Appfolio INC

Market Movers (8-K)

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NASDAQ
AppFolio announced strong second quarter 2026 results, with revenue climbing 19% year-over-year to $281 million and achieving over $1 billion in trailing twelve-month revenue.
NASDAQ
AppFolio, Inc. announces the appointment of Saori Casey to its Audit and Compensation Committees, effective June 29, 2026.
NASDAQ
AppFolio, Inc. held its 2026 Annual Meeting of Stockholders, where directors were elected, the independent auditor was ratified, and executive compensation was approved on an advisory basis.
NASDAQ
AppFolio, Inc. announced robust first-quarter 2026 financial results, showcasing significant revenue growth and margin expansion, driven by strategic initiatives including AI integration.
Better than expected
NASDAQ
AppFolio, Inc. has entered into a Second Amended and Restated Employment Agreement with CEO Shane Trigg, detailing compensation, equity awards, and severance benefits through fiscal year 2030.
NASDAQ
AppFolio, Inc. announced robust financial results for the fourth quarter and fiscal year ended December 31, 2025, driven by strong unit acquisition and revenue growth.
Better than expected

Quarterly Earnings (10-Q)

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NASDAQ
AppFolio Inc. announced a 19% year-over-year revenue increase to $281 million for the second quarter of 2026, driven by strong performance in its Value Added Services and Subscription Services.
NASDAQ
AppFolio, Inc. announced a 20% year-over-year revenue increase to $262.2 million for the first quarter of 2026, driven by growth in subscription and value-added services.
NASDAQ
AppFolio, Inc. announced a 21% increase in Q3 revenue and 19% year-to-date revenue growth, alongside a new $150 million credit facility and a $300 million share repurchase program.
Capital raise
NASDAQ
AppFolio, Inc. announced robust revenue growth for the second quarter and first half of 2025, driven by increased adoption of its cloud-based real estate platform and value-added services, alongside the authorization of a new $300 million share repurchase program and key executive appointments.
Better than expected
NASDAQ
AppFolio's Q1 2025 revenue increased by 16% year-over-year, driven by growth in value-added services and property management units under management.
Worse than expected
NASDAQ
AppFolio's Q3 2024 results show significant revenue growth, primarily driven by increased adoption of its Value Added Services.
Better than expected

Annual Reports (10-K)

NASDAQ
AppFolio, a real estate technology leader, announced a 20% revenue increase to $950.8 million in 2025, driven by an 8% rise in property management units and expanded Value Added Services.
Better than expected
NASDAQ
AppFolio's 2024 annual report reveals a significant revenue increase driven by expanded service adoption and strategic acquisitions, alongside key management changes and a focus on AI integration.
Better than expected
NASDAQ
AppFolio, Inc.'s 10-K filing includes a list of indemnitees, details of indemnification agreements, and a comprehensive overview of the company's financial performance for the year ended December 31, 2023.
Better than expected

Insider Trading (Form 4)

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NASDAQ
William Shane Trigg, Chief Executive Officer and a Director of Appfolio Inc, sold 2,057 shares of common stock on August 14, 2026 for $205.00 per share.
NASDAQ
Maurice J Duca, a 10% owner of Appfolio Inc, sold 6,693 shares of common stock on August 12, 2026.
NASDAQ
Maurice J Duca, a 10% owner of Appfolio Inc, sold 14,707 shares of common stock on August 12, 2026.
NASDAQ
Elizabeth Erin Barat, Chief People Officer of Appfolio Inc, reported multiple transactions in common stock on August 10, 2026.
NASDAQ
Don Rigler, Principal Accounting Officer of Appfolio Inc, sold 150 shares of common stock on August 10, 2026 for $195.87 per share.
NASDAQ
William Shane Trigg, Chief Executive Officer and a Director of Appfolio Inc, reported multiple transactions in common stock on August 10, 2026.

Proxy Statements (Def-14A)

NASDAQ
AppFolio, Inc. has announced its 2026 Annual Meeting of Stockholders, scheduled for June 12, 2026, to elect directors, ratify auditor appointment, and vote on executive compensation.
NASDAQ
AppFolio, Inc. has filed a definitive proxy statement with the Securities and Exchange Commission.
NASDAQ
AppFolio announces its 2025 Annual Meeting of Stockholders to be held virtually on June 13, 2025, covering director elections, auditor ratification, executive compensation, and other business.
NASDAQ
AppFolio, Inc. has filed a definitive proxy statement with the SEC, indicating upcoming shareholder actions.
NASDAQ
AppFolio is holding its 2024 Annual Meeting of Stockholders to vote on key proposals including the election of directors, ratification of its accounting firm, executive compensation, and approval of new incentive plans.

Schedule 13D - Activist Investments

NASDAQ
Maurice J. Duca reported significant sales of AppFolio Class A Shares over the past 60 days, totaling millions of dollars, executed through a 10b5-1 trading plan.

Schedule 13G - Passive Investments

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NASDAQ
Principal Global Investors has reported a beneficial ownership of 6.4% in AppFolio Inc.'s Class A Common Stock as of June 30, 2026.
NASDAQ
Vanguard Capital Management has reported beneficial ownership of 5.05% of Appfolio Inc.'s common stock as of March 31, 2026.
NASDAQ
Vanguard Portfolio Management has reported a beneficial ownership of 6.12% in Appfolio Inc. common stock as of March 31, 2026.
NASDAQ
The Vanguard Group has amended its Schedule 13G for Appfolio Inc., reporting 0% beneficial ownership following an internal realignment that disaggregates reporting to its subsidiaries.
NASDAQ
Principal Global Investors has reported a 5.1% beneficial ownership stake in AppFolio Inc.'s Class A Common Stock as of December 31, 2025.
NASDAQ
Klaus Schauser, through a family trust, reported beneficial ownership of 11.1% of AppFolio, Inc.'s Class A Common Stock as of September 30, 2025.