APPF
APPFOLIO INC
$161.21
+0.96%
$5.7B
No data for this timeframe.
Vol
Market Cap$5.7B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (94%)
Inst. Holders50 funds
Inst. Value$1.8B
Inst. Activity23 buys / 20 sells
Insider Activity0B / 2S
Insider Net $-$530.6K
Reddit Sentiment50° Neutral
SEC Reports4
Congressional1 trades
Recent Activity
Jun 11, 2026
SEC
Institutional cluster for APPF shows mixed activity: 5 buyers adding $76.4M and 5 sellers reducing $70.4M, resulting in
INST-CLUSTER — Impact 4/10
Jun 9, 2026
other
AppFolio Connects Realm-X to Anthropic’s Claude, Setting a New Standard for Real Estate Performance Management
AppFolio’s agent-to-agent connector means property managers can direct complex operational work from
May 19, 2026
SEC
Two insiders at AppFolio, including CEO William Shane Trigg, sold a total of $531K in shares over a week. The combined s
CLUSTER — Impact 2/10
May 15, 2026
Insider
Trigg William Shane sold 1,436 shares
Chief Executive Officer @ $151.68 ($217.8K)
May 12, 2026
Insider
Barat Elizabeth Erin sold 1,978 shares
Chief People Officer @ $158.12 ($312.8K)
May 10, 2026
Insider
Eaton Timothy Mathias surrendered for taxes 315 shares
Chief Financial Officer @ $166.59 ($52.5K)
Apr 23, 2026
SEC
AppFolio reported strong Q1 2026 results with $262.2M revenue (20% YoY growth) and GAAP EPS of $1.18, missing consensus
8-K — Impact 6/10
Inst.
RENAISSANCE TECHNOLOGIES LLC — ADD
227,280 shares ($35.9M)
Price Targets
$229.25
+42.2% upside
Strong Buy
Current $161.21
Low $185.00
Median $225.50
High $300.00
8 analysts
$185.00
$300.00
Analyst Ratings
3Strong Buy
12Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 24, 2026 | Benchmark | MAINTAIN | Buy → Buy |
| Apr 24, 2026 | Piper Sandler | MAINTAIN | Overweight → Overweight |
| Mar 26, 2026 | Benchmark | INITIATE | Buy |
| Jan 30, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| Jan 30, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.69 ▲ +2.4% | $1.64 — $1.79 | 22% YoY | 7 |
| Next Q | $1.78 ▲ +2.4% | $1.56 — $1.94 | 36% YoY | 7 |
| Current FY | $6.81 ▲ +3.8% | $6.52 — $7.06 | 29% YoY | 7 |
| Next FY | $8.23 ▲ +3.4% | $7.60 — $8.87 | 21% YoY | 7 |
Latest Reports
MIXED
INST-CLUSTER
4/10
Institutional cluster for APPF shows mixed activity: 5 buyers adding $76.4M and 5 sellers reducing $70.4M, resulting in
Jun 11, 2026
NEUTRAL
CLUSTER
2/10
Two insiders at AppFolio, including CEO William Shane Trigg, sold a total of $531K in shares over a week. The combined s
May 19, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $402.0M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $234.4M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $165.4M | — |
| STATE STREET CORP | $113.9M | — |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, | $101.5M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 15, 2026 | Trigg William | SELL | $217.8K |
| May 12, 2026 | Barat Elizabeth | SELL | $312.8K |
| May 10, 2026 | Eaton Timothy | F | $52.5K |
| May 10, 2026 | Trigg William | F | $99.8K |
| May 10, 2026 | Rigler Don | F | $7.5K |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
Congressional Trades
1 members: 0 buys, 1 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Gilbert Cisneros | D | SELL | $1,001 - $15,000 |
50 institutional holders with $1.8B total value (11,136,366 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 23 institutions added/increased vs 20 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2,547,098 | $402.0M | 22.9% | — |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,485,373 | $234.4M | 13.3% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1,047,945 | $165.4M | 9.4% | — |
| 4 | STATE STREET CORP | 721,657 | $113.9M | 6.5% | — |
