AppFolio, Inc.
US ˙ NasdaqGM ˙ US03783C1009

SecurityAPPF / AppFolio, Inc.
InstitutionLegal & General Group Plc
Latest Disclosed Ownership30,449 shares
Latest Disclosed Value $ 4,805,461
Legal & General Group Plc reports 8.92% decrease in ownership of APPF / AppFolio, Inc.

On May 8, 2026 - Legal & General Group Plc filed a 13F-HR form disclosing ownership of 30,449 shares of AppFolio, Inc. (US:APPF) valued at $4,805,461 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 33,432 shares of AppFolio, Inc.. This represents a change in shares of -8.92% during the quarter. The current value of the position is $5,083,156 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)
2026-05-08 2026-03-31 13F APPFOLIO COM CL A 03783C100 30,449 -2,983 -8.92 4,805 -38.22 0.0011
2026-02-09 2025-12-31 13F APPFOLIO COM CL A 03783C100 33,432 -1,700 -4.84 7,778 -19.69 0.0017
2025-11-13 2025-09-30 13F APPFOLIO COM CL A 03783C100 35,132 -1,643 -4.47 9,684 14.36 0.0022
2025-08-12 2025-06-30 13F APPFOLIO COM CL A 03783C100 36,775 944 2.63 8,469 7.48 0.0021
2025-05-15 2025-03-31 13F APPFOLIO COM CL A 03783C100 35,831 1,086 3.13 7,879 -8.08 0.0021
2025-02-13 2024-12-31 13F APPFOLIO COM CL A 03783C100 34,745 498 1.45 8,572 6.34 0.0023
2025-02-28 2024-09-30 13F/A-2 APPFOLIO COM CL A 03783C100 34,247 2,647 8.38 8,062 4.31 0.0021
2024-11-14 2024-09-30 13F/A-1 APPFOLIO COM CL A 03783C100 36,528 2,878 8,599 0.0018
2024-11-14 2024-09-30 13F APPFOLIO COM CL A 03783C100 36,528 2,878 8,599 0.0009
2025-05-29 2024-06-30 13F/A-1 APPFOLIO COM CL A 03783C100 31,600 1,901 6.40 7,728 5.47 0.0022
2024-08-14 2024-06-30 13F APPFOLIO COM CL A 03783C100 33,650 3,951 8,230 0.0018
2025-05-29 2024-03-31 13F/A-2 APPFOLIO COM CL A 03783C100 29,699 9,209 44.94 7,328 106.45 0.0021
2024-07-01 2024-03-31 13F/A-1 APPFOLIO COM CL A 03783C100 29,699 9,209 7,328 0.0017
2024-05-14 2024-03-31 13F APPFOLIO COM CL A 03783C100 29,699 9,209 7,328 0.0009
2025-05-29 2023-12-31 13F/A-1 APPFOLIO COM CL A 03783C100 20,490 1,539 8.12 3,550 2.54 0.0011
2024-02-15 2023-12-31 13F APPFOLIO COM CL A 03783C100 20,490 1,539 3,550 0.0009
2023-11-14 2023-09-30 13F APPFOLIO COM CL A 03783C100 18,951 173 0.92 3,461 7.09 0.0012
2023-08-14 2023-06-30 13F APPFOLIO COM CL A 03783C100 18,778 -90 -0.48 3,232 37.65 0.0011
2023-05-15 2023-03-31 13F APPFOLIO COM CL A 03783C100 18,868 2,036 12.10 2,349 32.43 0.0008
2023-02-14 2022-12-31 13F APPFOLIO COM CL A 03783C100 16,832 -166 -0.98 1,774 -0.39 0.0007
2022-11-14 2022-09-30 13F APPFOLIO COM CL A 03783C100 16,998 652 3.99 1,780 20.19 0.0007
2022-08-22 2022-06-30 13F APPFOLIO COM CL A 03783C100 16,346 206 1.28 1,481 -18.94 0.0005
2022-05-16 2022-03-31 13F APPFOLIO COM CL A 03783C100 16,140 1,436 9.77 1,827 2.64 0.0006
2022-02-14 2021-12-31 13F APPFOLIO COM CL A 03783C100 14,704 141 0.97 1,780 1.54 0.0005
2021-11-15 2021-09-30 13F APPFOLIO COM CL A 03783C100 14,563 3,291 29.20 1,753 10.18 0.0006
2021-08-12 2021-06-30 13F APPFOLIO COM CL A 03783C100 11,272 361 3.31 1,591 3.11 0.0005
2021-05-17 2021-03-31 13F APPFOLIO COM CL A 03783C100 10,911 209 1.95 1,543 -19.93 0.0006
2021-02-12 2020-12-31 13F APPFOLIO COM CL A 03783C100 10,702 1,309 13.94 1,927 44.56 0.0008
2020-11-13 2020-09-30 13F APPFOLIO COM CL A 03783C100 9,393 5,326 130.96 1,333 101.36 0.0006
2020-08-14 2020-06-30 13F APPFOLIO COM CL A 03783C100 4,067 804 24.64 662 82.87 0.0003
2020-05-14 2020-03-31 13F APPFOLIO COM CL A 03783C100 3,263 -717 -18.02 362 -17.35 0.0002
2020-02-13 2019-12-31 13F APPFOLIO COM CL A 03783C100 3,980 912 29.73 438 50.00 0.0002
2019-11-13 2019-09-30 13F APPFOLIO COM CL A 03783C100 3,068 0 0.00 292 -7.01 0.0006
2019-08-14 2019-06-30 13F APPFOLIO COM CL A 03783C100 3,068 570 22.82 314 58.59 0.0002
2019-05-15 2019-03-31 13F APPFOLIO COM CL A 03783C100 2,498 78 3.22 198 38.46 0.0001
2019-02-15 2018-12-31 13F APPFOLIO COM CL A 03783C100 2,420 122 5.31 143 -20.56 0.0001
2018-11-20 2018-09-30 13F APPFOLIO COM CL A 03783C100 2,298 95 4.31 180 33.33 0.0001
2018-08-10 2018-06-30 13F APPFOLIO COM CL A 03783C100 2,203 508 29.97 135 95.65 0.0001
2018-05-17 2018-03-31 13F APPFOLIO COM CL A 03783C100 1,695 -685 -28.78 69 -29.59 0.0001
2018-02-13 2017-12-31 13F APPFOLIO COM CL A 03783C100 2,380 217 10.03 98 -5.77 0.0001
2017-11-09 2017-09-30 13F APPFOLIO COM CL A 03783C100 2,163 987 83.93 104 173.68 0.0001
2017-08-03 2017-06-30 13F APPFOLIO COM CL A 03783C100 1,176 0 0.00 38 18.75 0.0000
2017-05-12 2017-03-31 13F APPFOLIO COM CL A 03783C100 1,176 -149 -11.25 32 0.00 0.0000
2017-02-13 2016-12-31 13F APPFOLIO COM CL A 03783C100 1,325 1,325 32 0.0000
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.