Security
AppFolio, Inc. Class A Common Stock · APPF
APPFNASDAQCommon stockCurrentCIK 1433195Updated Oct 23, 2026
APPF price & chart
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NASDAQ:APPF on TradingView ↗In the news
AppFolio, Inc. Announces Date of First Quarter 2026 Financial Results Conference Call ↗
Seeking Alpha
JPMorgan's basket of stocks built for higher interest rates ↗
AppFolio: Tailwinds Are Now Priced In After Recent Rebound (Downgrade) ↗
AppFolio anticipates $1.122B-$1.127B 2026 revenue while guiding 26.5%-27.5% non-GAAP operating margin ↗
SEC disclosures
APPFOLIO INC files 8-K: Material Event ↗
Recent filings
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Financials
FY 2025 · USDSource
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balance sheet · annual statements
| Line item | Q3 2025 | Q3 2024 | Q2 2026 | Q2 2025 | Q2 2024 | Q1 2026 | Q1 2025 | Q1 2024 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSETS | ||||||||||||
| AssetsUSD | 640,465,000Source | 523,297,000Source | 648,371,000Source | 567,403,000Source | 479,317,000Source | 580,560,000Source | 564,733,000Source | 438,770,000Source | 688,967,000Source | 626,678,000Source | 408,889,000Source | 381,217,000Source |
| Property, Plant and Equipment, NetUSD | 22,901,000Source | 25,478,000Source | 21,464,000Source | 22,641,000Source | 26,700,000Source | 22,449,000Source | 23,413,000Source | 27,709,000Source | 23,228,000Source | 24,483,000Source | 28,362,000Source | 26,110,000Source |
| GoodwillUSD | 96,410,000Source | 56,060,000Source | 96,410,000Source | 96,410,000Source | 56,060,000Source | 96,410,000Source | 96,410,000Source | 56,060,000Source | 96,410,000Source | 96,410,000Source | 56,060,000Source | 56,060,000Source |
| Intangible Assets, Net (Excluding Goodwill)USD | 41,384,000Source | — | — | 43,942,000Source | — | 36,269,000Source | 46,500,000Source | — | 38,826,000Source | 49,057,000Source | 2,357,000Source | 4,833,000Source |
| Current assets: | ||||||||||||
| Cash and Cash Equivalents, at Carrying ValueUSD | 76,093,000Source | 62,417,000Source | 217,401,000Source | 73,478,000Source | 59,639,000Source | 147,412,000Source | 56,933,000Source | 59,214,000Source | 106,967,000Source | 42,504,000Source | 49,509,000Source | 70,769,000Source |
| Accounts Receivable, after Allowance for Credit Loss, CurrentUSD | 34,346,000Source | 25,581,000Source | 50,442,000Source | 32,543,000Source | 25,691,000Source | 43,966,000Source | 27,462,000Source | 26,179,000Source | 36,873,000Source | 24,346,000Source | 20,709,000Source | 16,503,000Source |
| Assets, CurrentUSD | 302,764,000Source | 395,143,000Source | 325,185,000Source | 197,135,000Source | 348,797,000Source | 254,942,000Source | 272,014,000Source | 306,666,000Source | 353,314,000Source | 335,402,000Source | 272,357,000Source | 201,468,000Source |
| Prepaid Expense and Other Assets, CurrentUSD | 68,269,000Source | 38,194,000Source | 53,058,000Source | 37,026,000Source | 41,774,000Source | 59,323,000Source | 33,738,000Source | 36,975,000Source | 65,218,000Source | 32,807,000Source | 39,943,000Source | 24,899,000Source |
| Operating Lease, Right-of-Use AssetUSD | 16,620,000Source | 17,744,000Source | 14,798,000Source | 16,464,000Source | 18,232,000Source | 15,364,000Source | 16,971,000Source | 18,762,000Source | 15,924,000Source | 17,472,000Source | 19,285,000Source | 23,485,000Source |
| Other Assets, NoncurrentUSD | 11,882,000Source | 12,542,000Source | 14,872,000Source | 11,269,000Source | 12,183,000Source | 15,247,000Source | 13,325,000Source | 10,599,000Source | 14,085,000Source | 11,515,000Source | 8,906,000Source | 8,785,000Source |
| LIABILITIES AND EQUITY | ||||||||||||
