Company Dossier · Information Technology
AppFolio
- Russell 1000
- MidCap 400
What AppFolio is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $1.04 billion, up 21% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to March 31, 2026: $0.23 billion, up 28% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to March 31, 2026: $0.00 billion.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.15 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 23, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Latest annual report (filed February 5, 2026): 4 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $43.8 million on the open market.SEC Form 4
- 395 institutional managers reported a position at June 30, 2026 (−4 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 18 (10 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →No bond term sheets or tagged debt on file for AppFolio yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Jul 1, 20268-KDirector or officer changeItem 5.02
- Jul 1, 20268-KDirector or officer changeItem 5.02
- Jun 15, 20268-KShareholder vote resultsItem 5.07
- Apr 10, 20268-KDirector or officer changeItem 5.02
- Feb 5, 202610-KAnnual report (10-K)4 risk factors added, 0 removed
- Jan 15, 20268-KDirector or officer changeItem 5.02
- Dec 3, 20258-KDirector or officer changeItem 5.02
- Oct 30, 20258-KDirector or officer changeItem 5.02
- Oct 3, 20258-KMaterial agreement signedItem 1.01
- Aug 7, 20258-KDirector or officer changeItem 5.02
- Jul 10, 2025Trademark
- Jun 17, 20258-KShareholder vote resultsItem 5.07
- Apr 9, 20258-KDirector or officer changeItem 5.02
- Feb 6, 202510-KAnnual report (10-K)4 risk factors added, 3 removed
- Jan 30, 20258-KDirector or officer changeItem 5.02
- Nov 21, 20248-KDirector or officer changeItem 5.02
- Oct 24, 20248-KMaterial agreement signedItem 1.01
- Feb 1, 202410-KAnnual report (10-K)3 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| SailPoint SAIL | $1.2B | $0.2B | Jul 31, 2026 |
| Paylocity PCTY | $1.6B | $0.5B | Jun 30, 2026 |
| Paycom PAYC | $2.1B | $0.6B | Jun 30, 2026 |
| MicroStrategy MSTR | $0.5B | −$0.0B | Jun 30, 2026 |
| Fair Isaac FICO | $2.4B | $1.0B | Jun 30, 2026 |
| Tyler Technologies TYL | $2.4B | $0.7B | Jun 30, 2026 |
| PTC Inc. PTC | $3.0B | $0.9B | Jun 30, 2026 |
| Okta, Inc. OKTA | $3.1B | $1.0B | Jul 31, 2026 |