AppFolio, Inc.
US ˙ NasdaqGM ˙ US03783C1009

SecurityAPPF / AppFolio, Inc.
InstitutionNorthern Trust Corp
Latest Disclosed Ownership266,145 shares
Latest Disclosed Value $ 42,003,004
Northern Trust Corp reports 25.37% increase in ownership of APPF / AppFolio, Inc.

On May 14, 2026 - Northern Trust Corp filed a 13F-HR form disclosing ownership of 266,145 shares of AppFolio, Inc. (US:APPF) valued at $42,003,004 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 212,285 shares of AppFolio, Inc.. This represents a change in shares of 25.37% during the quarter. The current value of the position is $43,551,968 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)
2026-05-14 2026-03-31 13F APPFOLIO COM CL A 03783C100 266,145 53,860 25.37 42,003 -14.95 0.0056
2026-02-17 2025-12-31 13F APPFOLIO COM CL A 03783C100 212,285 -33,642 -13.68 49,388 -27.15 0.0063
2025-11-14 2025-09-30 13F APPFOLIO COM CL A 03783C100 245,927 54,668 28.58 67,792 53.92 0.0087
2025-08-13 2025-06-30 13F APPFOLIO COM CL A 03783C100 191,259 -2,521 -1.30 44,043 3.36 0.0061
2025-05-13 2025-03-31 13F APPFOLIO COM CL A 03783C100 193,780 1,493 0.78 42,612 -10.18 0.0063
2025-02-14 2024-12-31 13F APPFOLIO COM CL A 03783C100 192,287 28,516 17.41 47,441 23.06 0.0067
2024-11-13 2024-09-30 13F APPFOLIO COM 03783C100 163,771 -73,929 -31.10 38,552 -33.69 0.0063
2024-08-14 2024-06-30 13F APPFOLIO COM 03783C100 237,700 30,208 14.56 58,134 13.55 0.0098
2024-05-14 2024-03-31 13F APPFOLIO COM 03783C100 207,492 5,357 2.65 51,197 46.20 0.0088
2024-02-13 2023-12-31 13F APPFOLIO COM 03783C100 202,135 -213 -0.11 35,018 -5.24 0.0063
2023-11-13 2023-09-30 13F APPFOLIO COM 03783C100 202,348 2,224 1.11 36,955 7.27 0.0072
2023-08-11 2023-06-30 13F APPFOLIO COM 03783C100 200,124 8,431 4.40 34,449 44.37 0.0066
2023-05-15 2023-03-31 13F APPFOLIO COM 03783C100 191,693 5,177 2.78 23,862 21.40 0.0047
2023-02-13 2022-12-31 13F APPFOLIO COM 03783C100 186,516 3,836 2.10 19,655 2.74 0.0041
2022-11-14 2022-09-30 13F APPFOLIO COM 03783C100 182,680 -5,404 -2.87 19,130 12.21 0.0044
2022-08-12 2022-06-30 13F APPFOLIO COM 03783C100 188,084 -1,670 -0.88 17,049 -20.64 0.0037
2022-05-13 2022-03-31 13F APPFOLIO COM 03783C100 189,754 -7,439 -3.77 21,483 -10.01 0.0038
2022-02-08 2021-12-31 13F APPFOLIO COM 03783C100 197,193 -1,572 -0.79 23,873 -0.24 0.0039
2021-11-15 2021-09-30 13F APPFOLIO COM 03783C100 198,765 -7,477 -3.63 23,931 -17.83 0.0042
2021-08-13 2021-06-30 13F APPFOLIO COM CL A 03783C100 206,242 9,558 4.86 29,122 4.70 0.0051
2021-05-12 2021-03-31 13F APPFOLIO COM CL A 03783C100 196,684 -14,320 -6.79 27,814 -26.78 0.0052
2021-02-11 2020-12-31 13F APPFOLIO COM CL A 03783C100 211,004 -4,539 -2.11 37,988 24.28 0.0074
2020-11-16 2020-09-30 13F APPFOLIO COM CL A 03783C100 215,543 -51,690 -19.34 30,566 -29.70 0.0067
2020-08-14 2020-06-30 13F APPFOLIO COM 03783C100 267,233 13,481 5.31 43,482 54.44 0.0103
2020-05-14 2020-03-31 13F APPFOLIO COM CL A 03783C100 253,752 1,026 0.41 28,154 1.32 0.0081
2020-02-14 2019-12-31 13F APPFOLIO COM CL A 03783C100 252,726 -4,330 -1.68 27,787 13.62 0.0062
2019-11-13 2019-09-30 13F APPFOLIO COM 03783C100 257,056 17,644 7.37 24,457 -0.11 0.0059
2019-08-13 2019-06-30 13F APPFOLIO COM CL A 03783C100 239,412 2,132 0.90 24,485 29.96 0.0058
2019-05-13 2019-03-31 13F APPFOLIO COM CL A 03783C100 237,280 2,936 1.25 18,840 35.75 0.0047
2019-02-12 2018-12-31 13F APPFOLIO COM CL A 03783C100 234,344 3,882 1.68 13,878 -23.19 0.0039
2018-11-14 2018-09-30 13F APPFOLIO COM CL A 03783C100 230,462 14,855 6.89 18,068 37.02 0.0044
2018-09-18 2018-06-30 13F/A-1 APPFOLIO COM CL A 03783C100 215,607 88,508 69.64 13,186 153.97 0.0033
2018-08-14 2018-06-30 13F APPFOLIO COM CL A 03783C100 217,797 90,698 13,319
2018-05-09 2018-03-31 13F APPFOLIO COM 03783C100 127,099 2,220 1.78 5,192 0.19 0.0014
2018-02-14 2017-12-31 13F APPFOLIO COM 03783C100 124,879 12,696 11.32 5,182 -3.66 0.0013
2017-11-13 2017-09-30 13F APPFOLIO COM 03783C100 112,183 -9,063 -7.47 5,379 36.07 0.0014
2017-08-11 2017-06-30 13F APPFOLIO COM 03783C100 121,246 12,040 11.03 3,953 33.05 0.0011
2017-05-12 2017-03-31 13F APPFOLIO COM 03783C100 109,206 6,129 5.95 2,971 20.87 0.0009
2017-02-13 2016-12-31 13F APPFOLIO COM 03783C100 103,077 -208 -0.20 2,458 22.41 0.0008
2016-11-09 2016-09-30 13F APPFOLIO COM 03783C100 103,285 4,726 4.80 2,008 40.91 0.0006
2016-08-12 2016-06-30 13F APPFOLIO COM 03783C100 98,559 43,379 78.61 1,425 110.80 0.0005
2016-08-19 2016-03-31 13F/A-1 APPFOLIO COM 03783C100 55,180 3,040 5.83 676 -11.17 0.0002
2016-05-13 2016-03-31 13F APPFOLIO COM 03783C100 55,180 676
2016-02-12 2015-12-31 13F APPFOLIO COM 03783C100 52,140 39,318 306.64 761 252.31 0.0003
2015-11-12 2015-09-30 13F APPFOLIO COM 03783C100 12,822 12,822 216 0.0001
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.