$APPF

$214.32 +$3.70 (1.76%) Close

$APPF Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 35.4M shares outstanding

Who owns APPF?

By type of holder

Institutions 65.4% Insiders 0.0% Everyone else 34.6%

Concentration Top 10 holders own 48.4%

Maurice J Duca 18.1% · BlackRock, Inc. 7.5%

Institutional ownership

65.4%

+5.4 pts vs last qtr

Institutional holders

389

-8 vs last qtr

Net shares bought

+1.9M

by institutions in Q2 2026

New / sold out

62 / 70

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

London Co Of Virginia NEW +703.2K
Neuberger Berman Group LLC +392.7K

Biggest sellers in Q2 2026

Jacobs Levy Equity Management, Inc −340.4K
Arrowstreet Capital, Limited Partnership −150.4K

Who is planning to sell?

Notices of proposed sale, last 12 months

$44.4M

19 notices from 9 people

Shares covered

251.1K

0.71% of the company

Arranged in advance

99%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Maurice Duca, Trustee IGSB Money Purchase Pension Trust FBO Suzanne Duca 10% stockholder 10b5-1 $21.5M
Maurice Duca J. Roth IRA 10% stockholder 10b5-1 $11.4M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+8.2%

+0.88% a year

Each share's claim on the business

−7.6%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$171M vs $279M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years64% 3–5 years7% 1–3 years16% Under 1 year13%

Quarterly turnover

15.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting APPF on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	2.6M	7.47%	+98.8K (+3.9%)	≤2021	0.0%
Shares held by quarter Peak holding2.6M (Q2'26) Change over 8 quarters+421.0K Share of the company7.470% BlackRock, Inc.'s full portfolio →
PF Principal Financial Group Inc	1.6M	4.53%	+99.3K (+6.6%)	≤2021	0.1%
Shares held by quarter Peak holding1.6M (Q2'26) Change over 8 quarters+1.4M Share of the company4.530% Principal Financial Group Inc's full portfolio →

BlackRock, Inc.

2.6M

% of company

7.47%

Change vs last qtr

+98.8K (+3.9%)

Held since

≤2021

Principal Financial Group Inc

1.6M

% of company

4.53%

Change vs last qtr

+99.3K (+6.6%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding AppFolio, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting APPF on Form N-PORT; together they hold 29.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
MF MidCap Fund Principal Funds, Inc	$204M	1.1M	3.20%	0.88%	July 31, 2026
IC iShares Core S&P Mid-Cap ETF iShares Trust	$132M	821.5K	2.32%	0.11%	June 30, 2026

MidCap Fund

Principal Funds, Inc

Position value

$204M

% of company

3.20%

% of the fund

0.88%

As of

July 31, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$132M

% of company

2.32%

% of the fund

0.11%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding AppFolio, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
MJ Maurice J Duca 5%+ holder 13D · 21.2%	6.4M	18.09%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company18.090% Disclosed stake13D · 21.2% View the 13D/G filing →

Maurice J Duca

5%+ holder13D · 21.2%

6.4M

% of company

18.09%

Change vs last qtr

—

Held since

—

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