AppFolio, Inc. (APPF)
Technology · NGM
Price as at 1 Oct 2026, 21:35 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
AppFolio, Inc. trades at $204.24, which is 23% above the $156.31 our fair value estimate puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 82 out of 100, which is a wide moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 43.0 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
APPF earnings and analyst estimates
Recommendation mix, 9 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About AppFolio, Inc.
AppFolio, Inc., together with its subsidiaries, provides cloud-based platform for the real estate industry in the United States. The company provides a cloud-based platform that assist with accounting, reporting, marketing, leasing, maintenance, workflow automation, and communication services. It offers AppFolio Property Manager Core, a platform that provides the accounting functionalities for small property management companies, as well as serves as a system of record; AppFolio Property Manager Plus, which offers affordable housing and student housing, advanced accounting, advanced data analysis, and read-only API access services; and AppFolio Property Manager Max that provides customer relationship management tools and full database access through a read and write application programming interface services. The company also provides value-added services, such as electronic payment, tenant screening, maintenance, business optimization, resident, and risk mitigation services. It serves property managers, property investors, potential residents, residents, and vendors. AppFolio, Inc. was incorporated in 2006 and is headquartered in Santa Barbara, California.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
APPF passes 5 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
10 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$37.54M · 0.0% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$29.80M · 0.0% of book
- Steve Cohen, Point72 Asset Management, L.P.$16.22M · 0.0% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$11.13M · 0.0% of book
- Joel Greenblatt, Gotham Asset Management, LLC$8.97M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Politician trades in APPF
Trades in APPF disclosed by members of Congress and executive-branch officials, latest first:
- Gilbert Cisneros · HouseSell · $1,001 - $15,000 · traded 18 Feb 2026 · disclosed 9 Mar 2026
- Byron Donalds · HouseSell · $1,001 - $15,000 · traded 1 Oct 2024 · disclosed 7 Nov 2024
- Byron Donalds · HouseSell · $1,001 - $15,000 · traded 1 Oct 2024 · disclosed 7 Nov 2024
A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.
APPF peers
The largest companies in the same industry (Software - Application), then in the same sector.
- SAPGF SAP SE
- CRM Salesforce, Inc.
- UBER Uber Technologies, Inc.
- ADBE Adobe Inc.
- BSP Bending Spoons S.p.A.
- DIDIY DiDi Global Inc.
- QNT Quantinuum Inc.
- GRAB Grab Holdings Limited
Every technology company we cover is on the Technology hub.
Common questions
Is AppFolio, Inc. (APPF) undervalued?
Against our fair value estimate of $156.31, APPF at $204.24 is 23% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own APPF?
10 of the institutions we track reported a position in APPF in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is APPF's P/E ratio?
APPF trades at 43.0 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Where does SteadyShares get its APPF data?
Fundamentals for APPF come from company filings and exchange data, as listed on NGM; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 21:35 UTC and is delayed. Our data quality score for this company is 96/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for APPF, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.