Appfolio Inc (APPF)

TickerAPPFBörseNasdaq
ISINUS03783C1009CIK0001433195
🔒 Mitglieder
Schluss · 10.07.2026
1T+0,2 %1W+2,7 %1M+4,3 %3M+22,5 %6M−22,5 %1J−28,4 %
GCS 47 → +0,0
TSI 14,0 · 6,6 ▲ 30.06.
8-K 5.02 01.07.26· 13T
Insider ▼ 07.07.26· 7T
PDF

Stammdaten

AppFolio, Inc., zusammen mit seinen Tochtergesellschaften, bietet Cloud-Geschäftsverwaltungslösungen für die Immobilienbranche. Das Unternehmen bietet AppFolio Property Manager, eine Plattform zur Nutzung von Prozessautomatisierung, benutzerfreundlicher Oberfläche und Optimierung gängiger Arbeitsabläufe für Immobilienverwaltungsunternehmen, das kritische Transaktionen im System ausführt und aufzeichnet und Kunden Zugang zu den Daten gewährt, die sie benötigen, um ihr Geschäft zu führen; AppFolio Property Manager Plus, das anpassbare Arbeitsabläufe bietet, die es Kunden ermöglichen, ihre bestehenden Prozesse zu digitalisieren, Leistungseinblicke, intelligentes Umsatzmanagement und Integrationen durch ausgewählte Partner und dedizierte strategische Account Manager; sowie AppFolio Investment Management, eine Lösung, die Immobilieninvestmentverwaltungsorganisationen ermöglichen soll, Investorenbeziehungen durch verbesserte Transparenz und Rationalisierung bestimmter Geschäftsprozesse zu verwalten. Das Unternehmen bietet auch Mehrwertdienste, die entworfen wurden, um Prozesse und Arbeitsabläufe für Immobilienverwaltungsunternehmen wie elektronische Zahlungen, Mieterbewertungen und Versicherungsdienstleistungen zu verbessern, zu automatisieren und zu rationalisieren. AppFolio, Inc. wurde 2006 gegründet und hat seinen Sitz in Santa Barbara, Kalifornien.

Unternehmen & Branche

NameAPPFOLIO INC
TickerAPPF
CIK0001433195
BörseNasdaq
SektorTechnology
IndustrieSoftware - Application
SIC7372 · Services-Prepackaged Software

Wertpapier & Kennzahlen

CUSIP03783C100
ISINUS03783C1009
TypCommon Stock
Marktkapitalisierung6,38 Mrd. USD
KGV (P/E)45,25
Beta0,81

Sitz & Kontakt

Geschäftsadresse70 CASTILIAN DRIVE, 93117 SANTA BARBARA, CA
Telefon8053646047
EIN (IRS)26-0359894

Listing & Historie

Listing-BörsenNasdaq
Fiskaljahr-Ende31.12.
SEC-Filer-StatusLarge accelerated filer

Bewertung

KBV (P/B)11,76 vs. 14,53 (2021)
KUV (P/S)6,71 vs. 12,03 (2021)
EV/EBITDA35,9 vs. 251,9 (2021)
FCF-Rendite3,7 % vs. 0,6 % (2021)
Buyback-Rendite2,3 % vs. 0,0 % (2021)

Qualität & Bilanz

Operative Marge16,1 % vs. -3,3 % (2021)
Nettomarge14,8 % vs. 0,3 % (2021)
ROIC24,3 % vs. 0,3 % (2021)
Nettoverschuldung/EBITDA-0,4 vs. 0,0 (2021)
Forderungslaufzeit (DSO)14 T vs. 13 T (2021)

Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →

Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
Kennzahl20212022202320242025TTM*Verlauf
Bewertung
KBV (P/B)14,5313,8921,2217,4815,5813,56
KUV (P/S)12,037,8210,1711,438,896,41
EV/EBITDA251,9210,558,547,732,8
FCF-Rendite0,6 %0,5 %0,8 %2,1 %2,8 %3,7 %
Buyback-Rendite0,0 %0,0 %0,0 %0,0 %1,7 %2,7 %
Qualität & Bilanz
Operative Marge-3,3 %-15,3 %0,2 %17,1 %16,1 %17,1 %
Nettomarge0,3 %-14,4 %0,4 %25,7 %14,8 %15,3 %
ROIC0,3 %-21,3 %0,8 %36,4 %24,3 %30,0 %
Nettoverschuldung/EBITDA0,0-0,20,0-0,4-0,6

Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
TTM* = letzte zwölf Monate (vorläufig, ungeprüft): jüngstes Geschäftsjahr + laufendes YTD − Vorjahres-YTD aus den Quartalsberichten (10-Q); Bewertungs-Multiples gegen die aktuelle Marktkapitalisierung. Kein testierter Jahresabschluss.

Externe Quelle: SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »

Glück Conviction Score™

APPF APPFOLIO INC
Conviction Score
47
Neutral
Risiko 47
Schwelle niedrighoch
Effektiv Neutral
Handelsvolumen Mittel
Insider
0,0
Keine Insider-Käufe
Institutionell
64,1
70 neu, 187 erhöht, -1667253K $ netto
Aktivist
36,9
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,71% (Stand: 30.06.2026)

Score-Verlauf (90 Tage)

Konviktions-Verlauf — oben stark · Mitte neutral · unten schwach
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.

Kursverlauf (24 Monate)

Indexierte Darstellung (Start = 100) — die Kursform bleibt sichtbar, absolute Kurse sind angemeldeten Mitgliedern vorbehalten.

Technische Indikatoren

45
Technical-Score: 45 / 100 (informativ, keine Anlageempfehlung)
Bullisch-Anteil 27.3 % — 3 bullisch / 5 bärisch / 3 neutral

Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).

IndikatorSignalGewichtWertDetailBeitrag
Kurs vs SMA50Bullisch10 %162.90+7.8 % vs SMA50
Kurs vs SMA200Bärisch15 %197.79-11.2 % vs SMA200
EMA20 vs EMA50Bullisch5 %165.61EMA50: 164.12
MACD-HistogrammBullisch10 %2.654Bullisch
RSI(14)Neutral10 %61.6Neutral (30–70)
Stoch %K(14)Bärisch5 %81.7Überkauft
ADX(14)+DINeutral10 %18.0+DI: 30.4 / −DI: 19.8
Z-Score(60)Bärisch5 %1.50Extrem überkauft
52W-PositionBärisch5 %18.1 %Hoch 321.25 / Tief 143.34
Bollinger(20,2σ)Bärisch5 %83.1 %Upper 183.18 / Mid 160.64 / Lower 138.09
LinReg-Slope(60)Neutral10 %+0.0384R²=0.01 / annualisiert +6.0 %

Insider-Transaktionen (12 Monate)

