AppFolio, Inc.
US ˙ NasdaqGM ˙ US03783C1009

SecurityAPPF / AppFolio, Inc.
InstitutionState Street Corp
Latest Disclosed Ownership721,657 shares
Latest Disclosed Value $ 113,891,908
State Street Corp reports 5.25% increase in ownership of APPF / AppFolio, Inc.

On May 15, 2026 - State Street Corp filed a 13F-HR form disclosing ownership of 721,657 shares of AppFolio, Inc. (US:APPF) valued at $113,891,908 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 685,656 shares of AppFolio, Inc.. This represents a change in shares of 5.25% during the quarter. The current value of the position is $119,989,909 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 COM CL A 03783C100 721,657 36,001 5.25 113,892 -28.60 0.0039
2026-02-13 2025-12-31 13F APPFOLIO COM CL A 03783C100 685,656 7,585 1.12 159,518 -14.66 0.0054
2025-11-14 2025-09-30 13F APPFOLIO COM CL A 03783C100 678,071 -14,100 -2.04 186,917 17.27 0.0065
2025-08-14 2025-06-30 13F APPFOLIO COM CL A 03783C100 692,171 -21,883 -3.06 159,393 1.51 0.0060
2025-05-15 2025-03-31 13F APPFOLIO COM CL A 03783C100 714,054 17,163 2.46 157,020 -8.68 0.0065
2025-02-14 2024-12-31 13F APPFOLIO COM CL A 03783C100 696,891 43,755 6.70 171,937 11.83 0.0068
2024-11-14 2024-09-30 13F APPFOLIO COM CL A 03783C100 653,136 49,238 8.15 153,748 4.10 0.0063
2024-08-14 2024-06-30 13F APPFOLIO COM CL A 03783C100 603,898 -96,172 -13.74 147,695 -14.50 0.0065
2024-05-15 2024-03-31 13F APPFOLIO COM CL A 03783C100 700,070 258,955 58.70 172,735 126.04 0.0077
2024-02-14 2023-12-31 13F APPFOLIO COM CL A 03783C100 441,115 21,497 5.12 76,419 -0.28 0.0037
2023-11-14 2023-09-30 13F APPFOLIO COM CL A 03783C100 419,618 3,873 0.93 76,635 7.08 0.0042
2023-08-14 2023-06-30 13F APPFOLIO COM CL A 03783C100 415,745 3,010 0.73 71,566 39.30 0.0038
2023-05-15 2023-03-31 13F APPFOLIO COM CL A 03783C100 412,735 18,861 4.79 51,377 23.78 0.0029
2023-05-15 2022-12-31 13F/A-99 APPFOLIO COM CL A 03783C100 393,874 -18,697 -4.53 41,506 -3.93 0.0024
2023-05-15 2022-12-31 13F APPFOLIO COM CL A 03783C100 393,874 -18,697 41,506 0.0024
2022-11-15 2022-09-30 13F APPFOLIO COM CL A 03783C100 412,571 4,145 1.01 43,204 16.70 0.0027
2022-08-15 2022-06-30 13F APPFOLIO COM CL A 03783C100 408,426 -500 -0.12 37,020 -20.03 0.0022
2022-05-16 2022-03-31 13F APPFOLIO COM CL A 03783C100 408,926 3,877 0.96 46,295 -5.59 0.0023
2022-02-14 2021-12-31 13F APPFOLIO COM CL A 03783C100 405,049 1,790 0.44 49,035 0.99 0.0023
2021-11-15 2021-09-30 13F APPFOLIO COM CL A 03783C100 403,259 13,691 3.51 48,552 -11.73 0.0026
2021-08-16 2021-06-30 13F APPFOLIO COM CL A 03783C100 389,568 37,201 10.56 55,007 10.39 0.0029
2021-07-09 2021-03-31 13F/A-1 APPFOLIO COM CL A 03783C100 352,367 1,556 0.44 49,828 -21.11 0.0029
2021-05-17 2021-03-31 13F APPFOLIO COM CL A 03783C100 352,367 1,556 49,828 0.0029
2021-02-16 2020-12-31 13F APPFOLIO COM CL A 03783C100 350,811 8,779 2.57 63,160 30.22 0.0039
2020-11-10 2020-09-30 13F APPFOLIO COM CL A 03783C100 342,032 -8,688 -2.48 48,504 -15.00 0.0033
2020-08-14 2020-06-30 13F APPFOLIO COM CL A 03783C100 350,720 13,403 3.97 57,066 52.48 0.0041
2020-06-19 2020-03-31 13F/A-1 APPFOLIO COM CL A 03783C100 337,317 -1,676 -0.49 37,425 0.41 0.0033
2020-05-11 2020-03-31 13F APPFOLIO COM CL A 03783C100 337,317 -1,676 37,425 3,286.6686
2020-02-06 2019-12-31 13F APPFOLIO COM CL A 03783C100 338,993 4,168 1.24 37,272 17.01 0.0026
2019-11-14 2019-09-30 13F APPFOLIO COM CL A 03783C100 334,825 3,412 1.03 31,855 -6.02 0.0024
2019-08-14 2019-06-30 13F APPFOLIO COM CL A 03783C100 331,413 22,438 7.26 33,894 38.16 0.0025
2019-05-15 2019-03-31 13F APPFOLIO COM CL A 03783C100 308,975 21,506 7.48 24,533 44.11 0.0019
2019-02-12 2018-12-31 13F APPFOLIO COM CL A 03783C100 287,469 16,738 6.18 17,024 -19.81 0.0015
2018-11-09 2018-09-30 13F APPFOLIO Common equity shares 03783C100 270,731 32,680 13.73 21,229 45.83 0.0016
2018-08-14 2018-06-30 13F APPFOLIO Common equity shares 03783C100 238,051 82,814 53.35 14,557 129.50 0.0012
2018-05-15 2018-03-31 13F APPFOLIO Common equity shares 03783C100 155,237 12,795 8.98 6,343 7.33 0.0005
2018-02-14 2017-12-31 13F APPFOLIO Common equity shares 03783C100 142,442 17,330 13.85 5,910 -1.47 0.0005
2017-11-14 2017-09-30 13F APPFOLIO Common equity shares 03783C100 125,112 -507 -0.40 5,998 46.47 0.0005
2017-08-14 2017-06-30 13F APPFOLIO Common equity shares 03783C100 125,619 23,912 23.51 4,095 48.10 0.0004
2017-05-15 2017-03-31 13F APPFOLIO Common equity shares 03783C100 101,707 5,624 5.85 2,765 20.58 0.0002
2017-02-09 2016-12-31 13F APPFOLIO Common equity shares 03783C100 96,083 12,096 14.40 2,293 40.33 0.0002
2017-01-13 2016-09-30 13F/A-1 APPFOLIO Common equity shares 03783C100 83,987 9,790 13.19 1,634 52.14 0.0002
2016-11-14 2016-09-30 13F APPFOLIO Common equity shares 03783C100 83,987 1,634
2016-08-12 2016-06-30 13F APPFOLIO Common equity shares 03783C100 74,197 3,346 4.72 1,074 23.88 0.0001
2016-05-20 2016-03-31 13F/A-1 APPFOLIO Common equity shares 03783C100 70,851 17,652 33.18 867 11.73 0.0001
2016-05-12 2016-03-31 13F APPFOLIO Common equity shares 03783C100 70,851 867
2016-02-16 2015-12-31 13F APPFOLIO Common equity shares 03783C100 53,199 18,107 51.60 776 31.30 0.0001
2015-11-16 2015-09-30 13F APPFOLIO Common equity shares 03783C100 35,092 35,092 591 0.0001
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.