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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 %
CI Investments Inc
276
CI Investments Inc
Ontario, Canada
$5K 28 – –
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$5K 28 +5 +22%
QCG
278
Quadrant Capital Group
Ohio
$4.68K 27 +27 New
WPA
279
West Paces Advisors
Georgia
$4.33K 25 +25 New
GI
280
GAMMA Investing
California
$3.07K 14 +14 New
CMBA
281
C.M. Bidwell & Associates
Hawaii
$2.77K 16 +16 New
HCM
282
Hollencrest Capital Management
California
$2.6K 15 – –
BWL
283
Bogart Wealth LLC
Virginia
$2.6K 15 – –
TCWA
284
Turtle Creek Wealth Advisors
Texas
$2.43K 14 +14 New
PWMG
285
Private Wealth Management Group
New Jersey
$1.73K 10 +10 New
MCM
286
Manchester Capital Management
Vermont
$1.56K 9 – –
AAP
287
Arax Advisory Partners
Colorado
$1.39K 8 -1 -11%
CAL
288
Capital Advisors Ltd
Ohio
$1K 8 – –
BTI
289
Blue Trust Inc
Georgia
$1K 8 +8 New
MPWT
290
MassMutual Private Wealth & Trust
Connecticut
$866 5 – –
VCM
291
Versant Capital Management
Arizona
$693 4 – –
IFAM
292
Institutional & Family Asset Management
Colorado
$693 4 – –
AWM
293
Abound Wealth Management
Tennessee
$693 4 – –
GWS
294
Glassman Wealth Services
Virginia
$346 2 – –
ASN
295
Advisory Services Network
Georgia
$173 1 +1 New
ESCM
296
Echo Street Capital Management
New York
– – -862,697 Closed
LCG
297
Lisanti Capital Growth
New York
– – -23,475 Closed
EI
298
EAM Investors
California
– – -8,644 Closed
CIA
299
Capital Impact Advisors
Massachusetts
– – -6,099 Closed
XT
300
XTX Topco
Cayman Islands
– – -3,685 Closed
9 10 11
12
13