headquartered in santa barbara, california, appfolio, inc. creates cloud-based software built for specific verticals. appfolio, inc. was founded in 2006 by klaus schauser and jon walker with the mission to revolutionize the way small and medium-sized businesses grow and compete by providing powerful software and services to help enable their digital transformation. our easy-to-use, cloud-based software helps our customers more effectively market, manage and grow their business. our vertical software solutions serve customers in the property management and legal industries. at the heart of our products and services is a talented and agile team that understands the importance of listening to our customers to provide solutions that meet and anticipate their needs. with offices in santa barbara, dallas and san diego, our business is built for long-term success and is fueled by happy and loyal customers and a team of appfolians who value and contribute to our great culture every day.
Company profile
Ticker
APPF
Exchange
Website
CEO
Jason Randall
Employees
Location
Fiscal year end
Industry (SIC)
Microsoft • Oracle • Mobileye Global Inc - Ordinary Shares • Activision Blizzard • Gen Digital • Vmware • Adobe • Salesforce • BlackBerry • Dayforce ...
SEC CIK
Corporate docs
Subsidiaries
AppFolio Investment Management, Inc. • Dynasty Marketplace, Inc. • AppFolio Insurance Services, Inc. • RentLinx LLC • Terra Mar Insurance Company, Inc. ...
APPF stock data
Latest filings (excl ownership)
10-Q
2024 Q1
Quarterly report
25 Apr 24
8-K
AppFolio, Inc. Announces First Quarter 2024 Financial Results
25 Apr 24
S-8
Registration of securities for employees
1 Feb 24
10-K
2023 FY
Annual report
1 Feb 24
8-K
AppFolio, Inc. Announces Fourth Quarter and Fiscal Year 2023 Financial Results
25 Jan 24
10-Q
2023 Q3
Quarterly report
27 Oct 23
8-K
AppFolio, Inc. Announces Third Quarter Financial Results
26 Oct 23
8-K
Regulation FD Disclosure
17 Aug 23
10-Q
2023 Q2
Quarterly report
27 Jul 23
8-K
AppFolio, Inc. Announces Second Quarter Financial Results
27 Jul 23
Transcripts
APPF
Earnings call transcript
2024 Q1
25 Apr 24
APPF
Earnings call transcript
2023 Q4
25 Jan 24
APPF
Earnings call transcript
2023 Q3
26 Oct 23
APPF
Earnings call transcript
2023 Q2
27 Jul 23
APPF
Earnings call transcript
2023 Q1
27 Apr 23
APPF
Earnings call transcript
2022 Q4
26 Jan 23
APPF
Earnings call transcript
2022 Q3
27 Oct 22
APPF
Earnings call transcript
2022 Q2
28 Jul 22
APPF
Earnings call transcript
2022 Q1
10 May 22
APPF
Earnings call transcript
2021 Q4
28 Feb 22
Latest ownership filings
SC 13G/A
BlackRock Inc.
