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.
AppFolio filings document the regulatory record of a Delaware operating company that provides cloud-based software and value-added services for the real estate industry. Current reports on Form 8-K cover quarterly and annual operating results, financial-condition releases, investor-meeting materials, and material agreements connected to the company’s capital structure, including a senior secured revolving credit facility.
Proxy and governance filings cover board structure, director elections, executive compensation, equity awards, shareholder voting matters and related corporate-governance disclosures. The filing record also includes officer and director transition disclosures, compensatory arrangements, Regulation FD materials, and formal risk, governance and capital-structure information associated with AppFolio’s public-company reporting obligations.
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.
AppFolio Inc. reported that Principal Accounting Officer Don Rigler acquired 1,980 shares of Class A common stock through a grant of time-based restricted stock units under the company’s 2025 Omnibus Incentive Plan. These RSUs were granted at $0.00 per share, reflecting an equity-based compensation award rather than an open-market purchase.
The RSUs vest over four years, with 1/16th of the units vesting quarterly beginning May 10, 2026, meaning the award will convert into freely owned shares gradually over time if service-based conditions are met. Following this grant, Rigler directly holds 4,724 shares of AppFolio Class A common stock.
AppFolio, Inc. director and CEO William Shane Trigg reported selling shares of Class A Common Stock in a series of open-market transactions. On February 17, 2026, he sold a total of 6,963 shares at prices reflecting weighted averages for multiple trades in each bracket.
The reported sale prices ranged from about $166.60 to $179.29 per share across the different trades. After these sales, Trigg held 52,920 shares of AppFolio Class A Common Stock in direct ownership.
Casey Saori reported acquisition or exercise transactions in this Form 4 filing.
AppFolio Inc. director Saori Casey reported an equity award of 1,248 shares of Class A common stock. The filing shows this was a grant of time-based restricted stock units with no cash paid per share. The RSUs vest 100% on the first anniversary of the grant date, meaning the director will receive the underlying shares in full after one year of continued service, aligning compensation with the company’s future performance.
AppFolio Inc.
AppFolio insider files to sell 6,963 common shares under Rule 144. The shares are to be sold through Morgan Stanley Smith Barney LLC on NASDAQ, with an aggregate market value of $1,242,268.83 and an approximate sale date of 02/17/2026.
The securities consist of performance stock units and restricted stock units acquired from the issuer on 02/10/2026, totaling 5,197 and 1,766 common shares, respectively, with consideration noted as non-cash (N/A). Shares outstanding for this class were reported as 24,334,816.