AppFolio Inc Class A (APPF)

AppFolio's stock has experienced fluctuations in the past six months. As of November 21, 2025, the stock price was $228.62 per share, compared to $242.39 per share on November 22, 2024. Over the last year, the stock has shown a -9.32% decrease. Key events impacting the stock include earnings reports, index changes, a leadership appointment, and partnerships and acquisitions. AppFolio reported earnings that beat consensus estimates for the first quarter ended March 2024 and the fourth quarter ended December 2023. In the third quarter of 2025, total revenue was up 21% year-over-year. AppFolio was dropped from the Russell 2000 Growth-Defensive Index on June 25, 2025. Tim Eaton was appointed as the Interim Principal Accounting Officer on January 31, 2025. In October 2025, AppFolio partnered with Flex and acquired LiveEasy, and in November 2025, the company integrated with Pynwheel.

The real estate industry, which AppFolio serves, can experience seasonal fluctuations. There are periods of higher and lower activity in the rental market, with a peak leasing season. The overall housing market has seen increasing demand and steady supply, which can influence the demand for property management solutions. AppFolio's subscription-based model and fees for value-added services may help mitigate the impact of seasonal variations on its revenue streams.

AppFolio, Inc. is a technology company providing cloud-based business management solutions for the real estate industry. It offers a platform for property managers, real estate investment managers, rental prospects, residents, and vendors. Its major products include AppFolio Property Manager, with premium tiers like AppFolio Property Manager Plus and Max. AppFolio also provides AppFolio Investment Manager for real estate investment managers. The company offers value-added services, including screening, risk mitigation, and electronic payment services. AppFolio leverages AI and automation to enhance community and operational efficiency, with offerings like AppFolio Realm-X.

AppFolio, Inc. primarily operates in the United States and is headquartered in Santa Barbara, California.

AppFolio has maintained a strong brand reputation, receiving accolades in 2025, including Fortune's Future 50 and Best Workplaces in Technology lists, Forbes recognition as one of America's Best Midsize Employers, Most Trusted Companies in America, and America's Best Companies. The company also received a 2025 Artificial Intelligence Excellence Award for AppFolio Realm-X. AppFolio's SVP of Product, Kyle Triplett, was named one of Inman's Future Leaders of Real Estate, and Chief Marketing Officer Lisa Horner was honored as one of Ragan's Top Women in Marketing.

AppFolio (APPF) stock ownership is a mix of institutional, insider, and retail investors. Approximately 55.66% of the company's stock is owned by institutional shareholders, 33.60% by AppFolio insiders, and 10.74% by retail investors. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., Ashe Capital Management, LP, Principal Financial Group Inc, and State Street Corp. Significant individual owners and insiders include Marc Stad, Brian Donahoo, Keenan Capital LLC, Maurice J. Duca, and Charles J. Keenan IV.