Appfolio Inc
APPF- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001433195
In the last 90 days, Appfolio Inc insiders filed 0 open-market purchases and 10 sales; 397 institutions reported holding it in 13F filings for Q2 2026, worth $3.77B in total; no superinvestor holds it.
Key figures
- Market capNo recent share count in SEC filings
- –
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $16.9M in total
- 10
- 13F holdersQ2 2026, +1 vs. previous quarter
- 397
- 13F valueReported value at the end of Q2 2026
- $3.77B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $950.8M
- +19.7% year over year
- Net income, FY2025
- $140.9M
- −30.9% year over year
- Free cash flow, FY2025
- $238.9M
- +28.4% year over year
- Revenue, Q3 FY2026
- $295.7M
- +18.6% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 2.53M
- Shares sold short
- Change
- −144.6K
- −5.4% vs. previous
- Days to cover
- 5.80
- At average daily volume
Superinvestors holding APPF, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding APPF at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Appfolio Inc insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 6, 2026 (view filing)4:59 PM ET | Nov 4-5 | 2 days | Duca Maurice J10% Owner | SSaleClass A Common Stock | −3.80K | $240.13 | −$912.5K | −12.3%27.2K after | 2 lots10b5-1 |
| Nov 6, 2026 (view filing)4:59 PM ET | Nov 4-5 | 2 days | Duca Maurice J10% Owner | SSaleClass A Common Stock | −7.00K | $240.06 | −$1.68M | −20.2%27.7K after | 4 lots10b5-1 |
| Aug 24, 2026 (view filing)5:58 PM ET | Aug 20-21 | 4 days | Duca Maurice J10% Owner | SSaleClass A Common Stock | −9.86K | $218.87 | −$2.16M | −23.8%31.5K after | 24 lots10b5-1 |
| Aug 20, 2026 (view filing)6:35 PM ET | Aug 19 | 1 day | Duca Maurice J10% Owner | SSaleClass A Common Stock | −7.00K | $213.52 | −$1.49M | −15.0%39.5K after | 14 lots10b5-1 |
| Aug 20, 2026 (view filing)6:33 PM ET | Aug 18 | 2 days | Duca Maurice J10% Owner | SSaleClass A Common Stock | −657 | $203.42 | −$133.6K | −2.1%31.0K after | 8 lots10b5-1 |
| Aug 20, 2026 (view filing)6:33 PM ET | Aug 18-19 | 2 days | Duca Maurice J10% Owner | SSaleClass A Common Stock | −7.40K | $203.54 | −$1.51M | −39.7%11.2K after | 22 lots10b5-1 |
| Aug 20, 2026 (view filing)5:59 PM ET | Aug 19 | 1 day | Eaton Timothy MathiasChief Financial Officer | SSaleClass A Common Stock | −373 | $202.61 | −$75.6K | −2.2%16.7K after | 10b5-1 |
| Aug 18, 2026 (view filing)7:07 PM ET | Aug 17 | 1 day | Duca Maurice J10% Owner | SSaleClass A Common Stock | −5.60K | $195.89 | −$1.10M | −9.9%50.7K after | 6 lots10b5-1 |
| Aug 18, 2026 (view filing)7:06 PM ET | Aug 14-17 | 4 days | Duca Maurice J10% Owner | SSaleClass A Common Stock | −7.00K | $199.01 | −$1.39M | −18.1%31.7K after | 12 lots10b5-1 |
| Aug 18, 2026 (view filing)7:06 PM ET | Aug 14-17 | 4 days | Duca Maurice J10% Owner | SSaleClass A Common Stock | −8.80K | $200.99 | −$1.77M | −40.3%13.0K after | 18 lots10b5-1 |
Top 10 13F holders, Q2 2026
See all 397 holdersThe largest institutional positions in Appfolio Inc at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,645,927 | $424.3M | 0.01% | +98,829+3.9% | Added |
| Principal Financial Group Inc | 1,605,135 | $257.4M | 0.13% | +99,253+6.6% | Added |
| Vanguard Portfolio Management LLC | 1,490,058 | $238.9M | 0.01% | +4,685+0.3% | Added |
| Ashe Capital Management, LP | 1,047,915 | $168.0M | 18.04% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 1,041,438 | $167.0M | 0.00% | −6,507−0.6% | Reduced |
| State Street Corp | 766,131 | $122.8M | 0.00% | +44,474+6.2% | Added |
| William Blair Investment Management, LLC | 721,826 | $115.7M | 0.35% | +78,595+12.2% | Added |
| London Co of Virginia | 703,151 | $112.8M | 0.64% | +703,151 | New |
| Price T Rowe Associates Inc | 700,358 | $112.3M | 0.01% | +186,917+36.4% | Added |
| Nellore Capital Management LLC | 654,865 | $105.0M | 11.66% | +18,563+2.9% | Added |
Holders of 5% or more of APPF
See all 6 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Appfolio Inc.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Duca Maurice J | 13D/A | 21.20%6.41M shares | – | Nov 10, 20224 filings | Aug 13, 2026 | SEC |
| Schauser Klaus | 13G/A | 11.10%2.87M shares | – | Feb 16, 20213 filings | Nov 14, 2025 | SEC |
| Principal Global Investors | 13G/A | 6.40%1.55M shares | +1.30 ppfrom 5.10% | Feb 6, 20262 filings | Aug 5, 2026 | SEC |
| Vanguard Portfolio Management LLC | 13G | 6.12%1.49M shares | New | Apr 28, 20261 filing | Apr 28, 2026 | SEC |
| Ashe Capital Management, LP | 13G | 5.80%1.33M shares | +1.10 ppfrom 4.70% | Feb 12, 20217 filings | Aug 14, 2025 | SEC |
Politician trades
All politician trades in APPF5 members of Congress reported 14 trades in Appfolio Inc since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Mar 9, 2026 |  Gilbert Ray Cisneros, Jr. House · CA | Sell (partial) | $1K-$15K |
| Nov 21, 2025 |  Lisa C. McClain House · MI | Sell | $1K-$15K |
| Nov 21, 2025 | Lisa C. McClain House · MI | Buy | $1K-$15K |
| Nov 21, 2025 | Lisa C. McClain House · MI | Sell | $1K-$15K |
| Sep 12, 2025 | Lisa C. McClain House · MI | Buy | $1K-$15K |
House · CA · Mar 9, 2026
Sell (partial)$1K-$15K
House · MI · Nov 21, 2025
Sell$1K-$15K
House · MI · Nov 21, 2025
Buy$1K-$15K
House · MI · Nov 21, 2025
Sell$1K-$15K
House · MI · Sep 12, 2025
Buy$1K-$15K