We are live on ! Find out more
APPF icon

AppFolio
APPF

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: 9 → 10 (+1)

1% more funds holding

Funds holding: 384 → 388 (+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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$126M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$98.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$46.3M
4
BlackRock
BlackRock
New York
+$43.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$38.1M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$108M
2
ACM
Ashe Capital Management
New Jersey
-$72M
3
DCM
Driehaus Capital Management
Illinois
-$50.1M
4
FAM
Fred Alger Management
New York
-$39.6M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$36M
Name Holding Trade Value Shares
Change 		Change in
Stake
PSFG
351
Park Square Financial Group
Georgia
$10.9K +$10.3K +44 New
PPC
352
Park Place Capital
Alabama
$10.1K – – –
CI Investments Inc
353
CI Investments Inc
Ontario, Canada
$10K – – –
CA
354
Clearstead Advisors
Ohio
$9.13K +$2.81K +12 +48%
IHWM
355
Iron Horse Wealth Management
Iowa
$8.88K – – –
CA
356
CoreCap Advisors
Michigan
$8.39K -$6.79K -29 -46%
BIA
357
Bell Investment Advisors
California
$7.9K -$1.41K -6 -16%
AWM
358
Avior Wealth Management
Nebraska
$7.89K +$2.81K +12 +60%
MPWT
359
MassMutual Private Wealth & Trust
Connecticut
$7.4K +$234 +1 +3%
JFGIW
360
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.08K -$3.98K -17 -40%
WSFS
361
Wilmington Savings Fund Society
Delaware
$5.92K – – –
CFB
362
Cullen/Frost Bankers
Texas
$5.92K +$936 +4 +20%
SS
363
SBI Securities
Japan
$4.93K +$4.68K +20 New
IA
364
IFP Advisors
Florida
$4.69K +$4.45K +19 New
PWMG
365
Private Wealth Management Group
New Jersey
$4.44K +$1.87K +8 +80%
BWL
366
Bogart Wealth LLC
Virginia
$3.7K – – –
HCM
367
Hollencrest Capital Management
California
$3.7K – – –
WWM
368
Wolff Wiese Magana
California
$2.96K – – –
MCM
369
Manchester Capital Management
Vermont
$2.47K – – –
ACM
370
Anfield Capital Management
California
$2.22K – – –
CA
371
Continuum Advisory
Idaho
$2.22K – – –
CAL
372
Capital Advisors Ltd
Ohio
$2K – – –
FMII
373
Farmers & Merchants Investments Inc
Nebraska
$1.97K – – –
PTC
374
Private Trust Company
Ohio
$1.48K -$11.2K -48 -89%
WA
375
WPG Advisers
Maryland
$1.48K +$1.41K +6 New
13 14
15
16 17

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.