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AppFolio
APPF

Overview Fund Activity

386 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, 133 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+4
Holders Change %
+1.05%
% of All Funds
5.14%
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
133
Closed
54
Calls
$13.7M
Puts
$7.38M
Net Calls
+$6.34M
Net Calls Change
-$3.15M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$147M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$104M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$162M
4
BlackRock
4
BlackRock
New York
$594M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$57.7M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
ACM
2
Ashe Capital Management
New Jersey
$269M
3
DCM
3
Driehaus Capital Management
Illinois
$0
4
FAM
4
Fred Alger Management
New York
$3.83M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$543K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
301
Shelton Capital Management
Colorado
$210K – – –
ST
302
Somerset Trust
Pennsylvania
$203K +$203K +823 New
MFAM
303
Motley Fool Asset Management
Virginia
$203K +$203K +822 New
GCM
304
Gallacher Capital Management
Colorado
$203K +$203K +822 New
SCM
305
Stevens Capital Management
Pennsylvania
$202K +$202K +820 New
DWA
306
Delap Wealth Advisory
Oregon
$201K +$201K +814 New
QCG
307
Quadrant Capital Group
Ohio
$198K +$740 +3 +0.4%
ETC
308
Exchange Traded Concepts
Oklahoma
$158K +$9.87K +40 +7%
Nisa Investment Advisors
309
Nisa Investment Advisors
Missouri
$152K +$16K +65 +12%
PA
310
Parallel Advisors
California
$143K -$3.95K -16 -3%
SAM
311
Smartleaf Asset Management
Massachusetts
$137K +$3.21K +13 +2%
TWD
312
True Wealth Design
Ohio
$136K +$53.3K +216 +64%
SIC
313
Salem Investment Counselors
North Carolina
$123K +$123K +500 New
AAM
314
Advisors Asset Management
Colorado
$119K +$22.9K +93 +24%
HIA
315
Harbor Investment Advisory
Maryland
$115K – – –
NEI
316
Northwest & Ethical Investments
Ontario, Canada
$111K -$67.8K -275 -38%
VWM
317
Venturi Wealth Management
Texas
$98.7K +$98.7K +400 New
SCM
318
Sterling Capital Management
North Carolina
$90.3K -$11.3K -46 -11%
T
319
Transce3nd
Texas
$83.4K +$83.4K +338 New
Walleye Trading
320
Walleye Trading
New York
$78.7K +$78.7K +319 New
Mirae Asset Global ETFs Holdings
321
Mirae Asset Global ETFs Holdings
Hong Kong
$76.7K -$77.7K -315 -50%
CMBA
322
C.M. Bidwell & Associates
Hawaii
$76.7K -$987 -4 -1%
FHA
323
First Horizon Advisors
Tennessee
$64.1K -$4.44K -18 -6%
Jones Financial Companies
324
Jones Financial Companies
Missouri
$60.9K +$22.9K +93 +60%
PEAK6
325
PEAK6
Illinois
$58.2K +$58.2K +236 New
11 12
13
14 15