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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 %
PWLP
301
Prio Wealth Limited Partnership
Massachusetts
$245K 1,000 – –
SW
302
SteelPeak Wealth
California
$245K 1,000 – –
RMDI
303
R.M. Davis Inc
Maine
$245K 1,000 – –
HighTower Advisors
304
HighTower Advisors
Illinois
$237K 972 -154 -14%
CAM
305
Cresset Asset Management
Illinois
$234K 955 +62 +7%
AI
306
Atria Investments
North Carolina
$231K 944 +944 New
GCS
307
Gordian Capital (Singapore)
Singapore
$228K 1,082 +1,082 New
VA
308
Vident Advisory
Georgia
$227K 930 +80 +9%
NA
309
NewEdge Advisors
Louisiana
$221K 903 +903 New
KIC
310
Kensington Investment Counsel
California
$220K 900 – –
ATPW
311
Ashton Thomas Private Wealth
Arizona
$213K 871 +25 +3%
RA
312
RiverPark Advisors
New York
$212K 867 +199 +30%
SCM
313
Shelton Capital Management
Colorado
$209K 853 +853 New
LTAS
314
Linden Thomas Advisory Services
North Carolina
$206K 841 +841 New
AWM
315
Axxcess Wealth Management
California
$205K 840 – –
QCG
316
Quadrant Capital Group
Ohio
$196K 801 +1 +0.1%
Twin Tree Management
317
Twin Tree Management
Texas
$175K 717 -23,002 -97%
Nisa Investment Advisors
318
Nisa Investment Advisors
Missouri
$169K 690 +6 +0.9%
NEI
319
Northwest & Ethical Investments
Ontario, Canada
$153K 625 – –
CFM
320
Catalyst Funds Management
Australia
$147K 600 +600 New
PA
321
Parallel Advisors
California
$145K 593 +15 +3%
KBC Group
322
KBC Group
Belgium
$124K 506 – –
C
323
Covestor
United Kingdom
$120K 492 -58 -11%
HIA
324
Harbor Investment Advisory
Maryland
$114K 467 – –
HFM
325
Harvest Fund Management
China
$99K 404 +108 +36%
11 12
13
14 15