AppFolio, Inc.
US ˙ NasdaqGM ˙ US03783C1009

SecurityAPPF / AppFolio, Inc.
InstitutionAlliancebernstein L.p.
Latest Disclosed Ownership26,332 shares
Latest Disclosed Value $ 6,126,140
Alliancebernstein L.p. reports 6.74% increase in ownership of APPF / AppFolio, Inc.

On May 15, 2026 - Alliancebernstein L.p. filed a 13F-HR form disclosing ownership of 26,332 shares of AppFolio, Inc. (US:APPF) valued at $4,155,716 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 24,670 shares of AppFolio, Inc.. This represents a change in shares of 6.74% during the quarter. The current value of the position is $4,309,232 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.

Upgrade to unlock premium data and export to Excel .

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 26,332 1,662 6.74 6,126 6.74 0.0020
2026-02-17 2025-12-31 13F APPFOLIO COM CL A 03783C100 24,670 -7,443 -23.18 5,739 -35.17 0.0018
2025-11-14 2025-09-30 13F APPFOLIO COM CL A 03783C100 32,113 1,917 6.35 8,852 27.31 0.0028
2025-08-14 2025-06-30 13F APPFOLIO COM CL A 03783C100 30,196 -5,981 -16.53 6,954 -12.60 0.0023
2025-05-15 2025-03-31 13F APPFOLIO COM CL A 03783C100 36,177 5,428 17.65 7,955 4.86 0.0029
2025-02-12 2024-12-31 13F APPFOLIO COM CL A 03783C100 30,749 3,142 11.38 7,586 16.74 0.0026
2024-11-14 2024-09-30 13F APPFOLIO COM CL A 03783C100 27,607 1,168 4.42 6,499 0.49 0.0022
2024-08-14 2024-06-30 13F APPFOLIO COM CL A 03783C100 26,439 -16,397 -38.28 6,466 -38.82 0.0023
2024-05-14 2024-03-31 13F APPFOLIO COM CL A 03783C100 42,836 16,055 59.95 10,569 127.83 0.0037
2024-02-14 2023-12-31 13F APPFOLIO COM CL A 03783C100 26,781 2,904 12.16 4,640 6.40 0.0018
2023-11-14 2023-09-30 13F APPFOLIO COM CL A 03783C100 23,877 -472 -1.94 4,361 4.03 0.0019
2023-08-15 2023-06-30 13F APPFOLIO COM CL A 03783C100 24,349 385 1.61 4,191 40.50 0.0017
2023-05-15 2023-03-31 13F APPFOLIO COM CL A 03783C100 23,964 -359 -1.48 2,983 16.39 0.0013
2023-02-15 2022-12-31 13F APPFOLIO COM CL A 03783C100 24,323 -21 -0.09 2,563 0.55 0.0012
2022-11-15 2022-09-30 13F APPFOLIO COM CL A 03783C100 24,344 -846 -3.36 2,549 11.65 0.0012
2022-08-15 2022-06-30 13F APPFOLIO COM CL A 03783C100 25,190 353 1.42 2,283 -18.81 0.0010
2022-05-13 2022-03-31 13F APPFOLIO COM CL A 03783C100 24,837 110 0.44 2,812 -6.05 0.0011
2022-02-14 2021-12-31 13F APPFOLIO COM CL A 03783C100 24,727 -953 -3.71 2,993 -3.20 0.0011
2021-11-10 2021-09-30 13F APPFOLIO COM CL A 03783C100 25,680 0 0.00 3,092 -14.73 0.0012
2021-07-30 2021-06-30 13F APPFOLIO COM CL A 03783C100 25,680 0 0.00 3,626 -0.14 0.0015
2021-05-06 2021-03-31 13F APPFOLIO COM CL A 03783C100 25,680 0 0.00 3,631 -21.46 0.0016
2021-02-08 2020-12-31 13F APPFOLIO COM CL A 03783C100 25,680 0 0.00 4,623 26.94 0.0022
2020-11-12 2020-09-30 13F APPFOLIO COM CL A 03783C100 25,680 -700 -2.65 3,642 -15.14 0.0020
2020-08-13 2020-06-30 13F APPFOLIO COM CL A 03783C100 26,380 4,400 20.02 4,292 75.97 0.0025
2020-05-14 2020-03-31 13F APPFOLIO COM CL A 03783C100 21,980 -280 -1.26 2,439 -0.33 0.0017
2020-02-18 2019-12-31 13F APPFOLIO COM CL A 03783C100 22,260 0 0.00 2,447 15.53 0.0014
2019-11-14 2019-09-30 13F APPFOLIO COM CL A 03783C100 22,260 -12,588 -36.12 2,118 -40.57 0.0013
2019-08-14 2019-06-30 13F APPFOLIO COM CL A 03783C100 34,848 -7,072 -16.87 3,564 7.09 0.0022
2019-05-14 2019-03-31 13F APPFOLIO COM CL A 03783C100 41,920 -7,160 -14.59 3,328 14.48 0.0022
2019-02-13 2018-12-31 13F APPFOLIO COM CL A 03783C100 49,080 0 0.00 2,907 -24.45 0.0022
2018-11-08 2018-09-30 13F APPFOLIO COM CL A 03783C100 49,080 -1,700 -3.35 3,848 23.93 0.0025
2018-08-13 2018-06-30 13F APPFOLIO COM CL A 03783C100 50,780 15,150 42.52 3,105 113.40 0.0022
2018-05-14 2018-03-31 13F APPFOLIO COM CL A 03783C100 35,630 -1,070 -2.92 1,455 -4.46 0.0011
2018-02-13 2017-12-31 13F APPFOLIO COM CL A 03783C100 36,700 29,800 431.88 1,523 360.12 0.0011
2017-11-13 2017-09-30 13F APPFOLIO COM CL A 03783C100 6,900 -1,800 -20.69 331 16.55 0.0002
2017-08-10 2017-06-30 13F APPFOLIO COM CL A 03783C100 8,700 8,700 284 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.