AppFolio, Inc.
US ˙ NasdaqGM ˙ US03783C1009

SecurityAPPF / AppFolio, Inc.
InstitutionQuantbot Technologies LP
Latest Disclosed Ownership9,582 shares
Latest Disclosed Value $ 1,512,231
Quantbot Technologies LP reports 72.34% increase in ownership of APPF / AppFolio, Inc.

On May 13, 2026 - Quantbot Technologies LP filed a 13F-HR form disclosing ownership of 9,582 shares of AppFolio, Inc. (US:APPF) valued at $1,512,231 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 5,560 shares of AppFolio, Inc.. This represents a change in shares of 72.34% during the quarter. The current value of the position is $1,593,199 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 INC - A COM 03783C100 9,582 4,022 72.34 1,512 16.94 0.0619
2026-02-10 2025-12-31 13F APPFOLIO INC - A COM 03783C100 5,560 4,259 327.36 1,294 261.17 0.0430
2025-11-12 2025-09-30 13F APPFOLIO INC - A COM 03783C100 1,301 1,301 359 0.0098
2024-05-06 2024-03-31 13F APPFOLIO INC - A COM 03783C100 0 -2,743 -100.00 0 -100.00
2024-02-14 2023-12-31 13F APPFOLIO INC - A COM 03783C100 2,743 1,276 86.98 475 77.90 0.0276
2023-11-07 2023-09-30 13F APPFOLIO INC - A COM 03783C100 1,467 1,467 268 0.0180
2023-08-08 2023-06-30 13F APPFOLIO INC - A COM 03783C100 0 -1,757 -100.00 0 -100.00
2023-05-12 2023-03-31 13F APPFOLIO INC - A COM 03783C100 1,757 1,561 796.43 219 990.00 0.0155
2023-02-13 2022-12-31 13F APPFOLIO INC - A COM 03783C100 196 196 21 0.0015
2022-11-07 2022-09-30 13F APPFOLIO INC - A COM 03783C100 0 -1,498 -100.00 0 -100.00
2022-08-09 2022-06-30 13F APPFOLIO INC - A COM 03783C100 1,498 18 1.22 135 -19.16 0.0124
2022-05-16 2022-03-31 13F APPFOLIO INC - A COM 03783C100 1,480 1,480 167 0.0146
2022-02-11 2021-12-31 13F APPFOLIO INC - A COM 03783C100 0 -4,614 -100.00 0 -100.00
2021-11-09 2021-09-30 13F APPFOLIO INC - A COM 03783C100 4,614 3,998 649.03 555 545.35 0.0406
2021-08-12 2021-06-30 13F APPFOLIO INC - A COM 03783C100 616 616 86 0.0068
2021-05-14 2021-03-31 13F APPFOLIO INC - A COM 03783C100 0 -147 -100.00 0 -100.00
2021-02-12 2020-12-31 13F APPFOLIO INC - A COM 03783C100 147 -1,493 -91.04 26 -88.79 0.0027
2020-11-16 2020-09-30 13F APPFOLIO INC - A COM 03783C100 1,640 1,640 1,015.65 232 792.31 0.0266
2018-05-11 2018-03-31 13F APPFOLIO INC - A COM 03783C100 0 -274 -100.00 0 -100.00
2018-02-12 2017-12-31 13F APPFOLIO INC - A COM 03783C100 274 274 11 0.0010
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.