AppFolio, Inc.
US ˙ NasdaqGM ˙ US03783C1009

SecurityAPPF / AppFolio, Inc.
InstitutionPnc Financial Services Group, Inc.
Latest Disclosed Ownership2,723 shares
Latest Disclosed Value $ 429,743
Pnc Financial Services Group, Inc. reports 7.88% increase in ownership of APPF / AppFolio, Inc.

On May 8, 2026 - Pnc Financial Services Group, Inc. filed a 13F-HR form disclosing ownership of 2,723 shares of AppFolio, Inc. (US:APPF) valued at $429,744 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,524 shares of AppFolio, Inc.. This represents a change in shares of 7.88% during the quarter. The current value of the position is $454,578 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 2,723 199 7.88 430 -26.92 0.0000
2026-02-06 2025-12-31 13F APPFOLIO COM CL A 03783C100 2,524 -149 -5.57 587 -20.24 0.0003
2025-11-07 2025-09-30 13F APPFOLIO COM CL A 03783C100 2,673 471 21.39 737 45.17 0.0004
2025-08-08 2025-06-30 13F APPFOLIO COM CL A 03783C100 2,202 345 18.58 507 24.26 0.0003
2025-05-09 2025-03-31 13F APPFOLIO COM CL A 03783C100 1,857 328 21.45 408 8.22 0.0002
2025-02-07 2024-12-31 13F APPFOLIO COM CL A 03783C100 1,529 -984 -39.16 377 -36.21 0.0003
2024-11-08 2024-09-30 13F APPFOLIO COM CL A 03783C100 2,513 -18 -0.71 592 -4.52 0.0004
2024-08-09 2024-06-30 13F APPFOLIO COM CL A 03783C100 2,531 -290 -10.28 619 -11.06 0.0004
2024-05-10 2024-03-31 13F APPFOLIO COM CL A 03783C100 2,821 -196 -6.50 696 33.33 0.0005
2024-03-22 2023-12-31 13F/A-1 APPFOLIO COM CL A 03783C100 3,017 -293 -8.85 523 -13.58 0.0004
2024-02-09 2023-12-31 13F APPFOLIO COM CL A 03783C100 3,017 -293 523 0.0001
2023-11-13 2023-09-30 13F APPFOLIO COM CL A 03783C100 3,310 -357 -9.74 605 -4.28 0.0005
2023-08-11 2023-06-30 13F APPFOLIO COM CL A 03783C100 3,667 130 3.68 631 43.41 0.0005
2023-05-15 2023-03-31 13F APPFOLIO COM CL A 03783C100 3,537 1,605 83.07 440 116.75 0.0004
2023-02-10 2022-12-31 13F APPFOLIO COM CL A 03783C100 1,932 14 0.73 204 1.50 0.0002
2022-11-10 2022-09-30 13F APPFOLIO COM CL A 03783C100 1,918 64 3.45 200 19.05 0.0002
2022-08-12 2022-06-30 13F APPFOLIO COM CL A 03783C100 1,854 106 6.06 168 -15.58 0.0002
2022-05-12 2022-03-31 13F APPFOLIO COM CL A 03783C100 1,748 -242 -12.16 199 -17.08 0.0002
2022-02-11 2021-12-31 13F APPFOLIO COM CL A 03783C100 1,990 -29 -1.44 240 -0.83 0.0002
2021-11-05 2021-09-30 13F APPFOLIO COM CL A 03783C100 2,019 -45 -2.18 242 -16.84 0.0002
2021-08-06 2021-06-30 13F APPFOLIO COM CL A 03783C100 2,064 79 3.98 291 3.93 0.0003
2021-05-07 2021-03-31 13F APPFOLIO COM CL A 03783C100 1,985 66 3.44 280 -18.84 0.0003
2021-02-12 2020-12-31 13F APPFOLIO COM CL A 03783C100 1,919 364 23.41 345 56.11 0.0003
2020-11-06 2020-09-30 13F APPFOLIO COM CL A 03783C100 1,555 915 142.97 221 110.48 0.0003
2020-08-28 2020-06-30 13F/A-1 APPFOLIO COM CL A 03783C100 640 -229 -26.35 105 9.38 0.0001
2020-08-07 2020-06-30 13F APPFOLIO COM CL A 03783C100 640 -229 105 21.8020
2020-05-08 2020-03-31 13F APPFOLIO COM CL A 03783C100 869 -583 -40.15 96 -39.62 0.0001
2020-02-07 2019-12-31 13F APPFOLIO COM CL A 03783C100 1,452 -10,107 -87.44 159 -85.53 0.0002
2019-11-08 2019-09-30 13F APPFOLIO COM CL A 03783C100 11,559 -4,838 -29.51 1,099 -34.47 0.0011
2019-08-09 2019-06-30 13F APPFOLIO COM CL A 03783C100 16,397 16,397 1,677 0.0016
2019-02-08 2018-12-31 13F APPFOLIO COM CL A 03783C100 0 -3 -100.00 0 0.0000
2018-11-09 2018-09-30 13F APPFOLIO COM CL A 03783C100 3 0 0.00 0 0.0000
2018-08-10 2018-06-30 13F APPFOLIO COM CL A 03783C100 3 3 0 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.