5 Apr 24
4
Klaus Schauser
29 Mar 24
4
MAURICE J DUCA
27 Mar 24
4
TIMOTHY K BLISS
12 Mar 24
4
JANET KERR
12 Mar 24
4
Blottnitz Andreas von
11 Mar 24
144
Notice of proposed sale of securities
8 Mar 24
144
Notice of proposed sale of securities
7 Mar 24
4
Olivia Nottebohm
5 Mar 24
4
TIMOTHY K BLISS
4 Mar 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 60.19 mm | 60.19 mm | 60.19 mm | 60.19 mm | 60.19 mm | 60.19 mm |
Cash burn (monthly) | (no burn) | 607.92 k | (no burn) | 3.69 mm | (no burn) | (no burn) |
Cash used (since last report) | n/a | 4.20 mm | n/a | 25.47 mm | n/a | n/a |
Cash remaining | n/a | 55.99 mm | n/a | 34.72 mm | n/a | n/a |
Runway (months of cash) | n/a | 92.1 | n/a | 9.4 | n/a | n/a |
Institutional ownership, Q3 2023
73.1% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 242 |
Opened positions | 56 |
Closed positions | 25 |
Increased positions | 93 |
Reduced positions | 55 |
13F shares | Current |
---|---|
Total value | 2.90 tn |
Total shares | 15.93 mm |
Total puts | 26.80 k |
Total calls | 92.10 k |
Total put/call ratio | 0.3 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 2.00 mm | $365.58 bn |
Brown Capital Management | 1.81 mm | $330.67 bn |
Ashe Capital Management | 1.64 mm | $299.40 bn |
BLK Blackrock | 1.55 mm | $283.11 bn |
Echo Street Capital Management | 862.70 k | $157.55 bn |
Fred Alger Management | 572.01 k | $104.47 bn |
STT State Street | 419.62 k | $76.63 bn |
Gilder Gagnon Howe & Co | 406.03 k | $74.15 bn |
Geode Capital Management | 405.55 k | $74.08 bn |
GW&K Investment Management | 344.15 k | $62.87 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
27 Mar 24 | Schauser Klaus | Class A Common Stock | Gift | Dispose G | Yes | No | 0 | 100,000 | 0.00 | 0 |
25 Mar 24 | Duca Maurice J | Class A Common Stock | Conversion | Acquire C | Yes | No | 0 | 57,100 | 0.00 | 57,100 |
25 Mar 24 | Duca Maurice J | Class B Common Stock Class A Common Stock | Conversion | Dispose C | Yes | No | 0 | 57,100 | 0.00 | 150,024 |
12 Mar 24 | Bliss Timothy K | Class A Common Stock | Sell | Dispose S | No | No | 228.32 | 142 | 32.42 k | 10,754 |
12 Mar 24 | Bliss Timothy K | Class A Common Stock | Sell | Dispose S | No | No | 227.62 | 1,959 | 445.91 k | 10,896 |
12 Mar 24 | Bliss Timothy K | Class A Common Stock | Sell | Dispose S | No | No | 226.78 | 944 | 214.08 k | 12,855 |
12 Mar 24 | Bliss Timothy K | Class A Common Stock | Sell | Dispose S | No | No | 225.02 | 5,123 | 1.15 mm | 13,799 |
12 Mar 24 | Bliss Timothy K | Class A Common Stock | Sell | Dispose S | No | No | 224.24 | 13,992 | 3.14 mm | 18,922 |
12 Mar 24 | Bliss Timothy K | Class A Common Stock | Sell | Dispose S | No | No | 223.2 | 8,756 | 1.95 mm | 32,914 |
12 Mar 24 | Bliss Timothy K | Class A Common Stock | Sell | Dispose S | No | No | 222.27 | 9,400 | 2.09 mm | 41,670 |
News
Stephens & Co. Reiterates Overweight on AppFolio, Maintains $241 Price Target
26 Apr 24
Skechers Reports Upbeat Earnings, Joins Tutor Perini, AppFolio, Newell Brands And Other Big Stocks Moving Higher On Friday
26 Apr 24
Keefe, Bruyette & Woods Maintains Market Perform on AppFolio, Raises Price Target to $238
26 Apr 24
Keybanc Maintains Overweight on AppFolio, Raises Price Target to $275
26 Apr 24
12 Information Technology Stocks Moving In Friday's Pre-Market Session
26 Apr 24
Press releases
AppFolio, Inc. Announces First Quarter 2024 Financial Results
25 Apr 24
AppFolio, Inc. Announces Date of First Quarter 2024 Financial Results Conference Call
11 Apr 24
AppFolio Set to Join S&P MidCap 400; Inari Medical to Join S&P SmallCap 600
25 Mar 24
AppFolio's Second Annual Property Manager Benchmark Report Reflects Changing Dynamics of 2024 Real Estate Market
15 Feb 24