APPF · Application · 03783C100
AppFolio
Q1 2026 · compared with Q4 2025
- Tracked value
- $2.4B
- Tracked filers
- 95
5 filings are from the same family as a larger report and are left out of the total.
Quarter history
Tracked value counts one filer from each family. Net bought is the share change from the previous quarter. History follows the CUSIP on the latest information table, and it starts when that filer’s CIK exists, so a renamed issuer or a new CIK is shorter than ten years.
- Q2 202698 filers · $160$2.7B+$271M
- Q1 202695 filers · $158$2.4B+$205M
- Q4 202592 filers · $233$3.1B+$186M
- Q3 202596 filers · $276$3.4B−$85.1M
- Q2 202593 filers · $230$3.0B+$116M
- Q1 202595 filers · $220$2.7B+$243M
- Q4 202493 filers · $247$2.8B+$230M
- Q3 202492 filers · $235$2.4B+$42.4M
- Q2 202494 filers · $245$2.4B−$157M
- Q1 202490 filers · $247$2.6B+$291M
- Q4 202384 filers · $173$1.5B+$272M
- Q3 202375 filers · $183$1.3B+$87.4M
- Q2 202369 filers · $172$1.2B+$27.5M
- Q1 202363 filers · $124$821M−$18.6M
- Q4 202268 filers · $105$714M+$45.2M
- Q3 202261 filers · $105$665M+$9.6M
- Q2 202261 filers · $91$566M−$9.1M
- Q1 202265 filers · $113$716M−$28.8M
- Q4 202159 filers · $121$794M+$10.1M
- Q3 202159 filers · $120$779M−$81.6M
- Q2 202159 filers · $141$995M−$29.9M
- Q1 202158 filers · $141$1.0B+$121M
- Q4 202065 filers · $180$1.2B+$66.9M
- Q3 202065 filers · $142$867M−$2.4M
- Q2 202061 filers · $163$997M+$37.7M
- Q1 202060 filers · $111$643M+$22.0M
- Q4 201957 filers · $110$616M+$5.9M
- Q3 201955 filers · $95$527M−$7.6M
- Q2 201954 filers · $102$574M−$1.7M
- Q1 201951 filers · $79$447M−$4.1M
- Q4 201850 filers · $59$338M−$26.2M
- Q3 201856 filers · $78$472M+$5.7M
- Q2 201849 filers · $61$354M+$27.4M
- Q1 201851 filers · $41$221M−$13.6M
- Q4 201749 filers · $42$237M+$12.4M
- Q3 201745 filers · $48$249M+$13.4M
- Q2 201737 filers · $33$156M+$14.0M
- Q1 201727 filers · $27$116M+$40.3M
- Q4 201624 filers · $24$61.8MFlat
- Q3 201619 filers · $19$50.8M+$1.8M
- Q2 201619 filers · $14$36.0M—
Who owns it
- BlackRockPassive · 0.1% of their software2,547,098 shares$402M+$41.6M
- Principal Financial GroupGeneralist · 1.5% of their software1,505,882 shares$238M+$60.5M
- Vanguard Portfolio ManagementPassive · 0.1% of their software1,485,373 shares · Not in the total$234M—
- Vanguard Capital ManagementPassive · 0.0% of their software1,047,945 shares$165M—
- Ashe Capital ManagementGeneralist · 31.4% of their software1,047,915 shares$165M−$7.0M
- State StreetPassive · 0.0% of their software721,657 shares$114M+$8.4M
- William Blair Investment ManagementGeneralist · 3.0% of their software643,231 shares$102MFlat
- GeodePassive · 0.1% of their software506,289 shares$79.9M+$7.9M
- Kayne Anderson Rudnick Investment ManagementGeneralist · 3.4% of their software454,463 shares$71.7M−$15.4M
- Arrowstreet Capital, Limited PartnershipGeneralist · 0.2% of their software384,529 shares$60.7M+$5.5M
- Jacobs Levy Equity ManagementGeneralist · 1.9% of their software367,128 shares$57.9M+$42.0M
- Bank of AmericaGeneralist · 0.1% of their software345,603 shares$54.5M+$14.3M
- Keenan CapitalSpecialist · 12.6% of their software334,557 shares$52.8MNew · +$77.8M
- Caledonia (Private) Investments PtyGeneralist · 43.7% of their software328,277 shares$51.8M−$1.0M
- Morgan StanleyGeneralist · 0.0% of their software307,290 shares$48.5M+$7.4M
- DimensionalPassive · 0.2% of their software296,627 shares$46.8M+$2.2M
- Northern TrustPassive · 0.1% of their software266,145 shares$42.0M+$12.5M
