AppFolio Inc Class A (APPF)

In the past six months, AppFolio's stock experienced notable events. The company reported strong fourth-quarter and full-year 2025 financial results, beating analysts' estimates, but the stock declined. It reached a new 52-week low and a new one-year low following analyst downgrades and price target cuts. Insider selling has also been observed.

AppFolio anticipates that its 2026 revenue seasonality will be mostly consistent with that of 2025. Value Added Services revenue, including electronic payment services, tenant screening, and insurance services, is noted to have seasonality. Utilization and adoption of these services are typically higher for residential properties.

AppFolio, Inc., established in 2006, is an American technology company specializing in cloud-based business management solutions for the real estate industry. Their primary offering, AppFolio Property Manager, streamlines workflows, automates processes, and optimizes operations for property management companies. They also provide AppFolio Investment Management for real estate investment organizations and offer value-added services like electronic payment processing and tenant screening.

AppFolio, Inc. is headquartered in Santa Barbara, California, with its main office in Goleta, California, and primarily serves the United States market.

AppFolio has maintained a strong brand reputation, being recognized as the overall leader on the G2 Grid based on customer feedback. Customer testimonials indicate improved business performance and resident satisfaction. The company's focus on innovation, including AI-driven tools, has been well-received.

AppFolio, Inc.'s ownership is a mix of institutional, retail, and individual investors. Approximately 49.44% is owned by institutional investors, 6.12% by insiders, and 44.44% by public companies and individual investors. Major institutional shareholders include Vanguard Group Inc and BlackRock, Inc.