AppFolio, Inc.
US ˙ NasdaqGM ˙ US03783C1009

SecurityAPPF / AppFolio, Inc.
InstitutionUBS Group AG
Latest Disclosed Ownership100,137 shares
Latest Disclosed Value $ 15,803,622
UBS Group AG reports 150.56% increase in ownership of APPF / AppFolio, Inc.

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 100,137 shares of AppFolio, Inc. (US:APPF) valued at $15,803,621 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 39,965 shares of AppFolio, Inc.. This represents a change in shares of 150.56% during the quarter. The current value of the position is $16,649,779 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)
2026-05-05 2026-03-31 13F APPFOLIO COM CL A 03783C100 100,137 60,172 150.56 15,804 69.98 0.0004
2026-01-29 2025-12-31 13F APPFOLIO COM CL A 03783C100 39,965 -14,030 -25.98 9,298 -37.54 0.0015
2025-11-13 2025-09-30 13F APPFOLIO COM CL A 03783C100 53,995 -47,786 -46.95 14,884 -36.50 0.0023
2025-08-14 2025-06-30 13F APPFOLIO COM CL A 03783C100 101,781 31,710 45.25 23,438 52.12 0.0041
2025-05-13 2025-03-31 13F APPFOLIO COM CL A 03783C100 70,071 44,577 174.85 15,409 145.00 0.0028
2025-02-14 2024-12-31 13F APPFOLIO COM CL A 03783C100 25,494 10,460 69.58 6,290 77.71 0.0012
2024-11-14 2024-09-30 13F APPFOLIO COM CL A 03783C100 15,034 1,496 11.05 3,539 6.92 0.0008
2024-08-14 2024-06-30 13F APPFOLIO COM CL A 03783C100 13,538 -13,484 -49.90 3,311 -50.35 0.0008
2024-05-13 2024-03-31 13F APPFOLIO COM CL A 03783C100 27,022 -3,781 -12.27 6,667 24.94 0.0017
2024-02-09 2023-12-31 13F APPFOLIO COM CL A 03783C100 30,803 18,571 151.82 5,336 138.96 0.0016
2023-11-09 2023-09-30 13F APPFOLIO COM CL A 03783C100 12,232 318 2.67 2,234 8.93 0.0008
2023-08-11 2023-06-30 13F APPFOLIO COM CL A 03783C100 11,914 8,708 271.62 2,051 413.78 0.0007
2023-05-12 2023-03-31 13F APPFOLIO COM CL A 03783C100 3,206 2,057 179.03 399 229.75 0.0001
2023-02-08 2022-12-31 13F APPFOLIO COM CL A 03783C100 1,149 870 311.83 121 303.33 0.0000
2022-11-10 2022-09-30 13F APPFOLIO COM CL A 03783C100 279 10 3.72 30 20.00 0.0000
2022-08-10 2022-06-30 13F APPFOLIO COM CL A 03783C100 269 -1,811 -87.07 25 -89.41 0.0000
2022-05-16 2022-03-31 13F APPFOLIO COM CL A 03783C100 2,080 -3,725 -64.17 236 -66.43 0.0001
2022-02-14 2021-12-31 13F APPFOLIO COM CL A 03783C100 5,805 4,518 351.05 703 353.55 0.0002
2021-11-15 2021-09-30 13F APPFOLIO COM CL A 03783C100 1,287 1,140 775.51 155 638.10 0.0000
2021-08-13 2021-06-30 13F APPFOLIO COM CL A 03783C100 147 -4,035 -96.48 21 -96.45 0.0000
2021-05-12 2021-03-31 13F APPFOLIO COM CL A 03783C100 4,182 1,557 59.31 592 25.16 0.0002
2021-02-11 2020-12-31 13F APPFOLIO COM CL A 03783C100 2,625 2,039 347.95 473 469.88 0.0002
2020-11-12 2020-09-30 13F APPFOLIO COM CL A 03783C100 586 -9,748 -94.33 83 -95.06 0.0000
2020-07-31 2020-06-30 13F APPFOLIO COM CL A 03783C100 10,334 -5,477 -34.64 1,681 -4.16 0.0007
2020-05-01 2020-03-31 13F APPFOLIO COM CL A 03783C100 15,811 -7,837 -33.14 1,754 -32.54 0.0008
2020-02-14 2019-12-31 13F APPFOLIO COM CL A 03783C100 23,648 7,823 49.43 2,600 72.64 0.0009
2019-11-14 2019-09-30 13F APPFOLIO COM CL A 03783C100 15,825 7,595 92.28 1,506 78.86 0.0006
2019-08-14 2019-06-30 13F APPFOLIO COM CL A 03783C100 8,230 -2,028 -19.77 842 3.44 0.0003
2019-05-14 2019-03-31 13F APPFOLIO COM CL A 03783C100 10,258 -3,184 -23.69 814 2.26 0.0003
2019-02-14 2018-12-31 13F APPFOLIO COM CL A 03783C100 13,442 -27,311 -67.02 796 -75.09 0.0004
2018-11-14 2018-09-30 13F APPFOLIO COM CL A 03783C100 40,753 30,409 293.98 3,195 405.54 0.0013
2018-08-14 2018-06-30 13F APPFOLIO COM CL A 03783C100 10,344 2,805 37.21 632 105.19 0.0003
2018-05-15 2018-03-31 13F APPFOLIO COM CL A 03783C100 7,539 -402 -5.06 308 -6.38 0.0001
2018-02-14 2017-12-31 13F APPFOLIO COM CL A 03783C100 7,941 19 0.24 329 -13.42 0.0001
2017-11-14 2017-09-30 13F APPFOLIO COM CL A 03783C100 7,922 -2,937 -27.05 380 7.34 0.0002
2017-11-14 2017-06-30 13F/A-1 APPFOLIO COM CL A 03783C100 10,859 5,672 109.35 354 149.30 0.0002
2017-08-14 2017-06-30 13F APPFOLIO COM CL A 03783C100 10,859 5,672 354
2017-11-14 2017-03-31 13F/A-1 APPFOLIO COM CL A 03783C100 5,187 3,629 232.93 142 283.78 0.0001
2017-05-12 2017-03-31 13F APPFOLIO COM CL A 03783C100 5,187 3,629 142
2017-02-14 2016-12-31 13F APPFOLIO COM CL A 03783C100 1,558 847 119.13 37 164.29 0.0000
2016-11-14 2016-09-30 13F APPFOLIO COM CL A 03783C100 711 -2,475 -77.68 14 -69.57 0.0000
2016-08-12 2016-06-30 13F APPFOLIO COM CL A 03783C100 3,186 2,986 1,493.00 46 2,200.00 0.0000
2016-05-12 2016-03-31 13F APPFOLIO COM CL A 03783C100 200 -1,911 -90.53 2 -93.55 0.0000
2016-02-16 2015-12-31 13F APPFOLIO COM CL A 03783C100 2,111 2,111 955.50 31 1,450.00 0.0000
2015-11-13 2015-09-30 13F APPFOLIO COM CL A 03783C100 0 -2,783 -100.00 0 -100.00
2015-08-14 2015-06-30 13F APPFOLIO COM CL A 03783C100 2,783 2,783 39 0.0000
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.