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AppFolio

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.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 19

33% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 83

20% more funds holding

Funds holding: 245295 (+50)

3.51% more ownership

Funds ownership: 78.66%82.16% (+3.5%)

2% more capital invested

Capital invested by funds: $3.01B → $3.08B (+$73.3M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

15% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $22.2M

Holders
295
Holders Change
+50
Holders Change %
+20.41%
% of All Funds
4.3%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
276
CI Investments Inc
Ontario, Canada
$5K
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$5K +$937 +5 +22%
QCG
278
Quadrant Capital Group
Ohio
$4.68K +$5.06K +27 New
WPA
279
West Paces Advisors
Georgia
$4.33K +$4.68K +25 New
GI
280
GAMMA Investing
California
$3.07K +$2.62K +14 New
CMBA
281
C.M. Bidwell & Associates
Hawaii
$2.77K +$3K +16 New
BWL
282
Bogart Wealth LLC
Virginia
$2.6K
HCM
283
Hollencrest Capital Management
California
$2.6K
TCWA
284
Turtle Creek Wealth Advisors
Texas
$2.42K +$2.62K +14 New
PWMG
285
Private Wealth Management Group
New Jersey
$1.73K +$1.87K +10 New
MCM
286
Manchester Capital Management
Vermont
$1.56K
AAP
287
Arax Advisory Partners
Colorado
$1.39K -$187 -1 -11%
CAL
288
Capital Advisors Ltd
Ohio
$1K
BTI
289
Blue Trust Inc
Georgia
$1K +$1.5K +8 New
MPWT
290
MassMutual Private Wealth & Trust
Connecticut
$866
AWM
291
Abound Wealth Management
Tennessee
$693
IFAM
292
Institutional & Family Asset Management
Colorado
$693
VCM
293
Versant Capital Management
Arizona
$693
GWS
294
Glassman Wealth Services
Virginia
$346
ASN
295
Advisory Services Network
Georgia
$173 +$187 +1 New
ESCM
296
Echo Street Capital Management
New York
-$158M -862,697 Closed
LCG
297
Lisanti Capital Growth
New York
-$4.29M -23,475 Closed
EI
298
EAM Investors
California
-$1.58M -8,644 Closed
CIA
299
Capital Impact Advisors
Massachusetts
-$1.11M -6,099 Closed
XT
300
XTX Topco
Cayman Islands
-$673K -3,685 Closed