Universal Beteiligungs und Servicegesellschaft mbH Trims Stake in AppFolio, Inc. $APPF

Universal Beteiligungs und Servicegesellschaft mbH decreased its position in shares of AppFolio, Inc. (NASDAQ:APPF) by 38.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,825 shares of the software maker’s stock after selling 4,183 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in AppFolio were worth $1,881,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Root Financial Partners LLC purchased a new position in shares of AppFolio during the third quarter worth approximately $31,000. Verdence Capital Advisors LLC boosted its stake in AppFolio by 4.8% during the 3rd quarter. Verdence Capital Advisors LLC now owns 4,395 shares of the software maker’s stock worth $1,212,000 after purchasing an additional 200 shares during the period. NorthCrest Asset Manangement LLC boosted its stake in AppFolio by 55.2% during the 3rd quarter. NorthCrest Asset Manangement LLC now owns 4,390 shares of the software maker’s stock worth $1,210,000 after purchasing an additional 1,561 shares during the period. Wealth Enhancement Advisory Services LLC purchased a new position in AppFolio during the 3rd quarter worth $8,275,000. Finally, Quantum Portfolio Management LLC increased its stake in AppFolio by 134.6% in the third quarter. Quantum Portfolio Management LLC now owns 10,002 shares of the software maker’s stock valued at $2,757,000 after purchasing an additional 5,739 shares during the period. Hedge funds and other institutional investors own 85.19% of the company’s stock.

Insider Buying and Selling

In other news, General Counsel Evan Pickering sold 334 shares of the business’s stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $243.67, for a total transaction of $81,385.78. Following the sale, the general counsel owned 2,969 shares of the company’s stock, valued at $723,456.23. The trade was a 10.11% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Timothy Mathias Eaton sold 517 shares of the firm’s stock in a transaction that occurred on Monday, November 24th. The shares were sold at an average price of $228.34, for a total value of $118,051.78. Following the completion of the transaction, the chief financial officer directly owned 10,104 shares of the company’s stock, valued at $2,307,147.36. The trade was a 4.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 8,745 shares of company stock valued at $2,097,550. Corporate insiders own 4.68% of the company’s stock.

AppFolio Price Performance

APPF opened at $189.88 on Friday. AppFolio, Inc. has a 12 month low of $186.45 and a 12 month high of $326.04. The stock has a market capitalization of $6.82 billion, a P/E ratio of 48.94 and a beta of 0.78. The business has a 50 day simple moving average of $227.08 and a 200-day simple moving average of $249.51.

AppFolio (NASDAQ:APPF) last released its quarterly earnings data on Thursday, January 29th. The software maker reported $1.39 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.22 by $0.17. AppFolio had a return on equity of 30.90% and a net margin of 14.82%.The firm had revenue of $248.19 million during the quarter, compared to analysts’ expectations of $246.56 million. During the same quarter in the prior year, the business posted $0.92 earnings per share. AppFolio’s revenue was up 21.7% compared to the same quarter last year. Research analysts anticipate that AppFolio, Inc. will post 3.96 EPS for the current year.

Trending Headlines about AppFolio

Here are the key news stories impacting AppFolio this week:

• Positive Sentiment: Q4 results topped expectations — EPS $1.39 vs. $1.22 est., revenue $248.2M vs. $246.6M, and revenue +21.7% YoY. Solid margins and ROE were highlighted in the release. AppFolio Q4 results
• Positive Sentiment: Some investors / analysts view the post‑earnings dip as a buying opportunity: a recent write‑up upgrades APPF to “Buy,” pointing to FY26 guidance implying ~17% revenue growth, margin expansion, and a compressed multiple vs. history. Seeking Alpha upgrade
• Positive Sentiment: Management set FY2026 revenue targets (~$1.10B–$1.12B) and emphasized AI‑driven growth and premium‑tier adoption as drivers — a growth narrative that could support upside if execution accelerates. MSN: FY2026 revenue target
• Neutral Sentiment: Company issued FY2026 guidance (revenue target provided; EPS guidance was unclear in some summaries). Guidance will be the main driver to watch as investors parse growth vs. margin trajectory. AppFolio press release / prepared remarks
• Negative Sentiment: Multiple firms lowered price targets the same day (JPMorgan $330→$300; DA Davidson $325→$275; Piper Sandler $350→$245; Keefe Bruyette & Woods $311→$290). Those cuts (even with continued “buy/overweight” stances) likely pressured the stock by tempering near‑term upside expectations. Analyst price target cuts (Benzinga)
• Negative Sentiment: Market reaction: shares initially slipped after guidance despite the beat, with coverage noting the revenue outlook disappointed some investors — adding selling pressure and higher volume. Investing.com: shares slip after guidance

Analyst Upgrades and Downgrades

APPF has been the subject of several recent research reports. KeyCorp set a $255.00 target price on shares of AppFolio in a research note on Friday. William Blair reaffirmed an “outperform” rating on shares of AppFolio in a research note on Friday. DA Davidson lowered their target price on AppFolio from $325.00 to $275.00 and set a “buy” rating on the stock in a research note on Friday. JPMorgan Chase & Co. dropped their target price on AppFolio from $330.00 to $300.00 and set an “overweight” rating on the stock in a report on Friday. Finally, Wells Fargo & Company reaffirmed a “buy” rating on shares of AppFolio in a report on Thursday, January 15th. Eight equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, AppFolio has an average rating of “Moderate Buy” and an average price target of $270.83.

AppFolio Company Profile

AppFolio, Inc is a Santa Barbara–based provider of cloud-based software solutions for the property management and legal industries. Founded in 2006 by former software executives, the company went public on the NASDAQ under the symbol APPF in 2015. Its original offering, AppFolio Property Manager, automates accounting, marketing, leasing, and maintenance functions for residential, commercial, student housing, and community association managers.

In 2019, AppFolio expanded its portfolio with the acquisition of MyCase, a web-based legal practice management platform for small to mid-size law firms.