APPF · Appfolio Inc

Track APPF — free

$202.97 -1.27 (-0.62%) At close · Oct 2

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$6.83B

35.42M

Volume · Oct 2 340.69K Avg daily vol (3M) 364.32K

Up next

Next earnings call

Oct 19, 2026 Est · unconfirmed · in 2 wks

Latest filing: 10-Q

filed Jul 23, 2026

Q2 2026 earnings call transcript

call held Jul 23, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

View all 115 metrics

Revenue (TTM)

$1.04B

Trailing 12 months

Net income (TTM)

$157.53M

Trailing 12 months

Revenue growth YoY

+19.3%

Year over year

Operating margin

17.5%

Trailing 12 months

P / E (TTM)

46.6

Trailing earnings · reciprocal yield 2.1%

FCF yield

—

TTM · current market cap

Return on invested capital

—

Trailing 12 months

Net cash

—

Latest balance sheet

Dividend yield

—

Trailing 12 months

Shares change YoY

-2.1%

Year over year · fewer shares

Price change (1Y)

-20.4%

Trailing year

Short interest

6.6%

Latest settlement · 8.2 days to cover

View all 115 metrics

Equibles Rating

blended score · not investment advice

Overall

Neutral

SellHoldBuy

Technical Neutral Momentum Neutral Sentiment Bullish Fundamentals Strong Quant / Vol High

Market backdrop VIX 15.3 · calm Equity put/call 0.58

Technical

price trend

Neutral

50 / 200-day cross No cross

Price vs 200-day avg +9%

above

Price vs 50-day avg −2%

below

RSI (14) 45

neutral

MACD trend Negative

52-week position 50%

mid-range

Volume (OBV) Confirms

volume backs price

Momentum

relative strength

Neutral

1-month return −9%

trailing

6-month return +37%

trailing

YTD return −13%

this year

Relative strength +24%

vs S&P · 6-mo

Sentiment

smart money

Bullish

Trend (MA cross) No cross

50d $206 › 200d $186 — 50d above 200d

Institutional flow Accumulating

2 of 397 funds reported for Sep 30 · net +84 sh shares

Insider flow Flat

No net insider activity over 90 days

Short interest Falling

6.61% of float · ▼ -1.1% MoM · 8.2 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

397 holders — mid 3-yr range

Squeeze score 70

elevated · 0–100

Fundamentals

Strong

Revenue growth +20%

Y/Y

EPS growth −30%

Y/Y

Free cash flow $239.0M

Valuation P/E 44

in line

Buyback $125.0M

remaining

Quant / Vol

risk profile

High

Volatility 44%

annualized · 1-yr

Max drawdown −45%

past year

ATR 3.8%

of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

what management promised — and delivered

Beat or met 4 of last 4

Latest guidance · from the 8-K filed Jul 23, 2026

Full year revenue · full year $1.12B – $1.13B

prior FY $950.82M midpoint +18.0% Y/Y

Full year non-GAAP operating margin · full year Non-GAAP 26.5% – 28%

Guided vs delivered · last 4 settled

Full year revenue full year 2024

guided $772M – $778M

guided $772M – $778M $794.2M Beat +2.5%

Full year revenue full year 2023

guided $608M – $612M

guided $608M – $612M $620.45M Beat +1.7%

Revenue 2022

guided $447M – $457M

guided $447M – $457M $471.88M Beat +4.4%

Total revenue full year

guided $355M – $357M

guided $355M – $357M $359.37M Beat +0.9%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Neutral

1 · 5 · 1

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

+9% Bullish

Price vs 50-day avg

−2% Neutral

RSI (14)

45 Neutral

MACD trend

Negative Bearish

52-week position

50% Neutral

Volume (OBV)

Confirms Neutral

Market signals — smart money & positioning

Bullish · 2 of 6

Trend (MA cross) No cross

50d $206 › 200d $186 — 50d above 200d

Institutional flow Accumulating

2 of 397 funds reported for Sep 30 · net +84 sh shares

Insider flow Flat

No net insider activity over 90 days

Short interest Falling

6.61% of float · ▼ -1.1% MoM · 8.2 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

397 holders — mid 3-yr range

Price context

position in its 52-week range

Range low $143 Now $203 · 50% Range high $262

vs 200-day avg +9% vs 50-day avg -2%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings

Metric	Latest	Period	YoY
Net cash provided by operating activities	$88M	Q2 2026 filing	—
Non-GAAP income from operations non-GAAP	76.25M	Three Months Ended June 30, 2026 filing	—
GAAP → non-GAAP reconciliation GAAP GAAP income from operations 52.98M +20.47M Stock-based compensation expense +241K Amortization of stock-based compensation capitalized in software development costs +2.56M Amortization of purchased intangibles = Non-GAAP income from operations 76.25M
Non-GAAP operating income non-GAAP	$76M	Q2 2026 filing	—
Non-GAAP operating margin non-GAAP	27.1%	Three Months Ended June 30, 2026 filing	—
Total units under management	9.6M	Q2 2026 filing	—

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Software - Application — same industry group

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
APPF Appfolio Inc this stock	$6.83B	-12.8%	+19.7%	44.0	6.6%
QH QUHUO Ltd	$350.35B	+240.7%	+59.7%	—	0.0%
SAP Sap SE	$243.17B	-14.1%	—	—	0.4%
CRM Salesforce, Inc.	$191.79B	-11.4%	+25.9%	21.3	3.9%
SHOP Shopify Inc.	$183.03B	-6.0%	+30.1%	95.5	1.3%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Accumulating

Holders

397

% held: 67.0%
Reported: 2 of 397
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

384

View

Short & Settlement

Short Interest Falling

Shares short

2.3M

Days to cover: 8.2d
Change: -25.8K sh

View

Short Volume

Short vol %

84%

As of: Oct 2, 2026

Short Total

View

Fails to Deliver

FTD shares

Value: $206
As of: Sep 9, 2026

View

Off-Exchange

Off-exchange %

51.9%

Week of: Aug 24, 2026

Off-exch Lit

View

Smart Money

Congressional Trades Sell

Member

Gilbert Cisneros

Amount: $1.0K–$15.0K
Traded: Feb 18, 2026

View

Financials

Revenue (FY)

$950.8M

Net income (FY): $140.9M
EPS diluted: $3.88

View

Buybacks

Authorized

$300.0M

Remaining: $125.0M

Spent Remaining

View

Filings

SEC Filings

Latest

8-K

Filed: Jul 23, 2026
This year: 12

View

Proposed Sales

Value

$76.1K

Shares: 373
Filed: Aug 19, 2026

View

Earnings & Events

Webcasts

Last webcast

Jul 23, 2026

View

Investor Relations

Upcoming events

View

Performance

	5D	20D	120D	MTD	YTD
APPF	-0.6%	-9.2%	+36.7%	+1.2%	-12.8%
SPY	-0.2%	-0.5%	+12.2%	+0.9%	+12.9%
vs SPY	-0.4%	-8.8%	+24.5%	+0.3%	-25.6%

Capital returns

Buyback program · as of Jun 30, 2026

Authorized

$300.00M

Spent (derived)

$175.00M

Remaining

$125.00M

Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1433195 CUSIP 03783C100 13F (30d) 10 filings 10 filers Visit website Investor relations

APPF · Appfolio Inc

Price & Indicators

Up next

Metrics snapshot

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns