AppFolio, Inc.
US ˙ NasdaqGM ˙ US03783C1009

SecurityAPPF / AppFolio, Inc.
InstitutionMan Group plc
Latest Disclosed Ownership44,743 shares
Latest Disclosed Value $ 7,061,340
Man Group plc reports 39.66% increase in ownership of APPF / AppFolio, Inc.

On May 15, 2026 - Man Group plc filed a 13F-HR form disclosing ownership of 44,743 shares of AppFolio, Inc. (US:APPF) valued at $7,061,340 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 32,038 shares of AppFolio, Inc.. This represents a change in shares of 39.66% during the quarter. The current value of the position is $7,322,192 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 CL A 03783C100 44,743 12,705 39.66 7,061 -5.26 0.0128
2026-02-17 2025-12-31 13F APPFOLIO COM CL A 03783C100 32,038 -13,027 -28.91 7,454 -40.00 0.0127
2025-11-14 2025-09-30 13F APPFOLIO COM CL A 03783C100 45,065 -21,601 -32.40 12,423 -19.08 0.0216
2025-08-14 2025-06-30 13F APPFOLIO COM CL A 03783C100 66,666 4,907 7.95 15,352 13.04 0.0292
2025-05-15 2025-03-31 13F APPFOLIO COM CL A 03783C100 61,759 -1,970 -3.09 13,581 -13.63 0.0344
2025-02-14 2024-12-31 13F APPFOLIO COM CL A 03783C100 63,729 17,614 38.20 15,723 44.85 0.0414
2024-11-14 2024-09-30 13F APPFOLIO COM CL A 03783C100 46,115 2,438 5.58 10,855 1.62 0.0283
2024-08-14 2024-06-30 13F APPFOLIO COM CL A 03783C100 43,677 9,660 28.40 10,682 27.27 0.0270
2024-05-15 2024-03-31 13F APPFOLIO COM CL A 03783C100 34,017 12,499 58.09 8,393 125.19 0.0212
2024-02-14 2023-12-31 13F APPFOLIO COM CL A 03783C100 21,518 3,728 126.84 0.0104
2023-11-14 2023-09-30 13F APPFOLIO COM CL A 03783C100 1,644 -55.68 0.0051
2023-08-14 2023-06-30 13F APPFOLIO COM CL A 03783C100 21,539 3,708 161.24 0.0114
2023-05-15 2023-03-31 13F APPFOLIO COM CL A 03783C100 1,419 17.96 0.0050
2023-02-14 2022-12-31 13F APPFOLIO COM CL A 03783C100 11,421 -649 -5.38 1,204 -4.83 0.0043
2022-11-14 2022-09-30 13F APPFOLIO COM CL A 03783C100 12,070 1,264 14.08 0.0059
2022-08-15 2022-06-30 13F APPFOLIO COM CL A 03783C100 1,108 -19.01 0.0047
2022-05-16 2022-03-31 13F APPFOLIO COM CL A 03783C100 12,082 18 0.15 1,368 -6.30 0.0048
2022-02-14 2021-12-31 13F APPFOLIO COM CL A 03783C100 12,064 -72 -0.59 1,460 -0.07 0.0047
2021-11-15 2021-09-30 13F APPFOLIO COM CL A 03783C100 12,136 -1,251 -9.34 1,461 -22.74 0.0051
2021-08-16 2021-06-30 13F APPFOLIO COM CL A 03783C100 13,387 -898 -6.29 1,891 -6.39 0.0067
2021-05-17 2021-03-31 13F APPFOLIO COM CL A 03783C100 14,285 -44 -0.31 2,020 -21.71 0.0089
2021-02-16 2020-12-31 13F APPFOLIO COM CL A 03783C100 14,329 -3,357 -18.98 2,580 2.87 0.0113
2020-11-16 2020-09-30 13F APPFOLIO COM CL A 03783C100 17,686 -20,854 -54.11 2,508 -60.01 0.0099
2020-08-14 2020-06-30 13F APPFOLIO COM CL A 03783C100 38,540 26,385 217.07 6,271 364.86 0.0316
2020-05-15 2020-03-31 13F APPFOLIO COM CL A 03783C100 12,155 9,822 421.00 1,349 424.90 0.0087
2020-02-18 2019-12-31 13F APPFOLIO COM CL A 03783C100 2,333 2,333 257 0.0008
2019-11-14 2019-09-30 13F APPFOLIO COM CL A 03783C100 0 -2,181 -100.00 0 -100.00
2019-08-14 2019-06-30 13F APPFOLIO COM CL A 03783C100 2,181 -1,941 -47.09 223 -31.80 0.0008
2019-05-15 2019-03-31 13F APPFOLIO COM CL A 03783C100 4,122 4,122 327 0.0012
2019-02-14 2018-12-31 13F APPFOLIO COM CL A 03783C100 0 -8,373 -100.00 0 -100.00
2018-11-14 2018-09-30 13F APPFOLIO COM CL A 03783C100 8,373 -20,954 -71.45 656 -63.41 0.0024
2018-08-14 2018-06-30 13F APPFOLIO COM CL A 03783C100 29,327 5,675 23.99 1,793 85.61 0.0074
2018-05-15 2018-03-31 13F APPFOLIO COM CL A 03783C100 23,652 23,652 966 0.0044
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.