AppFolio, Inc.

NasdaqGM:APPF Stock Report

Market Cap: US$9.4b

AppFolio Management

Management criteria checks 3/4

We currently do not have sufficient information about the CEO.

Key information

Shane Trigg

Chief executive officer

US$5.0m

Total compensation

CEO salary percentage10.87%
CEO tenure2.3yrs
CEO ownershipn/a
Management average tenure1.5yrs
Board average tenure4.7yrs

Recent management updates

Recent updates

Is AppFolio, Inc. (NASDAQ:APPF) Potentially Undervalued?

Jul 20
Is AppFolio, Inc. (NASDAQ:APPF) Potentially Undervalued?

If EPS Growth Is Important To You, AppFolio (NASDAQ:APPF) Presents An Opportunity

Jun 22
If EPS Growth Is Important To You, AppFolio (NASDAQ:APPF) Presents An Opportunity

AppFolio: Powering Property Management's Digital Future

Jun 02

AppFolio (NASDAQ:APPF) Is Achieving High Returns On Its Capital

May 26
AppFolio (NASDAQ:APPF) Is Achieving High Returns On Its Capital

What AppFolio, Inc.'s (NASDAQ:APPF) P/E Is Not Telling You

May 13
What AppFolio, Inc.'s (NASDAQ:APPF) P/E Is Not Telling You

AppFolio: Broken Momentum Amid High Multiples (Rating Downgrade)

Apr 26

At US$228, Is AppFolio, Inc. (NASDAQ:APPF) Worth Looking At Closely?

Apr 15
At US$228, Is AppFolio, Inc. (NASDAQ:APPF) Worth Looking At Closely?

Here's Why AppFolio (NASDAQ:APPF) Has Caught The Eye Of Investors

Mar 19
Here's Why AppFolio (NASDAQ:APPF) Has Caught The Eye Of Investors

AppFolio: Tremendous Momentum, But Watch Out For Valuation

Feb 14

Under The Bonnet, AppFolio's (NASDAQ:APPF) Returns Look Impressive

Feb 05
Under The Bonnet, AppFolio's (NASDAQ:APPF) Returns Look Impressive

AppFolio: Strong Growth Ahead, But High Valuation And Fierce Competition Keep Me Cautious

Jan 26

AppFolio: Growth Is Slowing Down, And The Uncertainties Mount

Jan 14

At US$249, Is AppFolio, Inc. (NASDAQ:APPF) Worth Looking At Closely?

Dec 24
At US$249, Is AppFolio, Inc. (NASDAQ:APPF) Worth Looking At Closely?

AppFolio, Inc.'s (NASDAQ:APPF) Shares Climb 25% But Its Business Is Yet to Catch Up

Dec 04
AppFolio, Inc.'s (NASDAQ:APPF) Shares Climb 25% But Its Business Is Yet to Catch Up

AppFolio: Capturing Tremendous Economies Of Scale

Oct 27
author-image

Generative AI And Market Expansion Propel Revenue And Customer Growth In Real Estate Sector

Embedding generative AI, like Realm-X, and expansion into student and affordable housing sectors aims to drive higher adoption rates and increase market share.

AppFolio, Inc.'s (NASDAQ:APPF) Popularity With Investors Is Under Threat From Overpricing

Aug 18
AppFolio, Inc.'s (NASDAQ:APPF) Popularity With Investors Is Under Threat From Overpricing

AppFolio: Buy This Dip, Especially On The Back Of Strong Growth, FCF

Aug 11

Solid Earnings Reflect AppFolio's (NASDAQ:APPF) Strength As A Business

Aug 02
Solid Earnings Reflect AppFolio's (NASDAQ:APPF) Strength As A Business

Is Now The Time To Look At Buying AppFolio, Inc. (NASDAQ:APPF)?

Jul 31
Is Now The Time To Look At Buying AppFolio, Inc. (NASDAQ:APPF)?

