§ TECHNOLOGY
USD · TechnologyAPPF
APPFOLIO INC - A
USDSector · TechnologyBeta · 0.85
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
233 increased/new, 140 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 27.1 | P/B | 15.40 |
| EPS (TTM) | 3.89 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 2.5M | 0.0% | +8% |
| PRINCIPAL FINANCIAL GROUP INC | 1.5M | 0.1% | +21% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.5M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.0M | n/a | n/a |
| Ashe Capital Management, LP | 1.0M | 20.7% | −3% |
| State Street | 722K | 0.0% | +5% |
◇ AC INTELLIGENCE
Top institutional owners for APPF as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER21.6% · 0 holders
OTHER31.3% · 284 holders
PASSIVE / INDEX24.9% · 10 holders
QUALITY / COMPOUNDER6.8% · 26 holders
DEALER / BANK6.6% · 36 holders
INCOME / DEFENSIVE5.1% · 27 holders
SYSTEMATIC / QUANT2.8% · 14 holders
TACTICAL / MACRO0.8% · 4 holders
ACTIVIST0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for APPF in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention APPF yet.