| 5 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 643,231 | $101.5M | 5.8% | — |
| 6 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 454,463 | $71.7M | 4.1% | — |
| 7 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 384,529 | $60.7M | 3.4% | — |
| 8 | BANK OF AMERICA CORP /DE/ | 345,603 | $54.5M | 3.1% | ADD +46.3% |
| 9 | MORGAN STANLEY | 307,290 | $48.5M | 2.8% | — |
| 10 | DIMENSIONAL FUND ADVISORS LP | 296,627 | $46.8M | 2.7% | — |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 227,280 | $35.9M | 2.0% | ADD +55.1% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 164,642 | $26.0M | 1.5% | — |
| 13 | VANGUARD FIDUCIARY TRUST CO | 153,482 | $24.2M | 1.4% | — |
| 14 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 152,587 | $24.1M | 1.4% | — |
| 15 | AMERIPRISE FINANCIAL INC | 130,372 | $20.6M | 1.2% | DOUBLED +473.4% |
| 16 | FMR LLC | 128,428 | $20.3M | 1.2% | TRIM -50.5% |
| 17 | TWO SIGMA INVESTMENTS, LP | 124,314 | $19.6M | 1.1% | DOUBLED +612.9% |
| 18 | FIRST TRUST ADVISORS LP | 123,026 | $19.4M | 1.1% | TRIM -32.6% |
| 19 | Russell Investments Group, Ltd. | 119,299 | $18.8M | 1.1% | ADD +39.3% |
| 20 | GOLDMAN SACHS GROUP INC | 110,909 | $17.5M | 1.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | ADD | 146,520 | 227,280 | +55.1% | $35.9M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | DOUBLED | 22,737 | 130,372 | +473.4% | $20.6M | 2026-Q1 |
| FMR LLC | TRIM | 259,656 | 128,428 | -50.5% | $20.3M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | TRIM | 182,591 | 123,026 | -32.6% | $19.4M | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 85,613 | 119,299 | +39.3% | $18.8M | 2026-Q1 |
| Invesco Ltd. | TRIM | 416,260 | 105,721 | -74.6% | $16.7M | 2026-Q1 |
| MARSHALL WACE, LLP | TRIM | 169,929 | 93,771 | -44.8% | $14.8M | 2026-Q1 |
| JENNISON ASSOCIATES LLC | TRIM | 129,401 | 76,110 | -41.2% | $12.0M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 40,007 | 70,495 | +76.2% | $11.1M | 2026-Q1 |
| AGF MANAGEMENT LTD | ADD | 12,920 | 21,073 | +63.1% | $3.3M | 2026-Q1 |
| Gotham Asset Management, LLC | DOUBLED | 5,794 | 18,149 | +213.2% | $2.9M | 2026-Q1 |
| STIFEL FINANCIAL CORP | ADD | 8,414 | 14,037 | +66.8% | $2.2M | 2026-Q1 |
| Cerity Partners LLC | DOUBLED | 3,064 | 12,154 | +296.7% | $1.9M | 2026-Q1 |
| Vident Advisory, LLC | ADD | 8,681 | 11,123 | +28.1% | $1.8M | 2026-Q1 |
| PARNASSUS INVESTMENTS, LLC | ADD | 8,438 | 10,704 | +26.9% | $1.7M | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC | DOUBLED | 4,639 | 9,989 | +115.3% | $1.6M | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | TRIM | 19,872 | 9,838 | -50.5% | $1.6M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | DOUBLED | 936 | 8,785 | +838.6% | $1.4M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 193 | 8,600 | +4356.0% | $1.4M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | DOUBLED | 1,549 | 8,516 | +449.8% | $1.3M | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | ADD | 3,029 | 4,838 | +59.7% | $763.5K | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | TRIM | 12,695 | 4,297 | -66.2% | $678.2K | 2026-Q1 |
| Amundi | DOUBLED | 1,608 | 3,859 | +140.0% | $609.0K | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC | ADD | 2,395 | 3,404 | +42.1% | $537.2K | 2026-Q1 |
| M&T BANK CORP | NEAR_EXIT | 96,153 | 3,208 | -96.7% | $506.3K | 2026-Q1 |
8 unique insiders with 21 transactions. Net insider value: -$530.6K ($0.00 bought, $530.6K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 15, 2026 | Trigg William Shane | Chief Executive Officer | SELL | 1,436 | $151.68 | $217.8K |
| May 12, 2026 | Barat Elizabeth Erin | Chief People Officer | SELL | 1,978 | $158.12 | $312.8K |
| May 10, 2026 | Eaton Timothy Mathias | Chief Financial Officer | TAX W/H | 315 | $166.59 | $52.5K |
