APPF (Appfolio Class A) 🦍 
Price: $217.95  💼💥
Change: +0.70 (+0.32%)
As of: Jun-09-2025 4:00 PM ET
Ticker: APPF – Nasdaq

🧨 Insider Moves: Director Goes Bananas 🦧💸

Something curious just happened in the halls of AppFolio, Inc. One of its own directors—Timothy K. Bliss (yes, Bliss is buying)—just dropped $4.78 million of his own bananas 🤑 into 22,000 shares of APPF at $217.18 a pop.

🗓️ Trade Date: June 5, 2025
📄 Filed: June 9, 2025
💰 Total Investment: $4,778,054
🕵️♂️ Position: Director, not a bored ape. Yet.

Director buys this big aren’t exactly meh—they’re often seen as a signal: “I know something you don’t (yet)!”

🏦 The Institutions Are Also Squatting the Tree 🌳📊

Forget the retail crowd—this stock is basically an institutional co-op.

• 91.75% of float held by institutions

• 524 institutional holders

• Top bananas in the bunch:

These aren't your TikTok traders. When BlackRock shows up, it’s usually not for fun.

🔍 For full Institutional Ownership breakdown, see here.

🏘️ What Even Is AppFolio? (And Should You Care?) 🤔🏢

Based in sunny Santa Barbara, AppFolio builds cloud-based software for real estate pros. Translation: it helps landlords and property managers keep things clean, paid, and less chaotic.

Their tools handle everything from:

• 🧾 Rent collection & accounting

• 🛠️ Maintenance coordination

• 🧠 AI-powered workflows

• 🕵️ Tenant screening

• 💳 Electronic payments

• 🪪 Risk management

Oh, and they’ve got versions from Core to Max, depending on how fancy your building is. Think of it as Salesforce for landlords—plus some generative AI for flair.

📈 Recent Results: Up, Up, and Rent’s Due 🚀💡

Q1 2025 Highlights:

• 💵 Revenue: $218M (+16% YoY)

• 🏘️ Units Under Management: 8.8M (+6%)

• 📊 Non-GAAP Op Income: $53M (24.3% margin)

• 💸 Operating Cash Flow: $38M

FY 2024 Highlights:

• 🧨 Revenue: $794M (+28%)

• 📈 Non-GAAP Op Income: $200M (25.2%)

• 💰 Free Cash Flow: $182M

• 🧮 GAAP Operating Income: $136M vs just $1M the year before (!)

In other words: 📞 Hello? Profitability calling.

👉 Want the full picture? Dive into AppFolio’s financials here.

🔄 Share Buyback Bonanza 💳🔥

On April 23, 2025, AppFolio announced a $300M share repurchase program 💥—replacing their prior $100M one that was basically used up.

Translation: they’re buying back their own stock like it’s on clearance.

📉 But Wait—The Price Is Still a Bit Rich 💎🙄

Let’s not go full ape just yet. Yes, the company’s growing. Yes, insiders and institutions are buying. But...

Prices have come down, but this ain't the dollar menu.

Also… let’s talk competition 🥊:

• Yardi

• RealPage

• Entrata

• Buildium

• ResMan

• TenantCloud

• DoorLoop

It’s a crowded market—and they’re all hungry for tenants.

Interested in another investment idea?
Check our take on UnitedHealth Group.

🎯 Our Verdict: Watchlist It, Don't Chase It (Yet) 🦉🔍

AppFolio is a growth story with profits, momentum, and buybacks. But it’s also:

• Still pricey 📈

• In a competitive jungle 🦓

• 25% off its all-time high 📉

📌 If shares drop another 20–25%? It could be time to pounce. Until then, admire the jungle—but perhaps don’t swing on the vines quite yet—or start small. 

🚨 Final Disclaimer (and Self-Destruct Button) 💥

We don’t manage properties. We just rent jokes.
📜 This isn’t investment advice.
🕵️♂️ You’re the investor, we’re the 🐒 with a typewriter.
💣 This message will self-destruct when rent is due or if the world ends, whichever comes first.

🧭 Want More Like This?

👉 Browse our Insider Purchases Center
👉 Explore our Follow the Pundits Hub: When Big Bets Matter
👉 Check out our Young Guns & Turnaround Stocks 
👉 Dive into Stock Market Humor & Serious-ish Plays
👉 For even older brands on new missions, explore our Corporate Resurrection Series. Nope, doesn't exist anymore.