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).
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).
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.
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).
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.
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.
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).
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).
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).
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.
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.
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%.

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