Appfolio INC (APPF) — SEC Filings

Overview

Appfolio INC (APPF) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Dec 3, 2025: AppFolio, Inc. filed an 8-K on November 27, 2025, reporting the departure of its Chief Technology Officer, William L. Blair, effective November 27, 2025. The filing also disclosed the appointment of Brandon L. Lee as the new Chief Technology Officer, effective the same date. Additionally, the compan

Sentiment Summary

Across 39 filings, the sentiment breakdown is: 1 bullish, 1 bearish, 36 neutral, 1 mixed. The dominant filing sentiment for Appfolio INC is neutral.

Filing Type Overview

Appfolio INC (APPF) has filed 14 8-K, 6 10-Q, 2 DEF 14A, 2 10-K, 13 SC 13G/A, 1 SC 13D/A, 1 DEFA14A with the SEC between Jan 2024 to Dec 2025.

Filings by Year

2025 · 2024

Recent Filings (39)

• AppFolio CTO Departs, New CTO Appointed — 8-K · Dec 3, 2025 Risk: medium
  AppFolio, Inc. filed an 8-K on November 27, 2025, reporting the departure of its Chief Technology Officer, William L. Blair, effective November 27, 2025. The fi
• AppFolio Files 8-K: Regulation FD & Exhibits — 8-K · Nov 18, 2025 Risk: low
  AppFolio, Inc. filed an 8-K on November 18, 2025, to report a Regulation FD Disclosure and Financial Statements and Exhibits. The filing does not contain specif
• AppFolio Revenue Soars 21% Amid Rising Costs, Share Buybacks — 10-Q · Oct 30, 2025 Risk: medium
  AppFolio, Inc. (APPF) reported a robust increase in revenue for the three months ended September 30, 2025, reaching $249.35 million, up from $205.73 million in
• AppFolio Files 8-K for Material Definitive Agreement — 8-K · Oct 3, 2025 Risk: medium
  AppFolio, Inc. filed an 8-K on September 30, 2025, reporting an entry into a material definitive agreement. The filing does not disclose specific details of the
• AppFolio Announces Board and Executive Compensation Changes — 8-K · Aug 7, 2025 Risk: medium
  AppFolio, Inc. announced on August 7, 2025, changes in its board of directors and executive compensation arrangements. The filing details the departure of certa
• AppFolio Q2 Revenue Jumps 23% to $160.5M, Net Income Up 35% — 10-Q · Jul 31, 2025 Risk: low
  AppFolio Inc. reported robust financial performance for the second quarter ended June 30, 2025, with total revenue reaching $160.5 million, a significant increa
• AppFolio Inc. Files 8-K on Shareholder Vote Matters — 8-K · Jun 17, 2025 Risk: low
  AppFolio, Inc. filed an 8-K on June 17, 2025, reporting on matters submitted to a vote of security holders as of June 13, 2025. The filing details the company's
• DEF 14A Filing — DEF 14A · Apr 28, 2025
• AppFolio Files Q1 2025 10-Q — 10-Q · Apr 24, 2025 Risk: low
  AppFolio Inc. filed its 10-Q for the period ending March 31, 2025. The filing details financial performance and operational updates for the first quarter of 202
• AppFolio Files 8-K Under 'Other Events' — 8-K · Apr 17, 2025 Risk: low
  AppFolio, Inc. filed an 8-K on April 17, 2025, reporting an event that occurred on April 11, 2025. The filing is categorized under 'Other Events' and does not s
• AppFolio Announces Board and Executive Compensation Changes — 8-K · Apr 9, 2025 Risk: medium
  AppFolio, Inc. announced on April 3, 2025, changes in its board of directors and executive compensation arrangements. The filing details the departure of certai
• AppFolio Inc. Files 2024 Annual Report — 10-K · Feb 6, 2025 Risk: low
  AppFolio Inc. filed its annual report for the fiscal year ended December 31, 2024. The company, incorporated in Delaware with its principal executive offices at
• AppFolio Reports Operations, Financials, and Officer Changes — 8-K · Jan 30, 2025 Risk: low
  AppFolio, Inc. filed an 8-K on January 30, 2025, reporting on results of operations, financial condition, and changes in its board and officer composition. The
• SC 13G/A Filing — SC 13G/A · Dec 6, 2024
