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APPF · NASDAQ · Software - Application

AppFolio

Runs property-management workflows through cloud software and transaction-linked services.

$234.49

After-hours close+0.04 (+0.02%)

At close$234.45(+1.03%)

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Profile

AppFolio, Inc.APPFInformation Technology

Cloud software and transaction-linked services help U.S. property managers run operations. Subscription Services and Value Added Services form the business, with payments, screening, and risk-mitigation usage shaping growth.

Property Manager Subscription Services Plans serve U.S. property-management businesses, pairing centralized cloud software with transaction-linked services. Revenue is organized among Subscription Services, Value Added Services, and Other.

Realm-X adds Assistant, Messages, Flows, and Performers to the platform for property-management workflows. The platform supports single-family, multifamily, student housing, affordable housing, community associations, commercial markets, and investment management. The planned MyCase sale marked the retreat from legal software.

Electronic payments, tenant screening, and risk-mitigation services are central value-added offerings. Most revenue comes from U.S. customers, and future growth depends on adding customers and units, plus broader adoption and usage of Value Added Services.

Company facts

CEOShane Trigg

ListedJun 26, 2015

ExchangeNASDAQ

HeadquartersSanta Barbara, CA

CountryUnited States

Employees1,702

CIK0001433195

ISINUS03783C1009

Key statistics

Market cap$8.38B

EPS (ttm)$4.38

P/E (ttm)53.54

ROE30.9%

P/B15.84

P/S8.05

Dividend yield—

Beta0.55vs XLK −0.51

Year to date +1.8% · Average volume (30d) 435.3K

Analysts

Price target, next 12 months$225.00−4.0%Median of 13 analysts · vs the Aug 28 close

ConsensusBuy9 of 13 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $234.49

High$232.00−1.1%

Median$225.00−4.0%

Low$210.00−10.4%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Rating	Prior target	Target
Jul 24, 2026	D.A. Davidson	Target		$325	$225
Jul 22, 2026	Guggenheim	Initiate	Buy		$232
Apr 24, 2026	UBS	Target		$275	$210
Jan 30, 2026	UBS	Target		$260	$275
Jan 30, 2026	KeyBanc	Target		$270	$255

Earnings

EPS

Estimate$1.78

ReportedDue Oct 29, 2026

Revenue

Estimate$294.2M

ReportedDue Oct 29, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Jul 23, 2026Q2 FY26	$1.69	$1.71	+1.2%	$277.4M	$281.1M	+1.4%	+0.67%
Apr 23, 2026Q1 FY26	$1.44	$1.61	+11.8%	$258.1M	$262.2M	+1.6%	+11.16%
Jan 29, 2026Q4 FY25	$1.22	$1.39	+13.9%	$246.6M	$248.2M	+0.7%	−8.31%
Oct 30, 2025Q3 FY25	$1.45	$1.31	−9.7%	$246.6M	$249.4M	+1.1%	+7.94%

View details

Financial highlights

	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	$217.7M	$235.6M	$249.4M	$248.2M	$262.2M	$281.1M
Gross profit	$138.2M	$151.7M	$157.9M	$152.5M	$167.2M	$178.5M
Operating income	$33.8M	$40.5M	$35.0M	$43.6M	$50.7M	$53.0M
Net income	$31.4M	$36.0M	$33.6M	$39.9M	$42.4M	$41.5M
Diluted EPS	$0.86	$0.99	$0.93	$1.10	$1.18	$1.17
Gross margin	63.5%	64.4%	63.3%	61.5%	63.8%	63.5%
Operating margin	15.5%	17.2%	14.1%	17.6%	19.4%	18.8%

Fiscal years (4-quarter sums)FY21 $359.4M · FY22 $471.9M · FY23 $620.4M · FY24 $794.2M · FY25 $950.8M

Revenue by product · Q2 FY26

Value Added Services$219.5M · 78%

Subscription Services$59.8M · 21%

Other Services$1.9M · 1%

Balance sheet, Jun 30, 2026Cash & short-term investments $221.7M · Total debt $35.8M · Total assets $648.4M · Shareholders' equity $526.1M

Dividends

No dividends on record.

Ownership

Institutions 78.06%27.89M sharesInsiders 0.70%251.9K sharesOther 21.24%7.59M shares

Shares outstanding 35.73M · Float 34.47M · 96.5% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
Duca Maurice J · 10 percent owner	3.53M	9.89%	Form 4	Aug 24, 2026
Schauser Klaus · 10 percent owner	2.87M	8.03%	Form 4	Nov 19, 2025
BlackRock, Inc.	2.65M	7.41%	13F	Aug 7, 2026
Principal Financial Group Inc	1.61M	4.49%	13F	Aug 4, 2026
Vanguard Portfolio Management LLC	1.49M	4.17%	13F	Aug 13, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Aug 21, 2026	Maurice J. Duca	10 percent owner	−2,656	$221.85
Aug 20, 2026	Maurice J. Duca	10 percent owner	−7,200	$217.77
Aug 19, 2026	Maurice J. Duca	10 percent owner	−7,200	$213.37
Aug 18, 2026	Maurice J. Duca	10 percent owner	−7,857	$203.41
Aug 19, 2026	Timothy Mathias Eaton	officer: Chief Financial Officer	−373	$202.61