AppFolioAPPF
About: AppFolio Inc is a provider of cloud-based software solutions for real estate industry. Its property management software provides property managers with an end-to-end solution to their business needs. Its products include cloud-based property management software (Appfolio Property Manager). It also offers value-added services, such as screening, risk mitigation and electronic payment services. The business activity of the firm predominantly functions through the United States and it generates revenue in the form of subscription fees.
Employees: 1,504
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
71% more call options, than puts
Call options by funds: $22.8M | Put options by funds: $13.3M
21% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 122
13% more funds holding in top 10
Funds holding in top 10: 8 [Q2] → 9 (+1) [Q3]
5% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 62
2% less funds holding
Funds holding: 390 [Q2] → 382 (-8) [Q3]
4.95% less ownership
Funds ownership: 87.59% [Q2] → 82.64% (-4.95%) [Q3]
6% less capital invested
Capital invested by funds: $4.76B [Q2] → $4.47B (-$287M) [Q3]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Keybanc Jason Celino 65% 1-year accuracy 34 / 52 met price target | 3%downside $253 | Sector Weight Downgraded | 10 Jan 2025 |
Piper Sandler Brent Bracelin 61% 1-year accuracy 74 / 122 met price target | 2%upside $265 | Neutral Downgraded | 6 Jan 2025 |
Financial journalist opinion
Based on 7 articles about APPF published over the past 30 days