AppFolio, Inc.
US ˙ NasdaqGM ˙ US03783C1009

SecurityAPPF / AppFolio, Inc.
InstitutionXTX Topco Ltd
Latest Disclosed Ownership41,613 shares
Latest Disclosed Value $ 6,567,364
XTX Topco Ltd reports 1,679.85% increase in ownership of APPF / AppFolio, Inc.

On May 15, 2026 - XTX Topco Ltd filed a 13F-HR form disclosing ownership of 41,613 shares of AppFolio, Inc. (US:APPF) valued at $6,567,364 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,338 shares of AppFolio, Inc.. This represents a change in shares of 1,679.85% during the quarter. The current value of the position is $6,809,967 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 41,613 39,275 1,679.85 6,567 1,109.39 0.1142
2026-02-17 2025-12-31 13F APPFOLIO COM CL A 03783C100 2,338 1,588 211.73 544 163.59 0.0143
2025-11-14 2025-09-30 13F APPFOLIO COM CL A 03783C100 750 -5,392 -87.79 207 -85.43 0.0107
2025-08-12 2025-06-30 13F APPFOLIO COM CL A 03783C100 6,142 6,142 1,414 0.0586
2025-05-08 2025-03-31 13F APPFOLIO COM CL A 03783C100 0 -1,730 -100.00 0 -100.00
2025-02-13 2024-12-31 13F APPFOLIO COM CL A 03783C100 1,730 -720 -29.39 427 -26.04 0.0351
2024-11-14 2024-09-30 13F APPFOLIO COM CL A 03783C100 2,450 -852 -25.80 577 -28.62 0.0417
2024-08-12 2024-06-30 13F APPFOLIO COM CL A 03783C100 3,302 3,302 808 0.0691
2024-02-13 2023-12-31 13F APPFOLIO COM CL A 03783C100 0 -3,685 -100.00 0 -100.00
2023-11-13 2023-09-30 13F APPFOLIO COM CL A 03783C100 3,685 85 2.36 673 8.56 0.1149
2023-08-14 2023-06-30 13F APPFOLIO COM CL A 03783C100 3,600 3,600 620 0.1111
2023-05-12 2023-03-31 13F APPFOLIO COM CL A 03783C100 0 -6,458 -100.00 0 -100.00
2023-02-14 2022-12-31 13F APPFOLIO COM CL A 03783C100 6,458 6,458 681 0.1444
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.