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AppFolio
APPF

Overview Fund Activity

365 hedge funds and large institutions have $4.85B invested in AppFolio in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 42 closing their positions.

Holders
365
Holders Change
+70
Holders Change %
+23.73%
% of All Funds
5.29%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
115
Increased
119
Reduced
95
Closed
42
Calls
$37M
Puts
$34.4M
Net Calls
+$2.54M
Net Calls Change
+$5.78M

Top Buyers

1
BlackRock
1
BlackRock
New York
$638M
2
State Street
2
State Street
Massachusetts
$173M
3
Invesco
3
Invesco
Georgia
$50.5M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$46.2M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$43.8M

Top Sellers

1
BCM
1
Brown Capital Management
Maryland
$280M
2
Morgan Stanley
2
Morgan Stanley
New York
$107M
3
DCM
3
Driehaus Capital Management
Illinois
$48.1M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$5.64M
5
FAM
5
Fred Alger Management
New York
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
401
LM Advisors
California
– -$9.21K -53 Closed
NA
402
NewEdge Advisors
Louisiana
– -$6.24K -36 Closed
MHR
403
Matthew Hamilton Rosenberg
– -$5.2K -30 Closed
TCWA
404
Turtle Creek Wealth Advisors
Texas
– -$2.43K -14 Closed
BTI
405
Blue Trust Inc
Georgia
– -$1K -8 Closed
GWS
406
Glassman Wealth Services
Virginia
– -$346 -2 Closed
ASN
407
Advisory Services Network
Georgia
– -$173 -1 Closed
13 14 15 16
17