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
2026-07-07DUCA MAURICE J10% OwnerOpen Market Sale-5.600180,41-1.010.296,00-771,9%
2026-07-07DUCA MAURICE J10% OwnerOpen Market Sale-1.600180,00-288.000,00-220,0%
2026-07-07DUCA MAURICE J10% OwnerOpen Market Sale-3.500180,38-631.330,00-482,3%
2026-06-12Pickering EvanOfficer, General CounselOpen Market Sale-200156,87-31.374,00-24,0%
2026-06-12Rigler DonOfficer, Principal Accounting OfficerOpen Market Sale-150159,56-23.934,00-18,3%
2026-06-12Eaton Timothy MathiasOfficer, Chief Financial OfficerOpen Market Sale-200154,66-30.932,00-23,6%
2026-06-12Eaton Timothy MathiasOfficer, Chief Financial OfficerOpen Market Sale-200156,35-31.270,00-23,9%
2026-06-12Eaton Timothy MathiasOfficer, Chief Financial OfficerOpen Market Sale-200157,41-31.482,00-24,1%
2026-06-12Eaton Timothy MathiasOfficer, Chief Financial OfficerOpen Market Sale-300161,83-48.549,00-37,1%
2026-06-12Eaton Timothy MathiasOfficer, Chief Financial OfficerOpen Market Sale-1.685161,16-271.554,60-207,5%
2026-06-12Pickering EvanOfficer, General CounselOpen Market Sale-101155,94-15.749,94-12,0%
2026-06-12Pickering EvanOfficer, General CounselOpen Market Sale-160153,38-24.540,80-18,7%
2026-06-12Pickering EvanOfficer, General CounselOpen Market Sale-199154,76-30.797,24-23,5%
2026-05-15Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-662153,85-101.848,70-77,8%
2026-05-15Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-1.486152,70-226.912,20-173,4%
2026-05-15Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-1.436151,68-217.812,48-166,4%
2026-05-12Barat Elizabeth ErinOfficer, Chief People OfficerOpen Market Sale-1.978158,12-312.761,36-239,0%
2026-02-17Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-120176,29-21.154,80-16,2%
2026-02-17Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-2.102168,98-355.195,96-271,4%
2026-02-17Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-1.999168,21-336.251,79-256,9%
2026-02-17Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-1.382170,12-235.105,84-179,6%
2026-02-17Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-399174,59-69.661,41-53,2%
2026-02-17Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-320167,04-53.452,80-40,8%
2026-02-17Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-240172,25-41.340,00-31,6%
2026-02-17Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-160170,86-27.337,60-20,9%
2026-02-17Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-120178,30-21.396,00-16,3%
2026-02-17Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-120173,22-20.786,40-15,9%
2026-02-17Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-1175,10-175,10-0,1%
2025-11-24Eaton Timothy MathiasOfficer, Chief Financial OfficerOpen Market Sale-517228,34-118.051,78-90,2%
2025-11-17Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-894240,49-214.998,06-164,3%
2025-11-17Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-711238,32-169.445,52-129,5%
2025-11-17Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-600241,65-144.990,00-110,8%
2025-11-17Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-553239,42-132.399,26-101,2%
2025-11-17Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-440237,31-104.416,40-79,8%
2025-11-17Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-280242,54-67.911,20-51,9%
2025-11-17Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-240243,63-58.471,20-44,7%
2025-11-17Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-149247,35-36.855,15-28,2%
2025-11-17Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-80244,56-19.564,80-14,9%
2025-11-14Pickering EvanOfficer, General CounselOpen Market Sale-334243,67-81.385,78-62,2%
2025-09-15Mazza Matthew SOfficer, Chief Trust OfficerOpen Market Sale-1.636276,98-453.139,28-346,2%
2025-09-11Mazza Matthew SOfficer, Chief Trust OfficerOpen Market Sale-1.364280,77-382.970,28-292,6%
2025-09-10Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-2.156275,90-594.840,40-454,5%
2025-09-10Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-1.400278,63-390.082,00-298,0%
2025-09-10Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-444276,72-122.863,68-93,9%
2025-09-08KERR JANETDirectorOpen Market Sale-1.460285,24-416.450,40-318,2%
2025-09-08KERR JANETDirectorOpen Market Sale-1.040284,76-296.150,40-226,3%
2025-08-27DUCA MAURICE J10% OwnerOpen Market Sale-100277,50-27.750,00-21,2%
2025-08-27DUCA MAURICE J10% OwnerOpen Market Sale-2.048275,38-563.978,24-430,9%
2025-08-27DUCA MAURICE J10% OwnerOpen Market Sale-900275,40-247.860,00-189,4%
2025-08-27DUCA MAURICE J10% OwnerOpen Market Sale-352276,13-97.197,76-74,3%
2025-08-27DUCA MAURICE J10% OwnerOpen Market Sale-200276,23-55.246,00-42,2%
2025-08-27DUCA MAURICE J10% OwnerOpen Market Sale-100277,50-27.750,00-21,2%
2025-08-26DUCA MAURICE J10% OwnerOpen Market Sale-1.700275,88-468.996,00-358,3%
2025-08-26DUCA MAURICE J10% OwnerOpen Market Sale-100276,80-27.680,00-21,1%
2025-08-26DUCA MAURICE J10% OwnerOpen Market Sale-2.296275,74-633.099,04-483,7%
2025-08-26DUCA MAURICE J10% OwnerOpen Market Sale-204276,62-56.430,48-43,1%
2025-08-25DUCA MAURICE J10% OwnerOpen Market Sale-500276,27-138.135,00-105,5%
2025-08-25Eaton Timothy MathiasOfficer, Chief Financial OfficerOpen Market Sale-667276,58-184.478,86-140,9%
2025-08-25DUCA MAURICE J10% OwnerOpen Market Sale-2.000275,40-550.800,00-420,8%
2025-08-25DUCA MAURICE J10% OwnerOpen Market Sale-1.600275,43-440.688,00-336,7%
2025-08-25DUCA MAURICE J10% OwnerOpen Market Sale-200276,21-55.242,00-42,2%
2025-08-22DUCA MAURICE J10% OwnerOpen Market Sale-100276,11-27.611,00-21,1%
2025-08-22DUCA MAURICE J10% OwnerOpen Market Sale-2.400275,62-661.488,00-505,4%
2025-08-22DUCA MAURICE J10% OwnerOpen Market Sale-1.800275,63-496.134,00-379,1%
2025-08-15Trigg William ShaneDirector, Officer, Chief Executive OfficerOpen Market Sale-3.012264,98-798.119,76-609,8%
2025-08-12DUCA MAURICE J10% OwnerOpen Market Sale-2.000275,05-550.100,00-420,3%
2025-08-12DUCA MAURICE J10% OwnerOpen Market Sale-1.314275,06-361.428,84-276,1%
2025-08-12DUCA MAURICE J10% OwnerOpen Market Sale-524281,05-147.270,20-112,5%
2025-08-12DUCA MAURICE J10% OwnerOpen Market Sale-367276,51-101.479,17-77,5%
2025-08-12DUCA MAURICE J10% OwnerOpen Market Sale-300276,57-82.971,00-63,4%
2025-08-12DUCA MAURICE J10% OwnerOpen Market Sale-100281,05-28.105,00-21,5%
2025-08-12DUCA MAURICE J10% OwnerOpen Market Sale-100277,72-27.772,00-21,2%
2025-08-12DUCA MAURICE J10% OwnerOpen Market Sale-100277,72-27.772,00-21,2%
2025-08-12DUCA MAURICE J10% OwnerOpen Market Sale-19281,05-5.339,95-4,1%
2025-08-11DUCA MAURICE J10% OwnerOpen Market Sale-700280,19-196.133,00-149,8%
2025-08-11DUCA MAURICE J10% OwnerOpen Market Sale-681282,31-192.253,11-146,9%
2025-08-11DUCA MAURICE J10% OwnerOpen Market Sale-500282,42-141.210,00-107,9%
2025-08-11DUCA MAURICE J10% OwnerOpen Market Sale-500281,03-140.515,00-107,4%
2025-08-11DUCA MAURICE J10% OwnerOpen Market Sale-496283,24-140.487,04-107,3%
2025-08-11DUCA MAURICE J10% OwnerOpen Market Sale-312282,01-87.987,12-67,2%
2025-08-11DUCA MAURICE J10% OwnerOpen Market Sale-300283,32-84.996,00-64,9%
2025-08-11DUCA MAURICE J10% OwnerOpen Market Sale-100289,30-28.930,00-22,1%
2025-08-11DUCA MAURICE J10% OwnerOpen Market Sale-271283,54-76.839,34-58,7%
2025-08-11DUCA MAURICE J10% OwnerOpen Market Sale-200286,74-57.348,00-43,8%
2025-08-11DUCA MAURICE J10% OwnerOpen Market Sale-200286,30-57.260,00-43,7%
2025-08-11DUCA MAURICE J10% OwnerOpen Market Sale-200284,20-56.840,00-43,4%
2025-08-11DUCA MAURICE J10% OwnerOpen Market Sale-200280,15-56.030,00-42,8%
2025-08-11DUCA MAURICE J10% OwnerOpen Market Sale-148284,80-42.150,40-32,2%
2025-08-11DUCA MAURICE J10% OwnerOpen Market Sale-792280,84-222.425,28-169,9%
2025-08-08DUCA MAURICE J10% OwnerOpen Market Sale-98286,63-28.089,74-21,5%
2025-08-08DUCA MAURICE J10% OwnerOpen Market Sale-1.200286,05-343.260,00-262,3%
2025-08-08DUCA MAURICE J10% OwnerOpen Market Sale-702286,07-200.821,14-153,4%
2025-08-08DUCA MAURICE J10% OwnerOpen Market Sale-700286,07-200.249,00-153,0%
2025-08-08DUCA MAURICE J10% OwnerOpen Market Sale-500283,74-141.870,00-108,4%