| LiabilitiesUSD | 141,597,000Source | 110,470,000Source | 122,229,000Source | 111,757,000Source | 107,905,000Source | 110,332,000Source | 102,614,000Source | 99,575,000Source | 146,388,000Source | 107,388,000Source | 111,577,000Source | 115,671,000Source |
| Stockholders’ equity: | ||||||||||||
| Preferred Stock, Value, IssuedUSD | — | — | — | — | — | — | — | — | 0Source | 0Source | 0Source | 0Source |
| Additional Paid in CapitalUSD | 280,361,000Source | 250,790,000Source | 309,484,000Source | 270,782,000Source | 243,040,000Source | 295,114,000Source | 262,237,000Source | 240,419,000Source | 284,054,000Source | 254,821,000Source | 236,985,000Source | 209,704,000Source |
| Retained Earnings (Accumulated Deficit)USD | 391,057,000Source | 187,314,000Source | 514,939,000Source | 357,411,000Source | 154,308,000Source | 473,395,000Source | 321,431,000Source | 124,643,000Source | 430,971,000Source | 290,048,000Source | 85,980,000Source | 83,278,000Source |
| Accumulated Other Comprehensive Income (Loss), Net of TaxUSD | -74,000Source | 475,000Source | -12,000Source | -71,000Source | -184,000Source | -12,000Source | -34,000Source | -115,000Source | 30,000Source | 173,000Source | 99,000Source | -1,684,000Source |
| Stockholders' Equity Attributable to ParentUSD | 498,868,000Source | 412,827,000Source | 526,142,000Source | 455,646,000Source | 371,412,000Source | 470,228,000Source | 462,119,000Source | 339,195,000Source | 542,579,000Source | 519,290,000Source | 297,312,000Source | 265,546,000Source |
| Liabilities and EquityUSD | 640,465,000Source | 523,297,000Source | 648,371,000Source | 567,403,000Source | 479,317,000Source | 580,560,000Source | 564,733,000Source | 438,770,000Source | 688,967,000Source | 626,678,000Source | 408,889,000Source | 381,217,000Source |
| Current liabilities: | ||||||||||||
| Liabilities, CurrentUSD | 100,432,000Source | 63,697,000Source | 84,882,000Source | 67,589,000Source | 63,349,000Source | 72,357,000Source | 58,606,000Source | 56,057,000Source | 106,847,000Source | 63,280,000Source | 69,766,000Source | 61,343,000Source |
| Operating Lease, Liability, CurrentUSD | 4,713,000Source | 3,141,000Source | 5,115,000Source | 4,466,000Source | 3,875,000Source | 4,998,000Source | 4,369,000Source | 3,796,000Source | 4,873,000Source | 4,273,000Source | 3,626,000Source | 3,357,000Source |
| Accounts Payable, CurrentUSD | 4,112,000Source | 509,000Source | 4,776,000Source | 3,254,000Source | 1,256,000Source | 3,740,000Source | 4,934,000Source | 1,531,000Source | 4,123,000Source | 2,378,000Source | 1,141,000Source | 2,473,000Source |
| Operating Lease, Liability, NoncurrentUSD | 34,533,000Source | 38,402,000Source | 30,660,000Source | 35,180,000Source | 39,447,000Source | 31,981,000Source | 36,328,000Source | 40,469,000Source | 33,287,000Source | 37,476,000Source | 41,114,000Source | 50,237,000Source |
| Deferred Income Tax Liabilities, NetUSD | — | — | — | — | — | — | — | — | — | 0Source | — | — |
| Other Liabilities, NoncurrentUSD | 6,632,000Source | 8,371,000Source | 6,687,000Source | 8,988,000Source | 5,109,000Source | 5,994,000Source | 7,680,000Source | 3,049,000Source | 6,254,000Source | 6,632,000Source | 697,000Source | 4,091,000Source |
| Additional Financial Items | ||||||||||||
| Accrued Liabilities, CurrentUSD | 19,224,000Source | 14,899,000Source | 26,990,000Source | 18,103,000Source | 16,423,000Source | 21,436,000Source | 15,724,000Source | 13,531,000Source | 20,829,000Source | 14,658,000Source | 21,723,000Source | 15,601,000Source |
| Deferred Tax Liabilities, NetUSD | — | — | — | — | — | — | — | — | — | — | 697,000Source | 685,000Source |
cash flow · annual statements
