← Every company
Funds Holding Appfolio Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Appfolio Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of APPF →Funds holding
102
as of 2026-07-31
Reported value
$462.4M
summed across funds
Fund families
55
named trusts
Largest conviction
2.20%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Invesco S&P MidCap 400 GARP ETFInvesco Exchange-Traded Fund Trust58.7K sh$10.6M | 2.20% |
| Hennessy Technology FundHennessy Funds Trust891 sh$160.5K | 1.68% |
| NYLIM WMC Enduring Capital FundNYLIM FUNDS26.2K sh$4.7M | 1.39% |
| The MidCap Growth FundCOMMERCE FUNDS8.1K sh$1.5M | 1.25% |
| Ranger Small Cap FundSPEND LIFE WISELY FUNDS INVESTMENT TRUST605 sh$109K | 0.89% |
| MidCap FundPrincipal Funds, Inc1.1M sh$204.3M | 0.88% |
| Transamerica Small Cap GrowthTRANSAMERICA FUNDS3.9K sh$705.4K | 0.87% |
| NYLIM Fiera SMID Growth FundNYLIM FUNDS TRUST9.5K sh$1.7M | 0.85% |
| The Growth FundCOMMERCE FUNDS8.7K sh$1.6M | 0.84% |
| AMG GW&K Small Cap Growth FundAMG Funds IV9.5K sh$1.7M | 0.83% |
| Harbor Long-Short Equity ETFHarbor ETF Trust699 sh$126K | 0.82% |
| Pacer US Cash Cows Growth ETFPacer Funds Trust5.9K sh$1.1M | 0.81% |
| Column Small Cap FundTrust for Professional Managers18.8K sh$4.4M | 0.81% |
| Invesco S&P MidCap Quality ETFInvesco Exchange-Traded Fund Trust215.2K sh$38.8M | 0.71% |
| Pacer S&P MidCap 400 Quality FCF Aristocrats ETFPacer Funds Trust36 sh$6.5K | 0.61% |
| Invesco S&P Midcap 400 Pure Growth ETFInvesco Exchange-Traded Fund Trust10.8K sh$1.9M | 0.57% |
| TAX MANAGED SMALL CAP PORTFOLIOTax-Managed Small-Cap Portfolio5.3K sh$963.5K | 0.51% |
| iShares MSCI USA Small-Cap Min Vol Factor ETFiShares Trust6.6K sh$1.2M | 0.41% |
| PACE Small/Medium Co Growth Equity InvestmentsPACE SELECT ADVISORS TRUST4.7K sh$847.3K | 0.33% |
| U.S. Small Cap Growth PortfolioDFA INVESTMENT DIMENSIONS GROUP INC27K sh$4.9M | 0.25% |
| Nuveen ESG Small-Cap ETFNuShares ETF Trust17.4K sh$3.1M | 0.24% |
| FlexShares US Quality Low Volatility Index FundFlexShares Trust2.2K sh$393.5K | 0.24% |
| AAM Transformers ETFETF Series Solutions3.2K sh$584.5K | 0.24% |
| MID-CAP GROWTH PROFUNDProFunds66 sh$11.9K | 0.24% |
| Federated Hermes MDT Mid Cap Growth FundFederated Hermes Equity Funds77K sh$13.9M | 0.21% |
| BNY Mellon US Small Cap Core Equity ETFBNY Mellon ETF Trust911 sh$164.2K | 0.19% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust6.5K sh$1.2M | 0.17% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust3.7K sh$672.3K | 0.16% |
| iShares Morningstar Small-Cap Growth ETFiShares Trust7.5K sh$1.4M | 0.14% |
| Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO15.7K sh$2.8M | 0.14% |
| Victory Science & Technology FundVictory Portfolios III10.5K sh$1.9M | 0.13% |
| Pacer Trendpilot US Mid Cap ETFPacer Funds Trust2.6K sh$476.6K | 0.12% |
| Nationwide Mid Cap Market Index FundNationwide Mutual Funds3.2K sh$582.9K | 0.12% |
| SA Mid Cap Index PortfolioSUNAMERICA SERIES TRUST3.5K sh$626.5K | 0.12% |
| MidCap S&P 400 Index FundPrincipal Funds, Inc9.2K sh$1.7M | 0.12% |
| BNY Mellon Midcap Index Fund, Inc.BNY MELLON MIDCAP INDEX FUND, INC.8.7K sh$1.6M | 0.12% |
| Fidelity Small-Mid Multifactor ETFFidelity Covington Trust15.2K sh$2.7M | 0.11% |
| PGIM Quant Solutions Mid-Cap Index FundPrudential Investment Portfolios 280 sh$14.4K | 0.11% |
| Invesco QQQ Hedged Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust75 sh$13.5K | 0.10% |
| PGIM Jennison Diversified Growth FundPrudential Investment Portfolios 52.5K sh$455.5K | 0.10% |
| Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust97 sh$17.5K | 0.10% |
| VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND114.3K sh$20.6M | 0.09% |
| Direxion Daily Mid Cap Bull 3X SharesDirexion Shares ETF Trust353 sh$63.6K | 0.09% |
| JPMorgan U.S. Quality Factor ETFJ.P. Morgan Exchange-Traded Fund Trust41.9K sh$7.5M | 0.09% |
| JPMorgan U.S. Value Factor ETFJ.P. Morgan Exchange-Traded Fund Trust4.1K sh$732.5K | 0.09% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust69.9K sh$12.6M | 0.08% |
| Column Small Cap Select FundTrust for Professional Managers6.6K sh$1.6M | 0.08% |
| ULTRA MID CAP PROFUNDProFunds201 sh$36.2K | 0.08% |
| Federated Hermes Mid-Cap Index FundFederated Hermes Index Trust1.1K sh$197.3K | 0.07% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC75.2K sh$13.6M | 0.07% |
