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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 %
IA
326
IFP Advisors
Florida
$24.7K +$24.7K +100 New
QL
327
Quarry LP
New York
$23.7K +$23.7K +96 New
CIBC Private Wealth Group
328
CIBC Private Wealth Group
Georgia
$22.9K +$22.9K +95 New
UFF
329
USA Financial Formulas
Michigan
$22.7K -$60.7K -246 -73%
SPIA
330
Steward Partners Investment Advisory
New York
$22.2K – – –
Bessemer Group
331
Bessemer Group
New Jersey
$22K +$22K +91 New
PTC
332
Private Trust Company
Ohio
$21.5K -$2.71K -11 -11%
PIM
333
Plato Investment Management
Australia
$21.2K – – –
MIFH
334
Migdal Insurance & Financial Holdings
Israel
$21K +$1.5K +6 +8%
LC
335
Lindbrook Capital
California
$19.5K – – –
GRP
336
Global Retirement Partners
California
$14.8K – – –
PS
337
Principal Securities
Iowa
$13.8K -$3.45K -14 -20%
RA
338
Rise Advisors
New York
$11.8K +$11.8K +48 New
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$11K +$4K +16 +57%
MG
340
Mather Group
Illinois
$10.9K +$10.9K +63 New
PPC
341
Park Place Capital
Alabama
$10.1K – – –
CI Investments Inc
342
CI Investments Inc
Ontario, Canada
$9K +$2.19K +9 +32%
IHWM
343
Iron Horse Wealth Management
Iowa
$8.88K – – –
MA
344
MCF Advisors
Kentucky
$7.9K -$1.97K -8 -20%
BIA
345
Bell Investment Advisors
California
$7.4K – – –
Northwestern Mutual Wealth Management
346
Northwestern Mutual Wealth Management
Wisconsin
$6.66K +$6.66K +27 New
AWM
347
Avior Wealth Management
Nebraska
$5.92K +$5.92K +24 New
GI
348
GAMMA Investing
California
$4.69K +$1.23K +5 +36%
Group One Trading
349
Group One Trading
Illinois
$3.7K -$144K -582 -97%
BWL
350
Bogart Wealth LLC
Virginia
$3.7K – – –
12 13
14
15 16