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AppFolio
APPF

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: 9 → 10 (+1)

1% more funds holding

Funds holding: 384 → 388 (+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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$126M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$98.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$46.3M
4
BlackRock
BlackRock
New York
+$43.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$38.1M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$108M
2
ACM
Ashe Capital Management
New Jersey
-$72M
3
DCM
Driehaus Capital Management
Illinois
-$50.1M
4
FAM
Fred Alger Management
New York
-$39.6M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$36M
Name Holding Trade Value Shares
Change 		Change in
Stake
DO
301
denkapparat Operations
Germany
$221K +$209K +894 New
CA
302
Cache Advisors
California
$218K +$207K +883 New
SCM
303
Shelton Capital Management
Colorado
$210K – – –
ST
304
Somerset Trust
Pennsylvania
$203K +$193K +823 New
GCM
305
Gallacher Capital Management
Colorado
$203K +$192K +822 New
MFAM
306
Motley Fool Asset Management
Virginia
$203K +$192K +822 New
SCM
307
Stevens Capital Management
Pennsylvania
$202K +$192K +820 New
DWA
308
Delap Wealth Advisory
Oregon
$201K +$191K +814 New
QCG
309
Quadrant Capital Group
Ohio
$198K +$702 +3 +0.4%
ETC
310
Exchange Traded Concepts
Oklahoma
$158K +$9.37K +40 +7%
Nisa Investment Advisors
311
Nisa Investment Advisors
Missouri
$152K +$15.2K +65 +12%
PA
312
Parallel Advisors
California
$143K -$3.75K -16 -3%
SAM
313
Smartleaf Asset Management
Massachusetts
$137K +$3.04K +13 +2%
TWD
314
True Wealth Design
Ohio
$136K +$50.6K +216 +64%
SIC
315
Salem Investment Counselors
North Carolina
$123K +$117K +500 New
AAM
316
Advisors Asset Management
Colorado
$119K +$21.8K +93 +24%
HIA
317
Harbor Investment Advisory
Maryland
$115K – – –
NEI
318
Northwest & Ethical Investments
Ontario, Canada
$111K -$64.4K -275 -38%
VWM
319
Venturi Wealth Management
Texas
$98.7K +$93.6K +400 New
SCM
320
Sterling Capital Management
North Carolina
$90.3K -$10.8K -46 -11%
T
321
Transce3nd
Texas
$83.4K +$79.1K +338 New
Walleye Trading
322
Walleye Trading
New York
$78.7K +$74.7K +319 New
Mirae Asset Global ETFs Holdings
323
Mirae Asset Global ETFs Holdings
Hong Kong
$76.7K -$73.7K -315 -50%
CMBA
324
C.M. Bidwell & Associates
Hawaii
$76.7K -$936 -4 -1%
FHA
325
First Horizon Advisors
Tennessee
$64.1K -$4.21K -18 -6%
11 12
13
14 15

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.