Results of Operations and Financial Condition. On July 23, 2026 , AppFolio, Inc. (the "Company") issued a press release announcing its financial results for its second quarter ended June 30, 2026. A copy of the press release is attached hereto as Exhibit 99.1. The information contained in this Item 2.02, including the press release attached hereto as Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as ame…

Director — Saori Casey: Ms. Saori Casey was elected as an independent member of the Board and later appointed to the Audit Committee and Compensation Committee.

Director — Andreas von Blottnitz and Janet Kerr: Two long-serving directors retired, but the board was simultaneously filled with new independent directors.

Results of Operations and Financial Condition. On April 23, 2026 , AppFolio, Inc. (the "Company") issued a press release announcing its financial results for its first quarter ended March 31, 2026. A copy of the press release is attached hereto as Exhibit 99.1. The information contained in this Item 2.02, including the press release attached hereto as Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as am…

President and Chief Executive Officer — Shane Trigg: Mr. Shane Trigg's employment agreement was amended and restated, providing new compensation terms.

Results of Operations and Financial Condition. On January 29, 2026 , AppFolio, Inc. (the "Company") issued a press release announcing its financial results for its fourth quarter and fiscal year ended December 31, 2025. A copy of the press release is attached hereto as Exhibit 99.1. The information contained in this Item 2.02, including the press release attached hereto as Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for purposes of Section 18 of the Securities Excha…

Director — Saori Casey: The filing discloses the election of a new independent director to fill a vacancy, which is a routine board composition change rather than the departure of a senior executive.

Chief Trust Officer — Matt Mazza: The filing discloses the departure of a former senior officer (Chief Trust Officer) and the terms of his separation agreement, which constitutes a genuine loss of a sitting executive but is likely less material than a CEO or CFO departure.

Results of Operations and Financial Condition. On October 30, 2025 , AppFolio, Inc. (the "Company") issued a press release announcing its financial results for its third quarter ended September 30, 2025. A copy of the press release is attached hereto as Exhibit 99.1. The information contained in this Item 2.02, including the press release attached hereto as Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934,…

Chief Trust Officer — Matt Mazza: The Chief Trust Officer is departing, but the transition was announced in advance and duties were reassigned to ensure an orderly handover.

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth above under

Entry into a Material Definitive Agreement On September 30, 2025, AppFolio, Inc. (the “Company”) entered into a credit agreement by and among the Company, certain subsidiaries of the Company as guarantors, the lender(s) party thereto, and PNC Bank, National Association, in its capacity as Administrative Agent, Swingline Loan Lender and Issuing Lender (the “Credit Facility”). The Credit Facility provides for a $150.0 million senior secured revolving credit facility with a $25.0 million sublimi…

Director — Timothy Bliss, Alex Wolf, Robert Donald Casey III: Three directors resigned simultaneously to avoid a conflict of interest regarding a new professional opportunity, which is a genuine departure but not necessarily negative for the company's operations.

Results of Operations and Financial Condition. On July 31, 2025 , AppFolio, Inc. (the "Company") issued a press release announcing its financial results for its second quarter ended June 30, 2025. A copy of the press release is attached hereto as Exhibit 99.1. The information contained in this Item 2.02, including the press release attached hereto as Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as ame…

Results of Operations and Financial Condition. On April 24, 2025 , AppFolio, Inc. (the "Company") issued a press release announcing its financial results for its first quarter ended March 31, 2025. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information contained in this Item 2.02, including the press release attached hereto as Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for purposes of Section 18 of th…

Regulation FD Disclosure On April 24, 2025, the Company also announced (in the press release attached hereto as Exhibit 99.1) that its Board of Directors authorized a new $300.0 million stock repurchase program (the “2025 Stock Repurchase Program”) relating to its Class A common stock. Under the 2025 Stock Repurchase Program, the Company is authorized to repurchase shares of its Class A common stock from time to time in open market purchases or privately negotiated transactions. The 2025 Stoc…

Other Events On April 11, 2025, AppFolio, Inc. ("AppFolio"), entered into a strategic partnership (the "Strategic Partnership") with Second Nature Brands, Inc. ("Second Nature") that will, among other things, enable AppFolio's property management customers to also offer Second Nature's suite of residential property services within the AppFolio Stack™ partner ecosystem. On April 17, 2025, AppFolio issued a press release announcing the Strategic Partnership with Second Nature. A copy of the pre…

Director — Robert Donald Casey III: The filing discloses the election of a new independent director to fill a newly created board seat, which is a routine governance action rather than an executive departure.

Results of Operations and Financial Condition. On January 30, 2025, AppFolio, Inc. (the "Company") issued a press release announcing its financial results for its fourth quarter and fiscal year ended December 31, 2024. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information contained in this Item 2.02, including the press release attached as Exhibit 99.1 hereto, is being furnished and shall not be deemed to be “filed” for purpose…

Principal Accounting Officer — Tim Eaton: The filing discloses the appointment of an existing interim CFO to the role of interim Principal Accounting Officer, which is an internal succession/promotion rather than a departure.

CFO — Fay Sien Goon: The filing discloses the separation agreement for the former Chief Financial Officer, confirming the loss of a senior executive.

Entry into a Material Definitive Agreement. On October 22, 2024 (the “Closing Date”), AppFolio, Inc. (the “Company”) acquired all of the shares of Move EZ, Inc., d/b/a LiveEasy (“LiveEasy”), pursuant to that certain Agreement and Plan of Merger (the “Merger Agreement”), dated as of the Closing Date, by and among the Company, Lilac Merger Sub, Inc., a wholly owned subsidiary of the Company (“Merger Subsidiary”), LiveEasy and WT Representative, LLC, in its capacity as representative for the equ…

CFO — Fay Sien Goon: The CFO is departing, but an interim successor has been immediately appointed and the departure is explicitly stated to be unrelated to any disagreements or financial issues, indicating an orderly transition rather than a shock event.

Results of Operations and Financial Condition. On October 24, 2024, the Company issued a press release announcing its financial results for its third quarter ended September 30, 2024. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information contained in this Item 2.02, including the press release attached as Exhibit 99.1 hereto, is being furnished and shall not be deemed to be “filed” for purposes of Section 18 of the Securities E…

Results of Operations and Financial Condition. On July 25, 2024 , AppFolio, Inc. (the “Company”) issued a press release announcing its financial results for its first quarter ended March 31, 2024. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information contained in this Item 2.02, including the press release attached as Exhibit 99.1 hereto, is being furnished and shall not be deemed to be “filed” for purposes of Section 18 of the…