← Top Holdings

APPFAPPFOLIO INC

CUSIP: 03783C100

1

Guru Owners

$9.9M

Total Value Held

42,436

Total Shares

$9.9M
0.04%

📊 Fundamentals

Market Cap$6.8B
P/E Ratio48.9x
Above market avg
Forward P/E23.8x
P/FCF35.2x
EPS (TTM)$3.88
Revenue (TTM)$950.8M
Profit Margin14.82%
Beta0.80

52-Week Range

$161.13
$326.04

Current: $189.71

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 48.9x trailing earnings → 23.8x forward · 14.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$4.8M$9.5M$14.3M$19.1MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '251 owners · $9.9M
INCREASEDRay Dalio$9.9M
Q3 '252 owners · $11.4M
REDUCEDRay Dalio$11.2M
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
Q2 '241 owners · $16.0M
REDUCEDRay Dalio$16.0M

💰 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. 16.6%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
20.4%current: 20.4%
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

$1,001 - $15,0002025-10-31
$1,001 - $15,0002025-10-30
$1,001 - $15,0002025-10-30
$1,001 - $15,0002025-08-13
$1,001 - $15,0002025-04-09
$1,001 - $15,0002025-01-13
$1,001 - $15,0002024-10-31
$1,001 - $15,0002024-10-01
$1,001 - $15,0002024-03-27
APPF Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker