Appfolio Inc (Nasdaq: APPF), an SEC filer in Services-Prepackaged Software, closed at $234.49, +1.0%, on 2026-08-28, with a market cap of $8.4B as of 2026-08-27, a trailing P/E of 59.8, a return on equity of 26.5%, a net margin of 14.8% and 3-year sales growth of 26.3%. Institutional ownership, earnings history and filed financials are on the tabs below.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2,547,0982.5M | $402M | 7.01% | ADD 8% |
| 2 | PRINCIPAL FINANCIAL GROUP INC | 1,505,8821.5M | $238M | 4.15% | ADD 21% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,485,3731.5M | $234M | 4.09% | NEW† |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1,047,9451.0M | $165M | 2.88% | NEW† |
| 5 | Ashe Capital Management, LP | 1,047,9151.0M | $165M | 2.88% | TRIM -3% |
| 6 | STATE STREET CORP | 721,657721,657 | $114M | 1.99% | ADD 5% |
| 7 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 643,231643,231 | $102M | 1.77% | — |
| 8 | Nellore Capital Management LLC | 636,302636,302 | $100M | 1.75% | ADD 20% |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | 513,441513,441 | $81M | 1.41% | TRIM -23% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 506,289506,289 | $80M | 1.39% | ADD 7% |
† NEW this big is usually a rename.
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | +1,485,373 | $234M | OPEN |
| VANGUARD CAPITAL MANAGEMENT LLC | +1,047,945 | $165M | OPEN |
| Keenan Capital, LLC | +334,557 | $53M | OPEN |
| PRINCIPAL FINANCIAL GROUP INC | +259,933 | $41M | ADD |
| Lead Edge Capital Management, LLC | +210,260 | $33M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD GROUP INC | −2,560,460 | $404M | CLOSE |
| Invesco Ltd. | −310,539 | $49M | TRIM |
| CITADEL ADVISORS LLC | −288,136 | $45M | TRIM |
| Hudson Way Capital Management LLC | −202,853 | $32M | CLOSE |
| LONG WALK MANAGEMENT LP | −177,250 | $28M | TRIM |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 2.4M | 2.4M | 2.4M | 2.4M | 2.4M | 2.5M | $402M |
| PRINCIPAL FINANCIAL GROUP INC | 182K | 402K | 833K | 1.2M | 1.2M | 1.5M | $238M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | — | — | — | — | — | 1.5M | $234M |
| VANGUARD CAPITAL MANAGEMENT LLC | — | — | — | — | — | 1.0M | $165M |
| Ashe Capital Management, LP | 1.1M | 1.1M | 1.3M | 1.3M | 1.1M | 1.0M | $165M |
| STATE STREET CORP | 697K | 714K | 692K | 678K | 686K | 722K | $114M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | — | 423K | 733K | 552K | 638K | 643K | $102M |
| Nellore Capital Management LLC | 372K | 403K | 507K | 475K | 530K | 636K | $100M |
| PRICE T ROWE ASSOCIATES INC /MD/ | 67K | 55K | 454K | 571K | 669K | 513K | $81M |
| GEODE CAPITAL MANAGEMENT, LLC | 417K | 437K | 439K | 461K | 472K | 506K | $80M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Breaks = no 13F that quarter.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
SEC Schedule 13D/G XML · group aggregate.
