Stock Fundamentals

Company Information

Company Name
Appfolio Inc
Sector
Technology
Industry
Software - Application
Exchange
NASDAQ
ISIN: US03783C1009
CIK: 0001433195
CUSIP: 03783C100
Currency: USD
Full Time Employees: 1,702
Phone: 805 364 6093
Fiscal Year End: December
IPO Date: Jun 26, 2015
Description:

AppFolio, Inc., together with its subsidiaries, provides cloud-based platform for the real estate industry in the United States. The company provides a cloud-based platform that assist with accounting, reporting, marketing, leasing, maintenance, workflow automation, and communication services. It offers AppFolio Property Manager Core, a platform that provides the accounting functionalities for small property management companies, as well as serves as a system of record; AppFolio Property Manager Plus, which offers affordable housing and student housing, advanced accounting, advanced data analysis, and read-only API access services; and AppFolio Property Manager Max that provides customer relationship management tools and full database access through a read and write application programming interface services. The company also provides value-added services, such as electronic payment, tenant screening, maintenance, business optimization, resident, and risk mitigation services. It serves property managers, property investors, potential residents, residents, and vendors. AppFolio, Inc. was incorporated in 2006 and is headquartered in Santa Barbara, California.

Address:

70 Castilian Drive, Santa Barbara, CA, United States, 93117

Directors & Officers

Name Title Year Born
Mr. Shane Trigg President, CEO & Director 1976
Mr. Timothy Mathias Eaton CFO & Interim Principal Accounting Officer 1989
Mr. Matthew Baird Chief Technology Officer NA
Mr. Evan Pickering Senior VP of General Counsel & Corporate Secretary NA
Ms. Lisa Horner Chief Marketing Officer NA
Ms. Elizabeth Barat Chief People Officer 1976
Ms. Maryclaire Campbell Chief Revenue Officer 1959

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 2.56M Dec 31, 2025 7.11% $0.01 4.13%
BlackRock Inc 2.41M Sep 30, 2025 6.70% $0.01 2.41%
Principal Financial Group Inc 1.17M Sep 30, 2025 3.24% $0.16 40.08%
Ashe Capital Management, LLC 1.08M Dec 31, 2025 3.00% $24.30 -19.03%
State Street Corp 678.07K Sep 30, 2025 1.88% $0.01 -2.04%
William Blair Investment Management, LLC 638.24K Dec 31, 2025 1.77% $0.41 15.63%
Kayne Anderson Rudnick Investment Management LLC 615.63K Sep 30, 2025 1.71% $0.41 -10.32%
T. Rowe Price Associates, Inc. 571.09K Sep 30, 2025 1.59% $0.02 25.66%
Nellore Capital Management LLC 529.70K Dec 31, 2025 1.47% $13.80 11.52%
Geode Capital Management, LLC 460.90K Sep 30, 2025 1.28% $0.01 5.10%
Gilder Gagnon Howe & CO LLC 419.43K Dec 31, 2025 1.17% $1.03 -18.99%
DF Dent & Co Inc 401.49K Dec 31, 2025 1.12% $1.34 -6.10%
Amvescap Plc. 395.65K Sep 30, 2025 1.10% $0.02 26.05%
LONG WALK MANAGEMENT, LP 381.75K Dec 31, 2025 1.06% $19.76 32.32%
Arrowstreet Capital Limited Partnership 361.10K Dec 31, 2025 1.00% $0.05 13.76%
Caledonia (Private) Investments Pty Ltd 332.64K Dec 31, 2025 0.92% $1.48 45.88%
Dimensional Fund Advisors, Inc. 287.03K Dec 31, 2025 0.80% $0.01 3.04%
FMR Inc 259.66K Dec 31, 2025 0.72% $0.00 -47.54%
Northern Trust Corp 245.93K Sep 30, 2025 0.68% $0.01 28.58%
Morgan Stanley - Brokerage Accounts 244.18K Sep 30, 2025 0.68% $0.00 -34.96%

