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AppFolio
APPF

Overview Fund Activity

365 hedge funds and large institutions have $4.85B invested in AppFolio in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+70
Holders Change %
+23.73%
% of All Funds
5.29%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
115
Increased
119
Reduced
95
Closed
42
Calls
$37M
Puts
$34.4M
Net Calls
+$2.54M
Net Calls Change
+$5.78M

Top Buyers

1
BlackRock
BlackRock
New York
$638M
2
State Street
State Street
Massachusetts
$173M
3
Invesco
Invesco
Georgia
$50.5M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$46.2M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$43.8M

Top Sellers

1
BCM
Brown Capital Management
Maryland
$280M
2
Morgan Stanley
Morgan Stanley
New York
$107M
3
DCM
Driehaus Capital Management
Illinois
$48.1M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$5.64M
5
FAM
Fred Alger Management
New York
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
301
Ashton Thomas Private Wealth
Arizona
$209K +$209K +846 New
AWM
302
Axxcess Wealth Management
California
$207K +$207K +840 New
QCG
303
Quadrant Capital Group
Ohio
$197K +$191K +773 +2,863%
TSMHT
304
Thurston Springer Miller Herd & Titak
Indiana
$175K +$175K +708 New
Nisa Investment Advisors
305
Nisa Investment Advisors
Missouri
$169K +$4.44K +18 +3%
RA
306
RiverPark Advisors
New York
$165K +$120K +485 +265%
NEI
307
Northwest & Ethical Investments
Ontario, Canada
$154K +$154K +625 New
PA
308
Parallel Advisors
California
$143K -$1.73K -7 -1%
C
309
Covestor
United Kingdom
$136K +$72.5K +293 +114%
KBC Group
310
KBC Group
Belgium
$125K +$21K +85 +20%
Walleye Trading
311
Walleye Trading
New York
$123K +$57.7K +234 +88%
HIA
312
Harbor Investment Advisory
Maryland
$115K -$21K -85 -15%
BAMF
313
BI Asset Management Fondsmaeglerselskab
Denmark
$94K +$2.46K +10 +3%
Walleye Capital
314
Walleye Capital
New York
$87.1K -$4.95M -20,080 -98%
CMBA
315
C.M. Bidwell & Associates
Hawaii
$83.6K +$79.7K +323 +2,019%
ETC
316
Exchange Traded Concepts
Oklahoma
$82.9K +$82.9K +336 New
AssetMark Inc
317
AssetMark Inc
California
$74.3K – – –
FHA
318
First Horizon Advisors
Tennessee
$73.5K – – –
HFM
319
Harvest Fund Management
China
$73K +$73K +296 New
AAM
320
Advisors Asset Management
Colorado
$44.4K +$33.1K +134 +291%
S
321
SignatureFD
Georgia
$43.4K +$493 +2 +1%
HNB
322
Huntington National Bank
Ohio
$41.5K +$740 +3 +2%
AF
323
Allworth Financial
California
$33.6K +$740 +3 +2%
AIM
324
Arcadia Investment Management
Michigan
$30.1K -$7.9K -32 -21%
NC
325
nVerses Capital
Florida
$24.7K +$24.7K +100 New
11 12
13
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