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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 %
AWM
376
Abound Wealth Management
Tennessee
$987 – – –
JWA
377
JFS Wealth Advisors
Pennsylvania
$987 +$494 +2 +100%
AAP
378
Arax Advisory Partners
Colorado
$741 -$247 -1 -25%
LFG
379
Larson Financial Group
Missouri
$740 +$740 +3 New
SIC
380
SJS Investment Consulting
Ohio
$494 +$247 +1 +100%
FDCDDQ
381
Federation des caisses Desjardins du Quebec
Quebec, Canada
$493 – – –
FFA
382
Farther Finance Advisors
California
$247 -$21.2K -86 -99%
PFBT
383
Parkside Financial Bank & Trust
Missouri
$247 – – –
GFPC
384
Global Financial Private Client
Florida
$247 +$247 +1 New
Lord, Abbett & Co
385
Lord, Abbett & Co
New Jersey
– -$108M -459,285 Closed
DCM
386
Driehaus Capital Management
Illinois
– -$50.1M -212,984 Closed
JSP
387
Jackson Square Partners
California
– -$17.6M -74,781 Closed
WCM Investment Management
388
WCM Investment Management
California
– -$16.3M -69,350 Closed
1WCM
389
12 West Capital Management
New York
– -$14.1M -60,000 Closed
IHG
390
Insight Holdings Group
New York
– -$12M -51,061 Closed
MWM
391
Moran Wealth Management
Florida
– -$9.5M -40,341 Closed
CM
392
Castleark Management
Illinois
– -$7.18M -30,490 Closed
TI
393
Trexquant Investment
Connecticut
– -$6.94M -29,501 Closed
Point72 Asset Management
394
Point72 Asset Management
Connecticut
– -$6.47M -27,501 Closed
NCGI
395
Next Century Growth Investors
Minnesota
– -$6.15M -26,135 Closed
PC
396
Pier Capital
Connecticut
– -$4.69M -19,924 Closed
CI
397
Cavalier Investments
Georgia
– -$2.7M -11,479 Closed
IAIM
398
International Assets Investment Management
Florida
– -$47 -11,064 Closed
PGCM
399
Prescott Group Capital Management
Oklahoma
– -$2.59M -11,000 Closed
Asset Management One
400
Asset Management One
Japan
– -$2.47M -10,498 Closed
14 15
16
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