AppFolio, Inc.
US ˙ NasdaqGM ˙ US03783C1009

SecurityAPPF / AppFolio, Inc.
InstitutionVictory Capital Management Inc
Latest Disclosed Ownership22,708 shares
Latest Disclosed Value $ 3,583,777
Victory Capital Management Inc reports 1.16% increase in ownership of APPF / AppFolio, Inc.

On May 15, 2026 - Victory Capital Management Inc filed a 13F-HR form disclosing ownership of 22,708 shares of AppFolio, Inc. (US:APPF) valued at $3,583,777 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 22,448 shares of AppFolio, Inc.. This represents a change in shares of 1.16% during the quarter. The current value of the position is $3,790,874 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.

Upgrade to unlock premium data and export to Excel .

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 03783C100 22,708 260 1.16 3,584 -31.39 0.0017
2026-02-13 2025-12-31 13F APPFOLIO COM 03783C100 22,448 -1,822 -7.51 5,223 -21.94 0.0029
2025-11-12 2025-09-30 13F APPFOLIO COM 03783C100 24,270 -37,819 -60.91 6,690 -53.21 0.0039
2025-08-13 2025-06-30 13F APPFOLIO COM 03783C100 62,089 -7,518 -10.80 14,298 -6.59 0.0092
2025-05-02 2025-03-31 13F APPFOLIO COM 03783C100 69,607 -7,250 -9.43 15,307 -19.28 0.0157
2025-02-06 2024-12-31 13F APPFOLIO COM 03783C100 76,857 -17,166 -18.26 18,962 -14.33 0.0186
2024-11-05 2024-09-30 13F APPFOLIO COM 03783C100 94,023 -6,317 -6.30 22,133 -9.81 0.0213
2024-08-05 2024-06-30 13F APPFOLIO COM 03783C100 100,340 -4,386 -4.19 24,540 -5.03 0.0246
2024-05-03 2024-03-31 13F APPFOLIO COM 03783C100 104,726 34,684 49.52 25,840 112.96 0.0252
2024-02-05 2023-12-31 13F APPFOLIO COM 03783C100 70,042 64,501 1,164.07 12,134 1,100.20 0.0128
2023-11-06 2023-09-30 13F APPFOLIO COM 03783C100 5,541 3,527 175.12 1,012 192.20 0.0012
2023-07-27 2023-06-30 13F APPFOLIO COM 03783C100 2,014 -44 -2.14 347 35.16 0.0004
2023-05-02 2023-03-31 13F APPFOLIO COM 03783C100 2,058 20 0.98 256 19.63 0.0003
2023-04-25 2022-12-31 13F/A-3 APPFOLIO COM 03783C100 2,038 0 0.00 215 0.47 0.0002
2023-03-10 2022-12-31 13F/A-2 APPFOLIO COM 03783C100 2,038 0 215 0.0001
2023-02-10 2022-12-31 13F/A-1 APPFOLIO COM 03783C100 2,038 0 215 0.0001
2023-02-09 2022-12-31 13F APPFOLIO COM 03783C100 2,019 -19 227 0.0002
2022-11-02 2022-09-30 13F APPFOLIO COM 03783C100 2,038 2,038 213 0.0002
2022-05-04 2022-03-31 13F APPFOLIO COM 03783C100 0 -1,917 -100.00 0 -100.00
2022-02-07 2021-12-31 13F APPFOLIO COM 03783C100 1,917 -57 -2.89 232 -2.52 0.0002
2021-11-02 2021-09-30 13F APPFOLIO COM 03783C100 1,974 -92 -4.45 238 -18.49 0.0002
2021-08-03 2021-06-30 13F APPFOLIO COM 03783C100 2,066 -58 -2.73 292 -2.67 0.0003
2021-05-04 2021-03-31 13F APPFOLIO COM 03783C100 2,124 -61 -2.79 300 -23.66 0.0003
2021-02-01 2020-12-31 13F APPFOLIO COM 03783C100 2,185 113 5.45 393 33.67 0.0004
2020-11-09 2020-09-30 13F Appfolio COM 03783C100 2,072 -2,705 -56.63 294 -62.16 0.0004
2020-08-07 2020-06-30 13F APPFOLIO COM 03783C100 4,777 117 2.51 777 50.29 0.0011
2020-05-12 2020-03-31 13F/A-1 APPFOLIO COM 03783C100 4,660 2,266 94.65 517 96.58 0.0009
2020-05-04 2020-03-31 13F APPFOLIO COM 03783C100 4,660 2,266 517 565.8040
2020-02-06 2019-12-31 13F/A-1 APPFOLIO COM 03783C100 2,394 -1,254 -34.38 263 -24.21 0.0003
2020-02-04 2019-12-31 13F APPFOLIO COM 03783C100 2,293 -1,355 301 360.8059
2019-11-12 2019-09-30 13F APPFOLIO COM 03783C100 3,648 2,263 163.39 347 144.37 0.0004
2019-08-15 2019-06-30 13F APPFOLIO COM 03783C100 1,385 -2,412 -63.52 142 -52.82 0.0003
2019-05-03 2019-03-31 13F APPFOLIO CS 03783C100 3,797 -315 -7.66 301 23.36 0.0007
2019-05-02 2018-12-31 13F/A-1 APPFOLIO COM 03783C100 4,112 162 4.10 244 -21.29 0.0006
2019-02-05 2018-12-31 13F APPFOLIO COM 03783C100 4,112 162 244
2018-11-01 2018-09-30 13F APPFOLIO COM 03783C100 3,950 -2,526 -39.01 310 -21.72 0.0006
2018-08-02 2018-06-30 13F APPFOLIO COM 03783C100 6,476 888 15.89 396 73.68 0.0008
2018-05-04 2018-03-31 13F APPFOLIO COM 03783C100 5,588 5,588 228 0.0005
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.