Appointed
Robert Donald Casey III
Class II Director
APPF ·
APPFOLIO INC
elected Robert Donald Casey III to the Board as a Class II Director effective immediately
Ready 8-Ks
20
Latest filing
April 23, 2026, 7:59 PM ET
Top materiality
0.80
Event mix
earnings ×9 · leadership ×5 · other ×3
Sentiment
9 pos · 0 neg · 11 neu
Latest earnings
reported 2026-Q1
Executive change
recent →
Recent 8-K filings for APPF
Highest-materiality recent filing
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).
- Full-year 2024 revenue $794M (+28% YoY); GAAP operating income $136M (17.1% margin) vs $1M in 2023.
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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).
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AppFolio enters new CEO employment agreement with Shane Trigg through 2030
Base salary increased to $570,000; target annual bonus remains 100% of base.
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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.
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AppFolio appoints Sonos CFO Saori Casey to Board; Board size cut to 7
Board reduced from 9 to 7 directors effective January 12, 2026.
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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.
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Company hosted an investor meeting on November 18, 2025, and furnished a slide presentation.
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Revenue $249M (+21% YoY); total units under management 9.1M (+7% YoY).
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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).
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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.
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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.
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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).
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AppFolio shareholders approve all five proposals at 2024 annual meeting
Elected Timothy Bliss, Shane Trigg, Winifred Webb as Class III directors with strong support.
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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%).
Executive changes
Appointed
(interim)
Tim Eaton
interim Principal Accounting Officer
APPF ·
APPFOLIO INC
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
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
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.
Earnings & guidance
Materiality & sentiment trend
Max materiality 0.80 · Median 0.55 · Most common event earnings