2025-08-08DUCA MAURICE J10% OwnerOpen Market Sale-400288,96-115.584,00-88,3%
2025-08-08DUCA MAURICE J10% OwnerOpen Market Sale-300290,31-87.093,00-66,5%
2025-08-08DUCA MAURICE J10% OwnerOpen Market Sale-300290,24-87.072,00-66,5%
2025-08-08DUCA MAURICE J10% OwnerOpen Market Sale-300284,31-85.293,00-65,2%
2025-08-08DUCA MAURICE J10% OwnerOpen Market Sale-200290,54-58.108,00-44,4%
2025-08-08DUCA MAURICE J10% OwnerOpen Market Sale-200288,46-57.692,00-44,1%
2025-08-08DUCA MAURICE J10% OwnerOpen Market Sale-200283,70-56.740,00-43,4%
2025-08-08DUCA MAURICE J10% OwnerOpen Market Sale-200283,30-56.660,00-43,3%
2025-08-08DUCA MAURICE J10% OwnerOpen Market Sale-100288,14-28.814,00-22,0%
2025-08-08DUCA MAURICE J10% OwnerOpen Market Sale-100284,49-28.449,00-21,7%
2025-08-08DUCA MAURICE J10% OwnerOpen Market Sale-100284,35-28.435,00-21,7%
2025-08-07DUCA MAURICE J10% OwnerOpen Market Sale-500310,03-155.015,00-118,4%
2025-08-07DUCA MAURICE J10% OwnerOpen Market Sale-100303,73-30.373,00-23,2%
2025-08-07DUCA MAURICE J10% OwnerOpen Market Sale-100305,90-30.590,00-23,4%
2025-08-07DUCA MAURICE J10% OwnerOpen Market Sale-100305,93-30.593,00-23,4%
2025-08-07DUCA MAURICE J10% OwnerOpen Market Sale-100307,12-30.712,00-23,5%
2025-08-07DUCA MAURICE J10% OwnerOpen Market Sale-200301,52-60.304,00-46,1%
2025-08-07DUCA MAURICE J10% OwnerOpen Market Sale-200306,39-61.278,00-46,8%
2025-08-07DUCA MAURICE J10% OwnerOpen Market Sale-200307,12-61.424,00-46,9%
2025-08-07DUCA MAURICE J10% OwnerOpen Market Sale-200313,04-62.608,00-47,8%
2025-08-07DUCA MAURICE J10% OwnerOpen Market Sale-200313,51-62.702,00-47,9%
2025-08-07DUCA MAURICE J10% OwnerOpen Market Sale-300301,69-90.507,00-69,1%
2025-08-07DUCA MAURICE J10% OwnerOpen Market Sale-300301,90-90.570,00-69,2%
2025-08-07DUCA MAURICE J10% OwnerOpen Market Sale-300304,32-91.296,00-69,8%
2025-08-07DUCA MAURICE J10% OwnerOpen Market Sale-300309,92-92.976,00-71,0%
2025-08-07DUCA MAURICE J10% OwnerOpen Market Sale-300312,82-93.846,00-71,7%
2025-08-07DUCA MAURICE J10% OwnerOpen Market Sale-400300,57-120.228,00-91,9%
2025-08-07DUCA MAURICE J10% OwnerOpen Market Sale-400309,98-123.992,00-94,7%
2025-08-07DUCA MAURICE J10% OwnerOpen Market Sale-500300,48-150.240,00-114,8%
2025-08-07DUCA MAURICE J10% OwnerOpen Market Sale-900300,57-270.513,00-206,7%
2025-08-06DUCA MAURICE J10% OwnerOpen Market Sale-100303,22-30.322,00-23,2%
2025-08-06DUCA MAURICE J10% OwnerOpen Market Sale-600310,63-186.378,00-142,4%
2025-08-06DUCA MAURICE J10% OwnerOpen Market Sale-500310,67-155.335,00-118,7%
2025-08-06DUCA MAURICE J10% OwnerOpen Market Sale-400307,45-122.980,00-94,0%
2025-08-06DUCA MAURICE J10% OwnerOpen Market Sale-400307,44-122.976,00-94,0%
2025-08-06DUCA MAURICE J10% OwnerOpen Market Sale-400305,08-122.032,00-93,2%
2025-08-06DUCA MAURICE J10% OwnerOpen Market Sale-300307,42-92.226,00-70,5%
2025-08-06DUCA MAURICE J10% OwnerOpen Market Sale-300306,26-91.878,00-70,2%
2025-08-06DUCA MAURICE J10% OwnerOpen Market Sale-300303,51-91.053,00-69,6%
2025-08-06DUCA MAURICE J10% OwnerOpen Market Sale-227306,22-69.511,94-53,1%
2025-08-06DUCA MAURICE J10% OwnerOpen Market Sale-216311,64-67.314,24-51,4%
2025-08-06DUCA MAURICE J10% OwnerOpen Market Sale-200311,52-62.304,00-47,6%
2025-08-06DUCA MAURICE J10% OwnerOpen Market Sale-200310,22-62.044,00-47,4%
2025-08-06DUCA MAURICE J10% OwnerOpen Market Sale-200309,47-61.894,00-47,3%
2025-08-06DUCA MAURICE J10% OwnerOpen Market Sale-200304,93-60.986,00-46,6%
2025-08-06DUCA MAURICE J10% OwnerOpen Market Sale-200304,85-60.970,00-46,6%
2025-08-06DUCA MAURICE J10% OwnerOpen Market Sale-200303,28-60.656,00-46,3%
2025-08-06DUCA MAURICE J10% OwnerOpen Market Sale-157313,21-49.173,97-37,6%
2025-08-06DUCA MAURICE J10% OwnerOpen Market Sale-100313,29-31.329,00-23,9%
2025-08-06DUCA MAURICE J10% OwnerOpen Market Sale-100311,82-31.182,00-23,8%
2025-08-06DUCA MAURICE J10% OwnerOpen Market Sale-100308,61-30.861,00-23,6%
2025-08-06DUCA MAURICE J10% OwnerOpen Market Sale-100306,26-30.626,00-23,4%
2025-08-05DUCA MAURICE J10% OwnerOpen Market Sale-100316,39-31.639,00-24,2%
2025-08-05DUCA MAURICE J10% OwnerOpen Market Sale-1.300312,92-406.796,00-310,8%
2025-08-05DUCA MAURICE J10% OwnerOpen Market Sale-955312,50-298.437,50-228,0%
2025-08-05DUCA MAURICE J10% OwnerOpen Market Sale-700312,57-218.799,00-167,2%
2025-08-05DUCA MAURICE J10% OwnerOpen Market Sale-400311,91-124.764,00-95,3%
2025-08-05DUCA MAURICE J10% OwnerOpen Market Sale-345313,40-108.123,00-82,6%
2025-08-05DUCA MAURICE J10% OwnerOpen Market Sale-300313,72-94.116,00-71,9%
2025-08-05DUCA MAURICE J10% OwnerOpen Market Sale-300313,72-94.116,00-71,9%
2025-08-05DUCA MAURICE J10% OwnerOpen Market Sale-200322,05-64.410,00-49,2%
2025-08-05DUCA MAURICE J10% OwnerOpen Market Sale-200316,19-63.238,00-48,3%
2025-08-05DUCA MAURICE J10% OwnerOpen Market Sale-200316,18-63.236,00-48,3%
2025-08-05DUCA MAURICE J10% OwnerOpen Market Sale-100322,05-32.205,00-24,6%
2025-08-05DUCA MAURICE J10% OwnerOpen Market Sale-100318,93-31.893,00-24,4%
2025-08-05DUCA MAURICE J10% OwnerOpen Market Sale-100317,66-31.766,00-24,3%
2025-08-05DUCA MAURICE J10% OwnerOpen Market Sale-100317,63-31.763,00-24,3%
2025-08-05DUCA MAURICE J10% OwnerOpen Market Sale-100314,94-31.494,00-24,1%
2025-08-04DUCA MAURICE J10% OwnerOpen Market Sale-100323,93-32.393,00-24,7%
2025-08-04DUCA MAURICE J10% OwnerOpen Market Sale-500321,79-160.895,00-122,9%
2025-08-04DUCA MAURICE J10% OwnerOpen Market Sale-500318,41-159.205,00-121,6%
2025-08-04DUCA MAURICE J10% OwnerOpen Market Sale-449320,76-144.021,24-110,0%
2025-08-04DUCA MAURICE J10% OwnerOpen Market Sale-400324,20-129.680,00-99,1%
2025-08-04DUCA MAURICE J10% OwnerOpen Market Sale-400322,78-129.112,00-98,6%
2025-08-04DUCA MAURICE J10% OwnerOpen Market Sale-400321,96-128.784,00-98,4%
2025-08-04DUCA MAURICE J10% OwnerOpen Market Sale-400321,87-128.748,00-98,4%
2025-08-04DUCA MAURICE J10% OwnerOpen Market Sale-400318,50-127.400,00-97,3%
2025-08-04DUCA MAURICE J10% OwnerOpen Market Sale-351319,80-112.249,80-85,8%
2025-08-04DUCA MAURICE J10% OwnerOpen Market Sale-300323,03-96.909,00-74,0%
2025-08-04DUCA MAURICE J10% OwnerOpen Market Sale-300318,63-95.589,00-73,0%
2025-08-04DUCA MAURICE J10% OwnerOpen Market Sale-200325,06-65.012,00-49,7%
2025-08-04DUCA MAURICE J10% OwnerOpen Market Sale-200320,52-64.104,00-49,0%
2025-08-04DUCA MAURICE J10% OwnerOpen Market Sale-200320,34-64.068,00-48,9%
2025-08-04DUCA MAURICE J10% OwnerOpen Market Sale-200319,72-63.944,00-48,9%
2025-08-04DUCA MAURICE J10% OwnerOpen Market Sale-100325,22-32.522,00-24,8%
2025-08-04DUCA MAURICE J10% OwnerOpen Market Sale-100323,92-32.392,00-24,7%
2025-08-04DUCA MAURICE J10% OwnerOpen Market Sale-100322,65-32.265,00-24,7%
2025-08-01Schauser Klaus10% OwnerOpen Market Sale-100285,41-28.541,00-21,8%
2025-08-01DUCA MAURICE J10% OwnerOpen Market Sale-1.300291,04-378.352,00-289,1%
2025-08-01DUCA MAURICE J10% OwnerOpen Market Sale-400306,49-122.596,00-93,7%
2025-08-01DUCA MAURICE J10% OwnerOpen Market Sale-400305,48-122.192,00-93,4%
2025-08-01DUCA MAURICE J10% OwnerOpen Market Sale-300306,91-92.073,00-70,3%
2025-08-01DUCA MAURICE J10% OwnerOpen Market Sale-300305,26-91.578,00-70,0%
2025-08-01DUCA MAURICE J10% OwnerOpen Market Sale-300302,23-90.669,00-69,3%
2025-08-01DUCA MAURICE J10% OwnerOpen Market Sale-300300,42-90.126,00-68,9%
2025-08-01DUCA MAURICE J10% OwnerOpen Market Sale-300298,83-89.649,00-68,5%
2025-08-01DUCA MAURICE J10% OwnerOpen Market Sale-200307,33-61.466,00-47,0%
2025-08-01DUCA MAURICE J10% OwnerOpen Market Sale-200302,27-60.454,00-46,2%
2025-08-01DUCA MAURICE J10% OwnerOpen Market Sale-200299,11-59.822,00-45,7%
2025-08-01DUCA MAURICE J10% OwnerOpen Market Sale-200285,41-57.082,00-43,6%
2025-08-01DUCA MAURICE J10% OwnerOpen Market Sale-200285,41-57.082,00-43,6%
2025-08-01DUCA MAURICE J10% OwnerOpen Market Sale-100310,78-31.078,00-23,7%
2025-08-01DUCA MAURICE J10% OwnerOpen Market Sale-100308,18-30.818,00-23,5%
2025-08-01DUCA MAURICE J10% OwnerOpen Market Sale-100303,70-30.370,00-23,2%
2025-08-01DUCA MAURICE J10% OwnerOpen Market Sale-100303,68-30.368,00-23,2%
2025-08-01DUCA MAURICE J10% OwnerOpen Market Sale-100300,68-30.068,00-23,0%

