As of the latest SEC filings, APPFOLIO INC (APPF) is held by 364 institutional funds. The largest fund shareholder is MidCap Fund (PMAQX), holding an estimated $196,506,027.41 in market value, representing 0.78% of its portfolio.
Funds holding APPFOLIO INC (APPF)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- APPF
- CIK:
- 0001433195
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PMAQX
MidCap Fund
|
MF | Independent / Boutique | 0.78% | $196,506,027.41 | 1,176,049 | Apr 30, 2026 | Jun 25, 2026 |
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.12% | $127,153,522.34 | 805,687 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $116,085,763.56 | 735,558 | Mar 31, 2026 | May 28, 2026 |
|
VITAX
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
ETF | Vanguard | 0.08% | $96,938,394.08 | 545,333 | Feb 28, 2026 | Apr 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.05% | $84,114,272.32 | 532,976 | Mar 31, 2026 | May 28, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.12% | $47,020,259.52 | 297,936 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.05% | $42,827,929.04 | 271,372 | Mar 31, 2026 | May 28, 2026 |
|
PSGAX
Virtus KAR Small-Cap Growth Fund
|
MF | Duff & Phelps / Virtus | 4.06% | $33,557,108.78 | 212,629 | Mar 31, 2026 | May 29, 2026 |
|
PRDSX
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund
|
MF | T. Rowe Price | 0.39% | $31,688,362.16 | 200,788 | Mar 31, 2026 | May 28, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.12% | $28,946,081.84 | 183,412 | Mar 31, 2026 | Jun 1, 2026 |
|
IJK
iShares S&P Mid-Cap 400 Growth ETF
|
ETF | BlackRock / iShares | 0.24% | $23,324,217.80 | 147,790 | Mar 31, 2026 | May 28, 2026 |
|
IWP
iShares Russell Mid-Cap Growth ETF
|
ETF | BlackRock / iShares | 0.12% | $23,261,089.80 | 147,390 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.05% | $21,664,677.76 | 121,876 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.10% | $19,922,096.48 | 112,073 | Feb 28, 2026 | Apr 24, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.12% | $18,777,265.78 | 118,979 | Mar 31, 2026 | May 28, 2026 |
|
IGV
iShares Expanded Tech-Software Sector ETF
|
ETF | BlackRock / iShares | 0.16% | $17,048,663.32 | 108,026 | Mar 31, 2026 | May 28, 2026 |
|
FGSAX
Federated Hermes MDT Mid Cap Growth Fund
|
MF | Federated Hermes | 0.26% | $16,645,004.53 | 99,617 | Apr 30, 2026 | Jun 23, 2026 |
|
CGOAX
Columbia Small Cap Growth Fund
|
MF | Columbia Threadneedle | 0.52% | $16,596,384.64 | 93,364 | Feb 28, 2026 | Apr 27, 2026 |
|
IWF
iShares Russell 1000 Growth ETF
|
ETF | BlackRock / iShares | 0.01% | $13,989,638.26 | 88,643 | Mar 31, 2026 | May 22, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.03% | $13,606,472.88 | 81,432 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.03% | $13,351,414.18 | 84,599 | Mar 31, 2026 | May 28, 2026 |
|
SKYY
First Trust Cloud Computing ETF
|
ETF | First Trust | 0.55% | $12,889,001.58 | 81,669 | Mar 31, 2026 | May 21, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.07% | $12,480,453.37 | 74,693 | Apr 30, 2026 | Jun 24, 2026 |
|
BCSIX
Brown Capital Management Small Company Fund
|
MF | Independent / Boutique | 3.77% | $12,150,088.34 | 76,987 | Mar 31, 2026 | May 27, 2026 |
|
PRJIX
T. Rowe Price New Horizons Fund, Inc.
|
MF | T. Rowe Price | 0.09% | $11,812,037.90 | 74,845 | Mar 31, 2026 | May 28, 2026 |
Advertisement (320x50)