| May 10, 2026 | Trigg William Shane | Chief Executive Officer | TAX W/H | 599 | $166.59 | $99.8K |
| May 10, 2026 | Rigler Don | Principal Accounting Officer | TAX W/H | 45 | $166.59 | $7.5K |
| May 10, 2026 | Pickering Evan | General Counsel | TAX W/H | 80 | $166.59 | $13.3K |
| May 10, 2026 | Barat Elizabeth Erin | Chief People Officer | TAX W/H | 301 | $166.59 | $50.1K |
| Apr 9, 2026 | Trigg William Shane | Chief Executive Officer | AWARD | 30,930 | — | — |
| Mar 10, 2026 | KERR JANET | Director | GIFT | 798 | — | — |
| Feb 20, 2026 | Rigler Don | Principal Accounting Officer | AWARD | 1,980 | — | — |
| Feb 12, 2026 | Casey Saori | Director | AWARD | 1,248 | — | — |
| Feb 10, 2026 | Pickering Evan | General Counsel | TAX W/H | 358 | $188.30 | $67.4K |
| Feb 10, 2026 | Pickering Evan | General Counsel | AWARD | 2,648 | $188.30 | $498.6K |
| Feb 10, 2026 | Eaton Timothy Mathias | Chief Financial Officer | TAX W/H | 926 | $188.30 | $174.4K |
| Feb 10, 2026 | Eaton Timothy Mathias | Chief Financial Officer | AWARD | 7,415 | $188.30 | $1.4M |
| Feb 10, 2026 | Barat Elizabeth Erin | Chief People Officer | TAX W/H | 883 | $188.30 | $166.3K |
| Feb 10, 2026 | Barat Elizabeth Erin | Chief People Officer | AWARD | 7,062 | $188.30 | $1.3M |
| Feb 10, 2026 | Trigg William Shane | Chief Executive Officer | TAX W/H | 1,723 | $188.30 | $324.4K |
| Feb 10, 2026 | Trigg William Shane | Chief Executive Officer | AWARD | 14,121 | $188.30 | $2.7M |
| Feb 2, 2026 | DUCA MAURICE J | 10%+ Owner | CONVERT | 7,022 | — | — |
| Feb 2, 2026 | DUCA MAURICE J | 10%+ Owner | CONVERT | 7,022 | — | — |
4 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 3 mixed, 1 neutral. Avg impact: 4.5/10.
MIXED
INST-CLUSTER
4/10
Institutional cluster for APPF shows mixed activity: 5 buyers adding $76.4M and 5 sellers reducing $
Jun 11, 2026
NEUTRAL
CLUSTER
2/10
Two insiders at AppFolio, including CEO William Shane Trigg, sold a total of $531K in shares over a
May 19, 2026
MIXED
8-K
6/10
AppFolio reported strong Q1 2026 results with $262.2M revenue (20% YoY growth) and GAAP EPS of $1.18
Apr 23, 2026
MIXED
PRESS-RELEASE
6/10
AppFolio reported Q1 2026 revenue of $262.2M, beating consensus by $4.1M (1.6%), but GAAP EPS of $1.
Apr 23, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (94% buy). Based on 16 analysts: 3 strong buy, 12 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$229.25 mean target
+42.2% upside
Strong Buy (3.00)
$185.00 Low
$300.00 High
| Metric | Value |
|---|---|
| Current Price | $161.21 |
| Target Low | $185.00 |
| Target Mean | $229.25 |
| Target Median | $225.50 |
| Target High | $300.00 |
| # Analysts | 8 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.69 | $1.64 | $1.79 | 21.7% | +2.4% | 5↑ 2↓ | $0.3B | 17.7% | 7 |
| Next Q 2026-09-30 |
$1.78 | $1.56 | $1.94 | 35.7% | +2.4% | 5↑ 2↓ | $0.3B | 17.4% | 7 |
| Current FY 2026-12-31 |
$6.81 | $6.52 | $7.06 | 28.6% | +3.8% | 7↑ 0↓ | $1.1B | 17.8% | 7 |
| Next FY 2027-12-31 |
$8.23 | $7.60 | $8.87 | 20.9% | +3.4% | 7↑ 0↓ | $1.3B | 16.8% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.692 | |
| 7d ago | $1.652 | +0.040 |
| 30d ago | $1.652 | +0.040 |
| 60d ago | $1.652 | +0.040 |
| 90d ago | $1.645 | +0.047 |
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 24, 2026 | Benchmark | MAINTAIN | Buy | Buy |
| Apr 24, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Mar 26, 2026 | Benchmark | INITIATE | — | Buy |
| Jan 30, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Jan 30, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Jan 30, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Jan 30, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 3 | 10 | 1 | 0 | 0 | 93% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.
