Appfolio Inc

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Appfolio Inc
TickerAPPF
CIK #0001433195
CUSIP03783C100
SectorTechnology - Services-Prepackaged Software
Address50 Castilian Drive, Goleta, CA 93117
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Appfolio Inc 2009-08-24 8.0 M Exemption: 506 · Duration: One year or less · Revenue: Decline to Disclose
CIK Filing 2011 - 2026
[0001433195] 10-K
[0001433195] 10-Q
[0001433195] 3
[0001433195] 4
[0001433195] 5
[0001433195] 8-K
[0001433195] SC 13D
[0001433195] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Capital Management LLC Appfolio Inc [2026-04-29] 0.0
Vanguard Portfolio Management LLC Appfolio Inc [2026-04-28] 0.0
Principal Global Investors Appfolio Inc [2026-02-06] 0.0
Ashe Capital Management LP Appfolio Inc [2025-08-14] 0.0
Echo Street Capital Management LLC Appfolio Inc [2023-02-14] 7.2
Duca Maurice J Appfolio Inc [2022-11-10] 25.3
Capital Research Global Investors Appfolio Inc [2022-02-11] 5.2
Capital Research Global Investors Appfolio Inc [2020-02-14] 5.8
Brown Capital Management LLC Appfolio Inc [2019-07-10] 5.82
BlackRock Inc Appfolio Inc [2019-02-08] 6.1
Keenan Capital LLC Appfolio Inc [2018-02-13] 1.7
Vanguard Group Inc Appfolio Inc [2018-02-08] 5.49
Ashe Capital Management LP Appfolio Inc [2017-04-07] 10.15
Oberndorf William E Appfolio Inc [2017-02-22] 16.2
Keenan Capital LLC Appfolio Inc [2017-02-14] 8.5
Walker Jonathan Appfolio Inc [2016-02-16] 17.5
Donahoo Brian Appfolio Inc [2016-02-16] 12.5
Schauser Klaus Appfolio Inc [2016-02-16] 34.3
von Blottnitz Andreas Appfolio Inc [2016-02-16] 5.3
Clarity Ventures Inc Appfolio Inc [2015-12-30] 0.1
Oberndorf William E Appfolio Inc [2015-10-16] 26.1
SCGE GenPar Ltd Appfolio Inc [2015-07-15] 0.8
Keenan Capital LLC Appfolio Inc [2015-07-10] 10.52
IGSB IVP II LLC Appfolio Inc [2015-07-07] 42.7
Oberndorf William E Appfolio Inc [2015-07-07] 19.1
Stad Marc Appfolio Inc [2015-07-06] 11.0
Form 3/4/5 Filer 2011 - 2026
Appfolio Inc
Casey Saori
Nottebohm Olivia
Bundy Scanlan Agnes
Webb Winifred Markus
Pickering Evan
Eaton Timothy Mathias
Rigler Don
Trigg William Shane
Barat Elizabeth Erin
Kerr Janet
Duca Maurice J
Schauser Klaus
Mazza Matthew S
Casey Robert Donald III
von Blottnitz Andreas
Bliss Timothy K
Wolf Alexander
Goon Fay Sien
Walker Jonathan
Wilson Ann M
Randall Jason Robert
IGSB IVP III LLC
Investment Group of Santa Barbara LLC
IGSB Internal Venture Fund III LLC
Rauth William R III
Kane Ida Kathleen
Peters James R
Donahoo Brian
Dragoneer Apartment LLC
Dragoneer Global Fund II LP
Stad Marc
Oberndorf William E
Oberndorf Peter Caldwell
Oberndorf Caroline G
William Ernst Oberndorf Trust
Peter C Oberndorf Trust
Keenan Charles J IV
Keenan Capital GP LLC
Keenan Capital LLC
Oberndorf Investments LLC
Oberndorf Foundation
Clarity Ventures Inc
Hughes Jason F
Karan Steven L
Meadowridge Ventures LP
Clarity Ventures LP
Steven L Karan Revocable Trust dated the 29th day of Octobe
Hughes Family Trust dated 8/7/03
IGSB Internal Venture Fund II LLC
IGSB IVP II LLC
BV Capital GP II LLC
BV Capital GmbH & Co Beteiligungs KG No 1
BV Capital Management LLC
BV Capital Fund II-A LP
BV Capital Fund II LP
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Kerr Janet
Class A Common Stock
2026-03-10 Gift 798 $0.00
Rigler Don
Class A Common Stock
2026-02-20 Grant 1,980 $0.00
Trigg William Shane
Class A Common Stock
2026-02-17 Sell 1,999 $168.21 336,252
Trigg William Shane
Class A Common Stock