• AppFolio Announces Executive and Board Changes — 8-K · Nov 21, 2024 Risk: medium
  AppFolio, Inc. announced on November 16, 2024, changes in its executive team and board of directors. The filing details the departure of certain officers and di
• SC 13G/A Filing — SC 13G/A · Nov 14, 2024
• SC 13G/A Filing — SC 13G/A · Nov 14, 2024
• SC 13G/A Filing — SC 13G/A · Nov 12, 2024
• AppFolio Inc. Files Q3 2024 10-Q Report — 10-Q · Oct 25, 2024 Risk: low
  AppFolio Inc. filed its 10-Q for the period ending September 30, 2024. The filing details financial performance and operational updates for the third quarter. K
• 8-K Filing — 8-K · Oct 24, 2024
• SC 13G/A Filing — SC 13G/A · Oct 21, 2024
• SC 13G/A Filing — SC 13G/A · Sep 10, 2024
• AppFolio Inc. Files Q2 2024 10-Q Report — 10-Q · Jul 26, 2024 Risk: medium
  AppFolio Inc. filed its 10-Q for the period ending June 30, 2024. The filing details financial performance and operational updates for the second quarter of 202
• AppFolio Files 8-K on Financials — 8-K · Jul 25, 2024 Risk: low
  AppFolio, Inc. filed an 8-K on July 25, 2024, reporting on its Results of Operations and Financial Condition, as well as Financial Statements and Exhibits. The
• Duca Amends AppFolio Stake Filing — SC 13D/A · Jul 19, 2024 Risk: medium
  Maurice J. Duca, through IGSB, Inc., has filed an amendment (No. 2) to their Schedule 13D for AppFolio, Inc. on July 19, 2024. The filing pertains to the Class
• AppFolio Stockholders to Vote on RealPage Merger — 8-K · Jun 21, 2024 Risk: medium
  On June 14, 2024, AppFolio, Inc. filed an 8-K report to announce a special meeting of its stockholders. The primary purpose of this meeting is to vote on the ad
• AppFolio Inc. Files Additional Proxy Materials — DEFA14A · Apr 30, 2024 Risk: low
  AppFolio Inc. filed a Definitive Additional Materials proxy statement on April 30, 2024, related to its Schedule 14A filing. The filing concerns proxy materials
• AppFolio Inc. Files Definitive Proxy Statement (DEF 14A) — DEF 14A · Apr 29, 2024 Risk: low
  APPFOLIO INC (APPF) filed a Proxy Statement (DEF 14A) with the SEC on April 29, 2024. AppFolio Inc. filed a Definitive Proxy Statement (DEF 14A) on April 29, 20
• AppFolio Inc. Files 10-Q for Period Ending March 31, 2024 — 10-Q · Apr 26, 2024 Risk: low
  APPFOLIO INC (APPF) filed a Quarterly Report (10-Q) with the SEC on April 26, 2024. AppFolio Inc. reported financial results for the quarter ended March 31, 202
• AppFolio Files 8-K on Financials — 8-K · Apr 25, 2024 Risk: low
  AppFolio, Inc. filed an 8-K on April 25, 2024, reporting on its results of operations and financial condition, and including financial statements and exhibits.
• SC 13G/A Filing — SC 13G/A · Apr 5, 2024
• SC 13G/A Filing — SC 13G/A · Feb 14, 2024
• SC 13G/A Filing — SC 13G/A · Feb 14, 2024
• SC 13G/A Filing — SC 13G/A · Feb 13, 2024
• SC 13G/A Filing — SC 13G/A · Feb 13, 2024
• Echo Street Capital Exits AppFolio Stake, Now Holds 0% of Shares — SC 13G/A · Feb 8, 2024 Risk: medium
  Echo Street Capital Management LLC, an investment advisor, filed an amended Schedule 13G/A on February 8, 2024, indicating they no longer beneficially own any C
• AppFolio Inc. Files 2023 Annual Report on Form 10-K — 10-K · Feb 1, 2024 Risk: medium
  APPFOLIO INC (APPF) filed a Annual Report (10-K) with the SEC on February 1, 2024. AppFolio Inc. filed its annual report for the fiscal year ending December 31,
• BlackRock Amends AppFolio Stake, Maintains Passive Investment — SC 13G/A · Jan 26, 2024
  BlackRock Inc. filed an amended SC 13G/A on January 26, 2024, indicating its ownership of AppFolio Inc.'s Class A Common Stock as of December 31, 2023. This is
• AppFolio Files 8-K on Financial Results & Operations — 8-K · Jan 25, 2024
  AppFolio, Inc. filed an 8-K on January 25, 2024, to report on its 'Results of Operations and Financial Condition' and 'Financial Statements and Exhibits.' This