- Renaissance TechnologiesGeneralist · 0.5% of their software227,280 shares$35.9M+$18.8M
- Lead Edge Capital ManagementCrossover · 8.2% of their software210,260 shares$33.2MNew · +$48.9M
- Charles Schwab Investment ManagementPassive · 0.1% of their software164,642 shares$26.0M+$2.3M
- Bank of New York MellonPassive · 0.1% of their software159,724 shares$25.2M−$4.5M
- Vanguard Fiduciary Trust COPassive · 0.1% of their software153,482 shares · Not in the total$24.2M—
- Caisse de depot et placement du QuebecGeneralist · 0.6% of their software152,587 shares$24.1M+$3.0M
- Millennium ManagementGeneralist · 0.3% of their software142,068 shares$22.4M−$32.4M
- AmeripriseGeneralist · 0.1% of their software130,372 shares$20.6M+$25.0M
- FidelityGeneralist · 0.0% of their software128,428 shares$20.3M−$30.5M
- Two Sigma InvestmentsGeneralist · 0.2% of their software124,314 shares$19.6M+$5.7M
- First Trust AdvisorsGeneralist · 0.1% of their software123,026 shares$19.4M−$13.9M
- Russell Investments GroupGeneralist · 0.2% of their software119,299 shares$18.8M+$7.8M
- Goldman SachsGeneralist · 0.0% of their software110,909 shares$17.5M+$15.3M
- InvescoPassive · 0.0% of their software105,721 shares$16.7M−$72.2M
- Raymond James FinancialGeneralist · 0.1% of their software105,014 shares$16.4M+$1.7M
- UBS GroupGeneralist · 0.0% of their software100,137 shares$15.8M+$14.0M
- Wells FargoGeneralist · 0.1% of their software96,116 shares$15.2M−$791K
- Marshall WaceGeneralist · 0.2% of their software93,771 shares$14.8M−$17.7M
- Squarepoint OpsGeneralist · 0.3% of their software80,665 shares$12.7M+$10.0M
- NuveenPassive · 0.0% of their software77,182 shares$12.2M+$3.4M
- Jennison AssociatesGeneralist · 0.1% of their software76,110 shares$12.0M−$12.4M
- Citadel AdvisorsGeneralist · 0.1% of their software70,779 shares$11.2M−$67.0M
- Sei Investments COGeneralist · 0.2% of their software70,495 shares$11.1M+$7.1M
- Envestnet Asset ManagementGeneralist · 0.1% of their software70,045 shares$11.1M+$2.2M
- Rhumbline AdvisersGeneralist · 0.1% of their software64,248 shares$10.1M+$784K
- Loomis Sayles & CO L PGeneralist · 0.1% of their software62,318 shares$9.8MFlat
- New York State Common Retirement FundGeneralist · 0.1% of their software60,468 shares$9.5M+$663K
- UBS Asset ManagementGeneralist · 0.0% of their software57,778 shares · Not in the total$9.1MFlat
- Rockefeller Capital ManagementGeneralist · 0.3% of their software57,359 shares$9.1M+$1.1M
- Royal Bank of CanadaGeneralist · 0.0% of their software52,466 shares$8.3M+$2.0M
- Blair William & Co/ilGeneralist · 0.2% of their software50,596 shares$8.0M−$705K
- Quantinno Capital ManagementGeneralist · 0.2% of their software50,441 shares$8.0M+$2.1M
- LPl FinancialGeneralist · 0.1% of their software46,048 shares$7.3MFlat
- Man GroupGeneralist · 0.2% of their software44,743 shares$7.1M+$3.0M
- Swiss National BankGeneralist · 0.0% of their software43,360 shares$6.8MFlat
- Creative PlanningGeneralist · 0.2% of their software40,542 shares$6.4MFlat
- AlliancebernsteinGeneralist · 0.0% of their software26,332 shares$6.1MFlat
- Nordea Investment Management AbGeneralist · 0.1% of their software36,736 shares$5.7MFlat
- Jones Financial Companies LllpGeneralist · 0.1% of their software33,005 shares$5.1M+$7.6M
- D. E. ShawGeneralist · 0.0% of their software31,183 shares$4.9M+$5.9M
- Legal & GeneralPassive · 0.0% of their software30,449 shares$4.8M−$694K
- Qube Research & TechnologiesGeneralist · 0.1% of their software28,457 shares$4.5MNew · +$6.6M
