AppFolioAPPF
About: AppFolio Inc provides cloud-based software solutions for the real estate industry. Its property management software offers property managers an end-to-end solution to their business needs. The group's products include cloud-based property management software (Appfolio Property Manager). Its solutions are AppFolio Property Manager Core, AppFolio Property Manager Plus, and AppFolio Property Manager Max. It also offers value-added services, such as screening, risk mitigation, and electronic payment services. Its markets are Single-Family, Multifamily, Student Housing, Affordable Housing, Community Associations, Commercial, and Investment Management. The business activity of the firm predominantly functions in the United States and it generates revenue in the form of subscription fees.
Employees: 1,634
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
138% more call options, than puts
Call options by funds: $16.6M | Put options by funds: $6.95M
2.11% more ownership
Funds ownership: 82.44% [Q4 2024] → 84.55% (+2.11%) [Q1 2025]
3% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 128
6% less first-time investments, than exits
New positions opened: 73 | Existing positions closed: 78
2% less funds holding
Funds holding: 385 [Q4 2024] → 376 (-9) [Q1 2025]
8% less capital invested
Capital invested by funds: $4.69B [Q4 2024] → $4.32B (-$372M) [Q1 2025]
10% less funds holding in top 10
Funds holding in top 10: 10 [Q4 2024] → 9 (-1) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Keefe, Bruyette & Woods Ryan Tomasello | 9%downside $205 | Underweight Maintained | 25 Apr 2025 |
DA Davidson Peter Heckmann | 22%upside $275 | Buy Maintained | 14 Apr 2025 |
Financial journalist opinion
Based on 5 articles about APPF published over the past 30 days









