Recent discussions on X about AppFolio (APPF) have centered around the company's strong Q2 2025 earnings report, which revealed a 19% year-over-year revenue increase to $236 million, surpassing expectations. Many users have expressed excitement over the company's growth in units under management and its positive full-year revenue outlook, sparking debates about future potential. The conversation has also touched on a recent analyst upgrade, with some highlighting raised price targets as a sign of confidence.
Additionally, there’s a buzz around AppFolio’s strategic moves, particularly the integration of AI-driven platforms like Realm-X, which some argue could further boost operational efficiency. Posts on X reflect curiosity about how these innovations might position the company in competitive markets. The tone of these discussions suggests a keen interest in whether AppFolio can sustain its momentum amid broader industry challenges.
Note: This discussion summary was generated from an AI condensation of post data.
AppFolio Congressional Stock Trading
Members of Congress have traded $APPF stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $APPF stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 04/09.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
AppFolio Insider Trading Activity
AppFolio insiders have traded $APPF stock on the open market 34 times in the past 6 months. Of those trades, 30 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $APPF stock by insiders over the last 6 months:
- TIMOTHY K BLISS has made 9 purchases buying 22,000 shares for an estimated $4,778,053 and 0 sales.
- ALEXANDER WOLF has made 20 purchases buying 13,500 shares for an estimated $2,903,482 and 0 sales.
- WILLIAM SHANE TRIGG (Chief Executive Officer) has made 0 purchases and 2 sales selling 9,401 shares for an estimated $2,008,217.
- ELIZABETH ERIN BARAT (Chief People Officer) sold 4,682 shares for an estimated $1,066,512
- ROBERT DONALD III CASEY purchased 4,000 shares for an estimated $870,920
- TIMOTHY MATHIAS EATON (Int. Chief Financial Officer) sold 1,057 shares for an estimated $233,734
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
AppFolio Hedge Fund Activity
We have seen 180 institutional investors add shares of AppFolio stock to their portfolio, and 228 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AQR CAPITAL MANAGEMENT LLC removed 471,558 shares (-71.9%) from their portfolio in Q1 2025, for an estimated $103,695,604
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added 354,061 shares (+84.4%) to their portfolio in Q1 2025, for an estimated $77,858,013
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added 310,834 shares (+73.6%) to their portfolio in Q2 2025, for an estimated $71,578,853
- FMR LLC added 248,693 shares (+41.6%) to their portfolio in Q1 2025, for an estimated $54,687,590
- PRINCIPAL FINANCIAL GROUP INC added 220,239 shares (+121.2%) to their portfolio in Q1 2025, for an estimated $48,430,556
- FULLER & THALER ASSET MANAGEMENT, INC. removed 185,054 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $40,693,374
- JACOBS LEVY EQUITY MANAGEMENT, INC added 169,016 shares (+4272.4%) to their portfolio in Q1 2025, for an estimated $37,166,618
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
AppFolio Analyst Ratings
Wall Street analysts have issued reports on $APPF in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 08/01/2025
- DA Davidson issued a "Buy" rating on 04/14/2025
To track analyst ratings and price targets for AppFolio, check out Quiver Quantitative's $APPF forecast page.
AppFolio Price Targets
Multiple analysts have issued price targets for $APPF recently. We have seen 3 analysts offer price targets for $APPF in the last 6 months, with a median target of $275.0.
Here are some recent targets:
- Brent Bracelin from Piper Sandler set a target price of $350.0 on 08/01/2025
- Ryan Tomasello from Keefe, Bruyette & Woods set a target price of $267.0 on 07/31/2025
- Peter Heckmann from DA Davidson set a target price of $275.0 on 04/14/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
