AppFolio, Inc.
US ˙ NasdaqGM ˙ US03783C1009

SecurityAPPF / AppFolio, Inc.
InstitutionTruist Financial Corp
Latest Disclosed Ownership5,098 shares
Latest Disclosed Value $ 804,566
Truist Financial Corp reports 45.70% increase in ownership of APPF / AppFolio, Inc.

On April 27, 2026 - Truist Financial Corp filed a 13F-HR form disclosing ownership of 5,098 shares of AppFolio, Inc. (US:APPF) valued at $804,566 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 3,499 shares of AppFolio, Inc.. This represents a change in shares of 45.70% during the quarter. The current value of the position is $847,644 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)
2026-04-27 2026-03-31 13F APPFOLIO COM CL A 03783C100 5,098 1,599 45.70 805 -1.23 0.0011
2026-02-02 2025-12-31 13F APPFOLIO COM CL A 03783C100 3,499 -429 -10.92 814 -24.77 0.0011
2025-11-03 2025-09-30 13F APPFOLIO COM CL A 03783C100 3,928 43 1.11 1,083 21.03 0.0015
2025-07-18 2025-06-30 13F APPFOLIO COM CL A 03783C100 3,885 253 6.97 895 12.03 0.0013
2025-04-29 2025-03-31 13F APPFOLIO COM CL A 03783C100 3,632 1,131 45.22 799 29.34 0.0013
2025-01-31 2024-12-31 13F APPFOLIO COM CL A 03783C100 2,501 -39 -1.54 617 3.35 0.0010
2024-11-13 2024-09-30 13F APPFOLIO COM CL A 03783C100 2,540 73 2.96 598 -1.00 0.0009
2024-08-21 2024-06-30 13F APPFOLIO COM CL A 03783C100 2,467 280 12.80 603 11.87 0.0009
2024-05-13 2024-03-31 13F APPFOLIO COM CL A 03783C100 2,187 -32 -1.44 540 40.36 0.0008
2024-02-02 2023-12-31 13F APPFOLIO COM CL A 03783C100 2,219 -50 -2.20 384 -7.25 0.0006
2023-11-14 2023-09-30 13F APPFOLIO COM CL A 03783C100 2,269 -28 -1.22 414 4.81 0.0007
2023-08-01 2023-06-30 13F APPFOLIO COM CL A 03783C100 2,297 -107 -4.45 395 32.11 0.0007
2023-05-05 2023-03-31 13F APPFOLIO COM CL A 03783C100 2,404 -52 -2.12 299 15.89 0.0005
2023-02-17 2022-12-31 13F APPFOLIO COM CL A 03783C100 2,456 2,456 259 0.0005
2021-05-14 2021-03-31 13F APPFOLIO COM CL A 03783C100 0 -1,583 -100.00 0 -100.00
2021-11-19 2020-12-31 13F/A-1 APPFOLIO COM CL A 03783C100 1,583 66 4.35 285 32.56 0.0005
2021-02-18 2020-12-31 13F APPFOLIO COM CL A 03783C100 2,756 1,239 496 0.0009
2021-11-05 2020-09-30 13F/A-1 APPFOLIO COM CL A 03783C100 1,517 -2,047 -57.44 215 -62.93 0.0005
2020-11-13 2020-09-30 13F APPFOLIO COM CL A 03783C100 1,517 -2,047 215 0.0005
2021-11-16 2020-06-30 13F/A-1 APPFOLIO COM CL A 03783C100 3,564 33 0.93 580 47.96 0.0013
2020-08-14 2020-06-30 13F APPFOLIO COM CL A 03783C100 3,564 33 580 0.0013
2021-11-05 2020-03-31 13F/A-1 APPFOLIO COM CL A 03783C100 3,531 -593 -14.38 392 -13.47 0.0010
2020-05-15 2020-03-31 13F APPFOLIO COM CL A 03783C100 3,531 -593 392 0.0010
2021-11-16 2019-12-31 13F/A-1 APPFOLIO COM CL A 03783C100 4,124 4,124 453 0.0009
2020-02-14 2019-12-31 13F APPFOLIO COM CL A 03783C100 4,124 453 0.0009
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.