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AppFolio
APPF

Overview Fund Activity

391 hedge funds and large institutions have $4.62B invested in AppFolio in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 142 increasing their positions, 125 reducing their positions, and 43 closing their positions.

Holders
391
Holders Change
+26
Holders Change %
+7.12%
% of All Funds
5.69%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
72
Increased
142
Reduced
125
Closed
43
Calls
$24.9M
Puts
$8.14M
Net Calls
+$16.8M
Net Calls Change
+$14.2M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$61.5M
2
Squarepoint
2
Squarepoint
New York
$45.3M
3
Franklin Resources
3
Franklin Resources
California
$42.6M
4
Invesco
4
Invesco
Georgia
$78M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$26.9M

Top Sellers

1
BlackRock
1
BlackRock
New York
$528M
2
Morgan Stanley
2
Morgan Stanley
New York
$42.7M
3
BCM
3
Brown Capital Management
Maryland
$223M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$4.99M
5
FAM
5
Fred Alger Management
New York
$87.8M
Name Market Value Shares Shares
Change 		Shares
Change %
MFS
276
Mirabella Financial Services
United Kingdom
$341K 1,395 +34 +2%
TI
277
Tidal Investments
Wisconsin
$339K 1,385 +1,385 New
CGH
278
Crossmark Global Holdings
Texas
$324K 1,324 +1,324 New
LCM
279
Laurion Capital Management
New York
$320K 1,310 +1,310 New
DWM
280
Diversify Wealth Management
Utah
$319K 1,562 +1,562 New
Stifel Financial
281
Stifel Financial
Missouri
$313K 1,278 -193 -13%
Deutsche Bank
282
Deutsche Bank
Germany
$309K 1,262 -69,694 -98%
Envestnet Portfolio Solutions
283
Envestnet Portfolio Solutions
Illinois
$297K 1,216 -30 -2%
Cambridge Investment Research Advisors
284
Cambridge Investment Research Advisors
Iowa
$297K 1,215 +64 +6%
LAM
285
Lewis Asset Management
California
$295K 1,205 +21 +2%
Cerity Partners
286
Cerity Partners
New York
$293K 1,200 -282 -19%
CA
287
Cullinan Associates
Kentucky
$293K 1,200 – –
URS
288
Utah Retirement Systems
Utah
$293K 1,200 +1,200 New
FBT
289
First Bank & Trust
South Dakota
$291K 1,190 -15 -1%
Mackenzie Financial
290
Mackenzie Financial
Ontario, Canada
$271K 1,108 – –
FFA
291
First Foundation Advisors
California
$269K 1,098 – –
CIP
292
Convergence Investment Partners
Florida
$262K 1,073 +1,073 New
NRD
293
Nebula Research & Development
New York
$257K 1,052 -730 -41%
MML Investors Services
294
MML Investors Services
Massachusetts
$256K 1,046 -491 -32%
SWA
295
Sax Wealth Advisors
New Jersey
$253K 1,035 +1,035 New
OSAM
296
O'Shaughnessy Asset Management
Connecticut
$252K 1,030 -265 -20%
Mercer Global Advisors
297
Mercer Global Advisors
Colorado
$251K 1,028 -8 -0.8%
VF
298
Virtu Financial
New York
$245K 1,000 -925 -48%
NA
299
Navellier & Associates
Nevada
$245K 1,000 – –
CWM
300
Congress Wealth Management
Massachusetts
$245K 1,000 – –
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12
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