APPF — Appfolio Inc

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Appfolio Inc

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 serve… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$163.77
Market Cap$5.88B
Float22.9M
Shares Outstanding24.0M
P/E (Forward)128.21
P/E (TTM)39.53
Price/Sales (TTM)5.91
vs. Analyst Target+40.0% to analyst PT
Profit Margin15.27%
Operating Margin (TTM)19.35%
Revenue (TTM)$995M
Earnings Growth (YoY)37.20%
Dividend RateNone
Analyst Target Price$229.25 (8 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $310M $158M $191M $229M
2021 $359M $1.0M $215M $22.2M
2022 $472M -$68.1M $280M -$36.1M
2023 $620M $2.7M $382M $29.6M
2024 $794M $204M $493M $170M
2025 $951M $141M $583M $184M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $236M $36.0M
Sep 2025 $249M $33.6M
Dec 2025 $248M $39.9M
Mar 2026 $262M $42.4M

Ownership & Float

Insider Ownership5.0%
Institutional Ownership91.9%
Short Float11.0%
% of All Funds Holding4.49%
Number of Funds Holding369

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$160.20Near-term / short-term trend
Weekly40-Week SMA$210.61Medium-term trend
Weekly80-Week SMA$223.25Cyclical trend (business cycle)
Weekly200-Week SMA$194.80Secular trend (multi-year)
Monthly10-Month SMA$212.47Near-term monthly trend
Monthly20-Month SMA$220.84Medium-term monthly trend
Monthly40-Month SMA$208.27Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$174.00 resistance 1.25x 1 months ago
$192.00 resistance 1.51x 2 months ago
$232.00 resistance 1.21x 3 months ago
$275.00 resistance 1.18x 6 months ago

Historical Earnings Reactions (44 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.37% 0.37% 54.55% 15.27% -11.25%
1 Day 0.44% 1.52% 52.27% 28.26% -18.17%
1 Week 1.27% 1.81% 54.55% 30.62% -18.71%
2 Weeks 3.36% 4.04% 52.27% 34.02% -17.43%
1 Month 6.58% 6.49% 65.12% 64.45% -26.91%

Next earnings: July 12, 2026 (46 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan0.4%45.5%11
Feb1.7%45.5%11
Mar-0.9%63.6%11
Apr3.3%54.5%11
May8.2%70.0%10
Jun6.1%90.0%10
Jul4.2%72.7%11
Aug7.7%81.8%11
Sep-0.4%54.5%11
Oct-1.3%54.5%11
Nov3.2%54.5%11
Dec-1.6%36.4%11

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.14% 55.9% 513
Tuesday -0.01% 48.8% 565
Wednesday 0.10% 49.6% 562
Thursday 0.18% 54.2% 552
Friday 0.24% 52.5% 550

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 91.9%

Insider Transactions — Smart Summary

Total insider ownership: 5.0%

12-Month Insider Activity Summary

Total Filings23
Net Value-$7.4M
Net Shares Change-374,597
% of Float-1.6%
C-Suite Filings11
Clusters Detected4

Key Insiders

NameTitleNet ValueFilingsActivity
BLISS TIMOTHY K +$4.8M 1 1 buy
Trigg William Shane Chief Executive Officer -$2.8M 3 1 sell
Barat Elizabeth Erin Chief People Officer -$1.6M 2 2 sell
Casey Robert Donald III +$870,920 1 1 buy
Mazza Matthew S Chief Trust Officer -$836,109.6 1 1 sell
Eaton Timothy Mathias Chief Financial Officer -$302,530.64 2 2 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-06-09 – 2025-06-13 3 3 +$4.6M 1 C-suite
2025-08-19 – 2025-08-29 4 3 -$5.6M 2 C-suite
2025-09-10 – 2025-09-15 3 3 -$2.7M 2 C-suite
2025-11-14 – 2025-11-25 3 3 -$1.1M 3 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-12 Barat Elizabeth Erin Chief People Officer -$519,999.32 Transaction at $162.36, now +0.9%
2025-06-09 BLISS TIMOTHY K +$4.8M Transaction at $217.18, now -24.6%
2025-06-09 Casey Robert Donald III +$870,920 Transaction at $217.73, now -24.8%
2025-06-13 Barat Elizabeth Erin Chief People Officer -$1.1M Transaction at $227.79, now -28.1%
2025-09-15 Mazza Matthew S Chief Trust Officer -$836,109.6 Transaction at $278.70, now -41.2%
2025-09-15 Trigg William Shane Chief Executive Officer -$1.1M Transaction at $276.95, now -40.9%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Appfolio Inc (APPF) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for APPF on Trend Edge →