Cap Value Insights ETF American Century ETF Trust | 71 | 12.6K $ | 0.14 % | as of Feb 28, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 70 | 12.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 69 | 10.9K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| MID-CAP GROWTH PROFUND ProFunds | 68 | 11.4K $ | 0.23 % | as of Apr 30, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 68 | 10.7K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Motley Fool Innovative Growth Factor ETF RBB Fund, Inc. | 66 | 11.7K $ | 0.19 % | as of Feb 28, 2026 ↗ |
| PROFUND VP ULTRAMID CAP ProFunds | 50 | 7.9K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| MID-CAP PROFUND ProFunds | 47 | 7.9K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Pacer S&P MidCap 400 Quality FCF Aristocrats ETF Pacer Funds Trust | 36 | 6K $ | 0.61 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra Nasdaq Cloud Computing ProShares Trust | 34 | 6K $ | 0.43 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 28 | 4.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 21 | 3.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 20 | 3.2K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 19 | 3.2K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Morningstar Alternatives Fund Morningstar Funds Trust | 16 | 2.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust | 13 | 2.2K $ | as of Apr 30, 2026 ↗ | |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 5 | 888.8 $ | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares U.S. Industry Rotation Active ETF BlackRock ETF Trust | 4 | 668.4 $ | 0.00 % | as of Apr 30, 2026 ↗ |
| ABANCA RENTA VARIABLE CRECIMIENTO, FI ABANCA GESTION DE ACTIVOS, SGIIC, SA | 1.4M € | 1.45 % | as of Dec 31, 2025 ↗ | |
| ACIMUT NORTH AMERICAN MANAGERS, FI MUTUACTIVOS, S.A., S.G.I.I.C. | 875.1K € | 0.93 % | as of Dec 31, 2025 ↗ | |
| GESTION BOUTIQUE VII, FI GESTION BOUTIQUE VII / GESFUND AQUA ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 34.5K € | 0.47 % | as of Dec 31, 2025 ↗ |
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.
| 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| 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 table shows the 25 largest.
| 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
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.
| 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