AppFolio, Inc.
US ˙ NasdaqGM ˙ US03783C1009

SecurityAPPF / AppFolio, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership296,627 shares
Latest Disclosed Value $ 46,812,441
Dimensional Fund Advisors Lp reports 3.34% increase in ownership of APPF / AppFolio, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 296,627 shares of AppFolio, Inc. (US:APPF) valued at $46,813,673 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 287,027 shares of AppFolio, Inc.. This represents a change in shares of 3.34% during the quarter. The current value of the position is $49,518,911 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)
2026-05-07 2026-03-31 13F APPFOLIO COM CL A 03783C100 296,627 9,600 3.34 46,812 -29.90 0.0021
2026-02-12 2025-12-31 13F APPFOLIO COM CL A 03783C100 287,027 8,466 3.04 66,780 -13.04 0.0140
2025-11-12 2025-09-30 13F APPFOLIO COM CL A 03783C100 278,561 12,521 4.71 76,796 25.36 0.0165
2025-08-12 2025-06-30 13F APPFOLIO COM CL A 03783C100 266,040 17,092 6.87 61,262 11.91 0.0142
2025-05-13 2025-03-31 13F APPFOLIO COM CL A 03783C100 248,948 59,543 31.44 54,743 17.14 0.0136
2025-02-13 2024-12-31 13F APPFOLIO COM CL A 03783C100 189,405 59,279 45.56 46,731 52.57 0.0112
2024-11-07 2024-09-30 13F APPFOLIO COM CL A 03783C100 130,126 45,975 54.63 30,631 48.81 0.0074
2024-08-09 2024-06-30 13F APPFOLIO COM CL A 03783C100 84,151 13,110 18.45 20,583 17.43 0.0054
2024-05-10 2024-03-31 13F APPFOLIO COM CL A 03783C100 71,041 -12,911 -15.38 17,529 20.53 0.0047
2024-02-07 2023-12-31 13F APPFOLIO COM CL A 03783C100 83,952 -30,600 -26.71 14,544 -30.48 0.0042
2023-11-09 2023-09-30 13F APPFOLIO COM CL A 03783C100 114,552 3,271 2.94 20,921 9.21 0.0069
2023-08-09 2023-06-30 13F APPFOLIO COM CL A 03783C100 111,281 -20,137 -15.32 19,156 17.10 0.0061
2023-05-12 2023-03-31 13F APPFOLIO COM CL A 03783C100 131,418 -27,645 -17.38 16,359 102,137.50 0.0055
2023-02-09 2022-12-31 13F APPFOLIO COM CL A 03783C100 159,063 -40,301 -20.21 17 -99.92 0.0050
2022-11-10 2022-09-30 13F APPFOLIO COM CL A 03783C100 199,364 -8,788 -4.22 20,879 10.66 0.0080
2022-08-12 2022-06-30 13F APPFOLIO COM CL A 03783C100 208,152 -13,252 -5.99 18,867 -24.73 0.0068
2022-05-13 2022-03-31 13F APPFOLIO COM 03783C100 221,404 -384 -0.17 25,065 -6.65 0.0077
2022-02-09 2021-12-31 13F APPFOLIO COM 03783C100 221,788 2,740 1.25 26,850 1.80 0.0081
2021-11-12 2021-09-30 13F APPFOLIO COM 03783C100 219,048 -3,202 -1.44 26,374 -15.96 0.0085
2021-08-12 2021-06-30 13F APPFOLIO COM 03783C100 222,250 -9,110 -3.94 31,382 -4.08 0.0099
2021-05-14 2021-03-31 13F APPFOLIO COM 03783C100 231,360 -5,722 -2.41 32,716 -23.35 0.0108
2021-03-08 2020-12-31 13F/A-2 APPFOLIO COM 03783C100 237,082 -6,559 -2.69 42,684 23.54 0.0154
2021-02-11 2020-12-31 13F APPFOLIO COM 03783C100 237,082 -6,559 42,684 15,415.1920
2020-11-12 2020-09-30 13F APPFOLIO COM 03783C100 243,641 -28,520 -10.48 34,550 -21.98 0.0147
2020-08-13 2020-06-30 13F APPFOLIO COM 03783C100 272,161 -15,373 -5.35 44,282 38.82 0.0195
2020-05-14 2020-03-31 13F APPFOLIO COM 03783C100 287,534 4,351 1.54 31,900 2.46 0.0166
2020-02-14 2019-12-31 13F APPFOLIO COM 03783C100 283,183 -3,413 -1.19 31,135 14.19 0.0113
2019-11-12 2019-09-30 13F APPFOLIO COM 03783C100 286,596 6,456 2.30 27,266 -4.83 0.0106
2019-08-13 2019-06-30 13F APPFOLIO COM 03783C100 280,140 10,534 3.91 28,649 33.84 0.0111
2019-08-12 2019-03-31 13F/A-2 APPFOLIO COM 03783C100 269,606 1,284 0.48 21,406 34.72 0.0085
2019-05-10 2019-03-31 13F APPFOLIO COM 03783C100 269,606 1,284 21,406
2019-02-26 2018-12-31 13F/A-1 APPFOLIO COM 03783C100 268,322 52,387 24.26 15,889 -6.15 0.0072
2019-02-13 2018-12-31 13F APPFOLIO COM 03783C100 268,322 52,387 15,889
2018-11-13 2018-09-30 13F APPFOLIO COM 03783C100 215,935 52,532 32.15 16,930 69.44 0.0064
2018-08-10 2018-06-30 13F APPFOLIO COM 03783C100 163,403 41,172 33.68 9,992 100.12 0.0040
2018-05-11 2018-03-31 13F APPFOLIO COM 03783C100 122,231 98,076 406.03 4,993 398.30 0.0021
2018-02-12 2017-12-31 13F APPFOLIO COM 03783C100 24,155 24,155 1,002 0.0004
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.