AppFolio, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 2.40 M | $565.98 M | 11.31% | 6.62% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 2.22 M | $523.74 M | 100.00% | 6.13% |
| ASHE CAPITAL MANAGEMENT, LP | 11/14/2024 | 1.40 M | $328.93 M | 0.00% | 3.85% |
| BROWN CAPITAL MANAGEMENT LLC | 11/12/2024 | 804,645 | $189.41 M | -11.59% | 2.22% |
| STATE STREET CORP | 11/14/2024 | 653,136 | $153.75 M | 8.15% | 1.80% |
| GILDER GAGNON HOWE & CO LLC | 11/14/2024 | 547,351 | $128.85 M | -2.26% | 1.51% |
| LORD, ABBETT & CO. LLC | 12/13/2024 | 459,285 | $108.12 M | 82.20% | 1.27% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 457,925 | $107.20 M | 682.24% | 1.26% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 413,032 | $97.25 M | 8.61% | 1.14% |
| INVESCO LTD. | 11/12/2024 | 407,484 | $95.92 M | 27.77% | 1.12% |
| DF DENT & CO INC | 11/15/2024 | 351,691 | $82.79 M | 10.07% | 0.97% |
| NELLORE CAPITAL MANAGEMENT LLC | 11/14/2024 | 313,619 | $73.83 M | 12.23% | 0.86% |
| MACQUARIE GROUP LTD | 11/14/2024 | 306,012 | $72.04 M | 21.67% | 0.84% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/07/2024 | 262,457 | $61.78 M | -4.22% | 0.72% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 231,700 | $54.54 M | 5.80% | 0.64% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 228,655 | $51.80 M | 31.21% | 0.63% |
| MORGAN STANLEY | 11/14/2024 | 228,550 | $53.80 M | 30.83% | 0.63% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 11/14/2024 | 212,984 | $50.14 M | -6.43% | 0.59% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 201,866 | $47.52 M | -16.52% | 0.56% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 188,922 | $44.47 M | -28.76% | 0.52% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 186,858 | $43.99 M | 54.73% | 0.51% |
| FRED ALGER MANAGEMENT, LLC | 11/14/2024 | 184,826 | $43.51 M | -48.50% | 0.51% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 177,831 | $41.86 M | 16.13% | 0.49% |
| ZENO EQUITY PARTNERS LLP | 11/12/2024 | 176,925 | $41.65 M | 2.53% | 0.49% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 176,815 | $41.62 M | 15.81% | 0.49% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 172,155 | $40.53 M | -6.96% | 0.47% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2024 | 170,157 | $40.05 M | 15.00% | 0.47% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 166,318 | $39.15 M | -30.76% | 0.46% |
| JPMORGAN CHASE & CO | 11/08/2024 | 161,278 | $37.96 M | 3.25% | 0.44% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 159,482 | $37.54 M | -5.13% | 0.44% |
| BAIRD FINANCIAL GROUP, INC. | 11/14/2024 | 156,046 | $36.73 M | -12.72% | 0.43% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 130,126 | $30.63 M | 54.63% | 0.36% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 11/04/2024 | 124,406 | $29.29 M | 44.85% | 0.34% |
| GREENSTONE PARTNERS & CO., LLC | 11/14/2024 | 113,067 | $26.62 M | 0.00% | 0.31% |
| EAGLE ASSET MANAGEMENT INC | 11/12/2024 | 108,422 | $24.74 M | -7.87% | 0.30% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 11/04/2024 | 105,061 | $24.73 M | -4.36% | 0.29% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 97,129 | $22.86 M | -7.66% | 0.27% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 94,023 | $22.13 M | -6.30% | 0.26% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 89,895 | $21.16 M | 55.25% | 0.25% |
| JENNISON ASSOCIATES LLC | 11/08/2024 | 89,417 | $21.05 M | 4.61% | 0.25% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 86,124 | $20.27 M | -67.92% | 0.24% |
| SPENCE ASSET MANAGEMENT | 10/09/2024 | 77,213 | $18.18 M | -48.26% | 0.21% |
| JUPITER ASSET MANAGEMENT LTD | 11/12/2024 | 75,909 | $17.87 M | 91.59% | 0.21% |
| BRIDGEWATER ASSOCIATES, LP | 11/13/2024 | 75,145 | $17.69 M | 14.99% | 0.21% |
| JACKSON SQUARE PARTNERS, LLC | 11/13/2024 | 74,781 | $17.60 M | -9.52% | 0.21% |
| ROYAL BANK OF CANADA | 11/14/2024 | 74,433 | $17.52 M | 181.75% | 0.21% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 71,352 | $16.80 M | 231.36% | 0.20% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 70,424 | $16.58 M | 47.13% | 0.19% |
| WCM INVESTMENT MANAGEMENT, LLC | 11/04/2024 | 69,350 | $16.27 M | -21.78% | 0.19% |
| RHUMBLINE ADVISERS | 11/12/2024 | 63,967 | $15.06 M | 4.93% | 0.18% |
AppFolio, Inc.institutional Ownership - FAQ's
During the previous two years, 492 institutional investors and hedge funds held shares of AppFolio, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 2.4 M
BlackRock Funding, Inc. /DE: 2.22 M
Ashe Capital Management, LP: 1.4 M
BROWN CAPITAL MANAGEMENT LLC: 804,645
STATE STREET CORP: 653,136
GILDER GAGNON HOWE & CO LLC: 547,351
51.93% of AppFolio, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 21.78 M shares in the last 24 months. This purchase volume represents approximately $5.49 B in transactions.