APPF Institutional Ownership
Who owns Appfolio Inc and what the big funds did with it last quarter, from every SEC 13F filing. 397 funds reported holding APPF at Jun 30, 2026.
- ●219 buying vs 198 selling
- ▲Shares held by funds +9.0%
- ▼Funds holding -5
- ▼Superinvestors: 1 added, 4 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 397 | 402 | −1.2% |
| In funds' top 10 | 9 | 10 | −10.0% |
| 13F shares | 23.6M | 21.6M | +9.0% |
| Held by funds | – | – | – |
| New positions | 61 | 70 | −12.9% |
| Increased | 158 | 184 | −14.1% |
| Reduced | 134 | 105 | +27.6% |
| Sold out | 64 | 75 | −14.7% |
| Calls (shares) | 11K | 22K | −51.8% |
| Puts (shares) | 9,000 | 900 | +900.0% |
| Put/call ratio | 0.85 | 0.04 | +1975.5% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in APPF
All superinvestors →
Who owns APPF
share of fund held shares- Index and passive funds33.6%
- Active managers and hedge funds55.0%
- Banks and brokers9.6%
- Pensions, insurers and other1.8%
The top 10 holders own 48.3% of all APPF shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
107 funds changed their position- Principal Financial Group IncTrimmed−229K sh
- Mission Wealth Management, LPAdded+28K sh
- Assenagon Asset Management S.A.Trimmed−24K sh
- First Citizens Bank & Trust CoTrimmed−5,825 sh
- Integrity Alliance, Llc.New+5,404 sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | – | 2.6M | $424M | +99K |
| 2 | Principal Financial Group Inc | – | 1.6M | $257M | +99K |
| 3 | Vanguard Portfolio Management LLC | – | 1.5M | $239M | +4,685 |
| 4 | Ashe Capital Management, LP | – | 1M | $168M | 0 |
| 5 | Vanguard Capital Management LLC | – | 1M | $167M | −6,507 |
| 6 | State Street Corp | – | 766K | $123M | +44K |
| 7 | William Blair Investment Management, LLC | – | 722K | $116M | +79K |
| 8 | London Co of Virginia | – | 703K | $113M | +703K |
| 9 | Price T Rowe Associates Inc /md/ | – | 700K | $112M | +187K |
| 10 | Nellore Capital Management LLC | – | 655K | $105M | +19K |
- London Co of Virginia+703K sh+$113M
- Neuberger Berman Group LLC+393K sh+$63M
- Morgan Stanley+275K sh+$44M
- Invesco Ltd.+228K sh+$36.6M
- Wellington Management Group LLP+225K sh+$36.1M
- Lead Edge Capital Management, LLC+189K sh+$30.4M
- Price T Rowe Associates Inc /md/+187K sh+$30M
- Jennison Associates LLC+162K sh+$26M
- Jacobs Levy Equity Management, Inc−340K sh−$54.6M
- Arrowstreet Capital, Limited Partnership−150K sh−$24.1M
- Two Sigma Investments, LP−108K sh−$17.4M
- Kayne Anderson Rudnick Investment Management LLC−103K sh−$16.5M
- Fiera Capital Corp−94K sh−$15.1M
- Marshall Wace, LLP−79K sh−$12.7M
- Russell Investments Group, Ltd.−76K sh−$12.1M
- Millennium Management LLC−73K sh−$11.6M
APPF institutional ownership FAQ
Who owns the most APPF stock?
In Q2 2026 13F filings the largest holder of APPF was BlackRock, Inc., followed by Principal Financial Group Inc and Vanguard Portfolio Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of APPF is owned by institutions?
397 funds reported holding 23.6M APPF shares at Jun 30, 2026.
Are hedge funds buying APPF?
In Q2 2026, 219 funds bought APPF (61 of them new positions) and 198 sold (64 sold out completely). Among well known investors, 1 added and 4 cut. Our fund sentiment for APPF is neutral.
What is APPF's institutional put/call ratio?
Funds reported $1.4M of APPF puts against $1.7M of calls, a put/call ratio of 0.85 (0.04 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this APPF ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.