APPF APPFOLIO INC

CIK 0001433195 44 ready 8-Ks latest July 23, 2026, 4:06 PM ET RSS · JSON

Activity: QUIET 0 filings / 30d vs 1 baseline

Ready 8-Ks 44

Latest filing July 23, 2026, 4:06 PM ET

Top materiality 0.85

Event mix earnings ×21 · leadership ×11 · other ×6

Sentiment 15 pos · 2 neg · 27 neu

Latest earnings reported 2026-Q1

Executive change recent →

Recent 8-K filings for APPF

Highest-materiality recent filing

AppFolio Q2 revenue $281M (+19% YoY); crosses $1B TTM; raises FY guidance

July 23, 2026, 4:06 PM ET earnings materiality 0.85 positive item 2.02 item 9.01

Revenue $281M (+19% YoY); total units under management 9.6M (+8% YoY).
GAAP operating income $53M (18.8% rev) vs $41M (17.2%) in Q2 2025; non-GAAP op income $76M (27.1% rev).

Read filing →

July 23, 2026, 4:06 PM ET earnings materiality 0.85 positive item 2.02 item 9.01

AppFolio Q2 revenue $281M (+19% YoY); crosses $1B TTM; raises FY guidance

Revenue $281M (+19% YoY); total units under management 9.6M (+8% YoY).
July 1, 2026, 4:20 PM ET leadership materiality 0.10 neutral item 5.02

AppFolio appoints Saori Casey to Audit and Compensation Committees

Saori Casey, elected to Board on Jan 12, 2026, effective Feb 12, 2026.
July 1, 2026, 4:18 PM ET leadership materiality 0.50 neutral item 5.02

AppFolio appoints two new directors, Shane Trigg as Chairman; updates director compensation

Andreas von Blottnitz and Janet Kerr retired from Board effective June 29, 2026; von Blottnitz also stepped down as Chairman.
June 15, 2026, 4:40 PM ET other materiality 0.15 neutral item 5.07 ◈ Shareholder Votes ×3

AppFolio shareholders re-elect Nottebohm and Casey as Class II directors

Olivia Nottebohm received 125,033,431 votes for and 6,146,417 withheld; Saori Casey received 130,956,960 for and 222,888 withheld.
April 23, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01 ◈ Earnings Releases

AppFolio Q1 revenue $262M (+20% YoY); GAAP operating income up 50%; raises FY2026 guidance

Revenue grew 20% YoY to $262M; GAAP operating income rose 50% to $51M (19.4% margin).
April 10, 2026, 7:59 PM ET other material materiality 0.55 neutral item 5.02 item 9.01

AppFolio enters new CEO employment agreement with Shane Trigg through 2030

Base salary increased to $570,000; target annual bonus remains 100% of base.
January 29, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01

AppFolio Q4 revenue up 22% YoY to $248M; units grow 8% to 9.4M

GAAP operating income $44M (17.6% of rev) vs $23M (11.3%) in Q4 2024.
January 15, 2026, 6:59 PM ET leadership materiality 0.45 neutral item 5.02

AppFolio appoints Sonos CFO Saori Casey to Board; Board size cut to 7

Board reduced from 9 to 7 directors effective January 12, 2026.
December 3, 2025, 6:59 PM ET leadership materiality 0.55 neutral item 5.02 item 9.01

AppFolio discloses separation terms for former Chief Trust Officer Matt Mazza

Matt Mazza, former Chief Trust Officer, departed Nov 14, 2025; separation agreement dated Nov 19, 2025.
November 18, 2025, 6:59 PM ET other materiality 0.20 neutral item 7.01 item 9.01

AppFolio holds investor meeting Nov 18, 2025; slide deck furnished but specific details not extractable from excerpt

Company hosted an investor meeting on November 18, 2025, and furnished a slide presentation.
October 30, 2025, 7:59 PM ET earnings materiality 0.75 neutral item 2.02 item 5.02 item 9.01

AppFolio Q3 revenue up 21% to $249M; GAAP operating income down to $35M; Chief Trust Officer to depart

Revenue $249M (+21% YoY); total units under management 9.1M (+7% YoY).
October 3, 2025, 7:59 PM ET debt materiality 0.50 neutral item 1.01 item 2.03 item 9.01 ◈ Debt Financings

AppFolio enters $150M secured revolving credit facility with PNC, maturing 2030

Facility is a $150M senior secured revolver with $25M sublimits for letters of credit and swingline loans.
August 7, 2025, 7:59 PM ET leadership materiality 0.55 neutral item 5.02