| Line item | Q4 2025 | Q4 2024 | Q3 2025 | Q3 2024 | Q2 2026 | Q2 2025 | Q1 2026 | Q1 2025 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash flows from operating activities: | ||||||||||||
| Adjustments to reconcile net income to net cash provided by operating activities: | ||||||||||||
| Depreciation, Depletion and AmortizationUSD | — | — | — | — | — | — | 5,020,000Source | 6,255,000Source | 22,651,000Source | 17,790,000Source | 26,500,000Source | 33,119,000Source |
| Share-based Payment Arrangement, Noncash ExpenseUSD | — | — | — | — | — | — | 17,989,000Source | 16,371,000Source | 70,790,000Source | 62,081,000Source | 54,852,000Source | 43,234,000Source |
| Changes in operating assets and liabilities: | ||||||||||||
| Increase (Decrease) in Accounts ReceivableUSD | — | — | — | — | — | — | 7,443,000Source | 3,116,000Source | 12,527,000Source | 3,383,000Source | 4,206,000Source | 4,198,000Source |
| Increase (Decrease) in Accounts PayableUSD | — | — | — | — | — | — | -382,000Source | 2,546,000Source | 1,767,000Source | 1,559,000Source | -1,565,000Source | 1,176,000Source |
| Deferred Income Tax Expense (Benefit)USD | — | — | — | — | — | — | — | — | 17,459,000Source | -86,508,000Source | -489,000Source | -597,000Source |
| Net Cash Provided by (Used in) Operating ActivitiesUSD | — | — | — | — | — | — | 34,298,000Source | 38,465,000Source | 242,105,000Source | 188,159,000Source | 60,283,000Source | 25,365,000Source |
| Cash flows from investing activities: | ||||||||||||
| Payments to Acquire Businesses, Net of Cash AcquiredUSD | — | — | — | — | — | — | 0Source | 906,000Source | 906,000Source | 77,421,000Source | — | — |
| Net Cash Provided by (Used in) Investing ActivitiesUSD | — | — | — | — | — | — | 138,316,000Source | 80,794,000Source | 10,244,000Source | -151,761,000Source | -55,582,000Source | -6,466,000Source |
| Payments to Acquire Property, Plant, and EquipmentUSD | — | — | — | — | — | — | 231,000Source | 230,000Source | 3,155,000Source | 2,016,000Source | 9,041,000Source | 6,540,000Source |
| Cash flows from financing activities: | ||||||||||||
| Payment, Tax Withholding, Share-based Payment ArrangementUSD | — | — | — | — | — | — | 8,157,000Source | 9,078,000Source | 43,248,000Source | 47,327,000Source | 28,556,000Source | 10,637,000Source |
| Payments for Repurchase of Common StockUSD | — | — | — | — | — | — | 125,010,000Source | 95,763,000Source | 145,723,000Source | — | — | 0Source |
| Net Cash Provided by (Used in) Financing ActivitiesUSD | — | — | — | — | — | — | -132,169,000Source | -104,830,000Source | -187,886,000Source | -43,403,000Source | -25,961,000Source | -6,163,000Source |
| Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents, Period Increase (Decrease), Including Exchange Rate EffectUSD | — | — | — | — | — | — | 40,445,000Source | 14,429,000Source | 64,463,000Source | -7,005,000Source | -21,260,000Source | 12,736,000Source |
| Cash, Cash Equivalents, Restricted Cash and Restricted Cash EquivalentsUSD | — | — | 76,343,000Source | 62,667,000Source | 217,651,000Source | 73,728,000Source | 147,662,000Source | 57,183,000Source | 107,217,000Source | 42,754,000Source | 49,759,000Source | 71,019,000Source |
| Supplemental disclosure of cash flow information: | ||||||||||||
| Interest Paid, Excluding Capitalized Interest, Operating ActivitiesUSD | — | — | — | — | — | — | — | — | — | — | — | 0Source |
| Income Taxes Paid, NetUSD | — | — | — | — | — | — | — | — | 28,840,000Source | — | — | — |
| Additional Financial Items | ||||||||||||
| Share-based Payment Arrangement, ExpenseUSD | — | — | 20,793,000Source | 16,035,000Source | 20,471,000Source | 18,299,000Source | 17,989,000Source | 16,371,000Source | 70,790,000Source | 60,327,000Source | 52,364,000Source | 40,935,000Source |
