Welcome to our dedicated page for Appfolio SEC filings (Ticker: APPF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The AppFolio, Inc. (NASDAQ: APPF) SEC filings page on Stock Titan provides access to the company’s official regulatory disclosures, sourced in real time from the U.S. Securities and Exchange Commission’s EDGAR system. As a Delaware-incorporated software publisher serving the real estate industry, AppFolio uses its 10-K annual reports, 10-Q quarterly reports, and 8-K current reports to present detailed information about its business, financial condition, risk factors, and material events.
In its periodic reports, AppFolio breaks out revenue into categories such as core solutions, value added services, and other revenue, and reports on costs and operating expenses including cost of revenue, sales and marketing, research and product development, and general and administrative expenses. These filings also describe the company’s focus on cloud-based property management software, value added services like screening, risk mitigation, and electronic payment services, and its emphasis on an AI-native platform for real estate operators.
AppFolio’s 8-K filings provide timely updates on events such as quarterly financial results, investor meetings, leadership changes, and financing arrangements. For example, the company has filed 8-Ks to furnish press releases announcing second and third quarter financial results, to report the appointment of a Chief Financial Officer, and to disclose the entry into a senior secured revolving credit facility with PNC Bank, National Association, and other lenders. These current reports often include or reference exhibits such as press releases or investor slide decks.
Through this page, users can also review filings related to direct financial obligations and credit facilities, as well as governance items reported under sections covering departures or appointments of certain officers. While proxy statements and Form 4 insider transaction reports are not detailed in the provided data, they are typically part of a NASDAQ-listed company’s broader SEC reporting profile and can be accessed via EDGAR.
Stock Titan enhances access to APPF filings with AI-powered summaries that explain the key points of lengthy documents, such as 10-K and 10-Q filings, in more accessible language. These summaries help readers quickly identify topics like revenue composition, operating trends, risk disclosures, and significant agreements. For current reports on Form 8-K, AI-generated overviews can highlight the nature of the event, whether it involves earnings, credit agreements, leadership changes, or investor presentations.
By using the AppFolio SEC filings page, investors, analysts, and real estate professionals can efficiently review the company’s historical and recent disclosures, compare reporting periods, and better understand how AppFolio describes its AI-enabled property management platform, value added services, and financial position in its official regulatory documents.
AppFolio Inc ownership filing: Vanguard Capital Management reports beneficial ownership of 1,230,347 shares of Common Stock, representing 5.05% of the class. The filing states Vanguard has sole dispositive power over 1,230,347 shares and sole voting power for 182,402 shares. The disclosure is signed by Vanguard's Head of Global Fund Administration.
AppFolio, Inc. is holding its 2026 annual meeting of stockholders virtually on June 12, 2026, at 9:00 a.m. Pacific Time. Holders of Class A and Class B Common Stock as of April 16, 2026 may attend, vote and submit questions online using a 16‑digit control number.
Stockholders will vote on three main items: electing two Class II directors (Olivia Nottebohm and Saori Casey) for terms expiring in 2029, ratifying PricewaterhouseCoopers LLP as independent registered public accounting firm for 2026, and approving on a non‑binding basis the compensation of named executive officers. The Board recommends voting FOR all three proposals.
Each Class A share carries one vote and each Class B share carries ten votes, with 24,028,908 Class A shares and 11,329,625 Class B shares outstanding. In 2025, executive annual cash bonuses paid out at 148% of target based on booked residential units, GAAP revenue and adjusted GAAP operating margin. PwC has audited the company since 2011 and billed audit and related services of $2,283 thousand in 2025.
Vanguard Portfolio Management reports beneficial ownership of 1,491,162 shares of AppFolio Inc. common stock, representing 6.12% of the class as of 03/31/2026. The filing states sole dispositive power for 1,491,162 shares and sole voting power for 5,789 shares. Ownership is reported on behalf of Vanguard-managed funds and accounts.
