Insiders Trades
Appfolio Inc Stock: price and insider trades · United States
Appfolio Inc: what insiders have been doing
This page follows insider dealings at Appfolio Inc as filed with SEC (Form 4), a company from the Technology sector based in Santa Barbara, United States. The group dates from 2007. From 18 October 2025 to 18 October 2026, the disclosure feed for Appfolio Inc logged 483 filings by 23 insiders.
The flow runs one way only: 378 sales worth €38.9M, from 6 insiders, and no purchase. The amount is not disclosed for 10 filings. The largest single trade was a sale of €885k by Duca Maurice J, published on 14 July 2026, equal to 0.014% of the market capitalisation.
Compared with its exchange (5,458 companies, median 22 filings), a count of 483 filings is above the norm. Over the whole record (from 2016), the tally stands at 50 purchases and 609 sales. In its latest annual report filed with the SEC (10-K, fiscal year ended 31 December 2025), the company reported revenue of 950.8 m USD and net income of 140.9 m USD.
Typically, a trade is published a median of 2 days after it takes place. For comparison, the SEC allows two business days to file a Form 4. Selling is not necessarily a view on the stock: liquidity needs and diversification are common motives.
For comparison within the same sector, see the insider buying recorded at Gitlab Inc. and Baozun Inc. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
1,018
Thresholds
n/a
Buy Volume
€3M
50 ops. · all time
Sell Volume
€108M
609 ops. · all time
Who traded when
BuySaleMaurice J. Duca194 sales
Evan Pickering3 sales
Don Rigler1 sale
Timothy Mathias Eaton1 sale
William Shane Trigg1 sale
Since the insiders bought
- -26.3%Entry US$228.44 · Close at T+365 US$168.32
- -26.3%Entry US$228.44 · Close at T+365 US$168.32
- -17.9%Entry US$214.89 · Close at T+365 US$176.38
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Appfolio Inc Buy (bullish), based on 8 analysts. Average price target: US$238.54.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 7,949 of 24,148 companies
60.1
score / 100
Value34
Quality86
FCF yld3.0%
Earn yld1.8%
EV/EBITDA43.8x
ROE32%
Gross mgn64%
Net mgn15%
Debt/EBITDA0.2x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$218.61
Analyst consensus
8 analystsBuy
US$217.29Target US$238.54(+9%)US$280.00
Income statement
RevenueUS$950.8M
Gross profitUS$605.5M64% margin
EBITDAUS$177.8M19% margin
Net incomeUS$140.9M15.1% margin
Valuation
PER (trailing)49.8x
PER (forward)25.9x
P/Book14.7x
Beta0.89
Balance sheet & cash
Market capUS$7.7B
Total debtUS$38.2M
Free Cash FlowUS$235.5M
Debt / Equity7%
Profitability & ownership
ROE32.1%
ROA18.7%
% insiders4.0%
% institutions99.0%
Last declaration on 24 August 2026
Declarations1,018 total
198 shares@ US$216.440.0006% mcap0.1% of flowClass A Common StockSEC:0000938333-26-000023:1
8 shares@ US$214.710.0000% mcap0.0% of flowClass A Common StockSEC:0000938333-26-000023:12
17 shares@ US$216.380.0000% mcap0.0% of flowClass A Common StockSEC:0000938333-26-000023:13
8 shares@ US$218.140.0000% mcap0.0% of flowClass A Common StockSEC:0000938333-26-000023:14
94 shares@ US$222.420.0003% mcap0.0% of flowClass A Common StockSEC:0000938333-26-000023:16
62 shares@ US$224.140.0002% mcap0.0% of flowClass A Common StockSEC:0000938333-26-000023:17
92 shares@ US$214.730.0003% mcap0.0% of flowClass A Common StockSEC:0000938333-26-000023:18
1,006 shares@ US$222.430.0030% mcap0.3% of flowClass A Common StockSEC:0000938333-26-000023:22
178 shares@ US$215.370.0005% mcap0.1% of flowClass A Common StockSEC:0000938333-26-000023:0
452 shares@ US$217.680.0013% mcap0.1% of flowClass A Common StockSEC:0000938333-26-000023:2
551 shares@ US$218.460.0016% mcap0.2% of flowClass A Common StockSEC:0000938333-26-000023:3
199 shares@ US$219.350.0006% mcap0.1% of flowClass A Common StockSEC:0000938333-26-000023:4
22 shares@ US$220.060.0001% mcap0.0% of flowClass A Common StockSEC:0000938333-26-000023:5
