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. ten percent owner Maurice J. Duca reported open‑market sales of an aggregate 23,900 shares of Class A Common Stock from July 28–30, 2026. The transactions, at per‑share prices generally around $180–$188, were executed under a 10b5‑1 trading plan adopted on March 13, 2026.
Sales involved shares held directly, by a family trust, and by a pension trust where he has sole voting and dispositive power but no pecuniary interest. He also reports 26,667 shares held indirectly through IGSB Cardinal I, LLC, for which he disclaims beneficial ownership except to the extent of any pecuniary interest.
AppFolio, Inc. reported strong results for the quarter ended June 30, 2026, with total revenue of $281,124 (in thousands), up 19% year over year. Growth was driven mainly by increased usage of payments, tenant screening, and risk mitigation Value Added Services, alongside 8% growth in property management units under management to 9.6 million.
GAAP income from operations rose to $52,977 (in thousands), an 18.8% operating margin, while Non-GAAP operating income reached $76,247 (in thousands) and a 27.1% margin. Net income for the quarter was $41,544 (in thousands). For the first half of 2026, net cash provided by operating activities increased to $121,902 (in thousands), or 31.2% of revenue in the second quarter, supporting liquidity.
Cash and cash equivalents were $217,401 (in thousands) at June 30, 2026, with an additional $4,284 (in thousands) in current investment securities and $87,668 (in thousands) in long-term strategic investments. The company repurchased $125.0 million of Class A shares in the first quarter under a $300.0 million program and maintains a $150.0 million undrawn senior secured revolving credit facility. Remaining performance obligations totaled $114.8 million, with 42.1% expected to be recognized over the next 12 months.
AppFolio reported strong Q2 2026 results, with revenue of $281 million, up 19% year-over-year, and total units under management up 8% to 9.6 million. GAAP operating income was $53 million, an 18.8% margin, while non-GAAP operating income reached $76 million, a 27.1% margin. Net cash provided by operating activities was $88 million, 31.2% of revenue, and management noted trailing-twelve-month revenue has surpassed $1 billion.
Cash and cash equivalents were $217,401 (in thousands) at June 30, 2026. 2026 guidance was raised, with full-year revenue now expected between $1.117 and $1.127 billion and non-GAAP operating margin between 26.5% and 28.0% of revenue, based on approximately 36 million diluted weighted average shares.
Maurice J. Duca, a 10% owner of AppFolio, reported sales of 12,700 shares of Class A Common Stock on July 17 and July 20, 2026, at weighted-average prices between $180.00 and $183.75 per share. The sales involved shares held directly, by a family trust, and by a pension trust where he has voting and dispositive power but no pecuniary interest, and were executed under a 10b5-1 trading plan adopted on March 13, 2026.
AppFolio Inc. insider Maurice J. Duca, a more-than-10% owner, reported sales of 11,387 shares of Class A Common Stock on July 15–16, 2026 at weighted-average prices around $180–$182 per share, executed under a Rule 10b5-1 trading plan adopted on March 13, 2026.
Sales were made from Duca’s direct holdings, from a family trust, and from a pension trust for which he has voting and dispositive power but no pecuniary interest, while additional trusts and LLCs are reported as indirect holdings with disclaimed beneficial ownership.
Maurice J. Duca, a 10% owner of AppFolio, Inc., reported open-market sales totaling 11,000 Class A Common shares on July 10 and 13, 2026 at prices around $180 per share. The trades, executed by a pension trust and a family trust in which he has authority but no reported pecuniary interest, and by Duca directly, were made under a pre-arranged Rule 10b5-1 trading plan. After these sales, the filing reports 88,905 shares held directly and substantial additional indirect holdings through several trusts and LLCs.
APPFOLIO INC ten percent owner Maurice J. Duca reported open‑market sales of a total of 10,700 shares of Class A Common Stock on July 7, 2026, at prices around $180 per share, through a pension trust, a family trust, and directly. The sales were executed pursuant to a previously adopted Rule 10b5‑1 trading plan. After these transactions, associated entities and trusts together continue to hold sizable indirect positions, and Duca also holds 92,505 shares directly.