13F

APPF APPFOLIO INC - A

2026Q1 · CUSIP 03783C100

⚪ 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: Δ-2 · h=110 2018Q2: Δ+8 · h=118 2018Q3: Δ+19 · h=137 2018Q4: Δ-17 · h=120 2019Q1: Δ+13 · h=133 2019Q2: Δ+12 · h=145 2019Q3: Δ-15 · h=130 2019Q4: Δ-3 · h=127 2020Q1: Δ+16 · h=143 2020Q2: Δ+16 · h=159 2020Q3: Δ+22 · h=181 2020Q4: Δ+1 · h=182 2021Q1: Δ-24 · h=158 2021Q2: Δ+3 · h=161 2021Q3: Δ-8 · h=153 2021Q4: Δ-4 · h=149 2022Q1: Δ+23 · h=172 2022Q2: Δ-16 · h=156 2022Q3: Δ+7 · h=163 2022Q4: Δ+26 · h=189 2023Q1: Δ+4 · h=193 2023Q2: Δ+19 · h=212 2023Q3: Δ+30 · h=242 2023Q4: Δ+50 · h=292 2024Q1: Δ+69 · h=361 2024Q2: Δ+27 · h=388 2024Q3: Δ-8 · h=380 2024Q4: Δ+5 · h=385 2025Q1: Δ-9 · h=376 2025Q2: Δ+6 · h=382 2025Q3: Δ+24 · h=406 2025Q4: Δ-9 · h=397 2026Q1: Δ-6 · h=391 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%
2022Q1 Top 7% +24.6% +39.6%
2020Q3 Top 11% +17.8% -11.4%
2020Q1 Top 5% +24.7% +8.9%
2019Q2 Top 12% +4.5% +43.1%
2018Q3 Top 11% +18.9% +66.6%
Put holders / Call holders: 4 / 8