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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 %
FFA
276
First Foundation Advisors
California
$271K – – –
BC
277
Bayforest Capital
United Kingdom
$267K +$267K +1,081 New
Stifel Financial
278
Stifel Financial
Missouri
$263K -$194K -787 -42%
AI
279
Atria Investments
North Carolina
$261K +$33.1K +134 +15%
CPIG
280
Chicago Partners Investment Group
Illinois
$257K +$257K +1,012 New
CPA
281
Capital Performance Advisors
California
$256K +$92.5K +375 +57%
AI
282
Atom Investors
Texas
$256K +$256K +1,036 New
PCM
283
Polymer Capital Management
New York
$253K +$253K +1,026 New
KBC Group
284
KBC Group
Belgium
$252K +$99.8K +405 +66%
SW
285
SteelPeak Wealth
California
$248K – – –
SWA
286
Sax Wealth Advisors
New Jersey
$247K -$48.6K -197 -16%
NA
287
Navellier & Associates
Nevada
$247K – – –
RMDI
288
R.M. Davis Inc
Maine
$247K – – –
PAG
289
Poinciana Advisors Group
Florida
$245K +$245K +995 New
MML Investors Services
290
MML Investors Services
Massachusetts
$241K +$14.5K +59 +6%
ATPW
291
Ashton Thomas Private Wealth
Arizona
$235K +$235K +953 New
AFA
292
Arlington Financial Advisors
California
$235K – – –
FPAS
293
Focus Partners Advisor Solutions
Missouri
$227K +$227K +921 New
CWM
294
Congress Wealth Management
Massachusetts
$226K +$226K +916 New
Pathstone Holdings
295
Pathstone Holdings
New Jersey
$225K -$16.8K -68 -7%
WorldQuant Millennium Advisors
296
WorldQuant Millennium Advisors
New York
$222K -$493 -2 -0.2%
KIC
297
Kensington Investment Counsel
California
$222K – – –
AIM
298
Aigen Investment Management
New York
$221K -$157K -637 -42%
DO
299
denkapparat Operations
Germany
$221K +$221K +894 New
CA
300
Cache Advisors
California
$218K +$218K +883 New
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12
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