APPF icon

AppFolio
APPF

Overview Fund Activity

391 hedge funds and large institutions have $4.62B invested in AppFolio in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 142 increasing their positions, 125 reducing their positions, and 43 closing their positions.

Holders
391
Holders Change
+26
Holders Change %
+7.12%
% of All Funds
5.69%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
72
Increased
142
Reduced
125
Closed
43
Calls
$24.9M
Puts
$8.14M
Net Calls
+$16.8M
Net Calls Change
+$14.2M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$61.5M
2
Squarepoint
2
Squarepoint
New York
$45.3M
3
Franklin Resources
3
Franklin Resources
California
$42.6M
4
Invesco
4
Invesco
Georgia
$78M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$26.9M

Top Sellers

1
BlackRock
1
BlackRock
New York
$528M
2
Morgan Stanley
2
Morgan Stanley
New York
$42.7M
3
BCM
3
Brown Capital Management
Maryland
$223M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$4.99M
5
FAM
5
Fred Alger Management
New York
$87.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CG
226
Cynosure Group
Utah
$749K 3,063 +249 +9%
CIA
227
Capital Impact Advisors
Massachusetts
$738K 3,017 +3,017 New
SA
228
SpiderRock Advisors
Delaware
$729K 2,980 – –
PCM
229
Prelude Capital Management
New York
$721K 2,946 +1,467 +99%
Pictet Asset Management
230
Pictet Asset Management
Switzerland
$703K 2,873 +495 +21%
Calamos Advisors
231
Calamos Advisors
Illinois
$697K 2,849 -432 -13%
BAM
232
Belpointe Asset Management
Nevada
$694K 2,839 +1,844 +185%
FCA
233
Fortis Capital Advisors
Kansas
$694K 2,839 +1,844 +185%
CIC
234
Cornercap Investment Counsel
Georgia
$692K 2,828 +3 +0.1%
OR
235
Olympiad Research
Connecticut
$684K 2,796 +1,385 +98%
Connor, Clark & Lunn Investment Management (CC&L)
236
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$680K 2,779 +2,779 New
IAA
237
Independent Advisor Alliance
North Carolina
$661K 2,702 +220 +9%
Aviva
238
Aviva
United Kingdom
$657K 2,687 +2,687 New
TC
239
TownSquare Capital
Utah
$645K 2,638 -133 -5%
CFMC
240
Curbstone Financial Management Corp
New Hampshire
$626K 2,560 – –
PNC Financial Services Group
241
PNC Financial Services Group
Pennsylvania
$619K 2,531 -290 -10%
BPA
242
Beacon Pointe Advisors
California
$614K 2,511 +2 +0.1%
Truist Financial
243
Truist Financial
North Carolina
$603K 2,467 +280 +13%
Public Employees Retirement Association of Colorado
244
Public Employees Retirement Association of Colorado
Colorado
$576K 2,354 -115 -5%
HSBC Holdings
245
HSBC Holdings
United Kingdom
$574K 2,359 +1,309 +125%
SOADOR
246
State of Alaska Department of Revenue
Alaska
$562K 2,300 – –
GT
247
Glenmede Trust
Pennsylvania
$547K 2,235 -89 -4%
AIM
248
Aigen Investment Management
New York
$529K 2,163 -2,266 -51%
Creative Planning
249
Creative Planning
Kansas
$524K 2,142 +867 +68%
Marshall Wace
250
Marshall Wace
United Kingdom
$515K 2,107 -83,249 -98%
8 9
10
11 12