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AppFolio
APPF

Overview Fund Activity

245 hedge funds and large institutions have $3.01B invested in AppFolio in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 96 increasing their positions, 57 reducing their positions, and 24 closing their positions.

Holders
245
Holders Change
+31
Holders Change %
+14.49%
% of All Funds
3.91%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
56
Increased
96
Reduced
57
Closed
24
Calls
$19.9M
Puts
$5.53M
Net Calls
+$14.3M
Net Calls Change
-$1.78M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$33.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$31.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$37.8M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$13.7M
5
FAM
5
Fred Alger Management
New York
$104M

Top Sellers

1
ESCM
1
Echo Street Capital Management
New York
$158M
2
BCM
2
Brown Capital Management
Maryland
$331M
3
SRFM
3
Shannon River Fund Management
New York
$0
4
DIGDR
4
Dynamo Internacional Gestao de Recursos
Brazil
$38.7M
5
LWM
5
Long Walk Management
Connecticut
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
MIFH
226
Migdal Insurance & Financial Holdings
Israel
$14K 76 -10 -12%
GRP
227
Global Retirement Partners
California
$9.13K 49 – –
PPC
228
Park Place Capital
Alabama
$7.49K 41 – –
MA
229
MCF Advisors
Kentucky
$6.58K 36 +15 +71%
IHWM
230
Iron Horse Wealth Management
Iowa
$6.58K 36 +36 New
MHR
231
Matthew Hamilton Rosenberg
$5.48K 30 – –
CI Investments Inc
232
CI Investments Inc
Ontario, Canada
$5K 28 +28 New
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$4K 23 +7 +44%
US Bancorp
234
US Bancorp
Minnesota
$3.84K 21 -8 -28%
BIA
235
Bell Investment Advisors
California
$3.29K 18 -2 -10%
HCM
236
Hollencrest Capital Management
California
$2.74K 15 – –
BWL
237
Bogart Wealth LLC
Virginia
$2.74K 15 – –
HL
238
HeadInvest LLC
Maine
$2.03K 11 +11 New
AAP
239
Arax Advisory Partners
Colorado
$1.64K 9 – –
MCM
240
Manchester Capital Management
Vermont
$1.64K 9 – –
CAL
241
Capital Advisors Ltd
Ohio
$1K 8 – –
MPWT
242
MassMutual Private Wealth & Trust
Connecticut
$913 5 – –
VCM
243
Versant Capital Management
Arizona
$731 4 – –
AWM
244
Abound Wealth Management
Tennessee
$731 4 – –
IFAM
245
Institutional & Family Asset Management
Colorado
$731 4 – –
GWS
246
Glassman Wealth Services
Virginia
$365 2 – –
SRFM
247
Shannon River Fund Management
New York
– – -54,867 Closed
Simplex Trading
248
Simplex Trading
Illinois
– – -16,211 Closed
Susquehanna International Group
249
Susquehanna International Group
Pennsylvania
– – -14,380 Closed
ISL
250
Ingalls & Snyder LLC
New York
– – -4,707 Closed
7 8 9
10
11