Appfolio Ownership

APPF Stock  USD 217.32  2.45  1.14%   
Appfolio holds a total of 23.24 Million outstanding shares. The majority of Appfolio outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to acquire positions in Appfolio to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Appfolio. Please pay attention to any change in the institutional holdings of Appfolio as this could imply that something significant has changed or is about to change at the company. On November 8, 2024, Representative Byron Donalds of US Congress acquired under $15k worth of Appfolio's common stock.
 
Shares in Circulation  
First Issued
2014-03-31
Previous Quarter
37 M
Current Value
37 M
Avarage Shares Outstanding
31.5 M
Quarterly Volatility
9.3 M
 
Yuan Drop
 
Covid
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Appfolio. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in american community survey.
For more detail on how to invest in Appfolio Stock please use our How to Invest in Appfolio guide.

Appfolio Stock Ownership Analysis

About 83.0% of the company shares are held by institutions such as insurance companies. The company recorded earning per share (EPS) of 5.54. Appfolio had not issued any dividends in recent years. AppFolio, Inc., together with its subsidiaries, provides cloud business management solutions for the real estate industry. AppFolio, Inc. was incorporated in 2006 and is headquartered in Santa Barbara, California. Appfolio operates under SoftwareApplication classification in the United States and is traded on NASDAQ Exchange. It employs 1600 people. For more info on Appfolio please contact Shane Trigg at 805 364 6093 or go to https://www.appfolio.com.
Besides selling stocks to institutional investors, Appfolio also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Appfolio's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Appfolio's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Appfolio Quarterly Liabilities And Stockholders Equity

626.68 Million

Appfolio Insider Trades History

About 4.0% of Appfolio are currently held by insiders. Unlike Appfolio's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Appfolio's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Appfolio's insider trades
 
Yuan Drop
 
Covid

Appfolio Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Appfolio is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Appfolio backward and forwards among themselves. Appfolio's institutional investor refers to the entity that pools money to purchase Appfolio's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Jpmorgan Chase & Co2024-09-30
322.6 K
Nellore Capital Management Llc2024-09-30
313.6 K
Macquarie Group Ltd
306 K
Renaissance Technologies Corp2024-09-30
231.7 K
Franklin Resources Inc2024-09-30
228.7 K
Morgan Stanley - Brokerage Accounts2024-09-30
228.6 K
Driehaus Capital Management Llc2024-09-30
213 K
Bank Of New York Mellon Corp2024-12-31
207.1 K
Gw&k Investment Management, Llc2024-12-31
188.6 K
Vanguard Group Inc2024-09-30
2.4 M
Blackrock Inc2024-09-30
2.2 M
Note, although Appfolio's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Appfolio Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Appfolio insiders, such as employees or executives, is commonly permitted as long as it does not rely on Appfolio's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Appfolio insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Appfolio's latest congressional trading

Congressional trading in companies like Appfolio, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Appfolio by those in governmental positions are based on the same information available to the general public.
2024-11-08Representative Byron DonaldsAcquired Under $15KVerify
2024-11-07Representative Byron DonaldsAcquired Under $15KVerify
2024-11-06Representative Josh GottheimerAcquired Under $15KVerify
2024-07-09Representative Josh GottheimerAcquired Under $15KVerify

Appfolio Outstanding Bonds

Appfolio issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Appfolio uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Appfolio bonds can be classified according to their maturity, which is the date when Appfolio has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Appfolio Corporate Filings

14th of February 2025
Other Reports
ViewVerify
F4
12th of February 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F3
10th of February 2025
The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock
ViewVerify
10K
6th of February 2025
Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance
ViewVerify

Currently Active Assets on Macroaxis

When determining whether Appfolio is a strong investment it is important to analyze Appfolio's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Appfolio's future performance. For an informed investment choice regarding Appfolio Stock, refer to the following important reports:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Appfolio. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in american community survey.
For more detail on how to invest in Appfolio Stock please use our How to Invest in Appfolio guide.
You can also try the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.
Is Application Software space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Appfolio. If investors know Appfolio will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Appfolio listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
2.373
Earnings Share
5.54
Revenue Per Share
21.908
Quarterly Revenue Growth
0.185
Return On Assets
0.1637
The market value of Appfolio is measured differently than its book value, which is the value of Appfolio that is recorded on the company's balance sheet. Investors also form their own opinion of Appfolio's value that differs from its market value or its book value, called intrinsic value, which is Appfolio's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Appfolio's market value can be influenced by many factors that don't directly affect Appfolio's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Appfolio's value and its price as these two are different measures arrived at by different means. Investors typically determine if Appfolio is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Appfolio's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.