← Top Holdings

APPFAPPFOLIO INC

CUSIP: 03783C100

1

Guru Owners

$2.9M

Total Value Held

18,256

Total Shares

$2.9M
0.01%

📊 Fundamentals

Market Cap$6.3B
P/E Ratio42.2x
Above market avg
Forward P/E21.6x
P/FCF35.3x
EPS (TTM)$4.20
Revenue (TTM)$995.3M
Profit Margin15.27%
Beta0.79

52-Week Range

$142.56
$326.04

Current: $177.33

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 42.2x trailing earnings → 21.6x forward · 15.3% 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 '25Q1 '26

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