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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 %
ETC
326
Exchange Traded Concepts
Oklahoma
$92.4K 378 +42 +13%
CMBA
327
C.M. Bidwell & Associates
Hawaii
$82.9K 339 – –
AssetMark Inc
328
AssetMark Inc
California
$78K 319 +18 +6%
FHA
329
First Horizon Advisors
Tennessee
$68K 278 -20 -7%
AAM
330
Advisors Asset Management
Colorado
$60.9K 249 +69 +38%
QL
331
Quarry LP
New York
$58.2K 238 +142 +148%
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$52.1K 213 +186 +689%
IWA
333
IBEX Wealth Advisors
New Jersey
$48.9K 200 +200 New
S
334
SignatureFD
Georgia
$46K 188 +12 +7%
HNB
335
Huntington National Bank
Ohio
$39.9K 163 -5 -3%
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$36K 149 +105 +239%
AF
337
Allworth Financial
California
$35.2K 134 -2 -1%
AIM
338
Arcadia Investment Management
Michigan
$35.2K 144 +22 +18%
Citadel Advisors
339
Citadel Advisors
Florida
$35K 143 -36,543 -100%
GI
340
GAMMA Investing
California
$32K 131 +112 +589%
Bessemer Group
341
Bessemer Group
New Jersey
$31K 128 +37 +41%
IA
342
IFP Advisors
Florida
$24.5K 100 – –
Group One Trading
343
Group One Trading
Illinois
$23K 94 +79 +527%
SPIA
344
Steward Partners Investment Advisory
New York
$22K 90 – –
GRP
345
Global Retirement Partners
California
$21.8K 89 +29 +48%
PTC
346
Private Trust Company
Ohio
$21.3K 87 – –
LC
347
Lindbrook Capital
California
$21.3K 87 +8 +10%
PIM
348
Plato Investment Management
Australia
$21K 86 – –
Fifth Third Bancorp
349
Fifth Third Bancorp
Ohio
$20.5K 84 +84 New
IC
350
Innealta Capital
Texas
$16.9K 69 +69 New
12 13
14
15 16