- California State Teachers Retirement SystemGeneralist · 0.0% of their software25,766 shares$4.1M+$1.2M
- BarclaysGeneralist · 0.0% of their software25,250 shares$4.0M−$1.1M
- Victory Capital ManagementGeneralist · 0.0% of their software22,708 shares$3.6MFlat
- Franklin ResourcesGeneralist · 0.0% of their software19,497 shares$3.1MFlat
- Vanguard Asset ManagementPassive · 0.0% of their software19,495 shares · Not in the total$3.1M—
- Point72 Asset ManagementGeneralist · 0.1% of their software19,135 shares$3.0MNew · +$4.5M
- State Board of Administration of Florida Retirement SystemGeneralist · 0.1% of their software18,126 shares$2.9MFlat
- Manufacturers Life Insurance Company, TheGeneralist · 0.0% of their software16,939 shares$2.7MFlat
- Aqr Capital ManagementGeneralist · 0.0% of their software14,354 shares$2.3M−$3.7M
- Stifel FinancialGeneralist · 0.0% of their software14,037 shares$2.2M+$1.3M
- Cerity PartnersGeneralist · 0.1% of their software12,154 shares$1.9M+$2.1M
- Vanguard Global AdvisersPassive · 0.0% of their software9,964 shares · Not in the total$1.6M—
- Daiwa Securities GroupGeneralist · 0.0% of their software9,743 shares$1.5MFlat
- Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software9,563 shares$1.5MNew · +$2.2M
- Prudential FinancialGeneralist · 0.0% of their software9,236 shares$1.5MFlat
- Fifth Third BancorpGeneralist · 0.0% of their software8,600 shares$1.4M+$2.0M
- State of Wisconsin Investment BoardGeneralist · 0.0% of their software8,516 shares$1.3M+$1.6M
- Ensign Peak AdvisorsGeneralist · 0.0% of their software8,164 shares$1.3M+$1.2M
- CitigroupGeneralist · 0.0% of their software7,625 shares$1.2M−$1.3M
- Universal- Beteiligungs- und Servicegesellschaft mbHGeneralist · 0.0% of their software6,084 shares$960KFlat
- Bank of MontrealGeneralist · 0.0% of their software4,838 shares$764KFlat
- Pictet Asset Management Holding SAGeneralist · 0.0% of their software3,613 shares$570KFlat
- Lazard Asset ManagementGeneralist · 0.0% of their software3,404 shares$537KFlat
- Brown Brothers Harriman & COGeneralist · 0.0% of their software3,343 shares$528KNew · +$778K
- Canada Pension Plan Investment BoardGeneralist · 0.0% of their software2,900 shares$458K+$614K
- Bnp Paribas Financial MarketsGeneralist · 0.0% of their software2,892 shares$456K−$2.0M
- Balyasny Asset ManagementGeneralist · 0.0% of their software2,861 shares$452K−$5.3M
- Pnc Financial Services GroupGeneralist · 0.0% of their software2,723 shares$430KFlat
- Deutsche BankGeneralist · 0.0% of their software2,720 shares$429KFlat
- Bank of Nova ScotiaGeneralist · 0.0% of their software2,606 shares$411KFlat
- AvivaGeneralist · 0.0% of their software2,538 shares$401KFlat
- American Century CompaniesGeneralist · 0.0% of their software2,372 shares$374KFlat
- US Bancorp deGeneralist · 0.0% of their software2,356 shares$372KFlat
- Federated HermesGeneralist · 0.0% of their software2,262 shares$357KFlat
- Susquehanna International GroupGeneralist · 0.0% of their software2,233 shares$352KFlat
- Voya Investment ManagementGeneralist · 0.0% of their software2,146 shares$339KFlat
- Neuberger Berman GroupGeneralist · 0.0% of their software1,506 shares$238KFlat
- Corient Private WealthGeneralist · 0.0% of their software1,494 shares$235KNew
- Dnb Asset Management AsGeneralist · 0.0% of their software1,308 shares$206KNew
- Mitsubishi Ufj Asset ManagementGeneralist · 0.0% of their software56 shares$9KFlat
- Danske Bank A/SGeneralist · 0.0% of their software20 shares$3KFlat