| Amortization of Intangible AssetsUSD | — | — | — | — | — | — | — | — | 10,200,000Source | 2,100,000Source | 2,500,000Source | 4,400,000Source |
| Capitalized Computer Software, AmortizationUSD | — | — | — | 2,900,000Source | — | — | — | — | 8,200,000Source | 12,200,000Source | 19,200,000Source | 23,600,000Source |
| DepreciationUSD | — | — | — | — | — | — | — | — | 4,300,000Source | 5,200,000Source | 7,300,000Source | 5,100,000Source |
| Gain (Loss) on Disposition of BusinessUSD | — | — | — | — | — | — | — | — | — | 0Source | 0Source | 4,156,000Source |
| General and Administrative ExpenseUSD | — | — | 27,446,000Source | 21,139,000Source | 25,626,000Source | 21,936,000Source | 24,341,000Source | 23,351,000Source | 95,590,000Source | 85,974,000Source | 93,452,000Source | 100,792,000Source |
| GoodwillUSD | — | — | 96,410,000Source | 56,060,000Source | 96,410,000Source | 96,410,000Source | 96,410,000Source | 96,410,000Source | 96,410,000Source | 96,410,000Source | 56,060,000Source | 56,060,000Source |
| Income Tax Expense (Benefit)USD | — | — | 3,086,000Source | 13,576,000Source | 12,867,000Source | 5,987,000Source | 10,677,000Source | 5,409,000Source | 20,189,000Source | -53,746,000Source | 5,295,000Source | 1,402,000Source |
| Net Income (Loss) Attributable to ParentUSD | — | — | 33,646,000Source | 33,006,000Source | 41,544,000Source | 35,980,000Source | 42,424,000Source | 31,383,000Source | 140,923,000Source | 204,068,000Source | 2,702,000Source | -68,119,000Source |
| Net Income (Loss) Available to Common Stockholders, BasicUSD | — | — | 33,646,000Source | 33,006,000Source | 41,544,000Source | 35,980,000Source | 42,424,000Source | 31,383,000Source | 140,923,000Source | 204,056,000Source | 2,702,000Source | — |
| Other Nonoperating Income (Expense)USD | — | — | -4,000Source | 0Source | -1,000Source | -11,000Source | 569,000Source | 56,000Source | 38,000Source | 697,000Source | 3,000Source | 4,469,000Source |
| Proceeds from Maturities, Prepayments and Calls of Debt Securities, Available-for-saleUSD | — | — | — | — | — | — | 42,360,000Source | 42,150,000Source | 118,970,000Source | 240,035,000Source | 152,382,000Source | 87,883,000Source |
| Proceeds from Stock Options ExercisedUSD | — | — | — | — | — | — | — | 11,000Source | 134,000Source | 3,924,000Source | 2,595,000Source | 4,474,000Source |
| Equity Securities, FV-NI, Unrealized Gain (Loss) | — | — | — | — | — | — | —Source | —Source | — | — | — | — |
income statement · annual statements
| Line item | Q4 2025 | Q4 2024 | Q3 2025 | Q3 2024 | Q2 2026 | Q2 2025 | Q1 2026 | Q1 2025 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total RevenueUSD | — | — | 249,353,000Source | 205,733,000Source | 281,124,000Source | 235,575,000Source | 262,214,000Source | 217,702,000Source | 950,822,000Source | 794,202,000Source | 620,445,000Source | 471,883,000Source |
| Operating Income (Loss)USD | — | — | 35,046,000Source | 42,568,000Source | 52,977,000Source | 40,512,000Source | 50,748,000Source | 33,783,000Source | 152,917,000Source | 135,644,000Source | 963,000Source | -72,370,000Source |
| Other Nonoperating Income (Expense)USD | — | — | -4,000Source | 0Source | -1,000Source | -11,000Source | 569,000Source | 56,000Source | 38,000Source | 697,000Source | 3,000Source | 4,469,000Source |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling InterestUSD | — | — | 36,732,000Source | 46,582,000Source | 54,411,000Source | 41,967,000Source | 53,101,000Source | 36,792,000Source | 161,112,000Source | 150,322,000Source | 7,997,000Source | -66,717,000Source |
| Income Tax Expense (Benefit)USD | — | — | 3,086,000Source | 13,576,000Source | 12,867,000Source | 5,987,000Source | 10,677,000Source | 5,409,000Source | 20,189,000Source | -53,746,000Source | 5,295,000Source | 1,402,000Source |