| iShares Morningstar Small-Cap ETFiShares Trust1.1K sh$191.2K | 0.07% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust8.9K sh$1.6M | 0.06% |
| Fidelity MSCI Information Technology Index ETFFIDELITY COVINGTON TRUST65.9K sh$11.9M | 0.06% |
| Victory Extended Market Index FundVictory Portfolios III2.6K sh$470.8K | 0.06% |
| Nationwide Large Cap Equity PortfolioNationwide Mutual Funds8.1K sh$1.5M | 0.06% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds4.1K sh$744.2K | 0.06% |
| Wilmington Global Alpha Equities FundWilmington Funds736 sh$132.6K | 0.05% |
| JPMorgan U.S. Momentum Factor ETFJ.P. Morgan Exchange-Traded Fund Trust7.6K sh$1.4M | 0.05% |
| U.S. Small Cap Equity FundRUSSELL INVESTMENT CO2.9K sh$524.5K | 0.05% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust6.9K sh$1.2M | 0.04% |
| MID-CAP PROFUNDProFunds22 sh$4K | 0.04% |
| iShares U.S. Small-Cap Equity Factor ETFiShares Trust9.8K sh$1.8M | 0.04% |
| iShares Russell Mid-Cap Index FundBlackRock Funds4.3K sh$775K | 0.03% |
| Manzil Russell Halal USA Broad Market ETFEA Series Trust44 sh$7.9K | 0.03% |
| Fidelity Mid Cap Index FundFidelity Salem Street Trust86.5K sh$15.6M | 0.03% |
| Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST4.6K sh$823.5K | 0.03% |
| Goldman Sachs Multi-Manager Global Equity FundGoldman Sachs Trust II2.5K sh$455.9K | 0.02% |
| iShares U.S. Technology ETFiShares Trust28K sh$5M | 0.02% |
| Fidelity OTC PortfolioFidelity Securities Fund50.1K sh$9M | 0.02% |
| Fidelity Hedged Equity FundFidelity Greenwood Street Trust873 sh$157.3K | 0.02% |
| NYLIM U.S. Large Cap R&D Leaders ETFNYLIM ETF Trust432 sh$77.8K | 0.02% |
| Fidelity OTC K6 PortfolioFidelity Securities Fund3.9K sh$708.3K | 0.02% |
| SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST670 sh$120.7K | 0.01% |
| Schwab U.S. Large-Cap Growth Index FundSCHWAB CAPITAL TRUST3.5K sh$629.6K | 0.01% |
| Fidelity Series Large Cap Growth Index FundFidelity Salem Street Trust1.8K sh$329.2K | 0.01% |
| Fidelity Large Cap Growth Index FundFidelity Salem Street Trust30K sh$5.4M | 0.01% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust32.1K sh$5.8M | 0.01% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC5.5K sh$989.4K | 0.01% |
| Nuveen Large Cap Growth Index FundTIAA-CREF Funds11.7K sh$2.1M | 0.01% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust1.2K sh$215.3K | 0.01% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC1.3K sh$231.4K | 0.01% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust1.1K sh$199.3K | 0.01% |
| Column Mid Cap FundTrust for Professional Managers358 sh$83.8K | 0.01% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust1.3K sh$236.8K | 0.01% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III132 sh$23.8K | 0.01% |
| U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC2.8K sh$511.9K | 0.01% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC13.8K sh$2.5M | 0.01% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust4.4K sh$789.8K | 0.01% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS7.8K sh$1.4M | 0.01% |
| iShares Dow Jones U.S. ETFiShares Trust1K sh$184.3K | 0.01% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust7.1K sh$1.3M | 0.01% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST14.7K sh$2.6M | 0.01% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust13K sh$2.3M | 0.01% |
| Wilmington Large-Cap Strategy FundWilmington Funds200 sh$36K | 0.01% |
| Nuveen Equity Index FundTIAA-CREF Funds18.4K sh$3.3M | 0.01% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds1.4K sh$248.1K | 0.01% |
| Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust19 sh$3.4K | 0.00% |
| AMT Diversified Equity FundADVISER MANAGED TRUST103 sh$18.6K | 0.00% |
| E*TRADE No Fee Total Market Index FundE Trade Trust21 sh$3.8K | 0.00% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS18K sh$3.2M | 0.00% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC6.4K sh$1.2M | 0.00% |
| iShares U.S. Thematic Rotation Active ETFBlackRock ETF Trust13 sh$2.3K | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on APPF
Company overviewEverything on APPF in one place, with the price.SEC filingsWhat APPF's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat APPF's own officers and directors buy and sell.Who owns itEvery manager reporting a position in APPF.PatentsWhat APPF is filing at the patent office.