We are live on ! Find out more
APPF icon

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
OR
251
Olympiad Research
Connecticut
$415K -$81K -346 -17%
SGI
252
Summit Global Investments
Utah
$398K -$378K -1,613 -50%
HCM
253
HMS Capital Management
Tennessee
$392K – – –
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$377K -$230K -984 -39%
DekaBank Deutsche Girozentrale
255
DekaBank Deutsche Girozentrale
Germany
$376K – – –
PCM
256
Prelude Capital Management
New York
$375K -$157K -670 -31%
TI
257
Tidal Investments
Wisconsin
$368K +$15.7K +67 +5%
HighTower Advisors
258
HighTower Advisors
Illinois
$366K +$131K +559 +60%
MA
259
Mutual Advisors
Nebraska
$366K +$234 +1 +0.1%
Cambridge Investment Research Advisors
260
Cambridge Investment Research Advisors
Iowa
$349K -$52.4K -224 -14%
DWM
261
Dakota Wealth Management
Florida
$339K +$322K +1,374 New
CCAL
262
City Center Advisors LLC
Michigan
$339K +$28.8K +123 +10%
DWM
263
Diversify Wealth Management
Utah
$334K -$15.9K -68 -5%
BMCM
264
Burns Matteson Capital Management
New York
$328K +$8.19K +35 +3%
LTAS
265
Linden Thomas Advisory Services
North Carolina
$319K +$53.4K +228 +21%
MSRPS
266
Maryland State Retirement & Pension System
Maryland
$310K – – –
CIC
267
Cornercap Investment Counsel
Georgia
$302K – – –
CA
268
Cullinan Associates
Kentucky
$296K – – –
URS
269
Utah Retirement Systems
Utah
$296K – – –
CM
270
Crestline Management
Texas
$296K +$281K +1,200 New
SFC
271
SYM Financial Corp
Indiana
$292K +$277K +1,182 New
FBT
272
First Bank & Trust
South Dakota
$289K – – –
Osaic Holdings
273
Osaic Holdings
Arizona
$286K -$275K -1,176 -50%
Neuberger Berman Group
274
Neuberger Berman Group
New York
$278K +$264K +1,126 New
ProShare Advisors
275
ProShare Advisors
Maryland
$278K +$19K +81 +8%
9 10
11
12 13

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.