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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 %
EWA
326
EverSource Wealth Advisors
Alabama
$54.8K +$51.3K +208 +1,486%
QL
327
Quarry LP
New York
$52.3K -$165K -669 -76%
ACM
328
Aster Capital Management
United Arab Emirates
$51.3K +$50.8K +206 +10,300%
AIM
329
Arcadia Investment Management
Michigan
$50.1K +$50.1K +203 New
S
330
SignatureFD
Georgia
$48.9K -$247 -1 -0.5%
MB
331
Mizuho Bank
Japan
$46.9K – – –
GI
332
GAMMA Investing
California
$41.4K +$2.71K +11 +7%
UB
333
UMB Bank
Missouri
$41.2K +$27.1K +110 +193%
AF
334
Allworth Financial
California
$35.8K +$1.29K +5 +4%
HNB
335
Huntington National Bank
Ohio
$29.9K -$10.6K -43 -26%
Fifth Third Bancorp
336
Fifth Third Bancorp
Ohio
$28.9K +$3.45K +14 +14%
SPIA
337
Steward Partners Investment Advisory
New York
$28.1K +$3.21K +13 +13%
CT
338
Colonial Trust
South Carolina
$28.1K +$28.1K +114 New
Northwestern Mutual Wealth Management
339
Northwestern Mutual Wealth Management
Wisconsin
$24.7K -$30.1K -122 -55%
PIM
340
Plato Investment Management
Australia
$21.3K – – –
ADL
341
Asset Dedication LLC
California
$20.7K – – –
LC
342
Lindbrook Capital
California
$18.5K – – –
US Bancorp
343
US Bancorp
Minnesota
$16K -$42.4K -172 -73%
BTI
344
Blue Trust Inc
Georgia
$15.5K -$13.3K -54 -46%
PS
345
Principal Securities
Iowa
$14.8K – – –
MCM
346
MAI Capital Management
Ohio
$12.3K +$12.3K +50 New
GRP
347
Global Retirement Partners
California
$11.8K -$2.96K -12 -20%
RA
348
Rise Advisors
New York
$11.8K – – –
PSFG
349
Park Square Financial Group
Georgia
$10.9K +$10.9K +44 New
PPC
350
Park Place Capital
Alabama
$10.1K – – –
12 13
14
15 16