Risk Profile

Risk Assessment: Of APPF's 24 recent filings, 0 were flagged as high-risk, 11 as medium-risk, and 13 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.

Financial Highlights

Key financial metrics from Appfolio INC's most recent 10-Q filing (Oct 30, 2025):

• Revenue: $702.63M
• Net Income: $101.01M
• EPS: $2.78
• Debt-to-Equity: 0.28
• Cash Position: $76.09M
• Operating Margin: 15.56%
• Total Assets: $640.47M
• Total Debt: $141.60M

Key Executives

• William L. Blair
• Brandon L. Lee
• Chief Executive Officer
• Maurice J. Duca
• Larry W. Sonsini
• Jose F. Macias
• Douglas K. Schnell
• Shane Trigg
• Jason Randall
• Greg Poole

Industry Context

AppFolio operates in the property management software market, a segment of the broader SaaS industry. This market is characterized by increasing demand for integrated solutions that streamline operations, enhance tenant experience, and improve financial management for property managers. Key trends include cloud adoption, mobile accessibility, and the integration of AI for automation and data analytics.

Top Tags

Software (4) · 10-Q (4) · 8-K (3) · corporate-governance (3) · financials (3) · sec-filing (3) · financial-reporting (3) · AppFolio (3) · Real Estate Tech (2) · Earnings (2)

Key Numbers

• Revenue (Q3 2025): $249.35M — Increased 21.2% from $205.73M in Q3 2024
• Net Income (Q3 2025): $33.65M — Increased 1.94% from $33.01M in Q3 2024
• Net Income (9 Months 2025): $101.01M — Slightly decreased 0.32% from $101.33M in 9 Months 2024
• Total Costs & Operating Expenses (Q3 2025): $214.31M — Increased 31.34% from $163.17M in Q3 2024
• Common Stock Repurchases: $145.72M — Net cash used in financing activities for 9 months ended Sept 30, 2025
• Long-term Investments: $75.00M — Purchases for 9 months ended Sept 30, 2025
• Cash and Cash Equivalents: $76.09M — As of September 30, 2025, up from $42.50M at Dec 31, 2024
• Diluted EPS (Q3 2025): $0.93 — Increased from $0.90 in Q3 2024
• Stock-based Compensation (9 Months 2025): $55.46M — Increased from $44.30M in 9 Months 2024
• Basic Weighted Average Shares (Q3 2025): 35,889 — Decreased from 36,306 in Q3 2024 due to repurchases
• Q2 2025 Revenue: $160.5M — Increased 23% from Q2 2024
• Q2 2025 Net Income: $25.3M — Increased 35% from Q2 2024
• H1 2025 Revenue: $310.8M — Increased from $250.1M in H1 2024
• H1 2025 Net Income: $48.9M — Increased from $35.1M in H1 2024
• Revenue Growth: 23% — Year-over-year growth for Q2 2025

Forward-Looking Statements

• {"claim":"Other institutional investors may re-evaluate their positions in AppFolio, Inc. following Echo Street Capital's exit.","entity":"AppFolio, Inc.","targetDate":"Q1 2024","confidence":"medium"}

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