AppFolio, Inc. reported a strong first quarter of 2026 with double‑digit growth and higher profitability. Revenue rose 20% year over year to $262.2 million, driven mainly by greater use of payments, tenant screening, and risk mitigation services, and an 8% increase in property management units under management to 9.5 million.
GAAP operating income increased to $50.7 million, a 19.4% margin, up from 15.5% a year earlier. Non‑GAAP operating income was $71.5 million, or 27.3% of revenue, compared with 24.3% in Q1 2025. Net income grew to $42.4 million, with diluted earnings per share of $1.18 versus $0.86 in the prior‑year quarter.
Net cash from operating activities was $34.3 million, slightly below last year’s $38.5 million, while cash, cash equivalents and investment securities totaled $151.7 million as of March 31, 2026. The company repurchased 702,502 Class A shares for $125.0 million under its 2025 stock repurchase program, leaving $125.0 million still available. AppFolio also highlighted a $150.0 million undrawn revolving credit facility and a $219.3 million multi‑year cloud‑services commitment through 2031.
AppFolio, Inc. reported strong first quarter 2026 results with faster growth and higher profitability. Revenue grew 20% year-over-year to $262.2 million, driven by subscription and value added services, while total units under management rose 8% to 9.5 million.
GAAP operating income increased to $50.7 million, or 19.4% of revenue, compared with $33.8 million, or 15.5% of revenue, in Q1 2025. Non-GAAP operating income rose to $71.5 million, or 27.3% of revenue, up from $53.0 million, or 24.3%.
GAAP net income was $42.4 million, with diluted EPS of $1.18, versus $31.4 million and $0.86 a year earlier. The company repurchased 703,000 Class A shares for $125 million and generated $34.3 million of operating cash flow.
For full-year 2026, AppFolio raised its outlook, guiding revenue to $1.110–$1.125 billion and non-GAAP operating margin to 26.0%–28.0%, and now expects approximately 36 million diluted weighted average shares outstanding.
Trigg William Shane reported acquisition or exercise transactions in this Form 4 filing.
AppFolio Inc. reported that Chief Executive Officer William Shane Trigg received a grant of 30,930 shares of Class A Common Stock in the form of time-based restricted stock units under the company’s 2025 Omnibus Incentive Plan. These RSUs vest over four years, with 1/16 of the units vesting quarterly beginning on May 10, 2026. Following this equity award, Trigg directly holds 83,850 shares of AppFolio Class A Common Stock.
AppFolio updated the employment agreement for its President and CEO, Shane Trigg, effective April 9, 2026. The new deal keeps his role at-will and sets an annual base salary of $570,000 plus a target bonus equal to 100% of base salary.
In 2026, Trigg will receive a one-time RSU grant valued at $5,000,000 and a one-time PSU grant valued at $4,479,000 at target. From 2027 through 2030, he is eligible each year for an additional $5,000,000 RSU grant and a performance-based PSU grant tied to AppFolio’s income from operations, net interest income, and changes in diluted shares.
The agreement outlines severance protections, including salary continuation, prorated or multiple bonuses, COBRA premium payments, and varying levels of accelerated vesting of RSUs, PSUs, and stock options if he is terminated without cause, resigns for good reason, dies, becomes disabled, or is terminated in connection with a corporate transaction.
The Vanguard Group filed Amendment No. 9 to a Schedule 13G for Appfolio Inc, reporting beneficial ownership of 0 shares of Common Stock (0%).
The filing states an internal realignment effective January 12, 2026 caused certain Vanguard subsidiaries to report holdings separately in reliance on SEC Release No. 34-39538; the filing is signed by Ashley Grim on 03/26/2026.
AppFolio Inc. director Janet Kerr, through the Janet Kerr Living Trust, made a bona fide gift of 798 shares of Class A Common Stock on March 10, 2026. The shares were transferred at $0.00 per share as a gift, not an open-market sale. Following this transfer, the trust, of which she is Trustee, indirectly holds 10,352 Class A shares. This is a non-cash, non-market transaction reflecting a personal gift rather than trading activity.