Fondsaktivität (Vorquartalsvergleich)

⚠ Vorläufige Daten: Erst 673 von typischerweise 8343 Fonds (8 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
BlackRock, Inc.2.547.09802.547.098401.982.935Neu+100,0%
PRINCIPAL FINANCIAL GROUP INC1.505.88201.505.882237.664.727Neu+100,0%
VANGUARD CAPITAL MANAGEMENT LLC1.047.94501.047.945165.386.680Neu+100,0%
Ashe Capital Management, LP1.047.91501.047.915165.381.945Neu+100,0%
STATE STREET CORP721.6570721.657113.891.908Neu+100,0%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC643.2310643.231101.514.716Neu+100,0%
Nellore Capital Management LLC636.3020636.302100.421.182Neu+100,0%
GEODE CAPITAL MANAGEMENT, LLC506.2890506.28979.921.454Neu+100,0%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC454.4630454.46371.723.350Neu+100,0%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP384.5290384.52960.686.367Neu+100,0%
JACOBS LEVY EQUITY MANAGEMENT, INC367.1280367.12857.940.141Neu+100,0%
BANK OF AMERICA CORP /DE/345.6030345.60354.543.066Neu+100,0%
Keenan Capital, LLC334.5570334.55752.799.786Neu+100,0%
Caledonia (Private) Investments Pty Ltd328.2770328.27751.808.676Neu+100,0%
DF DENT & CO INC320.5120320.51250.583.269Neu+100,0%
MORGAN STANLEY307.2900307.29048.497.156Neu+100,0%
DIMENSIONAL FUND ADVISORS LP296.6270296.62746.812.441Neu+100,0%
Greenstone Partners & Co., LLC273.4970273.49743.163.297Neu+100,0%
NORTHERN TRUST CORP266.1450266.14542.003.004Neu+100,0%
GILDER GAGNON HOWE & CO LLC265.3300265.33041.874.420Neu+100,0%
RENAISSANCE TECHNOLOGIES LLC227.2800227.28035.869.330Neu+100,0%
Fiera Capital Corp220.3570220.35734.776.742Neu+100,0%
Lead Edge Capital Management, LLC210.2600210.26033.183.233Neu+100,0%
LONG WALK MANAGEMENT LP204.5000204.50032.274.190Neu+100,0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC164.6420164.64225.983.800Neu+100,0%
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC152.5870152.58724.081.280Neu+100,0%
MILLENNIUM MANAGEMENT LLC142.0680142.06822.421.172Neu+100,0%
Sone Capital Management, LLC133.7050133.70521.101.323Neu+100,0%
AMERIPRISE FINANCIAL INC130.3720130.37220.572.669Neu+100,0%
FMR LLC128.4280128.42820.268.440Neu+100,0%
TWO SIGMA INVESTMENTS, LP124.3140124.31419.619.235Neu+100,0%
FIRST TRUST ADVISORS LP123.0260123.02619.415.944Neu+100,0%
Russell Investments Group, Ltd.119.2990119.29918.828.098Neu+100,0%
CITADEL ADVISORS LLC118.8790118.87918.761.484Neu+100,0%
GOLDMAN SACHS GROUP INC110.9090110.90917.503.658Neu+100,0%
TenCore Partners, LP109.9050109.90517.345.207Neu+100,0%
BROWN CAPITAL MANAGEMENT LLC108.1340108.13417.065.708Neu+100,0%
Invesco Ltd.105.7210105.72116.684.889Neu+100,0%
RAYMOND JAMES FINANCIAL INC105.0140105.01416.390.729Neu+100,0%
UBS Group AG100.1370100.13715.803.622Neu+100,0%
Ranger Investment Management, L.P.98.630098.63015.565.787Neu+100,0%
WELLS FARGO & COMPANY/MN96.116096.11615.169.027Neu+100,0%
MARSHALL WACE, LLP93.771093.77114.798.940Neu+100,0%
Squarepoint Ops LLC80.665080.66512.730.550Neu+100,0%
Nuveen, LLC77.182077.18212.180.863Neu+100,0%
JENNISON ASSOCIATES LLC76.110076.11012.011.682Neu+100,0%
GROUP ONE TRADING LLC76.000076.00011.994.320Neu+100,0%
CROSSLINK CAPITAL INC71.490071.49011.282.552Neu+100,0%
SEI INVESTMENTS CO70.495070.49511.125.661Neu+100,0%
Edgestream Partners, L.P.70.110070.11011.064.760Neu+100,0%

Top-Fondshalter (Stand: 30.06.2026)

⚠ Vorläufige Daten: Erst 673 von typischerweise 8343 Fonds (8 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)StimmkontrolleVerlauf
RIVERBRIDGE PARTNERS LLC50.83788.112-42,3%8.151.69252,6486 %2 Q
Assenagon Asset Management S.A.19.3030+100,0%3.095.23619,99100 %8 Q
FIRST CITIZENS BANK & TRUST CO9.2034.817+91,1%1.475.7019,53100 %6 Q
LVZ, Inc.6.1933.523+75,8%993.0486,410 %10 Q
Evanson Financial, LLC6.0000+100,0%962.1006,210 %1 Q
Chemistry Wealth Management LLC1.8791.604+17,1%301.2981,950 %2 Q
First Bank & Trust1.6281.776-8,3%261.0501,69100 %10 Q
GAMMA Investing LLC834478+74,5%133.7320,86100 %11 Q
Versant Capital Management, Inc452168+169,0%72.4780,47100 %13 Q
MassMutual Private Wealth & Trust, FSB123105+17,1%19.7230,13100 %15 Q
WOLFF WIESE MAGANA LLC4243-2,3%6.7350,04100 %8 Q
ELEVATION WEALTH PARTNERS, LLC300+100,0%4.8110,030 %1 Q
BEACON INVESTMENT ADVISORY SERVICES, INC.260+100,0%4.1700,03100 %1 Q
Handelsbanken Fonder AB10.8806.680+62,9%1.7450,010 %17 Q
Abound Wealth Management64+50,0%9630,010 %16 Q
CoreCap Advisors, LLC660,0%9620,010 %8 Q
JFS WEALTH ADVISORS, LLC51+400,0%8020,010 %8 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.170,115
31.03.202639522,63.429
31.12.202540221,34.720
30.09.202540920,55.402
30.06.202537820,84.554
31.03.202537721,04.448

Top 10 Neueinsteiger

FondsAnteileWert (USD)
Keenan Capital, LLC334.55752.799.786
Lead Edge Capital Management, LLC210.26033.183.233
TenCore Partners, LP109.90517.345.207
RIVERBRIDGE PARTNERS LLC88.11213.905.795
Tensile Capital Management LP53.0008.364.460
Granite Investment Partners, LLC48.7747.697.513
Langdon Equity Partners35.2505.563.155
Qube Research & Technologies Ltd28.4574.491.084
Trexquant Investment LP26.1454.126.204
Point72 Asset Management, L.P.19.1353.019.886

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
PRINCIPAL FINANCIAL GROUP INC1.505.882259.933+20.9 %237.664.727
JACOBS LEVY EQUITY MANAGEMENT, INC367.128180.735+97.0 %57.940.141
BlackRock, Inc.2.547.098178.750+7.5 %401.982.935
AMERIPRISE FINANCIAL INC130.372107.635+473.4 %20.572.669
Nellore Capital Management LLC636.302106.606+20.1 %100.421.182
Greenstone Partners & Co., LLC273.49785.888+45.8 %43.163.297
RENAISSANCE TECHNOLOGIES LLC227.28080.760+55.1 %35.869.330
Sone Capital Management, LLC133.70569.163+107.2 %21.101.323
Pacer Advisors, Inc.71.79068.224+1913.2 %11.330
GOLDMAN SACHS GROUP INC110.90965.951+146.7 %17.503.658

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
Invesco Ltd.105.721-310.539-74.6 %16.684.889
CITADEL ADVISORS LLC70.779-288.136-80.3 %11.170.342
LONG WALK MANAGEMENT LP204.500-177.250-46.4 %32.274.190
PRICE T ROWE ASSOCIATES INC /MD/513.441-155.876-23.3 %81.032
GILDER GAGNON HOWE & CO LLC265.330-154.101-36.7 %41.874.420
MILLENNIUM MANAGEMENT LLC142.068-139.427-49.5 %22.421.172
FMR LLC128.428-131.228-50.5 %20.268.440
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC4.752-104.337-95.6 %126.322
DF DENT & CO INC320.512-80.982-20.2 %50.583.269
MARSHALL WACE, LLP93.771-76.158-44.8 %14.798.940

Zusätzlich aktuell von 112 Mutual Funds/ETFs gehalten (N-PORT). Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →

Aktivisten & Großaktionäre (13D/13G)

DatumInvestorTypAnteilAktienΔΔ-Balken
29.04.2026Vanguard Capital ManagementPassiv (13G)5,05 %1.230.347Neu
28.04.2026Vanguard Portfolio ManagementPassiv (13G)6,12 %1.491.162Neu
26.03.2026The Vanguard GroupPassiv (13G/A)Ausstieg0-10,11 pp
06.02.2026PRINCIPAL GLOBAL INVESTORSPassiv (13G)5,10 %1.187.198Neu
14.11.2025Klaus SchauserPassiv (13G/A)11,10 %2.869.585-1,10 pp
14.08.2025Ashe Capital Management, LPPassiv (13G)5,80 %1.331.260+1,10 pp
14.02.2025Ashe Capital Management, LPPassiv (13G/A)4,70 %1.089.919-1,90 pp
06.12.2024. BlackRock, Inc.Passiv (13G/A)10,20 %2.364.516+0,23 pp
14.11.2024Klaus SchauserPassiv (13G/A)12,20 %3.172.585-2,90 pp
14.11.2024BrownPassiv (13G/A)3,50 %804.645-10,22 pp
12.11.2024. BlackRock, Inc.Passiv (13G/A)9,97 %2.227.8700,00 pp
21.10.2024. BlackRock, Inc.Passiv (13G/A)9,97 %2.227.870-1,93 pp
10.09.2024The Vanguard GroupPassiv (13G/A)10,11 %2.326.122+0,51 pp
19.07.2024 Maurice J. DucaAktivist (13D/A)23,40 %6.726.250Neu
05.04.2024. BlackRock, Inc.Passiv (13G/A)11,90 %2.584.788+4,20 pp
14.02.2024Klaus SchauserPassiv (13G/A)15,10 %3.774.585-2,80 pp
14.02.2024Brown Capital Management, LLCPassiv (13G/A)7,33 %1.585.560-1,32 pp
13.02.2024The Vanguard GroupPassiv (13G/A)9,60 %2.078.661+0,61 pp
13.02.2024Ashe Capital Management, LPPassiv (13G/A)6,60 %1.448.033-1,30 pp
08.02.2024Echo Street Capital Management LLC (+1)Passiv (13G/A)Ausstieg0-7,20 pp
26.01.2024. BlackRock, Inc.Passiv (13G/A)7,70 %1.672.258+0,50 pp
25.10.2023The Brown Capital Management Small Company FundPassiv (13G/A)5,04 %1.054.494-4,54 pp
25.10.2023Brown Capital Management, LLCPassiv (13G/A)8,65 %1.810.598-8,49 pp
06.03.2023Maurice J. DucaAktivist (13D/A)25,30 %6.880.8740,00 pp
14.02.2023ThePassiv (13G/A)7,92 %1.617.840Neu
14.02.2023BrownPassiv (13G/A)13,72 %2.800.675Neu
14.02.2023Echo Street Capital Management LLC (+1)Passiv (13G)7,20 %1.478.675Neu
13.02.2023Capital Research Global InvestorsPassiv (13G/A)Ausstieg0-5,20 pp
13.02.2023Ashe Capital Management, LPPassiv (13G/A)7,90 %1.639.403-2,40 pp
09.02.2023The Vanguard GroupPassiv (13G/A)8,99 %1.834.444+0,14 pp
31.01.2023. BlackRock, Inc.Passiv (13G/A)7,20 %1.462.787+0,70 pp
10.11.2022Maurice J. DucaAktivist (13D)25,30 %6.830.974-1,20 pp
14.02.2022The Brown Capital Management Small Company FundPassiv (13G/A)9,58 %1.839.997+1,66 pp
14.02.2022Brown Capital Management, LLCPassiv (13G/A)17,14 %3.293.679+2,54 pp
11.02.2022Capital Research Global InvestorsPassiv (13G)5,20 %1.001.577+0,60 pp
10.02.2022Ashe Capital Management, LPPassiv (13G/A)10,30 %1.975.577-0,20 pp
09.02.2022The Vanguard GroupPassiv (13G/A)8,85 %1.700.290+0,44 pp
03.02.2022. BlackRock, Inc.Passiv (13G/A)6,50 %1.249.161-0,60 pp
23.12.2021Timothy K. BlissAktivist (13D/A)7,50 %1.549.603+7,50 pp
23.12.2021William R. Rauth IIIAktivist (13D/A)1,10 %204.035-21,10 pp

US Congress Trades (STOCK Act)

DatumMitgliedParteiKammerTypBetrag-Bereich
31.10.2025Lisa McClainHouseVerkauf$1,001 – $15,000
30.10.2025Lisa McClainHouseKauf$1,001 – $15,000
30.10.2025Lisa McClainHouseVerkauf$1,001 – $15,000
13.08.2025Lisa McClainHouseKauf$1,001 – $15,000
13.01.2025Rob BresnahanHouseVerkauf$1,001 – $15,000
01.10.2024Byron DonaldsHouseVerkauf$1,001 – $15,000
01.10.2024Byron DonaldsHouseVerkauf$1,001 – $15,000

Quelle: House eFD & Senate eFD (STOCK Act PTR). Betragsangaben sind Bereichsangaben — keine Exaktwerte. Tiefenanalyse für diese Aktie → · Alle Kongress-Bestände →

Finanzkennzahlen (SEC XBRL)

Währung:
PeriodeFilingUmsatzNettoergebnisEPSAktivaEigenkapital
2026-03-3110-Q262.214.000 $42.424.000 $1,18 $580.560.000 $470.228.000 $
2025-12-3110-K950.822.000 $140.923.000 $3,88 $688.967.000 $542.579.000 $
2025-09-3010-Q249.353.000 $33.646.000 $0,93 $640.465.000 $498.868.000 $
2025-06-3010-Q235.575.000 $35.980.000 $0,99 $567.403.000 $455.646.000 $
2025-03-3110-Q217.702.000 $31.383.000 $0,86 $564.733.000 $462.119.000 $
2024-12-3110-K794.202.000 $204.068.000 $5,55 $626.678.000 $519.290.000 $
2024-09-3010-Q205.733.000 $33.006.000 $0,90 $523.297.000 $412.827.000 $
2024-06-3010-Q197.375.000 $29.665.000 $0,81 $479.317.000 $371.412.000 $
2024-03-3110-Q187.430.000 $38.663.000 $1,05 $438.770.000 $339.195.000 $
2023-12-3110-K620.445.000 $2.702.000 $0,07 $408.889.000 $297.312.000 $
2023-09-3010-Q165.440.000 $26.445.000 $0,72 $378.600.000 $262.656.000 $
2023-06-3010-Q147.075.000 $-18.901.000 $-0,53 $351.359.000 $225.953.000 $
2023-03-3110-Q136.100.000 $-35.110.000 $-0,99 $370.700.000 $240.569.000 $
2022-12-3110-K471.883.000 $-68.119.000 $-1,95 $381.217.000 $265.546.000 $
2022-09-3010-Q125.079.000 $-4.162.000 $-0,12 $384.882.000 $271.872.000 $
2022-06-3010-Q117.450.000 $-29.970.000 $-0,86 $375.428.000 $264.991.000 $
2022-03-3110-Q105.296.000 $-14.287.000 $-0,41 $400.034.000 $288.743.000 $
2021-12-3110-K359.370.000 $1.028.000 $0,03 $408.017.000 $297.381.000 $
2021-09-3010-Q95.809.000 $-141.000 $0,00 $407.387.000 $291.699.000 $
2021-06-3010-Q89.040.000 $2.021.000 $0,06 $399.072.000 $287.267.000 $

Umsatz nach Segmenten & Regionen

Geschäftssegmente

SegmentFY 2025FY 2024FY 2023FY 2022FY 2021AnteilΔTrend
Value Added Services721,5 Mio.75,9 %Neu
Subscription Services211,5 Mio.22,2 %Neu
Other Services17,8 Mio.8,6 Mio.9,7 Mio.11,7 Mio.12,9 Mio.1,9 %+107,5%
Value Plus Services605,0 Mio.454,1 Mio.327,6 Mio.241,3 Mio.
Core Solutions180,6 Mio.156,7 Mio.132,5 Mio.105,1 Mio.

Quartalsergebnisse (Earnings)

QuartalStichtagVerkündetUmsatzEPS
Q1 202631.03.202623.04.2026262,2 Mio. USD1,18
Q3 202530.09.202530.10.2025249,4 Mio. USD0,93
Q2 202530.06.202531.07.2025235,6 Mio. USD0,99
Q1 202531.03.202524.04.2025217,7 Mio. USD0,86
Q3 202430.09.202425.10.2024205,7 Mio. USD0,90
Q2 202430.06.202426.07.2024197,4 Mio. USD0,81
Q1 202431.03.202426.04.2024187,4 Mio. USD1,05
Q3 202330.09.202327.10.2023165,4 Mio. USD0,72
Q2 202330.06.202328.07.2023147,1 Mio. USD-0,53

Einreichungs-Historie (10-K / 10-Q / 20-F / 6-K)

SEC-Einreichungs-Historie der letzten sechs Jahre (Datum = US-Kalendertag, SEC/ET): Quartalsberichte (10-Q) und Jahresberichte (10-K); ausländische Emittenten (ADR/Foreign Private Issuer) reichen stattdessen Jahresberichte (20-F/40-F) und Zwischenmitteilungen (6-K) ein — dort liegt im SEC-Index keine Berichtsperiode vor, Periode und Verzögerung bleiben leer. Die Spalte „Verzögerung" zeigt die Tage zwischen Berichtsstichtag und tatsächlicher Einreichung. Suffix /A kennzeichnet nachträgliche Berichtigungen.

Eingereicht (US)FormBerichtsperiodeVerzögerung
23.04.202610-Q31.03.202623 TageSEC »
05.02.202610-K31.12.202536 TageSEC »
30.10.202510-Q30.09.202530 TageSEC »
31.07.202510-Q30.06.202531 TageSEC »
24.04.202510-Q31.03.202524 TageSEC »
06.02.202510-K31.12.202437 TageSEC »
25.10.202410-Q30.09.202425 TageSEC »
26.07.202410-Q30.06.202426 TageSEC »
26.04.202410-Q31.03.202426 TageSEC »
01.02.202410-K31.12.202332 TageSEC »
27.10.202310-Q30.09.202327 TageSEC »
28.07.202310-Q30.06.202328 TageSEC »
28.04.202310-Q31.03.202328 TageSEC »
09.02.202310-K31.12.202240 TageSEC »
28.10.202210-Q30.09.202228 TageSEC »
29.07.202210-Q30.06.202229 TageSEC »
09.05.202210-Q31.03.202239 TageSEC »
28.02.202210-K31.12.202159 TageSEC »
08.11.202110-Q30.09.202139 TageSEC »
09.08.202110-Q30.06.202140 TageSEC »
10.05.202110-Q31.03.202140 TageSEC »
01.03.202110-K31.12.202060 TageSEC »
09.11.202010-Q30.09.202040 TageSEC »
03.08.202010-Q30.06.202034 TageSEC »

Proxy-/Governance-Filings

Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.

