Market Cap
$7.1B
APPF
APPFOLIO INC
$202.97 ▼ -0.62%
Prev close $204.24Market cap$7.1B
ConsensusStrong Buy
12-mo target$236.04 (+16.3%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (3 insiders)31 New Institutional Positions19 Institutional Exits Software & IT
Snapshot
The big-picture read on APPF right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (88%)
Inst. Holders
50 funds
Inst. Value
$2.6B
Inst. Activity
31 buys / 19 sells
Insider Activity
$0.00 buy / $3.8M sell
Insider Net $
-$3.8M
Social Sentiment
50° Neutral
SEC Reports
20
Congressional
1 trades
Price chart 30d -9.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 other
Aug 24, 2026 SEC AppFolio Introduces the New Realm-X, Built in the Platform That Already Knows Your Business
Thousands of real estate operators at FUTURE are winning the next era of property management with Re
A cluster of insider selling at AppFolio over the past week involves CEO William Shane Trigg, CFO Timothy Mathias Eaton,
CLUSTER — Impact 3/10
Aug 21, 2026 Insider
DUCA MAURICE J sold 8 shares
10%+ Owner @ $214.71 ($1.7K)
Aug 21, 2026 Insider
DUCA MAURICE J sold 94 shares
10%+ Owner @ $222.42 ($20.9K)
Aug 21, 2026 Insider
Aug 20, 2026 SEC DUCA MAURICE J sold 92 shares
10%+ Owner @ $214.73 ($19.8K)
A cluster of insider selling at AppFolio over the past week, led by CEO William Shane Trigg ($422K open-market sale) and
CLUSTER — Impact 2/10
A cluster of insider sales at AppFolio over the past week, led by CEO William Trigg ($422K) and CFO Timothy Eaton ($76K)
CLUSTER — Impact 5/10
Jun 30, 2026 Inst.
LONDON CO OF VIRGINIA — NEW
703,151 shares ($112.8M)
Analyst ratings buy % -5.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
88% rate it Buy or better · 16 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 17, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Jul 23, 2026 | Guggenheim | INITIATE | Buy | 52% |
| Apr 24, 2026 | Benchmark | MAINTAIN | Buy | 54% |
| Apr 24, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 10 | 2 | 0 | 0 | 88% | |
| Aug 1, 2026 | 4 | 12 | 1 | 0 | 0 | 94% | |
| Jul 1, 2026 | 3 | 12 | 1 | 0 | 0 | 94% | |
| Jun 1, 2026 | 3 | 12 | 1 | 0 | 0 | 94% | |
| May 1, 2026 | 3 | 12 | 1 | 0 | 0 | 94% | |
| Apr 1, 2026 | 3 | 11 | 1 | 0 | 0 | 93% | |
| Mar 1, 2026 | 3 | 10 | 1 | 0 | 0 | 93% | |
| Feb 1, 2026 | 3 | 10 | 1 | 0 | 0 | 93% |
Price targets
Where 8 covering analysts think APPF trades over the next 12 months.
$236.04 +16.3% upside Buy
Current$202.97 Low$200.00 Median$232.50 High$280.00 8 analysts
$200.00$280.00
Analyst rating Strong Buy· 1.4/5 as of Oct 2, 2026
Social media sentiment mood +4.5%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
APPF is down 40%+ and nobody is talking about it!
▲ 1 · 💬 0· ⚡ 0.5
APPF is down 40%+ and nobody is talking about it. this thing may be a money printer hiding in plain sight
▲ 1 · 💬 0· ⚡ 0.5
APPF is down 40%+ and nobody is talking about it. this thing may be a money printer hiding in plain sight
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 1 bullish, 1 bearish, 3 mixed, 15 neutral · avg impact 3.1/10.
NEUTRALCLUSTER3/10
A cluster of insider selling at AppFolio over the past week involves CEO William Shane Trigg, CFO Ti
Aug 24, 2026
NEUTRALCLUSTER2/10
A cluster of insider selling at AppFolio over the past week, led by CEO William Shane Trigg ($422K o
Aug 20, 2026
BEARISHCLUSTER5/10
A cluster of insider sales at AppFolio over the past week, led by CEO William Trigg ($422K) and CFO
Aug 20, 2026
NEUTRALCLUSTER2/10
A cluster of insider selling at AppFolio, led by CEO William Shane Trigg ($422K open-market sale) an
Aug 19, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
other
AppFolio Introduces the New Realm-X, Built in the Platform That Already Knows Your Business
Thousands of real estate operators at FUTURE are winning the next era of property management with Real Estate Performance Management. The new Realm-X
Sep 24, 2026
contract
AppFolio and Column Announce Strategic Partnership to Transform Financial Operations for Real Estate
Partnership brings Column’s next-generation banking capabilities within the AppFolio Performance Platform, helping property managers run their finance
Sep 7, 2026
dark_pool
Dark Pool: APPF — 0.3M shares, 14,453 trades
Week starting 2026-09-07. Total ATS volume: 264,844 shares across 14,453 trades.
Aug 31, 2026
dark_pool
Dark Pool: APPF — 0.6M shares, 23,742 trades
Week starting 2026-08-31. Total ATS volume: 610,126 shares across 23,742 trades.
