앱폴리오(주)
US ˙ NasdaqGM ˙ US03783C1009

SecurityAPPF / AppFolio, Inc.
InstitutionMarshall Wace, Llp
Latest Disclosed Ownership93,771 shares
Latest Disclosed Value $ 14,798,940
Marshall Wace, Llp reports 44.82% decrease in ownership of APPF / AppFolio, Inc.

On May 14, 2026 - Marshall Wace, Llp filed a 13F-HR form disclosing ownership of 93,771 shares of AppFolio, Inc. (US:APPF) valued at $14,798,939 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 169,929 shares of AppFolio, Inc.. This represents a change in shares of -44.82% during the quarter. The current value of the position is $15,654,131 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)
2026-05-14 2026-03-31 13F APPFOLIO INC - A COMMON STOCK 03783C100 93,771 -76,158 -44.82 14,799 -62.57 0.0147
2026-02-13 2025-12-31 13F APPFOLIO INC - A COMMON STOCK 03783C100 169,929 50,385 42.15 39,534 19.97 0.0360
2025-11-13 2025-09-30 13F APPFOLIO INC - A COMMON STOCK 03783C100 119,544 62,115 108.16 32,954 149.19 0.0334
2025-08-13 2025-06-30 13F APPFOLIO INC - A COMMON STOCK 03783C100 57,429 55,277 2,568.63 13,225 2,695.77 0.0149
2025-05-15 2025-03-31 13F APPFOLIO INC - A COMMON STOCK 03783C100 2,152 2,152 473 0.0006
2024-11-14 2024-09-30 13F APPFOLIO INC - A COMMON STOCK 03783C100 0 -2,107 -100.00 0 -100.00
2024-08-14 2024-06-30 13F APPFOLIO INC - A COMMON STOCK 03783C100 2,107 -83,249 -97.53 515 -97.55 0.0007
2024-05-15 2024-03-31 13F APPFOLIO INC - A COMMON STOCK 03783C100 85,356 -24,736 -22.47 21,061 10.42 0.0321
2024-02-14 2023-12-31 13F APPFOLIO INC - A COMMON STOCK 03783C100 110,092 80,249 268.90 19,072 249.94 0.0323
2023-11-14 2023-09-30 13F APPFOLIO INC - A COMMON STOCK 03783C100 29,843 17,239 136.77 5,450 151.27 0.0110
2023-08-14 2023-06-30 13F APPFOLIO INC - A COMMON STOCK 03783C100 12,604 -8,934 -41.48 2,170 -19.10 0.0042
2023-05-15 2023-03-31 13F APPFOLIO INC - A COMMON STOCK 03783C100 21,538 17,196 396.04 2,681 486.65 0.0057
2023-02-14 2022-12-31 13F APPFOLIO INC - A COMMON STOCK 03783C100 4,342 4,342 458 0.0010
2022-08-15 2022-06-30 13F APPFOLIO INC - A COMMON STOCK 03783C100 0 -6,324 -100.00 0 -100.00
2022-05-16 2022-03-31 13F APPFOLIO INC - A COMMON STOCK 03783C100 6,324 -11,717 -64.95 716 -71.89 0.0014
2021-08-13 2021-06-30 13F APPFOLIO INC - A COMMON STOCK 03783C100 18,041 11,547 177.81 2,547 177.45 0.0124
2021-05-17 2021-03-31 13F APPFOLIO INC - A COMMON STOCK 03783C100 6,494 6,494 -64.00 918 -63.96 0.0042
2020-08-13 2020-06-30 13F APPFOLIO INC - A COMMON STOCK 03783C100 0 -475 -100.00 0 -100.00
2020-05-15 2020-03-31 13F APPFOLIO INC - A COMMON STOCK 03783C100 475 475 53 0.0005
2019-02-14 2018-12-31 13F APPFOLIO INC - A COMMON STOCK 03783C100 0 -36,777 -100.00 0 -100.00
2018-12-06 2018-09-30 13F/A-1 APPFOLIO INC - A COMMON STOCK 03783C100 36,777 36,777 2,883 0.0245
2018-11-14 2018-09-30 13F APPFOLIO INC - A COMMON STOCK 03783C100 36,777 36,777 2,883
2018-08-14 2018-06-30 13F APPFOLIO INC - A COMMON STOCK 03783C100 0 -9,400 -100.00 0 -100.00
2018-05-15 2018-03-31 13F APPFOLIO INC - A COMMON STOCK 03783C100 9,400 9,400 384 0.0159
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.