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AppFolio
APPF

Overview Fund Activity

386 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, 133 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+4
Holders Change %
+1.05%
% of All Funds
5.14%
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
133
Closed
54
Calls
$13.7M
Puts
$7.38M
Net Calls
+$6.34M
Net Calls Change
-$3.15M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$147M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$104M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$162M
4
BlackRock
4
BlackRock
New York
$594M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$57.7M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
ACM
2
Ashe Capital Management
New Jersey
$269M
3
DCM
3
Driehaus Capital Management
Illinois
$0
4
FAM
4
Fred Alger Management
New York
$3.83M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$543K
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
251
HMS Capital Management
Tennessee
$392K – – –
PNC Financial Services Group
252
PNC Financial Services Group
Pennsylvania
$377K -$243K -984 -39%
DekaBank Deutsche Girozentrale
253
DekaBank Deutsche Girozentrale
Germany
$376K – – –
PCM
254
Prelude Capital Management
New York
$375K -$165K -670 -31%
TI
255
Tidal Investments
Wisconsin
$368K +$16.5K +67 +5%
HighTower Advisors
256
HighTower Advisors
Illinois
$366K +$138K +559 +60%
MA
257
Mutual Advisors
Nebraska
$366K +$252 +1 +0.1%
Cambridge Investment Research Advisors
258
Cambridge Investment Research Advisors
Iowa
$349K -$55.3K -224 -14%
DWM
259
Dakota Wealth Management
Florida
$339K +$339K +1,374 New
CCAL
260
City Center Advisors LLC
Michigan
$339K +$30.3K +123 +10%
DWM
261
Diversify Wealth Management
Utah
$334K -$16.6K -68 -5%
BMCM
262
Burns Matteson Capital Management
New York
$328K +$8.64K +35 +3%
LTAS
263
Linden Thomas Advisory Services
North Carolina
$319K +$56.3K +228 +21%
MSRPS
264
Maryland State Retirement & Pension System
Maryland
$310K – – –
CIC
265
Cornercap Investment Counsel
Georgia
$302K – – –
CA
266
Cullinan Associates
Kentucky
$296K – – –
URS
267
Utah Retirement Systems
Utah
$296K – – –
CM
268
Crestline Management
Texas
$296K +$296K +1,200 New
SFC
269
SYM Financial Corp
Indiana
$292K +$292K +1,182 New
FBT
270
First Bank & Trust
South Dakota
$289K – – –
Osaic Holdings
271
Osaic Holdings
Arizona
$286K -$290K -1,176 -50%
Neuberger Berman Group
272
Neuberger Berman Group
New York
$278K +$278K +1,126 New
ProShare Advisors
273
ProShare Advisors
Maryland
$278K +$20K +81 +8%
LAM
274
Lewis Asset Management
California
$276K -$51.6K -209 -16%
C
275
Covestor
United Kingdom
$276K +$78.8K +319 +40%
9 10
11
12 13