Congress trades

AppFolio Inc. (APPF)

NASDAQ · Technology · 15 congress trades · last filed 8 months ago

15
Congress disclosures shown
30d
Median delay on the congress disclosures
of the 45 day limit
6 buys·8 sells
Purchases and sales in the disclosures shown
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About AppFolio Inc.

from the company's filings and listing, as of Oct 24, 2026
Exchange
NASDAQ
Sector
Technology
Industry
Software - Application
Chief executive
Shane Trigg
Employees
1,702
Listed since
Jun 26, 2015
Market value
$7.5B
Price to earnings (12 mo)
44.2
Net income per share, as reported (12 mo)
$4.79
Dividend yield
-

www.appfolio.com

Earnings

6 reported quarters · next on Feb 4, 2027
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q3 FY2026reported Oct 22, 2026$1.82$1.79$295.7M$294.5MEPS beatRevenue in line
Q2 FY2026reported Jul 23, 2026$1.71$1.69$281.1M$277.4MEPS in lineRevenue in line
Q1 FY2026reported Apr 23, 2026$1.61$1.44$262.2M$258.1MEPS beatRevenue beat
Q4 FY2025reported Jan 29, 2026$1.39$1.22$248.2M$246.6MEPS beatRevenue in line
Oct 30, 2025$1.31$1.45$249.4M$246.6MEPS missRevenue in line
Q2 FY2025reported Jul 31, 2025$1.38$1.27$235.6M$230.1MEPS beatRevenue beat

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for fiscal 2025 · proxy filed Apr 28, 2026
ExecutiveSalaryStock awardsOtherTotal
Shane TriggPresident and Chief Executive Officer$550K$4.0M$889K$5.4M
Tim EatonChief Financial Officer$339K$3.4M$448K$4.1M
Elizabeth BaratChief People Officer$402K$2.0M$396K$2.8M
Evan PickeringSenior Vice President, General Counsel and Corporate Secretary$346K$750K$286K$1.4M

The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. 1 executive who has since left the company is named in that filing and not shown here. Read the filing

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
BlackRock, Inc.$424.3M2,645,927+3.9%7.44%
Principal Financial Group Inc$257.4M1,605,135+6.6%4.52%
Vanguard Portfolio Management LLC$238.9M1,490,058+0.3%4.19%
ASHE Capital Management, LP$168.0M1,047,9150.0%2.95%
Vanguard Capital Management LLC$167.0M1,041,438-0.6%2.93%
State Street Corp$122.8M766,131+6.2%2.15%
William Blair Investment Management, LLC$115.7M721,826+12.2%2.03%
London Co of Virginia$112.8M703,151New1.98%
T. Rowe Price Associates, Inc.$112.3M700,358+36.4%1.97%
Nellore Capital Management LLC$105.0M654,865+2.9%1.84%
Morgan Stanley$93.3M581,826+89.3%1.64%
Geode Capital Management, LLC$81.8M509,837+0.7%1.43%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

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Congress trades in APPF

15 disclosures of 15 on record · median 30d of the 45 allowed

Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000+19.1%After the saleS&P 500 +10.7% · +8.5 pts vs S&P 500Feb 18, 2026Mar 9, 202619d
Lisa C. McClainSpouseStockSale$1,001 - $15,000-10.6%After the saleS&P 500 +11.7% · -22.4 pts vs S&P 500Oct 30, 2025Nov 21, 202522d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000-7.8%S&P 500 +12.3% · -20.1 pts vs S&P 500Oct 30, 2025Nov 21, 202522d
Lisa C. McClainSpouseStockSale$1,001 - $15,000-17.2%After the saleS&P 500 +11.4% · -28.6 pts vs S&P 500Oct 31, 2025Nov 21, 202521d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000-21.6%S&P 500 +17.8% · -39.5 pts vs S&P 500Aug 13, 2025Sep 12, 202530d
Josh GottheimerJointStockSale$1,001 - $15,000-7.8%After the saleS&P 500 +40.0% · -47.8 pts vs S&P 500Apr 9, 2025May 14, 202535d
Robert BresnahanJointStockSale$1,001 - $15,000-13.2%After the saleS&P 500 +30.7% · -43.8 pts vs S&P 500Jan 13, 2025Feb 13, 202531d
Byron DonaldsStockPurchase$1,001 - $15,000-15.0%S&P 500 +45.3% · -60.3 pts vs S&P 500Mar 27, 2024Nov 8, 2024226d
Byron DonaldsStockExchange$1,001 - $15,000-15.0%S&P 500 +45.3% · -60.3 pts vs S&P 500Mar 27, 2024Nov 8, 2024226d
Byron DonaldsSpouseStockSale$1,001 - $15,000-9.3%After the saleS&P 500 +33.6% · -42.9 pts vs S&P 500Oct 1, 2024Nov 7, 202437d
Josh GottheimerJointStockSale$1,001 - $15,000+1.3%After the saleS&P 500 +33.7% · -32.3 pts vs S&P 500Oct 31, 2024Nov 6, 20246d
Josh GottheimerJointStockSale$1,001 - $15,000-9.1%After the saleS&P 500 +39.2% · -48.4 pts vs S&P 500Jun 21, 2024Jul 9, 202418d
Josh GottheimerJointStockPurchase$1,001 - $15,000+65.1%S&P 500 +85.0% · -19.9 pts vs S&P 500Apr 3, 2023May 19, 202346d
Josh GottheimerJointStockPurchase$1,001 - $15,000+76.8%S&P 500 +94.1% · -17.3 pts vs S&P 500Mar 14, 2023Apr 20, 202337d
Josh GottheimerJointStockPurchase$1,001 - $15,000+60.5%S&P 500 +89.7% · -29.3 pts vs S&P 500Feb 23, 2023Mar 17, 202322d

Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.

A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.

Every Congress trade in APPF, filterable by party, chamber, type and account.

Members of Congress reporting a position

2 members · estimate, as of Oct 22, 2026

2 members report a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Gilbert Ray Cisneros, Jr.Democrat · House$15,001 - $50,0000.1%
Josh GottheimerDemocrat · House$1,001 - $15,000<0.1%

Estimate, as of Oct 22, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.

Questions

Which members of Congress have traded APPF?

Gilbert Ray Cisneros, Jr., Lisa C. McClain, Josh Gottheimer, Robert Bresnahan and Byron Donalds disclosed APPF transactions in the filings shown here.

Which members of Congress hold APPF?

2 members of Congress report a position in APPF in the estimate we hold as of Oct 22, 2026. The estimated positions belong to Gilbert Ray Cisneros, Jr. and Josh Gottheimer. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.

How quickly are APPF trades disclosed?

Congressional disclosures took a median of 30 days, against the 45 the STOCK Act allows.

How to read a STOCK Act filing

WHAT THE FILING ACTUALLY SAYS

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days after the trade, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Oct 26, 2026.

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