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AppFolio

382 hedge funds and large institutions have $4.43B invested in AppFolio in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 151 increasing their positions, 121 reducing their positions, and 63 closing their positions.

Holders
382
Holders Change
-9
Holders Change %
-2.3%
% of All Funds
5.53%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
57
Increased
151
Reduced
121
Closed
63
Calls
$22.8M
Puts
$13.3M
Net Calls
+$9.49M
Net Calls Change
-$7.29M
Name Market Value Shares Shares
Change
Shares
Change %
QL
301
Quarry LP
New York
$207K 881 +643 +270%
Mercer Global Advisors
302
Mercer Global Advisors
Colorado
$206K 889 -139 -14%
CC
303
Corton Capital
Ontario, Canada
$203K 864 -690 -44%
AWM
304
Axxcess Wealth Management
California
$203K 863 +23 +3%
SCM
305
Shelton Capital Management
Colorado
$201K 853
PAG
306
Private Advisor Group
New Jersey
$201K 853 -946 -53%
QCG
307
Quadrant Capital Group
Ohio
$189K 801
C
308
Covestor
United Kingdom
$188K 799 +307 +62%
NEI
309
Northwest & Ethical Investments
Ontario, Canada
$171K 725 +100 +16%
CPA
310
Capital Performance Advisors
California
$156K 662 +662 New
RA
311
RiverPark Advisors
New York
$148K 630 -237 -27%
Mirae Asset Global ETFs Holdings
312
Mirae Asset Global ETFs Holdings
Hong Kong
$147K 626 -9,726 -94%
KBC Group
313
KBC Group
Belgium
$145K 618 +112 +22%
Amundi
314
Amundi
France
$142K 627 +627 New
ETC
315
Exchange Traded Concepts
Oklahoma
$142K 602 +224 +59%
PA
316
Parallel Advisors
California
$140K 596 +3 +0.5%
Nisa Investment Advisors
317
Nisa Investment Advisors
Missouri
$130K 551 -139 -20%
SAM
318
Smartleaf Asset Management
Massachusetts
$127K 541 +517 +2,154%
TRCT
319
Tower Research Capital (TRC)
New York
$114K 483 -8,153 -94%
HIA
320
Harbor Investment Advisory
Maryland
$110K 467
SCM
321
Sterling Capital Management
North Carolina
$97K 412 +412 New
AAM
322
Advisors Asset Management
Colorado
$91.8K 390 +141 +57%
TWD
323
True Wealth Design
Ohio
$79.1K 336 +336 New
CMBA
324
C.M. Bidwell & Associates
Hawaii
$74.2K 315 -24 -7%
FHA
325
First Horizon Advisors
Tennessee
$65.4K 278