AppFolio, Inc. Class A Common Stock — Institutional Ownership
Which tracked institutions hold APPF, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
35
Funds holding
$1229888143
Total value held
Buying
23 added/new · 12 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $424274393 | 2645927 | +98829 | +3.88% |
| 2 | Principal Financial Group Inc | $257388961 | 1605135 | +99253 | +6.59% |
| 3 | State Street Corp | $122849106 | 766131 | +44474 | +6.16% |
| 4 | Morgan Stanley | $93296220 | 581826 | +274536 | +89.34% |
| 5 | Invesco Ltd. | $53571012 | 334088 | +334088 | NEW BUY |
| 6 | Bank Of America Corp /De/ | $47635815 | 297074 | -48529 | -14.04% |
| 7 | Northern Trust Corp | $43229880 | 269597 | +3452 | +1.30% |
| 8 | Bank Of New York Mellon Corp | $23523746 | 146702 | -13022 | -8.15% |
| 9 | Wells Fargo & Company/Mn | $22660070 | 141316 | +45200 | +47.03% |
| 10 | Ubs Group Ag | $22078912 | 137692 | +137692 | NEW BUY |
| 11 | Ameriprise Financial Inc | $20546471 | 128132 | +128132 | NEW BUY |
| 12 | Federated Hermes, Inc. | $19859588 | 123852 | +123852 | NEW BUY |
| 13 | Royal Bank Of Canada | $17405000 | 108539 | +56073 | +106.87% |
| 14 | Jpmorgan Chase & Co | $17095253 | 108071 | -7 | -0.01% |
| 15 | Raymond James Financial Inc | $15649679 | 97598 | -7416 | -7.06% |
| 16 | Goldman Sachs Group Inc | $10599574 | 66103 | -44806 | -40.40% |
| 17 | Franklin Resources Inc | $3011693 | 18782 | -715 | -3.67% |
| 18 | Sei Investments Co | $2707244 | 16884 | -53611 | -76.05% |
| 19 | Stifel Financial Corp | $1976309 | 12325 | +12325 | NEW BUY |
| 20 | Janus Henderson Group Plc | $1553617 | 9838 | +9838 | NEW BUY |
| 21 | Barclays Plc | $1380772 | 8611 | -16639 | -65.90% |
| 22 | Citigroup Inc | $1242392 | 7748 | -5464 | -41.36% |
| 23 | Fifth Third Bancorp | $1200372 | 7486 | -1114 | -12.95% |
| 24 | Truist Financial Corp | $842158 | 5252 | +154 | +3.02% |
| 25 | Bank Of Montreal /Can/ | $772247 | 4816 | -22 | -0.45% |
| 26 | Allstate Corp | $736808 | 4595 | +4595 | NEW BUY |
| 27 | M&T Bank Corp | $676340 | 4218 | +285 | +7.25% |
| 28 | Us Bancorp \De\ | $596983 | 3723 | +1367 | +58.02% |
| 29 | Pnc Financial Services Group, Inc. | $576779 | 3597 | +874 | +32.10% |
| 30 | Bank Of Nova Scotia | $378266 | 2359 | -247 | -9.48% |
| 31 | Zions Bancorporation, National Association /Ut/ | $347960 | 2170 | +2170 | NEW BUY |
| 32 | Itau Unibanco Holding S.A. | $208455 | 1300 | +1300 | NEW BUY |
| 33 | First Horizon Corp | $14752 | 92 | +92 | NEW BUY |
| 34 | Southstate Bank Corp | $963 | 6 | +6 | NEW BUY |
| 35 | Amalgamated Financial Corp. | $353 | 3120 | +3120 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.