AppFolio announces resignation of three directors to avoid conflict of interest

Three directors (Timothy Bliss, Alex Wolf, Robert Casey III) resigned effective August 7, 2025.
July 31, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

AppFolio Q2 revenue $236M (+19% YoY); CFO Tim Eaton appointed

Revenue grew 19% YoY to $236M; total units under management up 6% to 8.9M.
June 17, 2025, 7:59 PM ET other materiality 0.10 neutral item 5.07

AppFolio 2025 annual meeting results: Class I directors elected, PwC ratified, say-on-pay approved

Elected Class I directors Andreas von Blottnitz, Agnes Bundy Scanlan, and Janet Kerr for three-year terms.
April 24, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02 item 7.01 item 9.01

AppFolio Q1 revenue up 16% to $218M; announces $300M buyback

Revenue of $218M (+16% YoY); GAAP operating income $34M (15.5% margin) flat vs $34M (18.2%) last year.
April 17, 2025, 7:59 PM ET other material materiality 0.50 positive item 8.01 item 9.01

AppFolio invests $75M for minority stake in Second Nature Brands in strategic partnership

Purchased a minority, non-controlling equity interest in Second Nature Holdings for $75M cash on hand.
April 9, 2025, 7:59 PM ET leadership materiality 0.30 neutral item 5.02 ◈ executive_change

AppFolio elects Robert Donald Casey III to Board as Class II director

Board expanded from 8 to 9 members; Casey elected effective April 3, 2025.
January 30, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 5.02 item 9.01 ◈ executive_change

AppFolio Q4 revenue $204M (+19% YoY); FY 2024 revenue $794M (+28%); guides FY 2025 $920M-$940M

Q4 2024 revenue $204M (+19% YoY); GAAP operating income $23M (11.3% margin); non-GAAP operating income $41M (20.2% margin).
November 21, 2024, 6:59 PM ET leadership materiality 0.55 neutral item 5.02 item 9.01

Former CFO Fay Sien Goon separation finalized; $450K severance plus prorated bonus

Fay Sien Goon's employment terminated Oct 25, 2024; separation agreement dated Nov 8, 2024, effective Nov 16, 2024.
October 24, 2024, 7:59 PM ET earnings materiality 0.80 positive item 1.01 item 2.02 item 5.02 item 9.01 ◈ executive_change ×2

AppFolio Q3 revenue $206M (+24% YoY); acquires LiveEasy for $80M; CFO departs

Revenue $206M (+24% YoY); GAAP operating income $43M (20.7% of revenue) vs operating loss in Q3 2023.
July 25, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01

AppFolio Q2 revenue up 34% to $197.4M; GAAP operating income $36M vs loss YoY

Revenue of $197.4M, +34% YoY; total units under management of 8.4M (+9% YoY).
June 21, 2024, 7:59 PM ET other materiality 0.10 neutral item 5.07

AppFolio shareholders approve all five proposals at 2024 annual meeting

Elected Timothy Bliss, Shane Trigg, Winifred Webb as Class III directors with strong support.
April 25, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01 ◈ Earnings Releases

AppFolio Q1 revenue up 38% to $187.4M; swings to GAAP operating income of $34.1M

Revenue $187.4M (+38% YoY); total units under management 8.3M (+11%).
January 25, 2024, 6:59 PM ET earnings materiality 0.85 positive item 2.02 item 9.01 ◈ Earnings Releases ×2

AppFolio Q4 revenue $171.8M (+39% YoY); guides FY2024 revenue $755-765M

Q4 revenue $171.8M (+39% YoY); GAAP operating income $28.2M vs ($20.0M) loss.
October 26, 2023, 7:59 PM ET earnings materiality 0.70 positive item 2.02 item 9.01 ◈ Earnings Releases

AppFolio Q3 revenue up 32% to $165.4M; non-GAAP operating margin improves to 16.1%

Revenue $165.4M (+32% YoY); GAAP operating loss narrowed to $0.1M from $7.8M.
August 17, 2023, 7:59 PM ET other material materiality 0.70 negative item 7.01 item 9.01

AppFolio cuts 9% of workforce (149 employees) citing need for profitability

Workforce reduction of nearly 9% affects 149 employees across all departments.
July 27, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01 ◈ Earnings Releases ×2

