Appfolio Inc (APPF)

Price$204.22Cached quote
APPFNasdaq
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Financial charts

Revenue

Net income

Total cash / debt

CashTotal debt

Financial statements

13 annual periodsNewest to oldest
2025202420232022202120202019201820172016201520142013
Revenue$950.8M$794.2M$620.4M$471.9M$359.4M$310.1M$256.0M$190.1M$143.8M$105.6M$75.0M$47.7M$26.5M
Gross profit$605.5M$512.1M$382.4M$280.1M$215.4M$191.0M$154.4M$116.5M$88.5M$61.0M$41.1M$25.1M$12.9M
Gross margin63.68%64.48%61.63%59.35%59.95%61.61%60.30%61.30%61.56%57.73%54.78%52.69%48.70%
Research & development$190.4M$160.4M$151.4M$111.1M$66.0M$48.5M$39.5M$24.1M$16.6M$12.6M$9.6M$6.5M$5.1M
Operating expenses$797.9M$658.6M$619.5M$544.3M$371.2M$300.3M$249.6M$170.4M$134.5M$114.0M$90.0M$56.2M$34.1M
Operating income$152.9M$135.6M$963,000−$72.4M−$11.9M$9.8M$6.5M$19.7M$9.3M−$8.4M−$15.0M−$8.6M−$7.6M
Operating margin16.08%17.08%0.16%−15.34%−3.31%3.16%2.52%10.34%6.49%−7.98%−20.01%−17.95%−28.65%
EBITDA$175.6M$155.2M$30.0M−$41.5M$17.2M$36.6M$28.9M$34.2M$22.0M$1.5M−$8.9M−$4.8M−$4.8M
EBITDA margin18.46%19.54%4.83%−8.81%4.77%11.80%11.27%18.01%15.32%1.43%−11.87%−9.97%−17.91%
Net income$140.9M$204.1M$2.7M−$68.1M$1.0M$158.4M$36.3M$20.0M$9.7M−$8.3M−$15.7M−$8.6M−$7.3M
Net profit margin14.82%25.69%0.44%−14.44%0.29%51.09%14.17%10.51%6.76%−7.84%−20.90%−18.08%−27.52%
Basic EPSper basic share$3.91$5.63$0.08-$1.95$0.03$4.62$1.07$0.59$0.29-$0.25-$0.73-$0.98-$0.87
Diluted EPSper diluted share$3.88$5.55$0.07-$1.95$0.03$4.44$1.02$0.56$0.28-$0.25-$0.73-$0.98-$0.87

Owners

Reported shareholders

Reference date Jun 30, 2026
BlackRock, Inc. · 10.98% of listed sharesPRINCIPAL FINANCIAL GROUP INC · 6.66% of listed sharesVANGUARD PORTFOLIO MANAGEMENT LLC · 6.19% of listed sharesAshe Capital Management, LP · 4.35% of listed sharesVANGUARD CAPITAL MANAGEMENT LLC · 4.32% of listed sharesSTATE STREET CORP · 3.18% of listed sharesWILLIAM BLAIR INVESTMENT MANAGEMENT, LLC · 3.00% of listed sharesLONDON CO OF VIRGINIA · 2.92% of listed sharesPRICE T ROWE ASSOCIATES INC /MD/ · 2.91% of listed sharesNellore Capital Management LLC · 2.72% of listed sharesMORGAN STANLEY · 2.42% of listed sharesGEODE CAPITAL MANAGEMENT, LLC · 2.12% of listed sharesSchauser Klaus · ≈2.10% of listed sharesDUCA MAURICE J · ≈1.99% of listed sharesLead Edge Capital Management, LLC · 1.66% of listed sharesNEUBERGER BERMAN GROUP LLC · 1.64% of listed sharesKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC · 1.46% of listed sharesKeenan Capital, LLC · 1.39% of listed sharesInvesco Ltd. · 1.39% of listed sharesDIMENSIONAL FUND ADVISORS LP · 1.34% of listed shares
10.98%of listed shares
BlackRock, Inc.2.65M shares · Jun 30, 2026
View holders
Top 20 reported holders of APPF
Holder% owned
BlackRock, Inc.
10.98%2.65M shares
PRINCIPAL FINANCIAL GROUP INC
6.66%1.61M shares
VANGUARD PORTFOLIO MANAGEMENT LLC
6.19%1.49M shares
Ashe Capital Management, LP
4.35%1.05M shares
VANGUARD CAPITAL MANAGEMENT LLC
4.32%1.04M shares
STATE STREET CORP
3.18%766.13K shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
3.00%721.83K shares
LONDON CO OF VIRGINIA
2.92%703.15K shares
PRICE T ROWE ASSOCIATES INC /MD/
2.91%700.36K shares
Nellore Capital Management LLC
2.72%654.87K shares
MORGAN STANLEY
2.42%581.83K shares
GEODE CAPITAL MANAGEMENT, LLC
2.12%509.84K shares
Schauser Klaus
≈2.10%505K shares
DUCA MAURICE J
≈1.99%479.86K shares
Lead Edge Capital Management, LLC
1.66%399.66K shares
NEUBERGER BERMAN GROUP LLC
1.64%394.16K shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
1.46%351.85K shares
Keenan Capital, LLC
1.39%334.56K shares
Invesco Ltd.
1.39%334.09K shares
DIMENSIONAL FUND ADVISORS LP
1.34%321.99K shares

Percentages use 24.09M shares of this listed class outstanding on Jun 30, 2026. ≈ compares the latest reported holding with a share total from a different date; it is not a confirmed current stake.

Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.

Source: SEC Form 13F ↗Updated Sep 29, 2026 · Quarterly data

Insider buys & sells

Jul 1, 2024–Jun 30, 2026
Buys30$8.55M disclosed value
Sells (SEC code S)384$61.74M disclosed value
250 recent transactions
TransactionInsiderTypeSharesPriceValueOwned after
Jun 12, 2026Form 4 · 10b5-1Pickering EvanGeneral CounselSellClass A Common Stock200$156.87$31.4K6.6K
Jun 12, 2026Form 4 · 10b5-1Pickering EvanGeneral CounselSellClass A Common Stock101$155.94$15.7K6.8K
Jun 12, 2026Form 4 · 10b5-1Pickering EvanGeneral CounselSellClass A Common Stock199$154.76$30.8K6.9K
Jun 12, 2026Form 4 · 10b5-1Pickering EvanGeneral CounselSellClass A Common Stock160$153.38$24.5K7.1K
Jun 12, 2026Form 4 · 10b5-1Rigler DonPrincipal Accounting OfficerSellClass A Common Stock150$159.56$23.9K4.3K

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