AppFolio, Inc.
US ˙ NasdaqGM ˙ US03783C1009

SecurityAPPF / AppFolio, Inc.
InstitutionAmeriprise Financial Inc
Latest Disclosed Ownership130,372 shares
Latest Disclosed Value $ 20,572,669
Ameriprise Financial Inc reports 473.39% increase in ownership of APPF / AppFolio, Inc.

On May 15, 2026 - Ameriprise Financial Inc filed a 13F-HR form disclosing ownership of 130,372 shares of AppFolio, Inc. (US:APPF) valued at $20,575,309 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 22,737 shares of AppFolio, Inc.. This represents a change in shares of 473.39% during the quarter. The current value of the position is $21,764,302 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 INC - A COM 03783C100 130,372 107,635 473.39 20,573 289.11 0.0009
2026-02-17 2025-12-31 13F APPFOLIO INC - A COM 03783C100 22,737 -587 -2.52 5,288 -17.76 0.0012
2025-11-14 2025-09-30 13F APPFOLIO INC - A COM 03783C100 23,324 -2,315 -9.03 6,429 8.89 0.0015
2025-08-14 2025-06-30 13F APPFOLIO INC - A COM 03783C100 25,639 -7,991 -23.76 5,904 -20.16 0.0015
2025-05-14 2025-03-31 13F APPFOLIO INC - A COM 03783C100 33,630 -17,082 -33.68 7,395 -40.89 0.0020
2025-02-14 2024-12-31 13F APPFOLIO INC - A COM 03783C100 50,712 -7,662 -13.13 12,512 -8.95 0.0032
2024-11-14 2024-09-30 13F APPFOLIO INC - A COM 03783C100 58,374 -3,560 -5.75 13,741 -9.28 0.0035
2024-08-14 2024-06-30 13F APPFOLIO INC - A COM 03783C100 61,934 28,464 85.04 15,147 83.42 0.0041
2024-05-15 2024-03-31 13F APPFOLIO INC - A COM 03783C100 33,470 20,499 158.04 8,258 267.51 0.0023
2024-02-14 2023-12-31 13F APPFOLIO INC - A COM 03783C100 12,971 7,818 151.72 2,247 138.79 0.0007
2023-11-14 2023-09-30 13F APPFOLIO INC - A COM 03783C100 5,153 13 0.25 941 6.45 0.0003
2023-08-14 2023-06-30 13F APPFOLIO INC - A COM 03783C100 5,140 1,210 30.79 885 80.78 0.0003
2023-05-22 2023-03-31 13F/A-1 APPFOLIO INC - A COM 03783C100 3,930 0 0.00 489 17.83 0.0002
2023-05-15 2023-03-31 13F APPFOLIO INC - A COM 03783C100 3,930 0 489 0.0000
2023-02-14 2022-12-31 13F APPFOLIO INC - A COM 03783C100 3,930 -38 -0.96 415 0.00 0.0001
2022-11-14 2022-09-30 13F APPFOLIO INC - A COM 03783C100 3,968 0 0.00 415 15.28 0.0002
2022-08-15 2022-06-30 13F APPFOLIO INC - A COM 03783C100 3,968 -20 -0.50 360 -20.35 0.0001
2022-05-16 2022-03-31 13F APPFOLIO INC - A COM 03783C100 3,988 -20 -0.50 452 -6.80 0.0001
2022-02-14 2021-12-31 13F APPFOLIO INC - A COM 03783C100 4,008 -98 -2.39 485 -2.02 0.0001
2021-11-15 2021-09-30 13F APPFOLIO INC - A COM 03783C100 4,106 0 0.00 495 -14.66 0.0002
2021-08-16 2021-06-30 13F APPFOLIO INC - A COM 03783C100 4,106 0 0.00 580 0.00 0.0002
2021-05-17 2021-03-31 13F APPFOLIO INC - A COM 03783C100 4,106 0 0.00 580 -21.52 0.0002
2021-02-12 2020-12-31 13F APPFOLIO INC - A COM 03783C100 4,106 -196 -4.56 739 21.15 0.0003
2020-11-16 2020-09-30 13F APPFOLIO INC - A COM 03783C100 4,302 -84 -1.92 610 -14.45 0.0002
2020-08-14 2020-06-30 13F APPFOLIO INC - A COM 03783C100 4,386 -1,699 -27.92 713 5.63 0.0003
2020-05-15 2020-03-31 13F APPFOLIO INC - A COM 03783C100 6,085 6,085 675 0.0004
2019-11-14 2019-09-30 13F APPFOLIO INC - A COM 03783C100 0 -2,679 -100.00 0 -100.00
2019-08-14 2019-06-30 13F APPFOLIO INC - A COM 03783C100 2,679 2,679 274 0.0001
2019-02-14 2018-12-31 13F APPFOLIO INC - A COM 03783C100 0 -15,966 -100.00 0 -100.00
2018-11-14 2018-09-30 13F APPFOLIO INC - A COM 03783C100 15,966 15,966 1,251 0.0004
2018-08-14 2018-06-30 13F APPFOLIO INC - A COM 03783C100 0 -168,760 -100.00 0 -100.00
2018-05-14 2018-03-31 13F APPFOLIO INC - A COM 03783C100 168,760 168,760 6,894 0.0031
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.