AppFolio, Inc.
US ˙ NasdaqGM ˙ US03783C1009

SecurityAPPF / AppFolio, Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership506,289 shares
Latest Disclosed Value $ 79,921,454
Geode Capital Management, Llc reports 7.15% increase in ownership of APPF / AppFolio, Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 506,289 shares of AppFolio, Inc. (US:APPF) valued at $79,902,530 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 472,491 shares of AppFolio, Inc.. This represents a change in shares of 7.15% during the quarter. The current value of the position is $84,519,886 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)
2026-05-15 2026-03-31 13F APPFOLIO INC - A COM CL A 03783C100 506,289 33,798 7.15 79,921 -27.31 0.0027
2026-02-09 2025-12-31 13F APPFOLIO INC - A COM CL A 03783C100 472,491 11,588 2.51 109,947 -13.48 0.0068
2025-11-12 2025-09-30 13F APPFOLIO INC - A COM CL A 03783C100 460,903 22,381 5.10 127,074 25.82 0.0081
2025-08-08 2025-06-30 13F APPFOLIO INC - A COM CL A 03783C100 438,522 1,458 0.33 100,999 5.06 0.0071
2025-05-13 2025-03-31 13F APPFOLIO INC - A COM CL A 03783C100 437,064 20,556 4.94 96,138 -6.47 0.0076
2025-02-12 2024-12-31 13F APPFOLIO INC - A COM CL A 03783C100 416,508 3,476 0.84 102,791 5.69 0.0080
2024-11-12 2024-09-30 13F APPFOLIO INC - A COM CL A 03783C100 413,032 32,743 8.61 97,252 4.54 0.0079
2024-08-09 2024-06-30 13F APPFOLIO INC - A COM CL A 03783C100 380,289 -79,634 -17.31 93,030 -18.03 0.0082
2024-05-13 2024-03-31 13F APPFOLIO INC - A COM CL A 03783C100 459,923 27,306 6.31 113,498 51.42 0.0105
2024-02-13 2023-12-31 13F APPFOLIO INC - A COM CL A 03783C100 432,617 27,063 6.67 74,956 1.19 0.0078
2023-11-13 2023-09-30 13F APPFOLIO INC - A COM CL A 03783C100 405,554 20,124 5.22 74,076 11.65 0.0088
2023-08-11 2023-06-30 13F APPFOLIO INC - A COM CL A 03783C100 385,430 10,569 2.82 66,348 42.19 0.0078
2023-05-15 2023-03-31 13F APPFOLIO INC - A COM CL A 03783C100 374,861 19,424 5.46 46,663 126,013.51 0.0061
2023-02-13 2022-12-31 13F APPFOLIO INC - A COM CL A 03783C100 355,437 14,598 4.28 37 -99.90 0.0053
2022-11-14 2022-09-30 13F APPFOLIO INC - A COM CL A 03783C100 340,839 -2,770 -0.81 35,692 14.60 0.0054
2022-08-12 2022-06-30 13F APPFOLIO INC - A COM CL A 03783C100 343,609 2,595 0.76 31,144 -19.33 0.0046
2022-05-13 2022-03-31 13F APPFOLIO INC - A COM CL A 03783C100 341,014 10,708 3.24 38,606 -3.45 0.0048
2022-02-11 2021-12-31 13F APPFOLIO INC - A COM CL A 03783C100 330,306 14,326 4.53 39,986 5.11 0.0048
2021-11-12 2021-09-30 13F APPFOLIO INC - A COM CL A 03783C100 315,980 4,588 1.47 38,043 -13.48 0.0051
2021-08-13 2021-06-30 13F APPFOLIO INC - A COM CL A 03783C100 311,392 30,415 10.82 43,968 10.66 0.0061
2021-05-12 2021-03-31 13F APPFOLIO INC - A COM CL A 03783C100 280,977 22,719 8.80 39,732 -14.55 0.0061
2021-02-12 2020-12-31 13F APPFOLIO INC - A COM CL A 03783C100 258,258 16,926 7.01 46,496 35.87 0.0078
2020-11-13 2020-09-30 13F APPFOLIO INC - A COM CL A 03783C100 241,332 972 0.40 34,222 -12.49 0.0067
2020-08-13 2020-06-30 13F APPFOLIO INC - A COM CL A 03783C100 240,360 8,910 3.85 39,108 52.30 0.0084
2020-05-14 2020-03-31 13F APPFOLIO INC - A COM CL A 03783C100 231,450 24,597 11.89 25,679 12.91 0.0067
2020-02-20 2019-12-31 13F/A-1 APPFOLIO INC - A COM CL A 03783C100 206,853 12,208 6.27 22,742 22.81 0.0048
2020-02-13 2019-12-31 13F APPFOLIO INC - A COM CL A 03783C100 206,853 12,208 22,742 2,898.2685
2019-11-12 2019-09-30 13F APPFOLIO INC - A COM CL A 03783C100 194,645 16,125 9.03 18,518 1.44 0.0043
2019-08-14 2019-06-30 13F APPFOLIO INC - A COM CL A 03783C100 178,520 14,582 8.89 18,256 40.26 0.0044
2019-05-14 2019-03-31 13F APPFOLIO INC - A COM CL A 03783C100 163,938 15,513 10.45 13,016 48.11 0.0034
2019-03-06 2018-12-31 13F/A-1 APPFOLIO INC - A COM CL A 03783C100 148,425 -10,452 -6.58 8,788 -29.44 0.0027
2019-02-13 2018-12-31 13F APPFOLIO INC - A COM CL A 03783C100 148,425 -10,452 8,788
2018-11-13 2018-09-30 13F APPFOLIO INC - A COM CL A 03783C100 158,877 -510 -0.32 12,455 27.81 0.0035
2018-08-14 2018-06-30 13F APPFOLIO INC - A COM CL A 03783C100 159,387 28,659 21.92 9,745 82.52 0.0030
2018-05-15 2018-03-31 13F APPFOLIO INC - A COM CL A 03783C100 130,728 283 0.22 5,339 -1.37 0.0017
2018-02-13 2017-12-31 13F APPFOLIO INC - A COM CL A 03783C100 130,445 13,269 11.32 5,413 -3.63 0.0018
2017-11-14 2017-09-30 13F APPFOLIO INC - A COM CL A 03783C100 117,176 22,741 24.08 5,617 82.49 0.0021
2017-08-14 2017-06-30 13F APPFOLIO INC - A COM CL A 03783C100 94,435 6,402 7.27 3,078 28.57 0.0012
2017-06-21 2017-03-31 13F/A-1 APPFOLIO INC - A COM CL A 03783C100 88,033 9,458 12.04 2,394 27.75 0.0010
2017-05-12 2017-03-31 13F APPFOLIO INC - A COM CL A 03783C100 88,033 2,394
2017-02-14 2016-12-31 13F APPFOLIO INC - A COM CL A 03783C100 78,575 2,096 2.74 1,874 26.11 0.0009
2016-11-10 2016-09-30 13F APPFOLIO INC - A COM CL A 03783C100 76,479 24,871 48.19 1,486 99.20 0.0007
2016-08-12 2016-06-30 13F APPFOLIO INC - A COM CL A 03783C100 51,608 9,994 24.02 746 46.56 0.0004
2016-05-13 2016-03-31 13F APPFOLIO INC - A COM CL A 03783C100 41,614 2,758 7.10 509 -10.23 0.0003
2016-02-12 2015-12-31 13F APPFOLIO INC - A COM CL A 03783C100 38,856 54 0.14 567 -13.17 0.0003
2015-11-13 2015-09-30 13F APPFOLIO INC - A COM CL A 03783C100 38,802 38,802 653 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.