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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
SO
376
Sierra Ocean
California
$1.23K +$1.17K +5 New
VCM
377
Versant Capital Management
Arizona
$987 -$468 -2 -33%
AWM
378
Abound Wealth Management
Tennessee
$987 – – –
JWA
379
JFS Wealth Advisors
Pennsylvania
$987 +$468 +2 +100%
AAP
380
Arax Advisory Partners
Colorado
$741 -$234 -1 -25%
LFG
381
Larson Financial Group
Missouri
$740 +$702 +3 New
SIC
382
SJS Investment Consulting
Ohio
$494 +$234 +1 +100%
FDCDDQ
383
Federation des caisses Desjardins du Quebec
Quebec, Canada
$493 – – –
FFA
384
Farther Finance Advisors
California
$247 -$20.1K -86 -99%
PFBT
385
Parkside Financial Bank & Trust
Missouri
$247 – – –
GFPC
386
Global Financial Private Client
Florida
$247 +$234 +1 New
Lord, Abbett & Co
387
Lord, Abbett & Co
New Jersey
– -$108M -459,285 Closed
DCM
388
Driehaus Capital Management
Illinois
– -$50.1M -212,984 Closed
JSP
389
Jackson Square Partners
California
– -$17.6M -74,781 Closed
WCM Investment Management
390
WCM Investment Management
California
– -$16.3M -69,350 Closed
1WCM
391
12 West Capital Management
New York
– -$14.1M -60,000 Closed
IHG
392
Insight Holdings Group
New York
– -$12M -51,061 Closed
MWM
393
Moran Wealth Management
Florida
– -$9.5M -40,341 Closed
CM
394
Castleark Management
Illinois
– -$7.18M -30,490 Closed
TI
395
Trexquant Investment
Connecticut
– -$6.94M -29,501 Closed
Point72 Asset Management
396
Point72 Asset Management
Connecticut
– -$6.47M -27,501 Closed
NCGI
397
Next Century Growth Investors
Minnesota
– -$6.15M -26,135 Closed
PC
398
Pier Capital
Connecticut
– -$4.69M -19,924 Closed
CI
399
Cavalier Investments
Georgia
– -$2.7M -11,479 Closed
IAIM
400
International Assets Investment Management
Florida
– -$47 -11,064 Closed
14 15
16
17 18

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.