AppFolio, Inc.
US ˙ NasdaqGM ˙ US03783C1009

SecurityAPPF / AppFolio, Inc.
InstitutionBlair William & Co/il
Latest Disclosed Ownership50,596 shares
Latest Disclosed Value $ 7,984,982
Blair William & Co/il reports 5.65% decrease in ownership of APPF / AppFolio, Inc.

On May 8, 2026 - Blair William & Co/il filed a 13F-HR form disclosing ownership of 50,596 shares of AppFolio, Inc. (US:APPF) valued at $7,985,061 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 53,626 shares of AppFolio, Inc.. This represents a change in shares of -5.65% during the quarter. The current value of the position is $8,446,496 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)
2026-05-08 2026-03-31 13F APPFOLIO COM CL A 03783C100 50,596 -3,030 -5.65 7,985 -36.01 0.0229
2026-02-17 2025-12-31 13F APPFOLIO COM CL A 03783C100 53,626 -634 -1.17 12,476 -16.59 0.0335
2025-11-12 2025-09-30 13F APPFOLIO COM CL A 03783C100 54,260 -2,077 -3.69 14,957 15.29 0.0398
2025-07-24 2025-06-30 13F APPFOLIO COM CL A 03783C100 56,337 -156 -0.28 12,973 4.44 0.0360
2025-05-09 2025-03-31 13F APPFOLIO COM CL A 03783C100 56,493 -200 -0.35 12,423 -11.19 0.0375
2025-02-12 2024-12-31 13F APPFOLIO COM CL A 03783C100 56,693 -1,788 -3.06 13,987 1.61 0.0407
2024-11-12 2024-09-30 13F APPFOLIO COM CL A 03783C100 58,481 -2,338 -3.84 13,766 -7.45 0.0404
2024-08-12 2024-06-30 13F APPFOLIO COM CL A 03783C100 60,819 -1,446 -2.32 14,875 -3.18 0.0459
2024-05-09 2024-03-31 13F APPFOLIO COM CL A 03783C100 62,265 -1,946 -3.03 15,363 38.12 0.0483
2024-02-12 2023-12-31 13F APPFOLIO COM CL A 03783C100 64,211 -1,027 -1.57 11,124 -6.64 0.0379
2023-11-09 2023-09-30 13F APPFOLIO COM CL A 03783C100 65,238 -918 -1.39 11,914 4.62 0.0457
2023-08-11 2023-06-30 13F APPFOLIO COM CL A 03783C100 66,156 -1,150 -1.71 11,388 35.93 0.0417
2023-05-12 2023-03-31 13F APPFOLIO COM CL A 03783C100 67,306 -635 -0.93 8,378 17.03 0.0335
2023-02-10 2022-12-31 13F APPFOLIO COM CL A 03783C100 67,941 -2,556 -3.63 7,160 -3.02 0.0311
2022-11-09 2022-09-30 13F APPFOLIO COM CL A 03783C100 70,497 -2,289 -3.14 7,382 11.90 0.0339
2022-08-10 2022-06-30 13F APPFOLIO COM CL A 03783C100 72,786 -168 -0.23 6,597 -20.12 0.0293
2022-05-13 2022-03-31 13F APPFOLIO COM CL A 03783C100 72,954 1,664 2.33 8,259 -4.30 0.0289
2022-02-14 2021-12-31 13F APPFOLIO COM CL A 03783C100 71,290 2,145 3.10 8,630 3.66 0.0271
2021-11-12 2021-09-30 13F APPFOLIO COM CL A 03783C100 69,145 699 1.02 8,325 -13.86 0.0283
2021-08-12 2021-06-30 13F APPFOLIO COM CL A 03783C100 68,446 2,212 3.34 9,665 3.19 0.0335
2021-05-13 2021-03-31 13F APPFOLIO COM CL A 03783C100 66,234 164 0.25 9,366 -21.26 0.0353
2021-02-09 2020-12-31 13F APPFOLIO COM CL A 03783C100 66,070 507 0.77 11,895 27.94 0.0436
2020-11-06 2020-09-30 13F APPFOLIO COM CL A 03783C100 65,563 -915 -1.38 9,297 -14.05 0.0394
2020-08-12 2020-06-30 13F APPFOLIO COM CL A 03783C100 66,478 -21,247 -24.22 10,817 11.14 0.0516
2020-05-11 2020-03-31 13F APPFOLIO COM CL A 03783C100 87,725 637 0.73 9,733 1.65 0.0608
2020-02-13 2019-12-31 13F APPFOLIO COM CL A 03783C100 87,088 -639 -0.73 9,575 14.73 0.0492
2019-11-12 2019-09-30 13F APPFOLIO COM CL A 03783C100 87,727 -1,282 -1.44 8,346 -8.32 0.0481
2019-08-13 2019-06-30 13F APPFOLIO COM CL A 03783C100 89,009 -10,927 -10.93 9,103 14.72 0.0520
2019-05-14 2019-03-31 13F APPFOLIO COM CL A 03783C100 99,936 1,295 1.31 7,935 35.83 0.0484
2019-02-14 2018-12-31 13F APPFOLIO COM CL A 03783C100 98,641 -2,905 -2.86 5,842 -26.62 0.0427
2018-11-13 2018-09-30 13F APPFOLIO COM CL A 03783C100 101,546 -7,766 -7.10 7,961 19.11 0.0488
2018-08-13 2018-06-30 13F APPFOLIO COM CL A 03783C100 109,312 -588 -0.54 6,684 48.90 0.0455
2018-05-15 2018-03-31 13F APPFOLIO COM CL A 03783C100 109,900 1,175 1.08 4,489 -0.51 0.0317
2018-02-14 2017-12-31 13F APPFOLIO COM CL A 03783C100 108,725 -5,535 -4.84 4,512 -17.65 0.0306
2017-11-13 2017-09-30 13F APPFOLIO INC - A COM 03783C100 114,260 -1,045 -0.91 5,479 45.76 0.0411
2017-08-04 2017-06-30 13F APPFOLIO INC COM COM 03783C100 115,305 6,265 5.75 3,759 38.71 0.0282
2017-05-10 2017-03-31 13F APPFOLIO INC COM COM 03783C100 109,040 3,775 3.59 2,710 7.93 0.0218
2017-02-14 2016-12-31 13F APPFOLIO INC COM COM 03783C100 105,265 1,350 1.30 2,511 24.31 0.0225
2016-11-14 2016-09-30 13F APPFOLIO INC COM ADR 03783C100 103,915 103,915 0.00 2,020 0.0179
2016-08-08 2016-06-30 13F APPFOLIO INC COM COM 03783C100 0 -13,820 -100.00 0 -100.00
2016-05-16 2016-03-31 13F APPFOLIO INC COM COM 03783C100 13,820 -500 -3.49 169 -19.14 0.0016
2016-02-16 2015-12-31 13F APPFOLIO INC COM COM 03783C100 14,320 1,320 10.15 209 -4.57 0.0020
2015-11-12 2015-09-30 13F APPFOLIO INC COM COM 03783C100 13,000 13,000 219 0.0019
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.