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 Q4 regulatory filings by fund managers ($100M+ AUM)
86% more call options, than puts
Call options by funds: $13.7M | Put options by funds: $7.38M
19% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 54
11% more funds holding in top 10
Funds holding in top 10: 9 [Q3] → 10 (+1) [Q4]
5% more capital invested
Capital invested by funds: $4.47B [Q3] → $4.69B (+$225M) [Q4]
2% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 132
0% more funds holding
Funds holding: 382 [Q3] → 383 (+1) [Q4]
0.2% less ownership
Funds ownership: 82.63% [Q3] → 82.43% (-0.2%) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Stephens & Co. John Campbell 76% 1-year accuracy 29 / 38 met price target | 31%upside $295 | Overweight Reiterated | 31 Jan 2025 |
Piper Sandler Brent Bracelin 40% 1-year accuracy 45 / 112 met price target | 18%upside $265 | Neutral Maintained | 31 Jan 2025 |
Keybanc Jason Celino 42% 1-year accuracy 20 / 48 met price target | 12%upside $253 | Sector Weight Downgraded | 10 Jan 2025 |
Financial journalist opinion
Based on 8 articles about APPF published over the past 30 days
