Appfolio Ownership
| APPF Stock | USD 230.11 3.33 1.47% |
Shares in Circulation | First Issued 2014-03-31 | Previous Quarter 36.6 M | Current Value 36.7 M | Avarage Shares Outstanding 33.5 M | Quarterly Volatility 4.8 M |
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.
Appfolio |
Appfolio Stock Ownership Analysis
About 82.0% of the company shares are held by institutions such as insurance companies. The company 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 Brian Donahoo at 805 364 6093 or go to https://www.appfolioinc.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 |
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Appfolio Insider Trades History
About 5.0% 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
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 | Gw&k Investment Management, Llc | 2023-12-31 | 288.2 K | Driehaus Capital Management Llc | 2023-12-31 | 279.1 K | New York State Common Retirement Fund | 2023-12-31 | 275.5 K | Lord, Abbett & Co Llc | 2023-12-31 | 260 K | T. Rowe Price Associates, Inc. | 2023-12-31 | 259.9 K | Goldman Sachs Group Inc | 2023-12-31 | 242.5 K | Renaissance Technologies Corp | 2023-12-31 | 225.2 K | Norges Bank | 2023-12-31 | 222 K | Nuveen Asset Management, Llc | 2023-12-31 | 218.1 K | Vanguard Group Inc | 2023-12-31 | 2.1 M | Blackrock Inc | 2023-12-31 | 1.7 M |
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.
Timothy Bliss over a month ago Disposition of 9400 shares by Timothy Bliss of Appfolio at 222.27 subject to Rule 16b-3 | ||
Fay Goon over a month ago Disposition of 8456 shares by Fay Goon of Appfolio at 180.55 subject to Rule 16b-3 | ||
Janet Kerr over a month ago Disposition of 544 shares by Janet Kerr of Appfolio subject to Rule 16b-3 | ||
Nottebohm Olivia over two months ago Disposition of 989 shares by Nottebohm Olivia of Appfolio at 241.75 subject to Rule 16b-3 | ||
Timothy Bliss over two months ago Acquisition by Timothy Bliss of 9000 shares of Appfolio subject to Rule 16b-3 | ||
Webb Winifred Markus over six months ago Acquisition by Webb Winifred Markus of 921 shares of Appfolio subject to Rule 16b-3 | ||
Wolf Alexander over six months ago Purchase by Wolf Alexander of 4402 shares of Appfolio |
Appfolio Corporate Filings
| 30th of April 2024 Other Reports | ViewVerify | |
| 29th of April 2024 Other Reports | ViewVerify | |
10Q | 26th of April 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 25th of April 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Appfolio Investors Sentiment
The influence of Appfolio's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Appfolio. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Appfolio's public news can be used to forecast risks associated with an investment in Appfolio. The trend in average sentiment can be used to explain how an investor holding Appfolio can time the market purely based on public headlines and social activities around Appfolio. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Appfolio's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Appfolio's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Appfolio's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Appfolio.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Appfolio in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Appfolio's short interest history, or implied volatility extrapolated from Appfolio options trading.
Pair Trading with Appfolio
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Appfolio position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Appfolio will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Appfolio could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Appfolio when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Appfolio - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Appfolio to buy it.
The correlation of Appfolio is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Appfolio moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Appfolio moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Appfolio can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.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 tightly coupled 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 Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
Complementary Tools for Appfolio Stock analysis
When running Appfolio's price analysis, check to measure Appfolio's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Appfolio is operating at the current time. Most of Appfolio's value examination focuses on studying past and present price action to predict the probability of Appfolio's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Appfolio's price. Additionally, you may evaluate how the addition of Appfolio to your portfolios can decrease your overall portfolio volatility.
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Is Appfolio's industry 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 (0.89) | Earnings Share 2.11 | Revenue Per Share 18.77 | Quarterly Revenue Growth 0.377 | Return On Assets 0.1072 |
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.