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AppFolio

388 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, 135 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $7.38M

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

1% more funds holding

Funds holding: 384388 (+4)

4% more capital invested

Capital invested by funds: $4.5B → $4.7B (+$198M)

0% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 135

0.68% less ownership

Funds ownership: 83.2%82.52% (-0.68%)

Holders
388
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
5.11%
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
135
Closed
54
Calls
$13.7M
Puts
$7.38M
Net Calls
+$6.34M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
276
Lewis Asset Management
California
$276K -$48.9K -209 -16%
C
277
Covestor
United Kingdom
$276K +$74.7K +319 +40%
FFA
278
First Foundation Advisors
California
$271K
BC
279
Bayforest Capital
United Kingdom
$267K +$253K +1,081 New
Stifel Financial
280
Stifel Financial
Missouri
$263K -$184K -787 -42%
AI
281
Atria Investments
North Carolina
$261K +$31.4K +134 +15%
CPIG
282
Chicago Partners Investment Group
Illinois
$257K +$237K +1,012 New
CPA
283
Capital Performance Advisors
California
$256K +$87.8K +375 +57%
AI
284
Atom Investors
Texas
$256K +$243K +1,036 New
PCM
285
Polymer Capital Management
New York
$253K +$240K +1,026 New
KBC Group
286
KBC Group
Belgium
$252K +$94.8K +405 +66%
SW
287
SteelPeak Wealth
California
$248K
SWA
288
Sax Wealth Advisors
New Jersey
$247K -$46.1K -197 -16%
NA
289
Navellier & Associates
Nevada
$247K
RMDI
290
R.M. Davis Inc
Maine
$247K
PAG
291
Poinciana Advisors Group
Florida
$245K +$233K +995 New
MML Investors Services
292
MML Investors Services
Massachusetts
$241K +$13.8K +59 +6%
ATPW
293
Ashton Thomas Private Wealth
Arizona
$235K +$223K +953 New
AFA
294
Arlington Financial Advisors
California
$235K
FPAS
295
Focus Partners Advisor Solutions
Missouri
$227K +$216K +921 New
CWM
296
Congress Wealth Management
Massachusetts
$226K +$214K +916 New
Pathstone Holdings
297
Pathstone Holdings
New Jersey
$225K -$15.9K -68 -7%
WorldQuant Millennium Advisors
298
WorldQuant Millennium Advisors
New York
$222K -$468 -2 -0.2%
KIC
299
Kensington Investment Counsel
California
$222K
AIM
300
Aigen Investment Management
New York
$221K -$149K -637 -42%

APPF Hedge Fund Activity: Q4 2024 in Review

388 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q4 2024, worth a combined $4.7B — up 4.4% from $4.5B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new APPF positions and 54 closed out — a net gain of 12 holders — while 135 added to existing stakes and 135 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $126M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $108M sold.

  • 388 institutional investors held AppFolio (APPF) as of Q4 2024, up from 384 in Q3 2024.
  • Funds reported $4.7B of AppFolio stock for Q4 2024, up 4.4% quarter-over-quarter.
  • 66 funds opened new AppFolio positions in Q4 2024 and 54 closed out, a net change of +12 holders.
  • The largest AppFolio buyer in Q4 2024 was Fidelity Investments, an estimated $126M added.
  • The largest AppFolio seller in Q4 2024 was Lord, Abbett & Co, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2024.