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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
PGCM
401
Prescott Group Capital Management
Oklahoma
– -$2.59M -11,000 Closed
Asset Management One
402
Asset Management One
Japan
– -$2.47M -10,498 Closed
BMSSC
403
B. Metzler seel. Sohn & Co
Germany
– -$2.27M -9,647 Closed
Simplex Trading
404
Simplex Trading
Illinois
– -$2.02M -8,614 Closed
EF
405
Empowered Funds
Pennsylvania
– -$1.63M -6,927 Closed
PHK
406
Point72 Hong Kong
Hong Kong
– -$1.59M -6,774 Closed
BCM
407
Bayesian Capital Management
New York
– -$1.56M -6,625 Closed
Susquehanna International Group
408
Susquehanna International Group
Pennsylvania
– -$1.39M -5,945 Closed
LOAMU
409
Lombard Odier Asset Management (USA)
New York
– -$1.25M -5,306 Closed
FRM
410
Fox Run Management
Connecticut
– -$1.19M -5,064 Closed
QC
411
Quent Capital
New York
– -$1.18M -5,018 Closed
ECM
412
ExodusPoint Capital Management
New York
– -$1.04M -4,426 Closed
GCP
413
GSA Capital Partners
United Kingdom
– -$1.04M -4,420 Closed
HT
414
Headlands Technologies
Illinois
– -$745K -3,163 Closed
TD Asset Management
415
TD Asset Management
Ontario, Canada
– -$610K -2,600 Closed
Calamos Advisors
416
Calamos Advisors
Illinois
– -$580K -2,463 Closed
TSS
417
Two Sigma Securities
New York
– -$468K -1,988 Closed
DTL
418
Dynamic Technology Lab
Singapore
– -$419K -1,780 Closed
WG
419
Winton Group
United Kingdom
– -$408K -1,734 Closed
BFM
420
Boothbay Fund Management
New York
– -$396K -1,684 Closed
NC
421
nVerses Capital
Florida
– -$306K -1,300 Closed
CAM
422
Cresset Asset Management
Illinois
– -$287K -1,218 Closed
Envestnet Portfolio Solutions
423
Envestnet Portfolio Solutions
Illinois
– -$286K -1,216 Closed
Cetera Investment Advisers
424
Cetera Investment Advisers
Illinois
– -$285K -1,210 Closed
CT
425
ClearAlpha Technologies
Connecticut
– -$268K -1,140 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.