AppFolio, Inc.
US ˙ NasdaqGM ˙ US03783C1009

SecurityAPPF / AppFolio, Inc.
InstitutionEvanson Asset Management, LLC
Latest Disclosed Ownership6,000 shares
Latest Disclosed Value $ 946,920
Evanson Asset Management, LLC ownership in APPF / AppFolio, Inc.

On April 8, 2026 - Evanson Asset Management, LLC filed a 13F-HR form disclosing ownership of 6,000 shares of AppFolio, Inc. (US:APPF) valued at $946,920 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 6,000 shares of AppFolio, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $1,001,640 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-08 2026-03-31 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 947 -32.19 0.0508
2026-01-12 2025-12-31 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 1,396 -15.61 0.0753
2025-10-14 2025-09-30 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 1,654 19.70 0.0933
2025-07-15 2025-06-30 13F APPFOLIO COM CL A 03783C100 6,000 -87 -1.43 1,382 3.21 0.0859
2025-04-22 2025-03-31 13F APPFOLIO COM CL A 03783C100 6,087 87 1.45 1,339 -9.59 0.0948
2025-01-16 2024-12-31 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 1,480 4.82 0.1014
2024-10-07 2024-09-30 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 1,412 -3.75 0.0996
2024-07-12 2024-06-30 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 1,467 -0.88 0.1080
2024-04-12 2024-03-31 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 1,480 42.44 0.1102
2024-01-18 2023-12-31 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 1,039 -5.11 0.0844
2023-10-19 2023-09-30 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 1,096 6.10 0.1009
2023-07-11 2023-06-30 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 1,033 38.34 0.0942
2023-04-13 2023-03-31 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 747 18.04 0.0739
2023-01-26 2022-12-31 13F/A-1 APPFOLIO COM CL A 03783C100 6,000 0 0.00 632 0.64 0.0680
2023-01-13 2022-12-31 13F APPFOLIO COM CL A 03783C100 6,000 0 628 0.0001
2022-10-12 2022-09-30 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 628 15.44 0.0737
2022-07-13 2022-06-30 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 544 -19.88 0.0598
2022-04-11 2022-03-31 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 679 -6.47 0.0660
2022-01-19 2021-12-31 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 726 -15.38 0.0646
2021-10-13 2021-09-30 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 858 1.30 0.0881
2021-07-14 2021-06-30 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 847 -0.12 0.0881
2021-04-23 2021-03-31 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 848 -21.48 0.1253
2021-01-22 2020-12-31 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 1,080 26.91 0.1718
2020-10-13 2020-09-30 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 851 -12.81 0.1538
2020-07-13 2020-06-30 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 976 46.55 0.1934
2020-04-24 2020-03-31 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 666 0.91 0.1588
2020-01-13 2019-12-31 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 660 15.59 0.1297
2019-10-11 2019-09-30 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 571 -7.00 0.1173
2019-07-11 2019-06-30 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 614 28.99 0.1240
2019-04-09 2019-03-31 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 476 34.08 0.0983
2019-01-17 2018-12-31 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 355 -24.47 0.0811
2018-10-10 2018-09-30 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 470 28.07 0.0955
2018-07-11 2018-06-30 13F APPFOLIO COM CL A 03783C100 6,000 0 0.00 367 49.80 0.0728
2018-04-05 2018-03-31 13F APPFOLIO COM CL A 03783C100 6,000 6,000 245 0.0504
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.