Appfolio Inc - A (APPF) 13F Filing Data & Analysis (Q2 2026)

APPF ranks #1538 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

APPF is a top-conviction position for Ashe Capital Management, LP — at 18.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in APPF belongs to BlackRock, Inc., but the position matters far more to Ashe Capital Management, LP, who has 18.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Jones Financial Companies Lllp has added to its APPF position for two straight quarters, increasing it by $27.4M to reach $27.5M today.

Ken Griffin has trimmed its APPF position for two straight quarters, cutting it by $87.9M while still holding $8.7M.

APPF is down 0.4% today, but institutions show net buying of $858.2M this quarter — a divergence between today's price move and the underlying institutional flow.

APPF posted net income of $157.5M over the trailing twelve months, and currently trades at a P/E of 51.7.

• Profitable — net income of $157.5M over the trailing twelve months
• Revenue grew 20.7% year over year
• Net income declined year over year, from $203.1M to $157.5M
• Generated $242.1M in positive operating cash flow
• Current ratio of 3.31x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.27x equity — within a conventional range