AppFolio: Addresses The Challenges Property Managers Face

Jul 10

AppFolio: Digital Rent Payment Shift To Fuel Top-Line Growth

Apr 27

AppFolio: GAAP Profitable And Growing At High 20s% CAGR

Feb 21

AppFolio's Financial Resilience: Robust Free Cash Flows And Debt-Free Status

Jan 19

AppFolio Looks Pricey As Recession Clouds Gather

Sep 20

CEO Compensation Analysis

How has Shane Trigg's remuneration changed compared to AppFolio's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2025n/an/a

US$197m

Dec 31 2024US$5mUS$546k

US$204m

Sep 30 2024n/an/a

US$132m

Jun 30 2024n/an/a

US$125m

Mar 31 2024n/an/a

US$76m

Dec 31 2023US$18mUS$511k

US$3m

Sep 30 2023n/an/a

-US$47m

Jun 30 2023n/an/a

-US$78m

Mar 31 2023n/an/a

-US$89m

Dec 31 2022US$941kUS$440k

-US$68m

Sep 30 2022n/an/a

-US$50m

Jun 30 2022n/an/a

-US$46m

Mar 31 2022n/an/a

-US$14m

Dec 31 2021US$5mUS$420k

US$1m

Sep 30 2021n/an/a

US$2m

Jun 30 2021n/an/a

US$140m

Mar 31 2021n/an/a

US$157m

Dec 31 2020US$5mUS$291k

US$158m

Compensation vs Market: Shane's total compensation ($USD5.02M) is below average for companies of similar size in the US market ($USD8.76M).

Compensation vs Earnings: Shane's compensation has been consistent with company performance over the past year.


CEO

Shane Trigg (49 yo)

2.3yrs
Tenure
US$5,018,965
Compensation

Mr. Shane Trigg is President and Chief Executive Officer of AppFolio, Inc. from March 02, 2023 and also serves as its Director since March 2023 and served as its General Manager of Real Estate since April...


Leadership Team

NamePositionTenureCompensationOwnership
Shane Trigg
President2.3yrsUS$5.02mno data
Timothy Eaton
Interim CFO & Interim Principal Accounting Officerless than a yearUS$965.70k0%
$ 0
Matthew Mazza
Chief Trust Officerless than a yearUS$2.30m0.035%
$ 3.3m
Matthew Baird
Chief Technology Officerless than a yearno datano data
Lisa Horner
Chief Marketing Officer2.3yrsno datano data
Elizabeth Barat
Chief People Officer2.3yrsno data0.025%
$ 2.4m
Chris Womack
Chief Growth Officer2.3yrsno datano data
Maryclaire Campbell
Chief Revenue Officerless than a yearno datano data
Kyle Triplett
Senior Vice President of Product1.5yrsno datano data
1.5yrs
Average Tenure
49yo
Average Age

Experienced Management: APPF's management team is not considered experienced ( 1.5 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Shane Trigg
President2.3yrsUS$5.02mno data
Andreas von Blottnitz
Independent Chairman of the Board18.5yrsUS$259.86k0.099%
$ 9.3m
Winifred Webb
Independent Director5.6yrsUS$249.86k0.020%
$ 1.9m
Janet Kerr
Independent Director10.1yrsUS$259.86k0.038%
$ 3.6m
Agnes Bundy Scanlan
Independent Director4.7yrsUS$249.86k0.012%
$ 1.2m
Timothy Bliss
Independent Director17.5yrsno data2.57%
$ 241.9m
Robert Casey
Independent Directorless than a yearno data0.11%
$ 10.1m
Alexander Wolf
Independent Director3.5yrsno data0.61%
$ 57.8m
Olivia Nottebohm
Independent Director2.3yrsUS$194.86k0.0058%
$ 547.2k
4.7yrs
Average Tenure
59yo
Average Age

Experienced Board: APPF's board of directors are considered experienced (4.7 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/07/25 06:46
End of Day Share Price 2025/07/25 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

AppFolio, Inc. is covered by 14 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ishan MajumdarBaptista Research
Justin AgesBerenberg
Michael NemeroffCredit Suisse