AppFolio, Inc.
US ˙ NasdaqGM ˙ US03783C1009

SecurityAPPF / AppFolio, Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership123,026 shares
Latest Disclosed Value $ 19,415,944
First Trust Advisors Lp reports 32.62% decrease in ownership of APPF / AppFolio, Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 123,026 shares of AppFolio, Inc. (US:APPF) valued at $19,415,963 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 182,591 shares of AppFolio, Inc.. This represents a change in shares of -32.62% during the quarter. The current value of the position is $20,537,960 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 123,026 -59,565 -32.62 19,416 -54.30 0.0138
2026-02-13 2025-12-31 13F APPFOLIO COM CL A 03783C100 182,591 94,052 106.23 42,480 74.05 0.0309
2025-11-12 2025-09-30 13F APPFOLIO COM CL A 03783C100 88,539 -56,173 -38.82 24,407 -26.76 0.0181
2025-08-13 2025-06-30 13F APPFOLIO COM CL A 03783C100 144,712 -53,799 -27.10 33,324 -23.66 0.0268
2025-05-14 2025-03-31 13F APPFOLIO COM CL A 03783C100 198,511 70,066 54.55 43,653 37.75 0.0387
2025-02-13 2024-12-31 13F APPFOLIO COM CL A 03783C100 128,445 -58,413 -31.26 31,690 -27.96 0.0279
2024-11-13 2024-09-30 13F APPFOLIO COM CL A 03783C100 186,858 66,093 54.73 43,986 48.93 0.0419
2024-08-13 2024-06-30 13F APPFOLIO COM CL A 03783C100 120,765 19,286 19.00 29,535 17.96 0.0301
2024-05-13 2024-03-31 13F APPFOLIO COM CL A 03783C100 101,479 -33,961 -25.07 25,039 6.71 0.0254
2024-02-13 2023-12-31 13F APPFOLIO COM CL A 03783C100 135,440 9,131 7.23 23,464 1.72 0.0256
2023-11-13 2023-09-30 13F APPFOLIO COM CL A 03783C100 126,309 -30,229 -19.31 23,068 -14.40 0.0273
2023-08-14 2023-06-30 13F APPFOLIO COM CL A 03783C100 156,538 1,073 0.69 26,946 39.24 0.0306
2023-05-15 2023-03-31 13F APPFOLIO COM CL A 03783C100 155,465 -30,080 -16.21 19,352 -0.96 0.0223
2023-02-09 2022-12-31 13F APPFOLIO COM CL A 03783C100 185,545 -31,706 -14.59 19,540 -14.12 0.0232
2022-11-14 2022-09-30 13F APPFOLIO COM CL A 03783C100 217,251 -6,237 -2.79 22,751 12.31 0.0295
2022-08-12 2022-06-30 13F APPFOLIO COM CL A 03783C100 223,488 -58,232 -20.67 20,257 -36.49 0.0250
2022-05-13 2022-03-31 13F APPFOLIO COM CL A 03783C100 281,720 -49,659 -14.99 31,894 -20.50 0.0326
2022-02-08 2021-12-31 13F APPFOLIO COM CL A 03783C100 331,379 -17,348 -4.97 40,117 -4.45 0.0390
2021-11-15 2021-09-30 13F APPFOLIO COM CL A 03783C100 348,727 56,711 19.42 41,987 1.83 0.0452
2021-10-12 2021-06-30 13F/A-1 APPFOLIO COM CL A 03783C100 292,016 24,048 8.97 41,233 8.81 0.0446
2021-08-16 2021-06-30 13F APPFOLIO COM CL A 03783C100 292,016 24,048 41,233 0.0425
2021-05-14 2021-03-31 13F APPFOLIO COM CL A 03783C100 267,968 -23,867 -8.18 37,893 -27.88 0.0459
2021-02-02 2020-12-31 13F APPFOLIO COM CL A 03783C100 291,835 27,907 10.57 52,542 40.38 0.0696
2020-11-05 2020-09-30 13F APPFOLIO COM CL A 03783C100 263,928 19,231 7.86 37,428 -6.00 0.0599
2020-07-22 2020-06-30 13F APPFOLIO COM CL A 03783C100 244,697 29,805 13.87 39,815 67.00 0.0690
2020-05-06 2020-03-31 13F APPFOLIO COM CL A 03783C100 214,892 11,091 5.44 23,842 6.40 0.0540
2020-02-03 2019-12-31 13F APPFOLIO COM CL A 03783C100 203,801 -33,364 -14.07 22,408 -0.69 0.0383
2019-11-04 2019-09-30 13F APPFOLIO COM CL A 03783C100 237,165 -29,858 -11.18 22,564 -17.37 0.0425
2019-07-30 2019-06-30 13F APPFOLIO COM CL A 03783C100 267,023 224,400 526.48 27,308 706.97 0.0515
2019-06-19 2019-03-31 13F/A-1 APPFOLIO COM CL A 03783C100 42,623 -18,909 -30.73 3,384 -7.14 0.0067
2019-05-09 2019-03-31 13F APPFOLIO COM CL A 03783C100 42,623 -18,909 3,384
2019-02-07 2018-12-31 13F APPFOLIO COM CL A 03783C100 61,532 61,532 3,644 0.0086
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.