Congressional Trades
| 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) |
50°
Neutral
Bearish
Neutral
Bullish
4 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 13, 2026 | 3 | 46° Neutral | 0 | 0 | 3 |
| Apr 13, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Jun 9, 2026
other
AppFolio Connects Realm-X to Anthropic’s Claude, Setting a New Standard for Real Estate Performance Management
AppFolio’s agent-to-agent connector means property managers can direct complex operational work from wherever they are, executed securely within the p
May 18, 2026
dark_pool
Dark Pool: APPF — 0.5M shares, 17,066 trades
Week starting 2026-05-18. Total ATS volume: 529,959 shares across 17,066 trades.
May 11, 2026
dark_pool
Dark Pool: APPF — 0.5M shares, 19,313 trades
Week starting 2026-05-11. Total ATS volume: 453,656 shares across 19,313 trades.
May 4, 2026
dark_pool
Dark Pool: APPF — 0.4M shares, 17,962 trades
Week starting 2026-05-04. Total ATS volume: 406,907 shares across 17,962 trades.
May 1, 2026
short_interest
FTD: APPF — 4,941 shares ($0.8M) failed to deliver
Settlement: 20260501, Price: $167.09, FTD Value: $825,591.69, APPFOLIO INC COM CL A
Apr 27, 2026
dark_pool
Dark Pool: APPF — 0.7M shares, 30,813 trades
Week starting 2026-04-27. Total ATS volume: 727,052 shares across 30,813 trades.
Apr 24, 2026
other
Happy Renters, Better Performance: Why Resident Experience Matters Most in Today’s Market
Residents satisfied with their move-in are 31% more likely to renew their leases, underscoring the importance of early experiences in driving long-ter
Apr 23, 2026
earnings
AppFolio, Inc. Announces First Quarter 2026 Financial Results
Strong Revenue Growth and Margin Expansion Underscore an Impressive Start to 2026 <pre>Strong Revenue Growth and Margin Expansion Underscore an Impres
Apr 23, 2026
earnings_calendar
APPF Q1 2026 Earnings Scheduled — 2026-04-23
Apr 20, 2026
dark_pool
Dark Pool: APPF — 0.7M shares, 27,046 trades
Week starting 2026-04-20. Total ATS volume: 735,821 shares across 27,046 trades.
Apr 17, 2026
short_interest
FTD: APPF — 7,063 shares ($1.1M) failed to deliver
Settlement: 20260417, Price: $155.21, FTD Value: $1,096,248.23, APPFOLIO INC COM CL A
Apr 13, 2026
dark_pool
Dark Pool: APPF — 0.5M shares, 19,197 trades
Week starting 2026-04-13. Total ATS volume: 454,032 shares across 19,197 trades.
Apr 9, 2026
earnings
AppFolio, Inc. Announces Date of First Quarter 2026 Financial Results Conference Call
<p>SANTA BARBARA, Calif., April 09, 2026 (GLOBE NEWSWIRE) -- AppFolio, Inc. (NASDAQ: APPF) today announced that it will report its first quarter 20
Apr 6, 2026
dark_pool
Dark Pool: APPF — 0.5M shares, 21,197 trades
Week starting 2026-04-06. Total ATS volume: 489,831 shares across 21,197 trades.
Mar 30, 2026
dark_pool
Dark Pool: APPF — 0.4M shares, 18,392 trades
Week starting 2026-03-30. Total ATS volume: 396,898 shares across 18,392 trades.