APPF
APPFOLIO INC
$163.39
+2.23%
$5.7B
No data for this timeframe.
Vol
Market Cap$5.7B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (94%)
Inst. Holders9 funds
Inst. Value$925.6M
Inst. Activity3 buys / 1 sells
Insider Activity0B / 2S
Insider Net $-$530.6K
Reddit Sentiment50° Neutral
SEC Reports3
Congressional1 trades
Recent Activity
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 sold 315 shares
Chief Financial Officer @ $166.59 ($52.5K)
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 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
Apr 23, 2026
SEC
AppFolio reported Q1 2026 revenue of $262.2M, beating consensus by $4.1M (1.6%), but GAAP EPS of $1.18 missed the $1.47
PRESS-RELEASE — Impact 6/10
Inst.
BANK OF AMERICA CORP — ADD
283,962 shares ($66.1M)
Price Targets
$229.25
+40.3% upside
Strong Buy
Current $163.39
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
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
MIXED
8-K
6/10
AppFolio reported strong Q1 2026 results with $262.2M revenue (20% YoY growth) and GAAP EPS of $1.18, missing consensus
Apr 23, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $595.7M | — |
| BANK OF AMERICA CORP | $66.1M | ADD |
| MORGAN STANLEY | $64.1M | TRIM |
| FMR LLC | $60.4M | TRIM |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $36.0M | NEW |
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 |
9 institutional holders with $925.6M total value (3,978,464 shares) as of 2025-Q4. Top holders: VANGUARD, BANK, MORGAN. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 2,560,460 | $595.7M | 64.4% | — |
| 2 | BANK OF AMERICA CORP /DE/ | 283,962 | $66.1M | 7.1% | ADD +46.3% |
| 3 | MORGAN STANLEY | 275,549 | $64.1M | 6.9% | TRIM -35.0% |
| 4 | FMR LLC | 259,656 | $60.4M | 6.5% | TRIM -47.5% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 154,947 | $36.0M | 3.9% | NEW |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 146,520 | $34.1M | 3.7% | TRIM -28.2% |
| 7 | TWO SIGMA INVESTMENTS, LP | 99,876 | $23.2M | 2.5% | DOUBLED +612.9% |
| 8 | WELLS FARGO & COMPANY/MN | 99,518 | $23.2M | 2.5% | DOUBLED +1408.5% |
| 9 | NORGES BANK | 97,976 | $22.8M | 2.5% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | ADD | 194,125 | 283,962 | +46.3% | $66.1M | 2025-Q4 |
| FMR LLC | TRIM | 494,977 | 259,656 | -47.5% | $60.4M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 14,009 | 99,876 | +612.9% | $23.2M | 2025-Q4 |
| NORGES BANK | NEW | — | 97,976 | — | $22.8M | 2025-Q4 |
| MORGAN STANLEY | TRIM | 375,436 | 244,180 | -35.0% | $67.3M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 140,505 | 194,125 | +38.2% | $53.5M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 229,100 | 164,502 | -28.2% | $45.3M | 2025-Q3 |
| UBS Group AG | TRIM | 101,781 | 53,995 | -46.9% | $14.9M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 14,009 | — | $3.9M | 2025-Q3 |
| NORGES BANK | EXIT | 149,491 | 0 | -100.0% | $0.00 | 2025-Q3 |
| FMR LLC | TRIM | 846,178 | 574,363 | -32.1% | $132.3M | 2025-Q2 |
| MORGAN STANLEY | ADD | 267,221 | 375,436 | +40.5% | $86.5M | 2025-Q2 |
| NORGES BANK | NEW | — | 149,491 | — | $34.4M | 2025-Q2 |
| UBS Group AG | ADD | 70,071 | 101,781 | +45.3% | $23.4M | 2025-Q2 |
| FMR LLC | ADD | 597,485 | 846,178 | +41.6% | $186.1M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 6,753 | 101,867 | +1408.5% | $22.4M | 2025-Q1 |
| UBS Group AG | DOUBLED | 25,494 | 70,071 | +174.9% | $15.4M | 2025-Q1 |
