AppFolio, Inc.
US ˙ NasdaqGM ˙ US03783C1009

SecurityAPPF / AppFolio, Inc.
InstitutionEnsign Peak Advisors, Inc
Latest Disclosed Ownership8,164 shares
Latest Disclosed Value $ 1,288,442
Ensign Peak Advisors, Inc reports 171.59% increase in ownership of APPF / AppFolio, Inc.

On May 13, 2026 - Ensign Peak Advisors, Inc filed a 13F-HR form disclosing ownership of 8,164 shares of AppFolio, Inc. (US:APPF) valued at $1,288,442 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 3,006 shares of AppFolio, Inc.. This represents a change in shares of 171.59% during the quarter. The current value of the position is $1,362,898 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)
2026-05-13 2026-03-31 13F APPFOLIO COM CL A 03783C100 8,164 5,158 171.59 1,288 84.26 0.0024
2026-02-12 2025-12-31 13F APPFOLIO COM CL A 03783C100 3,006 -1,457 -32.65 699 -43.17 0.0012
2025-11-13 2025-09-30 13F APPFOLIO COM CL A 03783C100 4,463 -3,200 -41.76 1,230 -30.27 0.0020
2025-08-12 2025-06-30 13F APPFOLIO COM CL A 03783C100 7,663 -7,098 -48.09 1,765 -45.64 0.0030
2025-05-14 2025-03-31 13F APPFOLIO COM CL A 03783C100 14,761 -8,037 -35.25 3,246 -42.30 0.0062
2025-02-14 2024-12-31 13F APPFOLIO COM CL A 03783C100 22,798 1,470 6.89 5,625 12.03 0.0100
2024-11-14 2024-09-30 13F APPFOLIO COM CL A 03783C100 21,328 6,295 41.87 5,021 36.56 0.0088
2024-08-13 2024-06-30 13F APPFOLIO COM CL A 03783C100 15,033 7,370 96.18 3,677 94.50 0.0067
2024-05-14 2024-03-31 13F APPFOLIO COM CL A 03783C100 7,663 -387 -4.81 1,891 35.58 0.0035
2024-02-14 2023-12-31 13F APPFOLIO COM CL A 03783C100 8,050 1,000 14.18 1,395 8.31 0.0028
2023-11-13 2023-09-30 13F APPFOLIO COM CL A 03783C100 7,050 0 0.00 1,288 6.10 0.0027
2023-08-14 2023-06-30 13F APPFOLIO COM CL A 03783C100 7,050 0 0.00 1,214 38.31 0.0025
2023-05-15 2023-03-31 13F APPFOLIO COM CL A 03783C100 7,050 550 8.46 878 28.22 0.0019
2023-02-13 2022-12-31 13F Appfolio COM CL A 03783C100 6,500 2,300 54.76 685 55.45 0.0015
2022-11-14 2022-09-30 13F Appfolio COM CL A 03783C100 4,200 530 14.44 440 32.13 0.0011
2022-08-12 2022-06-30 13F Appfolio COM 03783C100 3,670 0 0.00 333 -19.76 0.0008
2022-05-16 2022-03-31 13F Appfolio COM 03783C100 3,670 2,940 402.74 415 371.59 0.0008
2022-02-11 2021-12-31 13F Appfolio COM 03783C100 730 730 88 0.0002
2020-05-11 2020-03-31 13F Appfolio COM 03783C100 0 -2,480 -100.00 0 -100.00
2020-02-14 2019-12-31 13F Appfolio COM 03783C100 2,480 2,480 273 0.0007
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.