APPF · XBRL financial data

AppFolio financial statements, every fiscal year

The same tables from 6 filings, lined up. Matched by XBRL tag: renamed lines keep their history.

How these numbers work

Every number comes from the company's XBRL financial data filed with the SEC, and each one links to its filing.
Lines are matched by XBRL tag, so a line renamed between filings keeps its history.
* marks a quarter worked out from the filing totals: the 10-K year minus the first three quarters, or a year-to-date total minus the earlier one. Fourth-quarter earnings per share is fourth-quarter net income over the fourth-quarter weighted shares.
0 means a filing states zero; a dash (—) means no filing states that number.
“year only” means the 10-K gives the full year but not the quarters needed to work out the fourth. A worked-out quarter of revenue, cost of revenue or operating cash flow more than twice the company's largest quarter of the two years before is shown this way too.
Gross profit is shown as the company reports it; a worked-out quarter must equal revenue less cost of revenue for that quarter, or it is a dash.
Operating income can be above gross profit when the company books other operating income between the two, shown on its own line.
Shares outstanding come from each filing's cover page, as of the date printed there.
Quarters are fiscal: Q2 FY27 is the second quarter of the company's fiscal 2027.

Income statement

Fiscal years (APPF's year ends in late December)

In thousands of dollars	FY 2020Dec 31, 2020	FY 2021Dec 31, 2021	FY 2022Dec 31, 2022	FY 2023Dec 31, 2023	FY 2024Dec 31, 2024	FY 2025Dec 31, 2025
Revenue from contracts with customers	310,056	359,370	471,883	620,445	794,202	950,822
Cost of goods and services sold	119,029	143,944	—	—	—	—
Research and development	48,529	65,980	111,118	151,364	160,375	190,419
General and administrative	47,480	57,279	100,792	93,452	85,974	95,590
Operating income (loss)	9,783	(11,878)	(72,370)	963	135,644	152,917
Other income (expense)	188,897	13,111	4,469	3	697	38
Income tax expense (benefit)	38,428	706	1,402	5,295	(53,746)	20,189
Net income (loss)	158,403	1,028	(68,119)	2,702	204,068	140,923
Earnings per share, basic USD per share	4.62	0.03	(1.95)	0.08	5.63	3.91
Earnings per share, diluted USD per share	4.44	0.03	(1.95)	0.07	5.55	3.88
Weighted average shares, basic thousands of shares	34,264	34,578	35,010	35,629	36,252	36,013
Weighted average shares, diluted thousands of shares	35,713	35,701	35,010	36,417	36,782	36,327

Fiscal years (APPF's year ends in late December)

In thousands of dollars	FY 2020Dec 31, 2020	FY 2021Dec 31, 2021	FY 2022Dec 31, 2022	FY 2023Dec 31, 2023	FY 2024Dec 31, 2024	FY 2025Dec 31, 2025
Cash and cash equivalents	140,263	57,847	70,769	49,509	42,504	106,967
Marketable securities	28,256	64,600	—	—	—	—
Marketable securities, non-current	6,770	61,076	—	—	—	—
Accounts receivable	10,057	12,595	16,503	20,709	24,346	36,873
Prepaid and other current assets	20,777	23,553	24,899	39,943	32,807	65,218
Total current assets	199,353	158,595	201,468	272,357	335,402	353,314
Property and equipment, net	26,439	30,479	26,110	28,362	24,483	23,228
Right-of-use asset	30,561	41,710	23,485	19,285	17,472	15,924
Goodwill	56,147	56,147	56,060	56,060	96,410	96,410
Total assets	389,480	408,017	381,217	408,889	626,678	688,967
Accounts payable	1,040	1,704	2,473	1,141	2,378	4,123
Accrued liabilities	14,069	13,284	15,601	21,723	14,658	20,829
Current portion of long-term debt	0	—	—	—	—	—
Total current liabilities	49,805	52,642	61,343	69,766	63,280	106,847
Lease liability, non-current	40,146	55,733	50,237	41,114	37,476	33,287
Total liabilities	103,560	110,636	115,671	111,577	107,388	146,388
Retained earnings	150,369	151,397	83,278	85,980	290,048	430,971
Total stockholders' equity	285,920	297,381	265,546	297,312	519,290	542,579
Total liabilities and equity	389,480	408,017	381,217	408,889	626,678	688,967

Fiscal years (APPF's year ends in late December)

In thousands of dollars	FY 2020Dec 31, 2020	FY 2021Dec 31, 2021	FY 2022Dec 31, 2022	FY 2023Dec 31, 2023	FY 2024Dec 31, 2024	FY 2025Dec 31, 2025
Net income (loss)	158,403	1,028	(68,119)	2,702	204,068	140,923
Stock-based compensation	9,025	17,154	43,234	54,852	62,081	70,790
Depreciation and amortization	26,790	30,845	33,119	26,500	17,790	22,651
Net cash from operating activities	48,299	35,391	25,365	60,283	188,159	242,105
Purchases of property and equipment	19,038	8,103	6,540	9,041	2,016	3,155
Net cash from investing activities	146,511	(110,459)	(6,466)	(55,582)	(151,761)	10,244
Share repurchases	4,194	0	0	0	0	145,723
Net cash from financing activities	(70,358)	(7,348)	(6,163)	(25,961)	(43,403)	(187,886)
Net change in cash	124,452	(82,416)	12,736	(21,260)	(7,005)	64,463

SIC 7372 and related industry codes, similar size. Each row is the latest quarter reported.

How peers are chosen

SIC 7372 and related industry codes with public float (or, where float is missing, quarterly revenue) between 0.2x and 5x the company's.
Each row is the latest quarter the company has reported, named in the Quarter column; when that filing is a 10-K, it is the fourth quarter, never the full year.
* marks a quarter worked out from the filing totals: for a 10-K, the year less the first three quarters; for a 10-Q, the year-to-date total less the earlier one.

Company	Cash ($K)	Revenue, quarter ($K)	Operating cash flow, quarter ($K)	Shares outstanding	Quarter
Appfolio	258,536	295,691	96,766*	not reported	Q3 FY26 10-QSep 30, 2026
Procore Technologies	494,392	375,207	87,873*	152.0M	Q2 FY26 10-QJun 30, 2026
Commvault Systems	897,250	312,389	74,798*	40.9M	Q2 FY27 10-QSep 30, 2026
Open Text	956,024	1,349,026*	185,802*	242.1M	Q4 FY26 10-KJun 30, 2026
Factset Research Systems	233,339	634,698*	204,708*	35.3M	Q4 FY26 10-KAug 31, 2026
Parsons	296,954	1,650,548	268,735*	105.5M	Q3 FY26 10-QSep 30, 2026
Bentley Systems	146,981	410,727	71,513*	not reported	Q2 FY26 10-QJun 30, 2026
Unity Software	2,351,987	546,468	205,622*	440.1M	Q2 FY26 10-QJun 30, 2026
Match Group	726,196	891,232	322,141*	227.5M	Q3 FY26 10-QSep 30, 2026

Not investment advice. Not affiliated with the U.S. SEC.