AppFolio Inc logo

AppFolio Inc - Class A

NEW
NAS:APPF (USA)   Class A
$ 231.98 +9.04 (+4.06%) 10:08 PM EST
52.98
P/B:
15.62
Market Cap:
$ 8.22B
Enterprise V:
$ 8.03B
Volume:
396.35K
Avg Vol (2M):
402.02K
Trade In:
Volume:
396.35K
Avg Vol (2M):
402.02K

APPF Number of Guru Trades

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APPF Volume of Guru Trades

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Gurus Latest Trades with NAS:APPF

No Available Data

NAS:APPF is held by these investors

Guru
Portfolio Date
Current Shares
% of Shares outstanding
% of Total Assets Managed
Comment
Joel Greenblatt
2026-06-30
55,947
0.160
0.02%
Add 208.26%
Total 1

AppFolio Inc Insider Transactions

No Available Data

Guru Commentaries on NAS:APPF

2025 Q4
The Insiders Fund 4th Quarter 2025 Partner Letter
What the manager wrote

AppFolio, Inc. is a stealth fintech wrapped in boring property management software. It has a sticky sales base, expanding payments, and AI-powered workflow automation, making it essential for landlords. The company is transitioning from being valued as a mid-tier vertical SaaS to becoming the Stripe of rental cash flow. Margin expansion is anticipated, although it has not yet positively impacted returns. The manager expresses concern about the current performance and indicates that AppFolio will soon be a source of funds, reflecting a strong belief in its future potential despite current challenges.

2025 Q1
The Insiders Fund 1stQuarter 2025 Partner Letter
What the manager wrote

AppFolio is a leading provider of cloud-based business management solutions tailored primarily for the real estate sector. Their platform offers property managers a comprehensive suite of tools, including tenant screening, electronic payment processing, and management services. It primarily caters to multi-tenant residential properties. It is the category leader with near 20% market share. Although not particularly cheap, great companies with 20% market share and plenty of room to grow with strong recurring revenues are rarely bargains.

2025 Q1
What the manager wrote

AppFolio, a comprehensive, cloud-based property management software platform, has high switching costs and pricing power, making its revenues relatively sticky. The company has been a market share gainer with growth potential by moving upmarket and expanding into commercial and international markets.

2025 Q1
What the manager wrote

AppFolio, a comprehensive, cloud-based property management software platform, has high switching costs and pricing power, making its revenues relatively sticky. The company has been a market share gainer with growth potential by moving upmarket and expanding into commercial and international markets.

2025 Q1
What the manager wrote

AppFolio, a comprehensive, cloud-based property management software platform, has high switching costs and pricing power, making its revenues relatively sticky. The company has been a market share gainer with growth potential by moving upmarket and expanding into commercial and international markets.

News about NAS:APPF

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