AppFolio
APPF
391 hedge funds and large institutions have $4.61B invested in AppFolio in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 142 increasing their positions, 125 reducing their positions, and 44 closing their positions.
206% more call options, than puts
Call options by funds: $24.9M | Put options by funds: $8.14M
64% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 44
14% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 125
7% more funds holding
Funds holding: 366 → 391 (+25)
5% less capital invested
Capital invested by funds: $4.86B → $4.61B (-$242M)
5.54% less ownership
Funds ownership: 90.5% → 84.96% (-5.5%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$58.6M |
| 2 |
Squarepoint
New York
|
+$28.2M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$27.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$26.6M |
| 5 |
WC
Westwind Capital
Las Cruces,
New Mexico
|
+$26.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$99.3M |
| 2 |
Morgan Stanley
New York
|
-$60.6M |
| 3 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
-$52.6M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$31.4M |
| 5 |
FAM
Fred Alger Management
New York
|
-$23.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KIA
426
KCM Investment Advisors
Greenbrae,
California
| – | -$234K | -948 | Closed |
|
|
PTC
427
Petrus Trust Company
Dallas,
Texas
| – | -$221K | -897 | Closed |
|
|
TSMHT
428
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$175K | -708 | Closed |
|
429
Walleye Trading
New York
| – | -$116K | -499 | Closed |
|
|
BAMF
430
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| – | -$94K | -382 | Closed |
|
431
Walleye Capital
New York
| – | -$87.1K | -353 | Closed |
|
432
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$22.9K | -95 | Closed |
|
|
UFF
433
USA Financial Formulas
Ada,
Michigan
| – | -$22.7K | -92 | Closed |
|
|
WPA
434
West Paces Advisors
Atlanta,
Georgia
| – | -$1.48K | -6 | Closed |
|
|
TFM
435
TFC Financial Management
Boston,
Massachusetts
| – | -$247 | -1 | Closed |
|
APPF Hedge Fund Activity: Q2 2024 in Review
391 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q2 2024, worth a combined $4.61B — down 5% from $4.86B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new APPF positions and 44 closed out — a net gain of 28 holders — while 142 added to existing stakes and 125 trimmed.
The largest buyer was Macquarie Group, opening a new position worth an estimated $58.6M. The largest seller was BlackRock, cutting an estimated $99.3M.
- 391 institutional investors held AppFolio (APPF) as of Q2 2024, up from 366 in Q1 2024.
- Funds reported $4.61B of AppFolio stock for Q2 2024, down 5% quarter-over-quarter.
- 72 funds opened new AppFolio positions in Q2 2024 and 44 closed out, a net change of +28 holders.
- The largest AppFolio buyer in Q2 2024 was Macquarie Group, an estimated $58.6M added.
- The largest AppFolio seller in Q2 2024 was BlackRock, an estimated $99.3M sold.
Based on aggregated 13F filings for Q2 2024.