AppFolio Inc. (APPF) reported fourth-quarter 2025 revenue of $248.2 million, up 21.9% year‑over‑year, slightly below the consensus revenue estimate of $251.5 million.
The stock reacted to the release, falling about 11.6% since market close, as the company showed strong top-line and operating-profit growth but a notable decline in net income and earnings per share.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
AppFolio Inc. Insider Trading Activity
AppFolio Inc. insiders have traded $APPF stock on the open market 187 times in the past 6 months. Of those trades, 0 have been purchases and 187 have been sales.
Here’s a breakdown of recent trading of $APPF stock by insiders over the last 6 months:
- MAURICE J DUCA has made 0 purchases and 158 sales selling 60,624 shares for an estimated $17,758,354.
- WILLIAM SHANE TRIGG (Chief Executive Officer) has made 0 purchases and 13 sales selling 10,959 shares for an estimated $2,854,957.
- KLAUS SCHAUSER has made 0 purchases and 9 sales selling 3,000 shares for an estimated $885,410.
- MATTHEW S MAZZA (Chief Trust Officer) has made 0 purchases and 2 sales selling 3,000 shares for an estimated $836,109.
- JANET KERR has made 0 purchases and 2 sales selling 2,500 shares for an estimated $712,600.
- TIMOTHY MATHIAS EATON (Chief Financial Officer) has made 0 purchases and 2 sales selling 1,184 shares for an estimated $302,530.
- EVAN PICKERING (General Counsel) sold 334 shares for an estimated $81,385
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
AppFolio Inc. Hedge Fund Activity
We have seen 210 institutional investors add shares of AppFolio Inc. stock to their portfolio, and 195 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRINCIPAL FINANCIAL GROUP INC added 333,861 shares (+40.1%) to their portfolio in Q3 2025, for an estimated $92,032,123
- BROWN CAPITAL MANAGEMENT LLC removed 236,803 shares (-40.9%) from their portfolio in Q3 2025, for an estimated $65,277,114
- HUDSON WAY CAPITAL MANAGEMENT LLC added 193,596 shares (+inf%) to their portfolio in Q3 2025, for an estimated $53,366,673
- BROWN ADVISORY INC removed 184,818 shares (-82.9%) from their portfolio in Q3 2025, for an estimated $50,946,929
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC removed 181,459 shares (-24.7%) from their portfolio in Q3 2025, for an estimated $50,020,987
- NEW YORK STATE COMMON RETIREMENT FUND removed 167,118 shares (-74.4%) from their portfolio in Q3 2025, for an estimated $46,067,747
- LONG WALK MANAGEMENT LP added 133,700 shares (+86.4%) to their portfolio in Q3 2025, for an estimated $36,855,742
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
AppFolio Inc. Congressional Stock Trading
Members of Congress have traded $APPF stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $APPF stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 2 purchases worth up to $30,000 on 10/30, 08/13 and 2 sales worth up to $30,000 on 10/31, 10/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
AppFolio Inc. Analyst Ratings
Wall Street analysts have issued reports on $APPF in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 12/12/2025
- DA Davidson issued a "Buy" rating on 11/19/2025
- Keefe, Bruyette & Woods issued a "Outperform" rating on 10/24/2025
- Keybanc issued a "Overweight" rating on 10/17/2025
To track analyst ratings and price targets for AppFolio Inc., check out Quiver Quantitative's $APPF forecast page.
AppFolio Inc. Price Targets
Multiple analysts have issued price targets for $APPF recently. We have seen 5 analysts offer price targets for $APPF in the last 6 months, with a median target of $311.0.
Here are some recent targets:
- Seth Gilbert from UBS set a target price of $285.0 on 12/12/2025
- Clark Wright from DA Davidson set a target price of $325.0 on 11/19/2025
- Jason Celino from Keybanc set a target price of $270.0 on 10/31/2025
- Ryan Tomasello from Keefe, Bruyette & Woods set a target price of $311.0 on 10/24/2025