AppFolio Q2 revenue up 25% to $147.1M; GAAP loss narrows sharply; issues FY23 guidance

Revenue $147.1M (+25% YoY); total units on platform ~7.7M (+13% YoY).
June 21, 2023, 7:59 PM ET other materiality 0.15 neutral item 5.07 ◈ Shareholder Votes ×3

AppFolio stockholder meeting elects two Class II directors, ratifies auditor, approves compensation

Olivia Nottebohm and Alex Wolf elected as Class II directors for three-year terms until 2026 annual meeting.
June 1, 2023, 7:59 PM ET other material materiality 0.45 neutral item 7.01

AppFolio to introduce eCheck ACH transaction fee starting July 31, 2023

Starting July 31, 2023, AppFolio will charge an ACH transaction fee previously waived for residents and homeowners.
April 27, 2023, 7:59 PM ET earnings materiality 0.70 positive item 2.02 item 9.01 ◈ Earnings Releases ×2

AppFolio Q1 revenue up 29% to $136.1M; narrows non-GAAP op loss to $2.1M; guides FY rev $570-580M

Revenue $136.1M (+29% YoY); GAAP op loss $26.5M (19.5% rev) vs $14.7M (13.9%) Q1'22.
March 2, 2023, 6:59 PM ET leadership materiality 0.65 neutral item 5.02 item 7.01 item 9.01 ◈ executive_change ×2

AppFolio CEO Jason Randall resigns; Shane Trigg appointed as President and CEO

Jason Randall resigns as President, CEO and director effective March 1, 2023; will serve as advisor through March 31, 2023.
January 26, 2023, 6:59 PM ET earnings materiality 0.70 neutral item 2.02 item 9.01 ◈ Earnings Releases

AppFolio Q4 revenue $124.1M (+30% YoY); FY2023 revenue guided $565M-$575M

Q4 revenue $124.1M (+30% YoY); FY2022 revenue $471.9M (+31% from $359.4M).
October 27, 2022, 7:59 PM ET earnings materiality 0.65 neutral item 2.02 item 9.01 ◈ Earnings Releases ×2

AppFolio Q3 revenue up 31% to $125.1M; units served exceed 7.1M; GAAP loss $7.8M

Revenue $125.1M (+31% YoY); non-GAAP op income $4.7M vs $3.8M in Q3 2021.
October 12, 2022, 7:59 PM ET other material materiality 0.10 neutral item 7.01 item 9.01

AppFolio holds Investor Day; presentation lacks specific financial data

Investor Day event held October 12, 2022; presentation posted on IR website.
July 28, 2022, 7:59 PM ET earnings materiality 0.65 negative item 2.02 item 9.01

AppFolio Q2 revenue up 32% to $117.4M; GAAP operating loss of $29.9M

Revenue $117.4M, +32% YoY; units served ~6.8M, +1M from year ago.
June 16, 2022, 7:59 PM ET other materiality 0.15 neutral item 5.07

AppFolio shareholders elect all three Class I directors, ratify PwC, approve say-on-pay at 2022 Annual Meeting

Class I directors elected: Andreas von Blottnitz, Agnes Bundy Scanlan, Janet Kerr to three-year terms.
May 9, 2022, 7:59 PM ET earnings materiality 0.65 neutral item 2.02 item 9.01

AppFolio Q1 revenue $105.3M (+33% YoY); GAAP operating loss widens to $14.7M

Revenue $105.3M vs $78.9M in Q1 2021; first quarter above $100M milestone.
February 28, 2022, 6:59 PM ET earnings materiality 0.60 positive item 2.02 item 9.01

AppFolio Q4 2021 revenue grows 32% YoY; FY2022 guidance $447M-$457M

Q4 2021 revenue from continuing operations grew 32% year-over-year; full-year revenue grew 26%.
February 8, 2022, 6:59 PM ET leadership materiality 0.30 neutral item 5.02 ◈ executive_change

AppFolio principal accounting officer resigns; CFO assumes role

Ann Wilson resigns as principal accounting officer effective March 18, 2022.
January 18, 2022, 6:59 PM ET leadership materiality 0.40 neutral item 5.02 ◈ executive_change ×2

AppFolio director William Rauth resigns; Alex Wolf elected as Class II director

William Rauth resigned from Board and Compensation Committee effective Jan 13, 2022, citing no disagreement.
November 8, 2021, 6:59 PM ET earnings materiality 0.50 neutral item 2.02 item 9.01

