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AppFolio
APPF

388 hedge funds and large institutions have $4.7B invested in AppFolio in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 135 increasing their positions, 135 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $7.38M

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

1% more funds holding

Funds holding: 384 → 388 (+4)

4% more capital invested

Capital invested by funds: $4.5B → $4.7B (+$198M)

0% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 135

0.68% less ownership

Funds ownership: 83.2% → 82.52% (-0.68%)

Holders
388
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
5.11%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
66
Increased
135
Reduced
135
Closed
54
Calls
$13.7M
Puts
$7.38M
Net Calls
+$6.34M
Net Calls Change
-$3.15M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$126M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$98.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$46.3M
4
BlackRock
BlackRock
New York
+$43.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$38.1M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$108M
2
ACM
Ashe Capital Management
New Jersey
-$72M
3
DCM
Driehaus Capital Management
Illinois
-$50.1M
4
FAM
Fred Alger Management
New York
-$39.6M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Employees Retirement Association of Colorado
226
Public Employees Retirement Association of Colorado
Colorado
$581K – – –
N
227
Natixis
France
$572K +$542K +2,317 New
Deutsche Bank
228
Deutsche Bank
Germany
$564K +$254K +1,087 +91%
MFG
229
Merit Financial Group
Georgia
$560K +$531K +2,268 New
HSBC Holdings
230
HSBC Holdings
United Kingdom
$557K +$525K +2,241 New
LI
231
LVZ Inc
Michigan
$556K +$89.7K +383 +20%
I
232
InceptionR
California
$553K -$221K -943 -30%
Mercer Global Advisors
233
Mercer Global Advisors
Colorado
$552K +$316K +1,349 +152%
GC
234
Guggenheim Capital
Illinois
$551K -$260K -1,112 -33%
PCM
235
Penserra Capital Management
California
$549K +$109K +464 +26%
DFCM
236
Dark Forest Capital Management
Puerto Rico
$549K +$521K +2,224 New
Baird Financial Group
237
Baird Financial Group
Wisconsin
$543K -$36M -153,844 -99%
Two Sigma Advisers
238
Two Sigma Advisers
New York
$543K – – –
Holocene Advisors
239
Holocene Advisors
New York
$532K +$505K +2,158 New
Mariner
240
Mariner
Kansas
$520K +$40.7K +174 +9%
VPIM
241
Vanguard Personalized Indexing Management
California
$511K -$39.3K -168 -8%
CB
242
Commerce Bank
Missouri
$510K -$254K -1,084 -34%
BPA
243
Beacon Pointe Advisors
California
$494K -$59K -252 -11%
SAM
244
Silvercrest Asset Management
New York
$481K +$160K +684 +54%
OTL
245
Oak Thistle LLC
New York
$464K -$202K -862 -31%
SAM
246
Securian Asset Management
Minnesota
$441K – – –
XT
247
XTX Topco
Cayman Islands
$427K -$169K -720 -29%
A
248
AlphaQuest
New York
$423K -$227K -969 -36%
WP
249
Woodline Partners
California
$420K – – –
CGH
250
Crossmark Global Holdings
Texas
$416K -$20.1K -86 -5%
8 9
10
11 12

APPF Hedge Fund Activity: Q4 2024 in Review

388 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q4 2024, worth a combined $4.7B — up 4.4% from $4.5B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new APPF positions and 54 closed out — a net gain of 12 holders — while 135 added to existing stakes and 135 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $126M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $108M sold.

  • 388 institutional investors held AppFolio (APPF) as of Q4 2024, up from 384 in Q3 2024.
  • Funds reported $4.7B of AppFolio stock for Q4 2024, up 4.4% quarter-over-quarter.
  • 66 funds opened new AppFolio positions in Q4 2024 and 54 closed out, a net change of +12 holders.
  • The largest AppFolio buyer in Q4 2024 was Fidelity Investments, an estimated $126M added.
  • The largest AppFolio seller in Q4 2024 was Lord, Abbett & Co, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2024.