AppFolio Ownership | Who Owns AppFolio?

Overview Forecast RevenueFinancials Chart Transcripts

AppFolio Ownership Summary

AppFolio is owned by 51.83% institutional investors, 3.76% insiders, and 44.41% retail investors. Vanguard group is the largest institutional shareholder, holding 5.99% of APPF shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 1.99% of its assets in AppFolio shares.

APPF Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	AppFolio	51.83%	3.76%	44.41%
Sector	Technology Stocks	54.54%	11.27%	34.19%
Idea	SaaS Stocks List	68.23%	6.57%	25.19%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	2.16M	5.99%	$528.30M
Blackrock	2.16M	5.98%	$527.93M
Ashe capital management, lp	1.40M	3.87%	$341.74M
Brown capital management	910.18K	2.52%	$222.60M
State street	603.90K	1.67%	$147.70M
Gilder gagnon howe	560.00K	1.55%	$136.96M
Geode capital management	380.29K	1.05%	$93.03M
Fred alger management	358.88K	0.99%	$87.77M
Df dent	319.51K	0.89%	$78.14M
Invesco	318.93K	0.88%	$78.00M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ashe capital management, lp	1.40M	28.21%	$341.74M
Greenstone partners	113.07K	11.55%	$27.65M
Zeno equity partners llp	172.56K	11.23%	$42.20M
Long walk management lp	89.50K	10.33%	$21.89M
Nellore capital management	279.45K	10.31%	$68.34M
Brown capital management	910.18K	4.50%	$222.60M
Miura global management	18.00K	4.29%	$4.40M
Spence asset management	149.24K	2.29%	$9.21M
12 west capital management lp	80.00K	2.01%	$19.57M
Gilder gagnon howe	560.00K	1.72%	$136.96M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	261.72K	0.01%	261.72K
Macquarie group	251.52K	0.07%	251.52K
Squarepoint ops	185.03K	0.07%	120.83K
Franklin resources	174.27K	0.01%	117.52K
Invesco	318.93K	0.02%	114.13K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	2.16M	0.01%	-426.20K
Morgan stanley	174.69K	0.00%	-260.18K
Brown capital management	910.18K	4.50%	-225.75K
Assenagon asset management	20.40K	0.01%	-134.72K
Artisan partners limited partnership	-	-	-108.64K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	261.72K	0.01%	261.72K	$64.01M
Macquarie group	251.52K	0.07%	251.52K	$61.51M
Susquehanna fundamental investments	40.10K	0.23%	40.10K	$9.81M
Corebridge financial	26.82K	0.04%	26.82K	$6.56M
1832 asset management	25.20K	0.01%	25.20K	$6.16M

Sold Out

Holder	Change
Tfc financial management	-1.00
Riggs asset managment	-2.00
Abich financial wealth management	-3.00
West paces advisors	-6.00
Redwood wealth management group	-20.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	389	-2.51%	18,817,388	-0.80%	51	1.89%	207	-2.82%	122	-3.17%
Jun 30, 2024	393	4.80%	18,961,240	-2.53%	52	1.78%	210	-11.02%	125	37.36%
Mar 31, 2024	375	22.95%	19,452,680	12.86%	54	2.35%	236	31.84%	91	7.06%
Dec 31, 2023	305	20.08%	17,235,875	5.76%	48	2.29%	179	16.23%	85	46.55%
Sep 30, 2023	254	15.98%	16,297,205	0.73%	45	2.20%	154	31.62%	58	-7.94%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	724.53K	1.99%	400.00
Vanguard Total Stock Mkt Idx Inv	662.01K	1.82%	-2.43K
Vanguard Small Cap Index	519.37K	1.43%	1.00K
Vanguard Information Technology ETF	385.78K	1.06%	1.76K
Brown Capital Mgmt Small Co Inv	362.88K	1.00%	-128.29K
Vanguard Institutional Extnd Mkt Idx Tr	338.25K	0.93%	-1.23K
Vanguard Small Cap Growth Index Inv	285.50K	0.79%	-340.00
Invesco OFI Small Cap Growth	246.62K	0.68%	68.06K
Invesco Discovery A	246.62K	0.68%	5.30K
Franklin DynaTech A	200.00K	0.55%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 11, 2024	Mazza Matthew S	Chief Legal Officer	Sell	$326.65K
Dec 11, 2024	Mazza Matthew S	Chief Legal Officer	Sell	$154.99K
Dec 10, 2024	Mazza Matthew S	Chief Legal Officer	Sell	$178.85K
Dec 11, 2024	Mazza Matthew S	Chief Legal Officer	Sell	$554.47K
Dec 06, 2024	Trigg William Shane	Chief Executive Officer	Sell	$68.14K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	46
2024 Q3	-	113
2024 Q2	-	105
2024 Q1	-	21
2023 Q4	-	4

APPF Ownership FAQ

Who owns the most shares of AppFolio?

AppFolio’s largest shareholders are Vanguard group (2.16M shares, 5.99%), Blackrock (2.16M shares, 5.98%), and Ashe capital management, lp (1.4M shares, 3.87%). Together, they hold 15.84% of AppFolio’s total shares outstanding.

Does Blackrock own AppFolio?

Yes, BlackRock owns 5.98% of AppFolio, totaling 2.16M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 527.93M$. In the last quarter, BlackRock decreased its holdings by -426K shares, a -16.49% change.

Who is AppFolio’s biggest shareholder by percentage of total assets invested?

Ashe capital management, lp is AppFolio’s biggest shareholder by percentage of total assets invested, with 28.21% of its assets in 1.4M AppFolio shares, valued at 341.74M$.

Who is the top mutual fund holder of AppFolio shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of AppFolio shares, with 1.99% of its total shares outstanding invested in 724.53K AppFolio shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools