---
schema_version: "secwatch.filing_event.v1"
accession: "0001433195-26-000062"
form_type: "8-K"
ticker: "APPF"
cik: "0001433195"
company_name: "APPFOLIO INC"
filed_at: "2026-10-22T20:04:43+00:00"
generated_at: "2026-10-22T20:06:10.293148+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# AppFolio Q3 revenue rises 19% to $296M; FY2026 revenue guidance raised to $1.122-$1.127B

## Summary
- Revenue grew 19% year-over-year to $296 million; total units under management rose 8% to 9.8 million.
- GAAP operating income $57M (19.4% of revenue), up 64% from $35M (14.1%) in Q3 2025; non-GAAP operating income $81M (27.3%), up 38% from $59M (23.5%).
- Net cash from operating activities $97M, or 32.7% of revenue, versus $86M, or 34.5% of revenue, a year earlier.
- FY2026 outlook: revenue raised to $1.122-$1.127B, non-GAAP operating margin 26.5%-27.5%, diluted shares ~36 million.
- Chairman and CEO Shane Trigg cited customer adoption of the company's 'Real Estate Performance Management' platform; the release disclosed no EPS or net income figures.

## SEC filing metadata
- accession: 0001433195-26-000062
- form_type: 8-K
- ticker: APPF
- cik: 0001433195
- company_name: APPFOLIO INC
- filed_at: 2026-10-22T20:04:43+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1433195/000143319526000062/0001433195-26-000062-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1433195/000143319526000062/appf-20261022.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001433195-26-000062
- JSON: https://secwatch.observer/filing/0001433195-26-000062.json
- Plain text: https://secwatch.observer/filing/0001433195-26-000062.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.