Aug 26, 2026
other
PURE HomeRiver Deepens Its Commitment to AppFolio to Power the Next Phase of Its Growth
The 35-state operator consolidates onto AppFolio as it scales toward a 60,000-unit portfolio The 35-state operator consolidates onto AppFolio as it sc
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.79 | $1.66–$1.88 | 36.3% | +0.0% | 5↑ 2↓ | $0.3B | 7 |
| Next Q | $1.80 | $1.76–$1.87 | 29.7% | +0.0% | 7↑ 0↓ | $0.3B | 7 |
| Current FY | $6.90 | $6.76–$7.06 | 30.4% | +0.0% | 6↑ 1↓ | $1.1B | 8 |
| Next FY | $8.43 | $7.88–$8.92 | 22.2% | +0.0% | 5↑ 2↓ | $1.3B | 8 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.786 | — |
| 7d ago | $1.786 | — |
| 30d ago | $1.786 | — |
| 60d ago | $1.777 | +0.010 |
| 90d ago | $1.778 | +0.008 |
Institutional ownership
Which big funds own APPF (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.6B total value (16,076,332 shares) as of 2026-Q2. Top holders: BlackRock,, PRINCIPAL, VANGUARD. Net buying activity: 31 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 2,645,927 | $424.3M | 16.5% | — |
| PRINCIPAL FINANCIAL GROUP INC | 1,605,135 | $257.4M | 10.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,490,058 | $238.9M | 9.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,041,438 | $167.0M | 6.5% | — |
| STATE STREET CORP | 766,131 | $122.8M | 4.8% | — |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 721,826 | $115.7M | 4.5% | — |
| LONDON CO OF VIRGINIA | 703,151 | $112.8M | 4.4% | NEW |
| MORGAN STANLEY | 581,826 | $93.3M | 3.6% | ADD +89.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 509,837 | $81.8M | 3.2% | — |
| Neuberger Berman Group LLC | 394,158 | $63.2M | 2.5% | DOUBLED +26072.5% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| LONDON CO OF VIRGINIA | NEW | — | 703,151 | — | $112.8M |
| MORGAN STANLEY | ADD | 307,290 | 581,826 | +89.3% | $93.3M |
| Neuberger Berman Group LLC | DOUBLED | 1,506 | 394,158 | +26072.5% | $63.2M |
| FMR LLC | ADD | 128,428 | 251,067 | +95.5% | $40.3M |
| JENNISON ASSOCIATES LLC | DOUBLED | 76,110 | 238,166 | +212.9% | $38.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 384,529 | 234,100 | -39.1% | $37.5M |
| WELLINGTON MANAGEMENT GROUP LLP | NEW | — | 224,904 | — | $36.1M |
| JONES FINANCIAL COMPANIES LLLP | DOUBLED | 33,005 | 176,922 | +436.0% | $27.5M |
| WELLS FARGO & COMPANY/MN | ADD | 96,116 | 141,316 | +47.0% | $22.7M |
| UBS Group AG | ADD | 100,137 | 137,692 | +37.5% | $22.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
2 insiders, 50 transactions. Net -$3.8M — $0.00 bought, $3.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 21, 2026 | DUCA MAURICE J | 10%+ Owner | SELL | 8 | $214.71 | $1.7K |
| Aug 21, 2026 | DUCA MAURICE J | 10%+ Owner | SELL | 94 | $222.42 | $20.9K |
| Aug 21, 2026 | DUCA MAURICE J | 10%+ Owner | SELL | 92 | $214.73 | $19.8K |
| Aug 21, 2026 | DUCA MAURICE J | 10%+ Owner | SELL | 92 | $218.14 | $20.1K |
| Aug 21, 2026 | DUCA MAURICE J | 10%+ Owner | SELL | 17 | $216.38 | $3.7K |
| Aug 21, 2026 | DUCA MAURICE J | 10%+ Owner | SELL | 35 | $221.41 | $7.7K |
| Aug 21, 2026 | DUCA MAURICE J | 10%+ Owner | SELL | 62 | $224.14 | $13.9K |
| Aug 21, 2026 | DUCA MAURICE J | 10%+ Owner | SELL | 183 | $216.38 | $39.6K |
| Aug 21, 2026 | DUCA MAURICE J | 10%+ Owner | SELL | 8 | $218.14 | $1.7K |
| Aug 21, 2026 | DUCA MAURICE J | 10%+ Owner | SELL | 365 | $221.37 | $80.8K |
Congressional trades
APPF trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 18, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | APPFOLIO INC | Mar 10, 2026(21d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for APPF.
Shares short
2,340,047
Settlement Sep 15, 2026
Change vs prior
-1.1%
Semi-monthly cycle
Days to cover
8.2
At avg daily volume
Of shares outstanding
≈6.6%
Estimate — not % of float
All APPF filing & press-release reports (20)
- CLUSTER reportAug 24, 2026
- CLUSTER reportAug 20, 2026
- CLUSTER reportAug 20, 2026
- CLUSTER reportAug 19, 2026
- CLUSTER reportAug 17, 2026
- CLUSTER reportAug 14, 2026
- CLUSTER reportAug 13, 2026
- CLUSTER reportAug 12, 2026
- CLUSTER reportAug 10, 2026
- CLUSTER reportAug 8, 2026
- INST-CLUSTER reportAug 4, 2026
- 144 reportJul 7, 2026
- 144 reportJul 3, 2026
- 3 reportJul 1, 2026
- 3 reportJul 1, 2026
- CLUSTER reportJun 15, 2026
- INST-CLUSTER reportJun 11, 2026
- CLUSTER reportMay 19, 2026
- 8-K reportApr 23, 2026
- PRESS-RELEASE reportApr 23, 2026