Universal Beteiligungs und Servicegesellschaft mbH Reduces Holdings in AppFolio, Inc. $APPF

Universal Beteiligungs und Servicegesellschaft mbH lessened its holdings in AppFolio, Inc. (NASDAQ:APPF) by 38.0% during the 3rd quarter, Holdings Channel reports. The firm owned 6,825 shares of the software maker’s stock after selling 4,183 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in AppFolio were worth $1,881,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of APPF. Root Financial Partners LLC purchased a new stake in AppFolio in the 3rd quarter valued at approximately $31,000. Verdence Capital Advisors LLC raised its holdings in shares of AppFolio by 4.8% in the third quarter. Verdence Capital Advisors LLC now owns 4,395 shares of the software maker’s stock worth $1,212,000 after acquiring an additional 200 shares during the last quarter. NorthCrest Asset Manangement LLC lifted its position in shares of AppFolio by 55.2% in the third quarter. NorthCrest Asset Manangement LLC now owns 4,390 shares of the software maker’s stock valued at $1,210,000 after acquiring an additional 1,561 shares in the last quarter. Wealth Enhancement Advisory Services LLC acquired a new stake in shares of AppFolio during the third quarter valued at $8,275,000. Finally, Quantum Portfolio Management LLC boosted its stake in shares of AppFolio by 134.6% during the 3rd quarter. Quantum Portfolio Management LLC now owns 10,002 shares of the software maker’s stock worth $2,757,000 after purchasing an additional 5,739 shares during the last quarter. 85.19% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on APPF shares. Piper Sandler reduced their price objective on shares of AppFolio from $350.00 to $245.00 and set an “overweight” rating on the stock in a research note on Friday. DA Davidson reduced their price target on AppFolio from $325.00 to $275.00 and set a “buy” rating on the stock in a research note on Friday. William Blair restated an “outperform” rating on shares of AppFolio in a report on Friday. Wells Fargo & Company reiterated a “buy” rating on shares of AppFolio in a research note on Thursday, January 15th. Finally, Keefe, Bruyette & Woods decreased their price target on AppFolio from $311.00 to $290.00 and set an “outperform” rating on the stock in a research note on Friday. Eight investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, AppFolio presently has a consensus rating of “Moderate Buy” and an average price target of $270.83.

AppFolio News Roundup

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

Insider Transactions at AppFolio

In other news, CFO Timothy Mathias Eaton sold 517 shares of the firm’s stock in a transaction 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 transaction, the chief financial officer owned 10,104 shares of the company’s stock, valued at approximately $2,307,147.36. This trade represents a 4.87% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, General Counsel Evan Pickering sold 334 shares of the company’s stock in a transaction 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 directly owned 2,969 shares of the company’s stock, valued at approximately $723,456.23. This trade represents a 10.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 8,745 shares of company stock valued at $2,097,550 over the last 90 days. Corporate insiders own 4.68% of the company’s stock.

AppFolio Price Performance

Shares of NASDAQ:APPF opened at $189.88 on Friday. The business has a 50-day moving average of $227.08 and a two-hundred day moving average of $249.51. The firm has a market capitalization of $6.82 billion, a PE ratio of 48.94 and a beta of 0.78. AppFolio, Inc. has a 12 month low of $186.45 and a 12 month high of $326.04.

AppFolio (NASDAQ:APPF) last issued its earnings results on Thursday, January 29th. The software maker reported $1.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.22 by $0.17. AppFolio had a return on equity of 30.90% and a net margin of 14.82%.The business had revenue of $248.19 million during the quarter, compared to analysts’ expectations of $246.56 million. During the same quarter in the previous year, the business earned $0.92 EPS. The company’s revenue for the quarter was up 21.7% on a year-over-year basis. As a group, research analysts anticipate that AppFolio, Inc. will post 3.96 earnings per share for the current year.

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.