| Net Income (Loss) Attributable to ParentUSD | — | — | 33,646,000Source | 33,006,000Source | 41,544,000Source | 35,980,000Source | 42,424,000Source | 31,383,000Source | 140,923,000Source | 204,068,000Source | 2,702,000Source | -68,119,000Source |
| Earnings Per Share, BasicUSD per share | — | — | 0.94Source | 0.91Source | 1.17Source | 1Source | 1.19Source | 0.86Source | 3.91Source | 5.63Source | 0.08Source | -1.95Source |
| Earnings Per Share, DilutedUSD per share | — | — | 0.93Source | 0.9Source | 1.17Source | 0.99Source | 1.18Source | 0.86Source | 3.88Source | 5.55Source | 0.07Source | -1.95Source |
| Weighted Average Number of Shares Outstanding, Basicshares | — | — | 35,889,000Source | 36,306,000Source | 35,391,000Source | 35,922,000Source | 35,699,000Source | 36,302,000Source | 36,013,000Source | 36,252,000Source | 35,629,000Source | 35,010,000Source |
| Weighted Average Number of Shares Outstanding, Dilutedshares | — | — | 36,259,000Source | 36,756,000Source | 35,461,000Source | 36,204,000Source | 35,812,000Source | 36,648,000Source | 36,327,000Source | 36,782,000Source | 36,417,000Source | 35,010,000Source |
| Additional Financial Items | ||||||||||||
| Amortization of Intangible AssetsUSD | — | — | — | — | — | — | — | — | 10,200,000Source | 2,100,000Source | 2,500,000Source | 4,400,000Source |
| Capitalized Computer Software, AmortizationUSD | — | — | — | 2,900,000Source | — | — | — | — | 8,200,000Source | 12,200,000Source | 19,200,000Source | 23,600,000Source |
| Cost of Goods and Service, Excluding Depreciation, Depletion, and AmortizationUSD | — | — | 91,476,000Source | 71,631,000Source | 102,595,000Source | 83,827,000Source | 94,975,000Source | 79,498,000Source | 345,341,000Source | 282,067,000Source | 238,076,000Source | 191,826,000Source |
| Cost, Depreciation and AmortizationUSD | — | — | 5,436,000Source | 4,327,000Source | 4,985,000Source | 5,850,000Source | 5,020,000Source | 6,255,000Source | 22,651,000Source | 19,545,000Source | 28,988,000Source | — |
| Costs and ExpensesUSD | — | — | 214,307,000Source | 163,165,000Source | 228,147,000Source | 195,063,000Source | 211,466,000Source | 183,919,000Source | 797,905,000Source | 658,558,000Source | 619,482,000Source | 544,253,000Source |
| Current Income Tax Expense (Benefit)USD | — | — | — | — | — | — | — | — | 2,730,000Source | 32,762,000Source | 5,784,000Source | 1,999,000Source |
| General and Administrative ExpenseUSD | — | — | 27,446,000Source | 21,139,000Source | 25,626,000Source | 21,936,000Source | 24,341,000Source | 23,351,000Source | 95,590,000Source | 85,974,000Source | 93,452,000Source | 100,792,000Source |
| Interest Income (Expense), NetUSD | — | — | — | — | — | — | — | — | — | — | 7,031,000Source | 1,184,000Source |
| Interest Income (Expense), Nonoperating, NetUSD | — | — | 1,690,000Source | 4,014,000Source | 1,435,000Source | 1,466,000Source | 1,784,000Source | 2,953,000Source | 8,157,000Source | 13,981,000Source | — | — |
| Net Income (Loss) Available to Common Stockholders, BasicUSD | — | — | 33,646,000Source | 33,006,000Source | 41,544,000Source | 35,980,000Source | 42,424,000Source | 31,383,000Source | 140,923,000Source | 204,056,000Source | 2,702,000Source | — |
| Research and Development ExpenseUSD | — | — | 54,037,000Source | 40,662,000Source | 50,997,000Source | 46,674,000Source | 49,629,000Source | 43,758,000Source | 190,419,000Source | 160,375,000Source | 151,364,000Source | 111,118,000Source |
| Selling and Marketing ExpenseUSD | — | — | 35,912,000Source | 25,406,000Source | 43,944,000Source | 36,776,000Source | 37,501,000Source | 31,057,000Source | 143,904,000Source | 110,597,000Source | 107,602,000Source | 107,398,000Source |