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AppFolio

384 hedge funds and large institutions have $4.5B invested in AppFolio in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 153 increasing their positions, 121 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $13.3M

26% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 121

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% less capital invested

Capital invested by funds: $4.61B → $4.5B (-$112M)

8% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 62

1.76% less ownership

Funds ownership: 84.96%83.2% (-1.8%)

2% less funds holding

Funds holding: 391384 (-7)

Holders
384
Holders Change
-7
Holders Change %
-1.79%
% of All Funds
5.51%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
57
Increased
153
Reduced
121
Closed
62
Calls
$22.8M
Puts
$13.3M
Net Calls
+$9.48M
Net Calls Change
-$7.29M
Name Holding Trade Value Shares
Change
Change in
Stake
XT
226
XTX Topco
Cayman Islands
$577K -$199K -852 -26%
MAP
227
Moody Aldrich Partners
Massachusetts
$571K -$4.07M -17,383 -88%
AssetMark Inc
228
AssetMark Inc
California
$563K +$485K +2,072 +650%
SOW
229
State of Wyoming
Wyoming
$557K -$168K -719 -23%
Public Employees Retirement Association of Colorado
230
Public Employees Retirement Association of Colorado
Colorado
$554K
Osaic Holdings
231
Osaic Holdings
Arizona
$550K -$534K -2,282 -49%
Focus Partners Wealth
232
Focus Partners Wealth
Massachusetts
$547K +$544K +2,323 New
BPA
233
Beacon Pointe Advisors
California
$531K -$60.1K -257 -10%
VPIM
234
Vanguard Personalized Indexing Management
California
$527K +$112K +480 +27%
Two Sigma Advisers
235
Two Sigma Advisers
New York
$518K -$257K -1,100 -33%
PCM
236
Prelude Capital Management
New York
$516K -$177K -755 -26%
VCA
237
Verdence Capital Advisors
Maryland
$504K +$74.9K +320 +18%
OR
238
Olympiad Research
Connecticut
$478K -$179K -766 -27%
TSS
239
Two Sigma Securities
New York
$468K +$465K +1,988 New
Mariner
240
Mariner
Kansas
$455K -$36.3K -155 -7%
LI
241
LVZ Inc
Michigan
$440K +$15.4K +66 +4%
Stifel Financial
242
Stifel Financial
Missouri
$436K +$135K +575 +45%
SDIC
243
South Dakota Investment Council
South Dakota
$424K
SAM
244
Securian Asset Management
Minnesota
$421K +$25.5K +109 +6%
DTL
245
Dynamic Technology Lab
Singapore
$419K +$416K +1,780 New
CGH
246
Crossmark Global Holdings
Texas
$416K +$104K +446 +34%
PCM
247
Penserra Capital Management
California
$414K -$505K -2,160 -55%
WG
248
Winton Group
United Kingdom
$408K -$492K -2,102 -55%
WP
249
Woodline Partners
California
$401K +$399K +1,704 New
PI
250
PEAK6 Investments
Illinois
$399K -$427K -1,823 -52%