Shares Statistics

Shares Outstanding: 24.33M
Shares Float: 22.92M
% Insiders: 464.50%
% Institutions: 8,674.90%
Short % Float: 9.93%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Group Inc 2.56M 7.11% ▲ 4.13% Dec 31, 2025
2 BlackRock Inc 2.41M 6.70% ▲ 2.41% Sep 30, 2025
3 Principal Financial Group Inc 1.17M 3.24% ▲ 40.08% Sep 30, 2025
4 Ashe Capital Management, LLC 1.08M 3.00% ▼ 19.03% Dec 31, 2025
5 State Street Corp 678.07K 1.88% ▼ 2.04% Sep 30, 2025
6 William Blair Investment Management, LLC 638.24K 1.77% ▲ 15.63% Dec 31, 2025
7 Kayne Anderson Rudnick Investment Management LLC 615.63K 1.71% ▼ 10.32% Sep 30, 2025
8 T. Rowe Price Associates, Inc. 571.09K 1.59% ▲ 25.66% Sep 30, 2025
9 Nellore Capital Management LLC 529.70K 1.47% ▲ 11.52% Dec 31, 2025
10 Geode Capital Management, LLC 460.90K 1.28% ▲ 5.10% Sep 30, 2025

Valuation Metrics

Enterprise Value: $6.13B
Trailing P/E: 45.39
Forward P/E: 0.00

Financial Highlights

Market Cap: $6.34B
EBITDA: $167.37M
P/E Ratio: $45.39
PEG Ratio: $5.30
Book Value: $15.08
Earnings/Share: $3.88
Profit Margin: 14.82%
Operating Margin: 17.56%
ROA (TTM): 14.53%
ROE (TTM): 26.54%
Revenue (TTM): $950.82M
Revenue/Share (TTM): $26.40
Earnings Growth (YOY): -60.60%
Revenue Growth (YOY): 21.90%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 3.20x 0.01x 0.25x N/A 0.03x
2024-12-31 5.30x 0.01x 0.17x N/A 0.03x
2023-12-31 3.90x 0.01x 0.27x N/A 0.12x
2022-12-31 3.28x 0.01x 0.30x -61.12x -0.09x
2021-12-31 3.01x 0.01x 0.27x -23.71x 0.08x
2020-12-31 4.00x 0.01x 0.27x 5.29x 0.01x
2019-12-31 1.30x 0.39x 0.49x 3.91x 1.56x
2018-12-31 3.83x 0.54x 0.48x N/A 1.46x
2017-12-31 2.25x 0.18x 0.23x 17.45x 0.68x
2016-12-31 1.51x 0.17x 0.25x -34.24x 7.67x
2015-12-31 1.63x 0.12x 0.20x -25.22x -0.96x
2014-12-31 0.58x -0.10x 3.02x N/A -1.02x
2013-12-31 2.18x -0.06x 2.59x N/A -0.62x
2012-12-31 N/A N/A N/A N/A N/A

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Feb 17, 2026 William Shane Trigg N/A Sale 6.96K $169.73 $1.18M
Nov 24, 2025 Timothy Mathias Eaton N/A Sale 517.00 $228.34 $118.05K
Nov 17, 2025 William Shane Trigg N/A Sale 3.95K $240.45 $949.06K
Nov 17, 2025 William Shane Trigg N/A Sale 3.95K $240.45 $949.06K
Nov 14, 2025 Evan Pickering N/A Sale 334.00 $243.67 $81.39K
Oct 31, 2025 Lisa C. McClain N/A Sale N/A $254.43 N/A
Oct 30, 2025 Lisa C. McClain N/A Purchase N/A $235.71 N/A
Oct 30, 2025 Lisa C. McClain N/A Sale N/A $235.71 N/A
Sep 15, 2025 Matthew S Mazza N/A Sale 1.64K $276.98 $453.14K
Sep 11, 2025 Matthew S Mazza N/A Sale 1.36K $280.77 $382.97K
Sep 10, 2025 William Shane Trigg N/A Sale 4.00K $276.95 $1.11M
Sep 08, 2025 Janet Kerr N/A Sale 2.50K $285.04 $712.60K
Aug 27, 2025 Maurice J Duca N/A Sale 2.50K $275.57 $688.93K
Aug 27, 2025 Maurice J Duca N/A Sale 1.20K $275.71 $330.85K
Aug 25, 2025 Maurice J Duca N/A Sale 2.50K $275.57 $688.93K
Aug 25, 2025 Maurice J Duca N/A Sale 1.80K $275.52 $495.94K
Aug 25, 2025 Timothy Mathias Eaton N/A Sale 667.00 $276.58 $184.48K
Aug 22, 2025 Maurice J Duca N/A Sale 2.50K $275.64 $689.10K
Aug 22, 2025 Maurice J Duca N/A Sale 1.80K $275.63 $496.13K
Aug 15, 2025 William Shane Trigg N/A Sale 3.01K $264.98 $798.12K

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