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AppFolio
APPF

Overview Fund Activity

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

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$107M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$566M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$108M
4
Invesco
4
Invesco
Georgia
$95.9M
5
BlackRock
5
BlackRock
New York
$524M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$20.3M
3
FAM
3
Fred Alger Management
New York
$43.5M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$0
5
BCM
5
Brown Capital Management
Maryland
$189M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
326
US Bancorp
Minnesota
$55.8K 237 -1,271 -84%
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$52.3K 222 +9 +4%
S
328
SignatureFD
Georgia
$46.8K 199 +11 +6%
MB
329
Mizuho Bank
Japan
$44.7K 190 +190 New
HNB
330
Huntington National Bank
Ohio
$38.6K 164 +1 +0.6%
GI
331
GAMMA Investing
California
$37K 157 +26 +20%
Jones Financial Companies
332
Jones Financial Companies
Missouri
$36.1K 154 +144 +1,440%
AF
333
Allworth Financial
California
$31.5K 134 – –
BTI
334
Blue Trust Inc
Georgia
$28.6K 117 +54 +86%
Fifth Third Bancorp
335
Fifth Third Bancorp
Ohio
$24.2K 103 +19 +23%
SPIA
336
Steward Partners Investment Advisory
New York
$23.8K 101 +11 +12%
FFA
337
Farther Finance Advisors
California
$20.5K 87 +87 New
PIM
338
Plato Investment Management
Australia
$20.2K 86 – –
ADL
339
Asset Dedication LLC
California
$19.8K 84 +59 +236%
LC
340
Lindbrook Capital
California
$17.7K 75 -12 -14%
CA
341
CoreCap Advisors
Michigan
$14.8K 63 +63 New
GRP
342
Global Retirement Partners
California
$14.1K 60 -29 -33%
PS
343
Principal Securities
Iowa
$14.1K 60 – –
UB
344
UMB Bank
Missouri
$13.4K 57 +44 +338%
PTC
345
Private Trust Company
Ohio
$12.7K 54 -33 -38%
RA
346
Rise Advisors
New York
$11.3K 48 – –
JFGIW
347
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.1K 43 +43 New
PPC
348
Park Place Capital
Alabama
$9.65K 41 – –
RS
349
Rakuten Securities
Japan
$9.42K 40 +20 +100%
CI Investments Inc
350
CI Investments Inc
Ontario, Canada
$9K 40 +5 +14%
12 13
14
15 16