622 shares@ US$215.370.0018% mcap0.2% of flowClass A Common StockSEC:0000938333-26-000023:6
702 shares@ US$216.430.0020% mcap0.2% of flowClass A Common StockSEC:0000938333-26-000023:7
1,550 shares@ US$217.670.0045% mcap0.5% of flowClass A Common StockSEC:0000938333-26-000023:8
1,947 shares@ US$218.450.0057% mcap0.6% of flowClass A Common StockSEC:0000938333-26-000023:9
701 shares@ US$219.350.0021% mcap0.2% of flowClass A Common StockSEC:0000938333-26-000023:10
78 shares@ US$220.060.0002% mcap0.0% of flowClass A Common StockSEC:0000938333-26-000023:11
35 shares@ US$221.410.0001% mcap0.0% of flowClass A Common StockSEC:0000938333-26-000023:15
183 shares@ US$216.380.0005% mcap0.1% of flowClass A Common StockSEC:0000938333-26-000023:19
92 shares@ US$218.140.0003% mcap0.0% of flowClass A Common StockSEC:0000938333-26-000023:20
365 shares@ US$221.370.0011% mcap0.1% of flowClass A Common StockSEC:0000938333-26-000023:21
694 shares@ US$224.130.0021% mcap0.2% of flowClass A Common StockSEC:0000938333-26-000023:23
15 shares@ US$197.840.0000% mcap0.0% of flowClass A Common StockSEC:0000938333-26-000021:0
25 of 1018 declarations
About Appfolio Inc
AppFolio, Inc. (NASDAQ: APPF) is a U.S.-based software company headquartered in Santa Barbara, California, United States. For French-speaking investors, AppFolio is best understood as a vertical SaaS provider focused on the real estate property management ecosystem, a niche but attractive market characterized by recurring revenues, workflow complexity, and a clear need for automation and data integration.
Founded in 2006, AppFolio was co-founded by Klaus Schauser and has evolved into a cloud platform designed to support property management businesses across the full operating stack. Its core customer base consists of property management companies overseeing residential and commercial portfolios, including multifamily, single-family, affordable housing, student, and community association assets. The platform serves as a centralized system of record and operations hub, covering accounting, reporting, maintenance, leasing, resident communications, payments, and selected risk-mitigation functions.
Read moreShow less
AppFolio’s product suite includes AppFolio Property Manager Core, Plus, and Max, alongside a growing set of value-added services and AI-enabled capabilities. The company has been particularly active in positioning itself as an AI-native platform, with Realm-X and other automation tools designed to streamline leasing, maintenance, and accounting workflows. This gives AppFolio a meaningful competitive angle versus legacy software stacks that remain more fragmented and less automated.
From a competitive standpoint, AppFolio is well positioned in the specialized property management software market, especially among mid-sized and larger operators that prefer a single, integrated platform rather than multiple point solutions. The company’s growth model is driven by customer additions, unit growth under management, higher penetration of value-added services, and strong retention. As of December 31, 2025, AppFolio reported 22,096 property management customers and 9.4 million units under management.
Recent developments reinforce the company’s growth profile. AppFolio reported fiscal 2025 revenue of $950.8 million, up 20% year over year, and 8% growth in units under management. Management also continued to expand AI-powered offerings and adjacent services, while appointing Tim Eaton as Chief Financial Officer in July 2025. For investors tracking SEC Form 4 insider transactions, AppFolio remains a quality growth software name with a clear niche, strong operating leverage potential, and listing on the NASDAQ market in the United States.
Recent ranked signals in the same sector
Purchases our model currently ranks for the recommendations list.
All recommendations
