AppFolio, Inc.
US ˙ NasdaqGM ˙ US03783C1009

SecurityAPPF / AppFolio, Inc.
InstitutionJanus Henderson Group Plc
Latest Disclosed Ownership9,838 shares
Latest Disclosed Value $ 1,553,617
Janus Henderson Group Plc reports 50.49% decrease in ownership of APPF / AppFolio, Inc.

On May 18, 2026 - Janus Henderson Group Plc filed a 13F-HR/A form disclosing ownership of 9,838 shares of AppFolio, Inc. (US:APPF) valued at $1,552,633 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 19,872 shares of AppFolio, Inc.. This represents a change in shares of -50.49% during the quarter. The current value of the position is $1,609,890 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)
2026-05-18 2026-03-31 13F/A-1 APPFOLIO COM CL A 03783C100 9,838 -10,034 -50.49 1,554 -66.41 0.0003
2026-05-15 2026-03-31 13F APPFOLIO COM CL A 03783C100 9,838 -10,034 1,554 0.0003
2026-02-17 2025-12-31 13F APPFOLIO COM CL A 03783C100 19,872 -48,683 -71.01 4,624 -75.53 0.0021
2025-11-14 2025-09-30 13F APPFOLIO COM CL A 03783C100 68,555 -63,275 -48.00 18,900 -37.74 0.0086
2025-08-14 2025-06-30 13F APPFOLIO COM CL A 03783C100 131,830 -17,349 -11.63 30,356 -8.05 0.0149
2025-05-15 2025-03-31 13F APPFOLIO COM CL A 03783C100 149,179 73,388 96.83 33,014 76.55 0.0181
2025-02-14 2024-12-31 13F APPFOLIO COM CL A 03783C100 75,791 66,438 710.34 18,699 749.95 0.0095
2024-11-14 2024-09-30 13F APPFOLIO COM CL A 03783C100 9,353 215 2.35 2,200 -1.61 0.0011
2024-08-14 2024-06-30 13F APPFOLIO COM CL A 03783C100 9,138 -98 -1.06 2,236 -1.89 0.0012
2024-05-15 2024-03-31 13F APPFOLIO COM CL A 03783C100 9,236 1 0.01 2,280 42.53 0.0012
2024-02-14 2023-12-31 13F APPFOLIO COM CL A 03783C100 9,235 -14 -0.15 1,599 -5.27 0.0010
2023-11-14 2023-09-30 13F APPFOLIO COM CL A 03783C100 9,249 1 0.01 1,688 6.16 0.0011
2023-08-14 2023-06-30 13F APPFOLIO COM CL A 03783C100 9,248 -6 -0.06 1,590 38.14 0.0010
2023-05-15 2023-03-31 13F APPFOLIO COM CL A 03783C100 9,254 5,935 178.82 1,151 229.80 0.0008
2023-02-14 2022-12-31 13F APPFOLIO COM CL A 03783C100 3,319 0 0.00 349 0.29 0.0002
2022-11-14 2022-09-30 13F APPFOLIO COM CL A 03783C100 3,319 -5 -0.15 348 15.61 0.0003
2022-08-15 2022-06-30 13F APPFOLIO COM CL A 03783C100 3,324 -13,404 -80.13 301 -84.11 0.0002
2022-05-16 2022-03-31 13F APPFOLIO COM CL A 03783C100 16,728 -5,976 -26.32 1,894 -31.08 0.0009
2022-02-14 2021-12-31 13F APPFOLIO COM CL A 03783C100 22,704 3,404 17.64 2,748 18.24 0.0011
2021-11-16 2021-09-30 13F APPFOLIO COM CL A 03783C100 19,300 -2,819 -12.74 2,324 -25.58 0.0010
2021-08-16 2021-06-30 13F APPFOLIO COM CL A 03783C100 22,119 -573 -2.53 3,123 -2.68 0.0013
2021-05-17 2021-03-31 13F APPFOLIO COM CL A 03783C100 22,692 2,179 10.62 3,209 -13.11 0.0015
2021-02-16 2020-12-31 13F APPFOLIO COM CL A 03783C100 20,513 5,356 35.34 3,693 71.85 0.0017
2020-11-16 2020-09-30 13F APPFOLIO COM CL A 03783C100 15,157 -477 -3.05 2,149 -15.53 0.0011
2020-08-14 2020-06-30 13F APPFOLIO COM CL A 03783C100 15,634 3,736 31.40 2,544 92.73 0.0014
2020-05-14 2020-03-31 13F APPFOLIO COM CL A 03783C100 11,898 85 0.72 1,320 1.62 0.0009
2020-02-18 2019-12-31 13F APPFOLIO COM CL A 03783C100 11,813 1,801 17.99 1,299 36.31 0.0007
2019-11-14 2019-09-30 13F APPFOLIO COM CL A 03783C100 10,012 1,025 11.41 953 3.70 0.0005
2019-07-31 2019-06-30 13F APPFOLIO COM CL A 03783C100 8,987 5,123 132.58 919 199.35 0.0005
2019-04-30 2019-03-31 13F APPFOLIO COM CL A 03783C100 3,864 3,864 307 0.0002
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.