AppFolio, Inc.
US ˙ NasdaqGM ˙ US03783C1009

SecurityAPPF / AppFolio, Inc.
InstitutionJpmorgan Chase & Co
Latest Disclosed Ownership108,078 shares
Latest Disclosed Value $ 16,840,713
Jpmorgan Chase & Co reports 34.00% increase in ownership of APPF / AppFolio, Inc.

On May 13, 2026 - Jpmorgan Chase & Co filed a 13F-HR/A form disclosing ownership of 108,078 shares of AppFolio, Inc. (US:APPF) valued at $17,056,870 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 80,657 shares of AppFolio, Inc.. This represents a change in shares of 34.00% during the quarter. The current value of the position is $18,042,541 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/A-1 APPFOLIO COMMON 03783C100 108,078 27,421 34.00 16,841 -10.25 0.0001
2026-02-11 2025-12-31 13F APPFOLIO COMMON 03783C100 80,657 26,314 48.42 18,765 25.26 0.0012
2025-11-26 2025-09-30 13F/A-1 APPFOLIO COMMON 03783C100 54,343 5,348 10.92 14,980 32.78 0.0009
2025-11-07 2025-09-30 13F APPFOLIO COMMON 03783C100 54,343 5,348 14,980 0.0001
2025-08-12 2025-06-30 13F APPFOLIO COMMON 03783C100 48,995 -774 -1.56 11,283 3.09 0.0007
2025-05-12 2025-03-31 13F APPFOLIO COMMON 03783C100 49,769 -31,140 -38.49 10,944 -45.17 0.0008
2025-02-12 2024-12-31 13F APPFOLIO COMMON 03783C100 80,909 -80,369 -49.83 19,962 -47.42 0.0015
2024-12-26 2024-09-30 13F/A-1 APPFOLIO COMMON 03783C100 161,278 5,077 3.25 37,965 -0.62 0.0029
2024-11-08 2024-09-30 13F APPFOLIO COMMON 03783C100 161,278 5,077 37,965 0.0029
2024-12-26 2024-06-30 13F/A-1 APPFOLIO COMMON 03783C100 156,201 -10,745 -6.44 38,202 -7.26 0.0031
2024-08-12 2024-06-30 13F APPFOLIO COMMON 03783C100 156,201 -10,745 38,202 0.0031
2024-12-26 2024-03-31 13F/A-1 APPFOLIO COMMON 03783C100 166,946 58,999 54.66 41,192 120.28 0.0035
2024-05-10 2024-03-31 13F APPFOLIO COMMON 03783C100 166,946 58,999 41,192 0.0035
2024-12-26 2023-12-31 13F/A-1 APPFOLIO COMMON 03783C100 107,947 74,435 222.11 18,701 205.56 0.0018
2024-02-12 2023-12-31 13F APPFOLIO COMMON 03783C100 107,947 74,435 18,701 0.0018
2023-11-14 2023-09-30 13F APPFOLIO COMMON 03783C100 33,512 -15,692 -31.89 6,120 -27.74 0.0007
2023-08-11 2023-06-30 13F APPFOLIO COMMON 03783C100 49,204 20,372 70.66 8,470 135.97 0.0009
2023-05-18 2023-03-31 13F/A-1 APPFOLIO COMMON 03783C100 28,832 6,193 27.36 3,589 179,350.00 0.0004
2023-05-11 2023-03-31 13F APPFOLIO COMMON 03783C100 4,505 -18,134 1,719 0.0000
2023-02-13 2022-12-31 13F APPFOLIO COMMON 03783C100 22,639 2,732 13.72 2 -99.90 0.0003
2022-11-14 2022-09-30 13F APPFOLIO COMMON 03783C100 19,907 266 1.35 2,085 17.13 0.0003
