13FPulse
AP

APPF APPFOLIO INC - A

2026Q1 · CUSIP 03783C100 · Enterprise Software · Sector: Technology

Neutral · No signal
Holders
391
Δ holders QoQ
-6
Breadth percentile
Top 80%
Whale holders
175
Δ whales
-2
Inst. holding value
$3.3B
New positions
74
Closed positions
80
Price momentum (1Q)
-6.4%
Put / Call
4/8

Breadth history (34 quarters)

2018Q1: holders=110 2018Q2: holders=118 2018Q3: holders=137 2018Q4: holders=120 2019Q1: holders=133 2019Q2: holders=145 2019Q3: holders=130 2019Q4: holders=127 2020Q1: holders=143 2020Q2: holders=159 2020Q3: holders=181 2020Q4: holders=182 2021Q1: holders=158 2021Q2: holders=161 2021Q3: holders=153 2021Q4: holders=149 2022Q1: holders=172 2022Q2: holders=156 2022Q3: holders=163 2022Q4: holders=189 2023Q1: holders=193 2023Q2: holders=212 2023Q3: holders=242 2023Q4: holders=292 2024Q1: holders=361 2024Q2: holders=388 2024Q3: holders=380 2024Q4: holders=385 2025Q1: holders=376 2025Q2: holders=382 2025Q3: holders=406 2025Q4: holders=397 2026Q1: holders=391 -69 -34.5 +0 +34.5 +69 99263427 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 13 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q3 Top 13% -26.0% -31.4%
2024Q2 Top 8% +6.2% -2.2%
2024Q1 Top 2% -7.1% -4.4%
2023Q4 Top 10% +3.1% -4.2%
2023Q3 Top 4% +16.9% +21.9%
2023Q2 Top 11% +28.1% +46.2%
2022Q4 Top 15% +13.1% +30.6%
2022Q3 Top 18% +7.4% +17.3%

Options Sentiment

Put holders
4
QoQ: -4
Call holders
8
QoQ: +1

See methodology →

Fundamentals

PE (TTM)
42.6
EPS (TTM)
$4.20
EPS YoY
-21.6%
Revenue (TTM)
$1.0B
Revenue YoY
+20.7%
Net margin
15.3%
ROE
32.3%
Debt ratio
19.0%
FCF (TTM)
$235M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS (4Y)
2022-06-30: EPS -0.86 2022-09-30: EPS -0.12 2022-12-31: EPS -0.56 2023-03-31: EPS -0.99 2023-06-30: EPS -0.53 2023-09-30: EPS 0.72 2023-12-31: EPS 0.87 2024-03-31: EPS 1.05 2024-06-30: EPS 0.81 2024-09-30: EPS 0.90 2024-12-31: EPS 2.79 2025-03-31: EPS 0.86 2025-06-30: EPS 0.99 2025-09-30: EPS 0.93 2025-12-31: EPS 1.10 2026-03-31: EPS 1.18 0M 131M 262M $M -1.09 0.99 3.07 20222023202420252026 Revenue EPS

Quarterly figures; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 48 32 1767 3502 20222023202420252026

P/E = close 47 days after quarter-end (filing date) ÷ TTM EPS then; loss quarters hidden

As of 2026-03-31 · SEC filings (XBRL)

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2026Q2 holdings publish around Aug 15 — subscribe to receive the lists first.