APPF (APPFOLIO INC) is held by 1 tracked superinvestors with an aggregate position value of $3M based on the most recent SEC 13F filings. Top institutional holders include: Ray Dalio.

How much APPF do superinvestors hold in aggregate?

Across 1 tracked managers, superinvestors collectively report $3M in APPF positions worth 18,256 shares.

What is the largest holder of APPF?

The largest tracked holder of APPF is Ray Dalio (Bridgewater Associates) with 18,256 shares worth $3M, representing 0.01% of their portfolio.

← Top Holdings

APPFAPPFOLIO INC

CUSIP: 03783C100

Guru Owners

$2.9M

Total Value Held

18,256

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Ray Dalio	Bridgewater Associates	18256	$2.9M	0.01%	$157.82	Q1 2026

Ray Dalio

$2.9M

0.01%

📊 Fundamentals

Market Cap$6.3B

P/E Ratio42.7x

Above market avg

Forward P/E21.8x

P/FCF35.7x

EPS (TTM)$4.20

Revenue (TTM)$995.3M

Profit Margin15.27%

Beta0.79

52-Week Range

$142.56

$326.04

Current: $179.42

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 42.7x trailing earnings → 21.8x forward · 15.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '261 owners · $2.9M

REDUCEDRay Dalio$2.9M

Q4 '251 owners · $9.9M

INCREASEDRay Dalio$9.9M

SOLDPolen Capital

Q3 '252 owners · $11.4M

REDUCEDRay Dalio$11.2M

NEWPolen Capital$208K

Q1 '251 owners · $10.2M

REDUCEDRay Dalio$10.2M

Q4 '241 owners · $19.1M

INCREASEDRay Dalio$19.1M

Q3 '241 owners · $17.7M

INCREASEDRay Dalio$17.7M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

17%analyst est. 16.8%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

17.8%current: 17.8%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

APPF: Held by 1 superinvestors · 9 congress member trades

SELLLisa McClainR

$1,001 - $15,0002025-10-31

SELLLisa McClainR

$1,001 - $15,0002025-10-30

BUYLisa McClainR

$1,001 - $15,0002025-10-30

BUYLisa McClainR

$1,001 - $15,0002025-08-13

SELLJosh GottheimerD

$1,001 - $15,0002025-04-09

SELLRob BresnahanR

$1,001 - $15,0002025-01-13

SELLJosh GottheimerD

$1,001 - $15,0002024-10-31

SELLByron DonaldsR

$1,001 - $15,0002024-10-01

BUYByron DonaldsR

$1,001 - $15,0002024-03-27