2022-08-11 2022-06-30 13F APPFOLIO COMMON 03783C100 19,641 3,682 23.07 1,780 -1.49 0.0002
2022-05-11 2022-03-31 13F APPFOLIO COMMON 03783C100 15,959 -50,973 -76.16 1,807 -77.70 0.0002
2022-02-11 2021-12-31 13F/A-1 APPFOLIO COMMON 03783C100 66,932 -20,648 -23.58 8,103 -23.15 0.0009
2022-02-10 2021-12-31 13F APPFOLIO COMMON 03783C100 66,932 -20,648 8,103 0.0009
2021-11-12 2021-09-30 13F APPFOLIO COMMON 03783C100 87,580 1,215 1.41 10,544 -13.53 0.0013
2021-08-12 2021-06-30 13F APPFOLIO COMMON 03783C100 86,365 68,173 374.74 12,194 374.11 0.0015
2021-05-12 2021-03-31 13F APPFOLIO COMMON 03783C100 18,192 -27,816 -60.46 2,572 -68.95 0.0003
2021-02-19 2020-12-31 13F/A-1 APPFOLIO COMMON 03783C100 46,008 37,068 414.63 8,283 561.58 0.0012
2021-02-11 2020-12-31 13F APPFOLIO COMMON 03783C100 46,008 37,068 8,283 204.8445
2020-11-12 2020-09-30 13F/A-1 APPFOLIO COMMON 03783C100 8,940 -177 -1.94 1,252 -15.58 0.0002
2020-11-12 2020-09-30 13F APPFOLIO COMMON 03783C100 8,940 1,252
2020-08-11 2020-06-30 13F APPFOLIO COMMON 03783C100 9,117 -32,939 -78.32 1,483 -68.22 0.0003
2020-05-12 2020-03-31 13F APPFOLIO COMMON 03783C100 42,056 17,523 71.43 4,666 72.94 0.0011
2020-02-11 2019-12-31 13F APPFOLIO COMMON 03783C100 24,533 16,786 216.68 2,698 266.08 0.0005
2019-11-12 2019-09-30 13F APPFOLIO COMMON 03783C100 7,747 -7,770 -50.07 737 -52.63 0.0001
2019-08-07 2019-06-30 13F APPFOLIO COMMON 03783C100 15,517 -1,957 -11.20 1,556 12.18 0.0003
2019-05-07 2019-03-31 13F APPFOLIO COMMON 03783C100 17,474 12,579 256.98 1,387 378.28 0.0003
2019-02-11 2018-12-31 13F APPFOLIO COMMON 03783C100 4,895 -12,547 -71.94 290 -78.79 0.0001
2018-11-13 2018-09-30 13F/A-1 APPFOLIO COMMON 03783C100 17,442 14,445 481.98 1,367 646.99 0.0003
2018-11-07 2018-09-30 13F APPFOLIO COMMON 03783C100 17,442 14,445 1,367
2018-08-14 2018-06-30 13F APPFOLIO COMMON 03783C100 2,997 -6,526 -68.53 183 -52.96 0.0000
2018-05-10 2018-03-31 13F APPFOLIO COMMON 03783C100 9,523 -37,153 -79.60 389 -79.92 0.0001
2018-02-13 2017-12-31 13F APPFOLIO COMMON 03783C100 46,676 6,597 16.46 1,937 2.70 0.0004
2017-11-09 2017-09-30 13F APPFOLIO COMMON 03783C100 40,079 39,756 12,308.36 1,886 23,475.00 0.0004
2017-02-06 2016-12-31 13F APPFOLIO COMMON 03783C100 323 323 0.00 8 0.0000
2016-11-04 2016-09-30 13F APPFOLIO COMMON 03783C100 0 -446 -100.00 0 -100.00
2016-08-08 2016-06-30 13F APPFOLIO COMMON 03783C100 446 446 0.00 6 0.0000
2015-11-13 2015-09-30 13F APPFOLIO INC - A COMMON 03783C100 0 -99,200 -100.00 0 -100.00
2015-08-14 2015-06-30 13F APPFOLIO INC - A COMMON 03783C100 99,200 99,200 1,399 0.0003
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.