AppFolio guides FY2021 revenue $355M-$357M; diluted shares ~36M

Full year 2021 revenue expected between $355M and $357M.
September 16, 2021, 7:59 PM ET leadership materiality 0.50 neutral item 5.02 item 7.01 item 9.01 ◈ executive_change

AppFolio names Fay Sien Goon as CFO, effective Oct 18, 2021; compensation detailed

Fay Sien Goon appointed CFO effective Oct 18, 2021; previously Chief Accounting Officer at ServiceNow.
August 9, 2021, 7:59 PM ET earnings materiality 0.50 neutral item 2.02 item 9.01

AppFolio reports Q2 2021 earnings; provides FY2021 revenue guidance $350M-$355M

FY2021 revenue expected $350M-$355M; diluted weighted shares ~36M.

Executive changes

Appointed

Robert Donald Casey III

Class II Director

APPF · APPFOLIO INC

Effective: 2025-04-03
Filed: April 9, 2025, 7:59 PM ET

elected Robert Donald Casey III to the Board as a Class II Director effective immediately

Appointed (interim)

Tim Eaton

interim Principal Accounting Officer

APPF · APPFOLIO INC

Effective: 2025-01-29
Filed: January 30, 2025, 6:59 PM ET

On January 29, 2025, the Board of Directors of the Company appointed Tim Eaton as the Company’s interim Principal Accounting Officer.

Departed

Fay Sien Goon

Chief Financial Officer

APPF · APPFOLIO INC

Effective: 2024-10-25
Successor: Tim Eaton
Filed: October 24, 2024, 7:59 PM ET

On October 23, 2024, Fay Sien Goon, the Chief Financial Officer of the Company (who also serves as the Company’s principal financial officer and principal accounting officer), notified the Company’s Board of Directors (the “Board”) of her plans to depart the Company as of October 25, 2024 (the “Separation Date”).

Appointed (interim)

Tim Eaton

Chief Financial Officer

APPF · APPFOLIO INC

Effective: 2024-10-25
Filed: October 24, 2024, 7:59 PM ET

the Board, on October 23, 2024, appointed Tim Eaton as the Company’ interim Chief Financial Officer (and principal financial officer) effective as of the Separation Date.

Appointed

William Shane Trigg

Chief Executive Officer and President

APPF · APPFOLIO INC

Effective: 2023-03-01
Filed: March 2, 2023, 6:59 PM ET

William Shane Trigg, age 47, has been appointed Chief Executive Officer and President of the Company, effective immediately.

Departed

Jason Randall

President, Chief Executive Officer and Director

APPF · APPFOLIO INC

Effective: 2023-03-01
Successor: William Shane Trigg
Filed: March 2, 2023, 6:59 PM ET

Jason Randall, notified its Board of Directors (the “Board”) of his plans to resign from his positions as the Company’s President, Chief Executive Officer and as a member of the Board, effective as of March 1, 2023

Departed

Ann Wilson

Principal Accounting Officer

APPF · APPFOLIO INC

Effective: 2022-03-18
Filed: February 8, 2022, 6:59 PM ET

On February 8, 2022, Ann Wilson gave notice of her resignation from AppFolio, Inc. (the “Company”), including from her role as principal accounting officer, effective as of March 18, 2022.

Departed

William Rauth

Director

APPF · APPFOLIO INC

Effective: 2022-01-13
Successor: Alex Wolf
Filed: January 18, 2022, 6:59 PM ET

William Rauth notified the Board of Directors of AppFolio, Inc. (the “Board”) of his intention to resign from his position as a member of the Board, effective January 13, 2022.

Appointed

Alex Wolf

Class II Director

APPF · APPFOLIO INC

Effective: 2022-01-13
Filed: January 18, 2022, 6:59 PM ET

the Board elected Alex Wolf to serve on the Board as a Class II director.

Appointed

Fay Sien Goon

Chief Financial Officer

APPF · APPFOLIO INC

Effective: 2021-10-18
Filed: September 16, 2021, 7:59 PM ET

On September 16, 2021, AppFolio, Inc. (the “Company”) announced that Fay Sien Goon, age 43, has been appointed Chief Financial Officer of the Company, effective October 18, 2021.

Earnings & guidance

2026-Q1 EPS reported $1.18 filing →

Materiality & sentiment trend

Max materiality 0.85 · Median 0.55 · Most common event earnings

15 positive 2 negative 27 neutral

source · APPF on sec.gov