| NORGES BANK | EXIT | 275,768 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 54,600 | 86,329 | +58.1% | $21.3M | 2024-Q4 |
| UBS Group AG | ADD | 15,034 | 25,494 | +69.6% | $6.3M | 2024-Q4 |
| MORGAN STANLEY | ADD | 174,694 | 228,550 | +30.8% | $53.8M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 176,815 | — | $41.6M | 2024-Q3 |
8 unique insiders with 2 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 | F | 315 | $166.59 | $52.5K |
| May 10, 2026 | Trigg William Shane | Chief Executive Officer | F | 599 | $166.59 | $99.8K |
| May 10, 2026 | Rigler Don | Principal Accounting Officer | F | 45 | $166.59 | $7.5K |
| May 10, 2026 | Pickering Evan | General Counsel | F | 80 | $166.59 | $13.3K |
| May 10, 2026 | Barat Elizabeth Erin | Chief People Officer | F | 301 | $166.59 | $50.1K |
| Apr 9, 2026 | Trigg William Shane | Chief Executive Officer | A | 30,930 | $0.00 | $0.00 |
| Mar 10, 2026 | KERR JANET | Director | G | 798 | $0.00 | $0.00 |
| Feb 20, 2026 | Rigler Don | Principal Accounting Officer | A | 1,980 | $0.00 | $0.00 |
| Feb 12, 2026 | Casey Saori | Director | A | 1,248 | $0.00 | $0.00 |
| Feb 10, 2026 | Pickering Evan | General Counsel | F | 358 | $188.30 | $67.4K |
| Feb 10, 2026 | Pickering Evan | General Counsel | A | 2,648 | $188.30 | $498.6K |
| Feb 10, 2026 | Eaton Timothy Mathias | Chief Financial Officer | F | 926 | $188.30 | $174.4K |
| Feb 10, 2026 | Eaton Timothy Mathias | Chief Financial Officer | A | 7,415 | $188.30 | $1.4M |
| Feb 10, 2026 | Barat Elizabeth Erin | Chief People Officer | F | 883 | $188.30 | $166.3K |
| Feb 10, 2026 | Barat Elizabeth Erin | Chief People Officer | A | 7,062 | $188.30 | $1.3M |
| Feb 10, 2026 | Trigg William Shane | Chief Executive Officer | F | 1,723 | $188.30 | $324.4K |
| Feb 10, 2026 | Trigg William Shane | Chief Executive Officer | A | 14,121 | $188.30 | $2.7M |
| Feb 2, 2026 | DUCA MAURICE J | 10%+ Owner | C | 7,022 | $0.00 | $0.00 |
| Feb 2, 2026 | DUCA MAURICE J | 10%+ Owner | C | 7,022 | $0.00 | $0.00 |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 2 mixed, 1 neutral. Avg impact: 4.7/10.
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
+40.3% upside
Strong Buy (3.00)
$185.00 Low
$300.00 High
| Metric | Value |
|---|---|
| Current Price | $163.39 |
| 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 |
6 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 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 |
| Dec 12, 2025 | UBS | INITIATE | — | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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
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
APPF is down 40%+ and nobody is talking about it!
▲ 1
💬 0
⚡ 0.5
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.
Mar 23, 2026
dark_pool
Dark Pool: APPF — 0.7M shares, 23,918 trades
Week starting 2026-03-23. Total ATS volume: 667,615 shares across 23,918 trades.
Mar 16, 2026
dark_pool
Dark Pool: APPF — 0.7M shares, 24,308 trades
Week starting 2026-03-16. Total ATS volume: 654,260 shares across 24,308 trades.
Mar 9, 2026
dark_pool
Dark Pool: APPF — 0.5M shares, 24,449 trades
Week starting 2026-03-09. Total ATS volume: 537,066 shares across 24,449 trades.
Mar 2, 2026
dark_pool
Dark Pool: APPF — 0.5M shares, 21,824 trades
Week starting 2026-03-02. Total ATS volume: 469,713 shares across 21,824 trades.
Feb 27, 2026
short_interest
FTD: APPF — 32,901 shares ($5.8M) failed to deliver
Settlement: 20260227, Price: $176.65, FTD Value: $5,811,961.65, APPFOLIO INC COM CL A