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AppFolio
APPF

Overview Fund Activity

295 hedge funds and large institutions have $3.08B invested in AppFolio in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 110 increasing their positions, 83 reducing their positions, and 19 closing their positions.

Holders
295
Holders Change
+50
Holders Change %
+20.41%
% of All Funds
4.33%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
72
Increased
110
Reduced
83
Closed
19
Calls
$18.9M
Puts
$22.2M
Net Calls
-$3.24M
Net Calls Change
-$17.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
ZEP
2
Zeno Equity Partners
United Kingdom
$33.4M
3
Millennium Management
3
Millennium Management
New York
$33.6M
4
BlackRock
4
BlackRock
New York
$290M
5
DCM
5
Driehaus Capital Management
Illinois
$48.3M

Top Sellers

1
ESCM
1
Echo Street Capital Management
New York
$0
2
BCM
2
Brown Capital Management
Maryland
$275M
3
ACM
3
Ashe Capital Management
New Jersey
$251M
4
1WCM
4
12 West Capital Management
New York
$21.7M
5
DIGDR
5
Dynamo Internacional Gestao de Recursos
Brazil
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
251
First Horizon Advisors
Tennessee
$51.6K 298 +12 +4%
Walleye Trading
252
Walleye Trading
New York
$45.9K 265 +265 New
C
253
Covestor
United Kingdom
$45K 257 +115 +81%
RA
254
RiverPark Advisors
New York
$31.7K 183 +50 +38%
S
255
SignatureFD
Georgia
$30.1K 174 +16 +10%
HNB
256
Huntington National Bank
Ohio
$28.6K 165 -21 -11%
AIM
257
Arcadia Investment Management
Michigan
$26.7K 154 +16 +12%
AF
258
Allworth Financial
California
$23K 133 +10 +8%
SSG
259
Summit Securities Group
New York
$20K 114 +114 New
PTC
260
Private Trust Company
Ohio
$17K 98 -20 -17%
AS
261
Altshuler Shaham
Israel
$16.8K 97 -21 -18%
SPIA
262
Steward Partners Investment Advisory
New York
$15.6K 90 – –
PIM
263
Plato Investment Management
Australia
$14.9K 86 +86 New
MIFH
264
Migdal Insurance & Financial Holdings
Israel
$14K 78 +2 +3%
LC
265
Lindbrook Capital
California
$13.7K 79 -5 -6%
PS
266
Principal Securities
Iowa
$12.1K 70 +70 New
GRP
267
Global Retirement Partners
California
$10.5K 60 +11 +22%
LA
268
LM Advisors
California
$9.21K 53 +53 New
AAM
269
Advisors Asset Management
Colorado
$7.97K 46 +46 New
PPC
270
Park Place Capital
Alabama
$7.1K 41 – –
MA
271
MCF Advisors
Kentucky
$6.93K 40 +4 +11%
IHWM
272
Iron Horse Wealth Management
Iowa
$6.24K 36 – –
NA
273
NewEdge Advisors
Louisiana
$6.24K 36 +36 New
BIA
274
Bell Investment Advisors
California
$5.2K 30 +12 +67%
MHR
275
Matthew Hamilton Rosenberg
$5.2K 30 – –
9 10
11
12 13