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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 %
BIA
351
Bell Investment Advisors
California
$8.95K 38 – –
IHWM
352
Iron Horse Wealth Management
Iowa
$8.47K 36 – –
MPWT
353
MassMutual Private Wealth & Trust
Connecticut
$6.83K 29 +5 +21%
MA
354
MCF Advisors
Kentucky
$6.12K 26 -11 -30%
CA
355
Clearstead Advisors
Ohio
$5.89K 25 – –
WSFS
356
Wilmington Savings Fund Society
Delaware
$5.65K 24 +24 New
AWM
357
Avior Wealth Management
Nebraska
$4.71K 20 – –
CFB
358
Cullen/Frost Bankers
Texas
$4.71K 20 +4 +25%
FNWA
359
Financial Network Wealth Advisors
Utah
$3.77K 16 – –
HCM
360
Hollencrest Capital Management
California
$3.53K 15 – –
BWL
361
Bogart Wealth LLC
Virginia
$3.53K 15 – –
EWA
362
EverSource Wealth Advisors
Alabama
$3.3K 14 -4 -22%
WWM
363
Wolff Wiese Magana
California
$2.83K 12 +12 New
PWMG
364
Private Wealth Management Group
New Jersey
$2.35K 10 -14 -58%
MCM
365
Manchester Capital Management
Vermont
$2.35K 10 – –
ACM
366
Anfield Capital Management
California
$2.12K 9 – –
CA
367
Continuum Advisory
Idaho
$2.1K 9 +1 +13%
MIFH
368
Migdal Insurance & Financial Holdings
Israel
$2K 8 -50 -86%
CAL
369
Capital Advisors Ltd
Ohio
$2K 8 – –
FMII
370
Farmers & Merchants Investments Inc
Nebraska
$1.88K 8 – –
VCM
371
Versant Capital Management
Arizona
$1.41K 6 +2 +50%
TPCW
372
TD Private Client Wealth
New York
$1.18K 5 – –
AAP
373
Arax Advisory Partners
Colorado
$942 4 -4 -50%
AWM
374
Abound Wealth Management
Tennessee
$942 4 – –
FDCDDQ
375
Federation des caisses Desjardins du Quebec
Quebec, Canada
$471 2 – –
13 14
15
16 17