Datum (US)KategorieForm
28.04.2026HV-EinladungDEF 14ASEC »
28.04.2026HV-EinladungDEFA14ASEC »
28.04.2025HV-EinladungDEF 14ASEC »
28.04.2025HV-EinladungDEFA14ASEC »
30.04.2024HV-EinladungDEFA14ASEC »
29.04.2024HV-EinladungDEF 14ASEC »
27.04.2023HV-EinladungDEFA14ASEC »
27.04.2023HV-EinladungDEF 14ASEC »
28.04.2022HV-EinladungDEFA14ASEC »
28.04.2022HV-EinladungDEF 14ASEC »
29.03.2021HV-EinladungDEFA14ASEC »
29.03.2021HV-EinladungDEF 14ASEC »

Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termine und Vergütung stehen im Dokument (SEC-Link).

Filing-Analyse (10-K / 10-Q)

Narrative-Analyse der letzten Quartals-/Jahresberichte durch Claude (nur Coverage-Gruppen-Mitglieder). Keine Anlageberatung — der qualitative Score dient der Einordnung, nicht als Kaufempfehlung; siehe allgemeiner Hinweis am Seitenende.

🔒 Die aufklappbare Detailanalyse (Red Flags, Risiko-Änderungen, Guidance-Zitate, voller Wortlaut) ist Teil des Kunden-Abos — freischalten.

DatumFormStimmungGuidanceRisiko-ΔQualitativZusammenfassung
05.02.202610-K0,550,0072AppFolio erzielte im Geschäftsjahr 2025 ein starkes Umsatzwachstum von 20 % auf 950,8 Mio. USD, getragen durch gestiegene Nutzung der Value Added Services und ein Wachstum der verwalteten Einheiten um 8 % auf 9,4 Millionen. Die operativen Margen zei…🔒

Kritische 8-K Meldungen

WARNUNG: Kritische 8-K-Meldung(en)
HOCH Abgang Schlüsselpersonen (01.07.2026)
HOCH Abgang Schlüsselpersonen (01.07.2026)
DatumMeldungTagsSchwereFilingAuszug
01.07.2026Item 5.02 — Abgang SchlüsselpersonenHOCHSECItem 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
01.07.2026Item 5.02 — Abgang SchlüsselpersonenHOCHSECItem 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
10.04.2026Item 5.02 — Abgang SchlüsselpersonenHOCHSECSection 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors…
15.01.2026Item 5.02 — Abgang SchlüsselpersonenHOCHSECSection 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors…
03.12.2025Item 5.02 — Abgang SchlüsselpersonenHOCHSECSection 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors…
30.10.2025Item 5.02 — Abgang SchlüsselpersonenHOCHSECforth by specific reference in such a filing. Item 5.02 Departure of Directors or Certain Officers; Election of…
07.08.2025Item 5.02 — Abgang SchlüsselpersonenHOCHSECSection 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors…
09.04.2025Item 5.02 — Abgang SchlüsselpersonenHOCHSECSection 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors…
30.01.2025Item 5.02 — Abgang SchlüsselpersonenHOCHSECforth by specific reference in such a filing. Item 5.02 Departure of Directors or Certain Officers; Election of…
21.11.2024Item 5.02 — Abgang SchlüsselpersonenHOCHSECSection 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors…
24.10.2024Item 5.02 — Abgang SchlüsselpersonenHOCHSECforth by specific reference in such a filing. Item 5.02 Departure of Directors or Certain Officers; Election of…
02.03.2023Item 5.02 — Abgang SchlüsselpersonenHOCHSECSection 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors…
08.02.2022Item 5.02 — Abgang SchlüsselpersonenHOCHSECItem 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
18.01.2022Item 5.02 — Abgang SchlüsselpersonenHOCHSECItem 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
16.09.2021Item 5.02 — Abgang SchlüsselpersonenHOCHSECItem 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
04.06.2021Item 5.02 — Abgang SchlüsselpersonenHOCHSECItem 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
10.05.2021Item 5.02 — Abgang SchlüsselpersonenHOCHSECItem 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
25.01.2021Item 5.02 — Abgang SchlüsselpersonenHOCHSECItem 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
14.10.2020Item 5.02 — Abgang SchlüsselpersonenHOCHSECItem 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
02.03.2020Item 5.02 — Abgang SchlüsselpersonenHOCHSECItem 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…

8-K-Ereignisse (KI)

🔒 Die vollständige KI-Einordnung je 8-K ist Teil des Kunden-Abos — freischalten.

DatumEreignisSentimentMaterialitätZusammenfassungFiling
01.07.2026Personalwechsel0,1530AppFolio Inc. gibt die Wahl von Saori Casey als unabhängiges Vorstandsmitglied bekannt, die ab 12. Februar 2026 wirksam ist. Die Zuweisung z… 🔒SEC
01.07.2026Personalwechsel-0,1052Andreas von Blottnitz (Vorstandsvorsitzender) und Janet Kerr sind am 29. Juni 2026 aus dem Vorstand ausgetreten.SEC
15.06.2026HV-Abstimmung0,0035AppFolio führte am 12. Juni 2026 die jährliche Aktionärsversammlung durch und reichte die Abstimmungsergebnisse ein, mit 20,8 Mio. Klasse-A … 🔒SEC
23.04.2026Quartalszahlen0,0055AppFolio gab Ergebnisse für das erste Quartal 2026 (bis 31. März) bekannt. Die Pressemitteilung mit Finanzzahlen wurde am 23. April 2026 ver… 🔒SEC
10.04.2026Personalwechsel0,1540Am 9. April 2026 unterzeichnete AppFolio mit CEO Shane Trigg eine zweite geänderte Beschäftigungsvereinbarung, die eine vorherige Vereinbaru… 🔒SEC
29.01.2026Quartalszahlen0,0065AppFolio gibt Finanz- und Jahresergebnisse für das Geschäftsjahr 2025 bekannt. Die detaillierten Ergebnisse werden in einer beigefügten Pres… 🔒SEC
15.01.2026Personalwechsel-0,1045AppFolio reduziert Boardgröße von neun auf sieben Direktoren. Die Reduktion erfolgt gemäß Satzung; Details zu betroffenen Direktoren sind im… 🔒SEC

Fail-to-Deliver (6 Monate)

DatumFTD-MengeKursWert (USD)
2026-06-1296159,6815.329
2026-06-1189168,3214.980
2026-06-10172169,2929.118
2026-06-09124164,9020.448
2026-06-08701166,94117.025
2026-06-01290161,1746.739
2026-05-28488163,0279.554
2026-05-26458164,9275.533
2026-05-142.329150,53350.584
2026-05-11191166,5931.819
2026-05-014.941167,09825.592
2026-04-272.905169,29491.787
2026-04-177.063155,211.096.248
2026-04-131.328143,34190.356
2026-04-02478154,1473.679
2026-03-3077155,6811.987
2026-03-26671158,57106.400
2026-03-251.901161,05306.156
2026-03-17165170,4028.116
2026-03-026177,761.067
2026-02-2732.901176,655.811.962
2026-02-203.427176,38604.454
2026-02-193.661176,78647.192
2026-02-09287179,7351.583
2026-02-054.939184,15909.517
2026-02-045.711184,011.050.881

Hinweis

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