We are live on ! Find out more
APPF icon

AppFolio

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: 910 (+1)

1% more funds holding

Funds holding: 384388 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
326
Jones Financial Companies
Missouri
$60.9K +$21.8K +93 +60%
PEAK6
327
PEAK6
Illinois
$58.2K +$55.3K +236 New
EWA
328
EverSource Wealth Advisors
Alabama
$54.8K +$48.7K +208 +1,486%
QL
329
Quarry LP
New York
$52.3K -$157K -669 -76%
ACM
330
Aster Capital Management
United Arab Emirates
$51.3K +$48.2K +206 +10,300%
AIM
331
Arcadia Investment Management
Michigan
$50.1K +$47.5K +203 New
S
332
SignatureFD
Georgia
$48.9K -$234 -1 -0.5%
MB
333
Mizuho Bank
Japan
$46.9K
GI
334
GAMMA Investing
California
$41.4K +$2.58K +11 +7%
UB
335
UMB Bank
Missouri
$41.2K +$25.8K +110 +193%
AF
336
Allworth Financial
California
$35.8K +$1.17K +5 +4%
HNB
337
Huntington National Bank
Ohio
$29.9K -$10.1K -43 -26%
Fifth Third Bancorp
338
Fifth Third Bancorp
Ohio
$28.9K +$3.28K +14 +14%
SPIA
339
Steward Partners Investment Advisory
New York
$28.1K +$3.04K +13 +13%
CT
340
Colonial Trust
South Carolina
$28.1K +$26.7K +114 New
Northwestern Mutual Wealth Management
341
Northwestern Mutual Wealth Management
Wisconsin
$24.7K -$28.6K -122 -55%
PIM
342
Plato Investment Management
Australia
$21.3K
ADL
343
Asset Dedication LLC
California
$20.7K
LC
344
Lindbrook Capital
California
$18.5K
US Bancorp
345
US Bancorp
Minnesota
$16K -$40.3K -172 -73%
BTI
346
Blue Trust Inc
Georgia
$15.5K -$12.6K -54 -46%
PS
347
Principal Securities
Iowa
$14.8K
MCM
348
MAI Capital Management
Ohio
$12.3K +$11.7K +50 New
GRP
349
Global Retirement Partners
California
$11.8K -$2.81K -12 -20%
RA
350
Rise Advisors
New York
$11.8K

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.