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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
BAM
426
Blueshift Asset Management
New Jersey
– -$259K -1,102 Closed
CA
427
Claro Advisors
Massachusetts
– -$252K -1,069 Closed
CC
428
Centiva Capital
New York
– -$246K -1,047 Closed
Credit Agricole
429
Credit Agricole
France
– -$238K -1,013 Closed
MF
430
Magnetar Financial
Illinois
– -$222K -944 Closed
CSS
431
Cubist Systematic Strategies
Connecticut
– -$213K -904 Closed
CC
432
Corton Capital
Ontario, Canada
– -$203K -864 Closed
AWM
433
Axxcess Wealth Management
California
– -$203K -863 Closed
PAG
434
Private Advisor Group
New Jersey
– -$201K -853 Closed
RA
435
RiverPark Advisors
New York
– -$148K -630 Closed
RS
436
Rakuten Securities
Japan
– -$9.42K -40 Closed
MA
437
MCF Advisors
Kentucky
– -$6.12K -26 Closed
FNWA
438
Financial Network Wealth Advisors
Utah
– -$3.77K -16 Closed
MIFH
439
Migdal Insurance & Financial Holdings
Israel
– -$1.64K -7 -88%
TPCW
440
TD Private Client Wealth
New York
– -$1.18K -5 Closed
RIL
441
Rothschild Investment LLC
Illinois
– -$235 -1 Closed
HWM
442
Hemington Wealth Management
Virginia
– +$702 +3 +300%
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.