APPF
AppFolio-A (APPF)
NASDAQ
$146.41+$2.03 (+1.40%)
Price as of Jun 23, 2026 1:22 PM EDT
  • $3.5B
    Market Cap
  • -36.82%
    1-Year Change
  • Software - Application
    Industry

Key Performance

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  • Earnings Score: 73
  • Momentum Score: 12
  • True Yield: N/A
  • Financial Health Score: 74
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Latest Research & News

AppFolio Deepens Agentic AI Across Leasing, Accounting, and Resident Operations

AppFolio announced major expansions to its Performance Platform, including a new integration with Anthropic's Claude for agent-to-agent workflows, new Realm-X capabilities for accounting and leasing automation, and resident concierge services. The company reports that operators adopting AI broadly expect 31% portfolio growth in 2026 versus 12% for others, positioning AppFolio as a leader in Real Estate Performance Management.

06/16/2026, 11:00 AM • GlobeNewswire

PropTech Market Size Expected to Reach USD 165 Billion by 2035 | SNS Insider

The PropTech market is experiencing rapid expansion, valued at $43 billion in 2025 and projected to reach $165 billion by 2035 with a 13.9% CAGR. Growth is driven by AI-powered property management solutions, smart building technologies, cloud computing, and blockchain-based transactions. The U.S. market alone is expected to grow from $11 billion to $42.3 billion over the same period. Integrated platforms dominate with 68% market share, while cloud deployment and residential properties are expected to show the fastest growth rates.

05/18/2026, 3:57 AM • GlobeNewswire

Insight Holdings Trims AppFolio as Property Software Faces a More Selective SaaS Market

Insight Holdings reduced its AppFolio stake by 108,050 shares (worth ~$25.68M) in Q4 2025, cutting the position from 2.6% to 0.78% of fund assets. AppFolio shares have underperformed the S&P 500 by 34.25 percentage points over the past year amid slower real estate activity and more selective SaaS valuations. The key question for investors is whether AppFolio can evolve beyond property management software into a financial backbone platform with higher switching costs and revenue per unit.

02/28/2026, 8:02 PM • The Motley Fool

"Cloud Migration and AI Tools Propel Growth in Hospitality Software Market"

The Hospitality PMS market is projected to reach USD 2.44 billion by 2031 with a 7.05% CAGR, driven by cloud migration, AI-enhanced revenue tools, and adoption among SMEs. Cloud platforms dominated 64.92% of the market in 2025, while Asia-Pacific emerges as the fastest-growing region. Legacy system integration challenges persist but vendors are addressing them with low-code tools.

01/20/2026, 7:00 AM • GlobeNewswire

Property Management Software Market is expected to generate a revenue of USD 5.12 Billion by 2032, Globally, at 5.93% CAGR: Verified Market Research®

The global Property Management Software Market is projected to grow at a CAGR of 5.93% from 2026 to 2032, reaching USD 5.12 Billion by 2032 from USD 3.23 Billion in 2024. Growth is driven by increasing demand for automation, cloud-based solutions, and urbanization, though high implementation costs and data security concerns present challenges.

01/11/2026, 10:30 AM • GlobeNewswire

Technology Implementation Now a Top Challenge for Real Estate Leaders, NAA Research in Partnership with AppFolio Finds

A survey of nearly 2,000 real estate professionals reveals technology implementation is now a top challenge, with leaders spending most time on routine operational work instead of strategic activities. AI adoption is widespread but its full potential remains untapped.

12/10/2025, 11:00 AM • GlobeNewswire

AppFolio (APPF) Q3 2025 Earnings Call Transcript

AppFolio reported strong Q3 2025 financial results with 21% year-over-year revenue growth to $249 million, driven by AI-powered solutions and expanded customer base. The company highlighted strategic innovations in real estate performance management, including Realm-X Performers AI modules and enhanced resident onboarding experiences.

11/27/2025, 7:20 PM • The Motley Fool

AppFolio Introduces Real Estate Performance Management: A New Method for Success in the Age of AI

AppFolio launched a new Real Estate Performance Management platform powered by AI, introducing Realm-X Performers to automate property management workflows and improve operational efficiency for real estate operators.

10/14/2025, 1:00 PM • GlobeNewswire

Flex Partners with AppFolio to Transform the Rental Payment Experience

Flex and AppFolio have partnered to provide residents with flexible rent payment options, allowing tenants to split monthly rent into smaller payments while ensuring property managers receive full payment on time.

10/08/2025, 9:00 AM • GlobeNewswire

DATA BREACH ALERT: Edelson Lechtzin LLP is Investigating Claims on Behalf of AppFolio, Inc. Customers Whose Data May Have Been Compromised

AppFolio discovered a data security breach involving Salesloft, a third-party vendor, potentially exposing customer names and Social Security numbers between August 8-18, 2025.

10/07/2025, 8:25 PM • GlobeNewswire

Peers

Statistics

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Day Range
$142.56
$153.33
$144.38
1-Year Range
$143.34
$321.25
$144.38
Latest Close$144.38
Change
-$7.12 (-4.93%)
Volume453,364
Market Cap$3.5B
Shares Outstanding24.0M
P/E (TTM)34.32
Diluted EPS (TTM)$4.21
Enterprise Value$3.3B

Information as of 06/22/2026

Company Profile

$3.5B
Market Cap
$152.0M
Net Income
Sector: Technology
Industry: Software - Application
70 Castilian Drive, Santa Barbara, CA, United States, 93117
805 364 6093

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.

Key Executives

  • Shane Trigg
  • Elizabeth Barat
  • Timothy Mathias Eaton
  • Evan Pickering
  • Steven Biringer

Current Ownership Distribution

  • Institutions329.6M (77.50%)
  • Mutual Funds91.1M (21.41%)
  • Insiders4.6M (1.09%)
  • Other0 (0.00%)