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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 %
CI Investments Inc
351
CI Investments Inc
Ontario, Canada
$10K – – –
CA
352
Clearstead Advisors
Ohio
$9.13K +$2.96K +12 +48%
IHWM
353
Iron Horse Wealth Management
Iowa
$8.88K – – –
CA
354
CoreCap Advisors
Michigan
$8.39K -$7.15K -29 -46%
BIA
355
Bell Investment Advisors
California
$7.9K -$1.48K -6 -16%
AWM
356
Avior Wealth Management
Nebraska
$7.9K +$2.96K +12 +60%
MPWT
357
MassMutual Private Wealth & Trust
Connecticut
$7.4K +$247 +1 +3%
JFGIW
358
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.08K -$3.98K -17 -40%
WSFS
359
Wilmington Savings Fund Society
Delaware
$5.92K – – –
CFB
360
Cullen/Frost Bankers
Texas
$5.92K +$987 +4 +20%
SS
361
SBI Securities
Japan
$4.93K +$4.93K +20 New
IA
362
IFP Advisors
Florida
$4.69K +$4.69K +19 New
PWMG
363
Private Wealth Management Group
New Jersey
$4.44K +$1.97K +8 +80%
HCM
364
Hollencrest Capital Management
California
$3.7K – – –
BWL
365
Bogart Wealth LLC
Virginia
$3.7K – – –
WWM
366
Wolff Wiese Magana
California
$2.96K – – –
MCM
367
Manchester Capital Management
Vermont
$2.47K – – –
CA
368
Continuum Advisory
Idaho
$2.22K – – –
ACM
369
Anfield Capital Management
California
$2.22K – – –
CAL
370
Capital Advisors Ltd
Ohio
$2K – – –
FMII
371
Farmers & Merchants Investments Inc
Nebraska
$1.97K – – –
PTC
372
Private Trust Company
Ohio
$1.48K -$11.8K -48 -89%
WA
373
WPG Advisers
Maryland
$1.48K +$1.48K +6 New
SO
374
Sierra Ocean
California
$1.23K +$1.23K +5 New
VCM
375
Versant Capital Management
Arizona
$987 -$494 -2 -33%
13 14
15
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