AppFolio, Inc.
US ˙ NasdaqGM ˙ US03783C1009

SecurityAPPF / AppFolio, Inc.
InstitutionFmr Llc
Latest Disclosed Ownership128,428 shares
Latest Disclosed Value $ 20,268,440
Fmr Llc reports 50.54% decrease in ownership of APPF / AppFolio, Inc.

On May 15, 2026 - Fmr Llc filed a 13F-HR form disclosing ownership of 128,428 shares of AppFolio, Inc. (US:APPF) valued at $20,268,507 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 259,656 shares of AppFolio, Inc.. This represents a change in shares of -50.54% during the quarter. The current value of the position is $21,015,958 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F APPFOLIO COM CL A 03783C100 128,428 -131,228 -50.54 20,268 -66.45 0.0002
2026-02-17 2025-12-31 13F APPFOLIO COM CL A 03783C100 259,656 -235,321 -47.54 60,409 -55.73 0.0031
2025-11-13 2025-09-30 13F APPFOLIO COM CL A 03783C100 494,977 -79,386 -13.82 136,445 3.16 0.0071
2025-08-14 2025-06-30 13F APPFOLIO COM CL A 03783C100 574,363 -271,815 -32.12 132,264 -28.92 0.0075
2025-05-12 2025-03-31 13F APPFOLIO COM CL A 03783C100 846,178 248,693 41.62 186,074 26.23 0.0119
2025-02-13 2024-12-31 13F APPFOLIO COM CL A 03783C100 597,485 536,591 881.19 147,411 928.40 0.0088
2024-11-13 2024-09-30 13F APPFOLIO COM CL A 03783C100 60,894 55,348 997.98 14,334 957.08 0.0009
2024-08-13 2024-06-30 13F APPFOLIO COM CL A 03783C100 5,546 -2,527 -31.30 1,356 -31.89 0.0001
2024-05-13 2024-03-31 13F APPFOLIO COM CL A 03783C100 8,073 257 3.29 1,992 47.05 0.0001
2024-02-13 2023-12-31 13F APPFOLIO COM CL A 03783C100 7,816 7,107 1,002.40 1,354 949.61 0.0001
2023-11-13 2023-09-30 13F APPFOLIO COM CL A 03783C100 709 66 10.26 130 17.27 0.0000
2023-08-11 2023-06-30 13F APPFOLIO COM CL A 03783C100 643 39 6.46 111 46.67 0.0000
2023-08-11 2023-03-31 13F/A-1 APPFOLIO COM CL A 03783C100 604 154 34.22 75 59.57 0.0000
2023-05-11 2023-03-31 13F APPFOLIO COM CL A 03783C100 604 154 75 0.0000
2023-02-13 2022-12-31 13F APPFOLIO COM CL A 03783C100 450 -38 -7.79 47 -7.84 0.0000
2022-11-10 2022-09-30 13F APPFOLIO COM CL A 03783C100 488 109 28.76 51 45.71 0.0000
2022-08-12 2022-06-30 13F APPFOLIO COM CL A 03783C100 379 -43 -10.19 35 -27.08 0.0000
2022-05-13 2022-03-31 13F APPFOLIO COM CL A 03783C100 422 399 1,734.78 48 1,500.00 0.0000
2022-02-14 2021-12-31 13F APPFOLIO COM CL A 03783C100 23 0 0.00 3 0.00 0.0000
2022-02-14 2021-09-30 13F/A-1 APPFOLIO COM CL A 03783C100 23 0 0.00 3 0.00 0.0000
2021-11-15 2021-09-30 13F APPFOLIO COM CL A 03783C100 23 0 3 0.0000
2021-08-13 2021-06-30 13F APPFOLIO COM CL A 03783C100 23 -30 -56.60 3 -62.50 0.0000
2021-05-14 2021-03-31 13F APPFOLIO COM CL A 03783C100 53 -21 -28.38 8 -38.46 0.0000
2021-02-08 2020-12-31 13F APPFOLIO COM CL A 03783C100 74 66 825.00 13 1,200.00 0.0000
2020-11-13 2020-09-30 13F APPFOLIO COM CL A 03783C100 8 0 0.00 1 0.00 0.0000
2020-08-24 2020-06-30 13F/A-1 APPFOLIO COM CL A 03783C100 8 -22,660 -99.96 1 -99.96 0.0000
2020-08-13 2020-06-30 13F APPFOLIO COM CL A 03783C100 8 -22,660 1 0.0246
2020-05-14 2020-03-31 13F APPFOLIO COM CL A 03783C100 22,668 -1,489 -6.16 2,515 -5.31 0.0003
2020-02-07 2019-12-31 13F APPFOLIO COM CL A 03783C100 24,157 -1,309 -5.14 2,656 9.62 0.0003
2019-11-13 2019-09-30 13F APPFOLIO COM CL A 03783C100 25,466 -16,905 -39.90 2,423 -44.08 0.0003
2019-08-13 2019-06-30 13F APPFOLIO COM CL A 03783C100 42,371 -9,329 -18.04 4,333 5.55 0.0005
2019-05-13 2019-03-31 13F APPFOLIO COM CL A 03783C100 51,700 51,700 4,105 0.0005
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.