AppFolio (APPF)

AppFolio Insurance Services, Inc. • AppFolio Investment Management, Inc. • Move EZ, Inc. • Terra Mar Insurance Company, Inc. • Home Concierge Move Easy Private Limited ...

APPF stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Latest filings (excl ownership)

View all

6 Feb 25

AppFolio, Inc. Announces Fourth Quarter and Fiscal Year 2024 Financial Results

30 Jan 25

8-K

Departure of Directors or Certain Officers

24 Oct 24

AppFolio, Inc. Announces Third Quarter 2024 Financial Results

24 Oct 24

S-8

Registration of securities for employees

26 Jul 24

AppFolio, Inc. Announces Second Quarter 2024 Financial Results

25 Jul 24

8-K

Submission of Matters to a Vote of Security Holders

20 Jun 24

DEFA14A

Additional proxy soliciting materials

29 Apr 24

Transcripts

View all

APPF

Earnings call transcript

2024 Q4

30 Jan 25

APPF

Earnings call transcript

2024 Q3

24 Oct 24

APPF

Earnings call transcript

2024 Q2

25 Jul 24

APPF

Earnings call transcript

2024 Q1

25 Apr 24

APPF

Earnings call transcript

2023 Q4

25 Jan 24

APPF

Earnings call transcript

2023 Q3

26 Oct 23

APPF

Earnings call transcript

2023 Q2

27 Jul 23

APPF

Earnings call transcript

2023 Q2

27 Jul 23

APPF

Earnings call transcript

2023 Q1

27 Apr 23

APPF

Earnings call transcript

2022 Q4

26 Jan 23

Latest ownership filings

View all

Notice of proposed sale of securities

18 Feb 25

SC 13G/A

Ashe Capital Management, LP

Timothy Mathias Eaton

12 Feb 25

Elizabeth Erin Barat

10 Feb 25

Financial summary

Financial statements Chart APPF financial data

Quarter (USD)	Dec 24	Sep 24	Jun 24	Mar 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 24	Dec 23	Dec 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	42.75 mm	42.75 mm	42.75 mm	42.75 mm	42.75 mm	42.75 mm
Cash burn (monthly)	6.64 mm	583.75 k	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	13.81 mm	1.21 mm	n/a	n/a	n/a	n/a
Cash remaining	28.95 mm	41.54 mm	n/a	n/a	n/a	n/a
Runway (months of cash)	4.4	71.2	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from AppFolio earnings reports.

Institutional ownership, Q4 2024

APPF institutional ownership history Ownership history

51.1% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	380	381	-0.3%
Opened positions	62	59	+5.1%
Closed positions	63	65	-3.1%
Increased positions	132	147	-10.2%
Reduced positions	129	117	+10.3%

13F shares	Current	Prev Q	Change
Total value	4.37 tn	3.98 tn	+9.8%
Total shares	18.59 mm	18.45 mm	+0.7%
Total puts	29.20 k	53.80 k	-45.7%
Total calls	53.20 k	95.20 k	-44.1%
Total put/call ratio	0.5	0.6	-2.9%

Largest owners	Shares	Value	Change
Vanguard	2.50 mm	$615.70 bn	+3.8%
BlackRock	2.41 mm	$594.32 bn	+8.3%
Ashe Capital Management	1.09 mm	$268.90 bn	-22.0%
STT State Street	696.89 k	$171.94 bn	+6.7%
Brown Capital Management	682.03 k	$168.27 bn	-15.2%
Aqr Capital Management	655.63 k	$161.76 bn	+43.2%
FMR	597.49 k	$147.41 bn	+881.2%
Gilder Gagnon Howe & Co	572.92 k	$141.35 bn	+4.7%
Kayne Anderson Rudnick Investment Management	419.52 k	$103.50 bn	NEW
Geode Capital Management	416.51 k	$102.79 bn	+0.8%

Largest transactions	Shares	Bought/sold	Change
FMR	597.49 k	+536.59 k	+881.2%
Lord, Abbett & Co.	0.00	-459.29 k	EXIT
Kayne Anderson Rudnick Investment Management	419.52 k	+419.52 k	NEW
Ashe Capital Management	1.09 mm	-307.39 k	-22.0%
Norges Bank	275.77 k	+275.77 k	NEW
Driehaus Capital Management	0.00	-212.98 k	EXIT
Aqr Capital Management	655.63 k	+197.70 k	+43.2%
BlackRock	2.41 mm	+184.01 k	+8.3%
Fred Alger Management	15.54 k	-169.29 k	-91.6%
Arrowstreet Capital, Limited Partnership	233.89 k	+162.54 k	+227.8%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

APPF insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
27 Feb 25	Duca Maurice J	Class A Common Stock	Conversion	Acquire C	Yes	No	0	35,893	0.00	45,000
27 Feb 25	Duca Maurice J	Class A Common Stock	Conversion	Acquire C	Yes	No	0	60,000	0.00	60,000
27 Feb 25	Duca Maurice J	Class A Common Stock	Conversion	Acquire C	No	No	0	85,790	0.00	85,795
27 Feb 25	Duca Maurice J	Class B Common Stock Class A Common Stock	Conversion	Dispose C	Yes	No	0	35,893	0.00	2,500,260
27 Feb 25	Duca Maurice J	Class B Common Stock Class A Common Stock	Conversion	Dispose C	Yes	No	0	60,000	0.00	84,442
27 Feb 25	Duca Maurice J	Class B Common Stock Class A Common Stock	Conversion	Dispose C	No	No	0	85,790	0.00	3,511,626
18 Feb 25	William Shane Trigg	Class A Common Stock	Sell	Dispose S	No	Yes	217.27	3,501	760.66 k	83,824
14 Feb 25	Alexander Wolf	Class A Common Stock	Buy	Acquire P	Yes	No	216.05	327	70.65 k	2,000
14 Feb 25	Alexander Wolf	Class A Common Stock	Buy	Acquire P	Yes	No	215.3	239	51.46 k	1,673
14 Feb 25	Alexander Wolf	Class A Common Stock	Buy	Acquire P	Yes	No	216.05	409	88.36 k	2,500