2026-02-17 Sell 120 $178.30 21,396
Trigg William Shane
Class A Common Stock
2026-02-17 Sell 1 $175.10 175
Trigg William Shane
Class A Common Stock
2026-02-17 Sell 120 $173.22 20,786
Trigg William Shane
Class A Common Stock
2026-02-17 Sell 2,102 $168.98 355,196
Trigg William Shane
Class A Common Stock
2026-02-17 Sell 399 $174.59 69,661
Trigg William Shane
Class A Common Stock
2026-02-17 Sell 1,382 $170.12 235,106
Trigg William Shane
Class A Common Stock
2026-02-17 Sell 240 $172.25 41,340
Trigg William Shane
Class A Common Stock
2026-02-17 Sell 320 $167.04 53,453
Trigg William Shane
Class A Common Stock
2026-02-17 Sell 160 $170.86 27,338
Trigg William Shane
Class A Common Stock
2026-02-17 Sell 120 $176.29 21,155
Casey Saori
Class A Common Stock
2026-02-12 Grant 1,248 $0.00
Barat Elizabeth Erin
Class A Common Stock
2026-02-10 Tax withheld 103 $188.30 19,395
Trigg William Shane
Class A Common Stock
2026-02-10 Tax withheld 796 $188.30 149,887
Trigg William Shane
Class A Common Stock
2026-02-10 Tax withheld 499 $188.30 93,962
Trigg William Shane
Class A Common Stock
2026-02-10 Grant 14,121 $188.30 2,658,984
Pickering Evan
Class A Common Stock
2026-02-10 Tax withheld 358 $188.30 67,411
Pickering Evan
Class A Common Stock
2026-02-10 Grant 2,648 $188.30 498,618
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 399 20,949,167
2025-12-31 408 20,325,800
2025-09-30 415 19,579,538
2025-06-30 389 20,061,530
2025-03-31 385 19,691,434
2024-12-31 391 18,597,832
2024-09-30 390 18,265,245
2024-06-30 394 17,984,488
2024-03-31 369 19,615,955
2023-12-31 297 17,456,619
2023-09-30 249 16,145,847
2023-06-30 217 15,874,221
Form 13F Holdings
Firm Period DFND Voting Shares
Zevenbergen Capital Investments LLC [2026-06-30] OTR 57,300 57,300
Riverbridge Partners LLC [2026-06-30] SOLE 43,913 50,837
Assenagon Asset Management SA [2026-06-30] SOLE 19,303 19,303
Davidson Kahn Capital Management LLC [2026-06-30] SOLE 0 18,930
Mission Wealth Management LP [2026-06-30] SOLE 0 14,067
Isthmus Partners LLC [2026-06-30] SOLE 11,995 11,995
First Citizens Bank & Trust Co [2026-06-30] SOLE 9,203 9,203
Envestnet Portfolio Solutions Inc [2026-06-30] SOLE 9,182 9,182
Louisiana State Employees Retirement System [2026-06-30] SOLE 7,100 7,100
Yousif Capital Management LLC [2026-06-30] SOLE 1,948 6,599
LVZ Inc [2026-06-30] SOLE 0 6,193
Evanson Financial LLC [2026-06-30] SOLE 0 6,000
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 5,753 5,753
Alaska Retirement Management Board [2026-06-30] SOLE 5,450 5,450
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 1 4,809
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 4,233 4,233
NorthCrest Asset Manangement LLC [2026-06-30] SOLE 0 3,950
Chemistry Wealth Management LLC [2026-06-30] SOLE 0 1,879
First Bank & Trust [2026-06-30] SOLE 1,628 1,628
Linden Thomas Advisory Services LLC [2026-06-30] SOLE 0 1,613
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 1,602
Birch Financial Group LLC [2026-06-30] SOLE 0 1,326
Gamma Investing LLC [2026-06-30] DFND 834 834
IFP Advisors LLC [2026-06-30] SOLE 625 625
Versant Capital Management Inc [2026-06-30] SOLE 452 452
Farther Finance Advisors LLC [2026-06-30] SOLE 0 313
Reyes Financial Architecture Inc [2026-06-30] SOLE 297 297
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 123 123
First Horizon Corp [2026-06-30] DFND 0 92
Wealth Enhancement Trust Services Inc [2026-06-30] DFND 0 72
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