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AppFolio
APPF

33 hedge funds and large institutions have $56.6M invested in AppFolio in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

16% less capital invested

Capital invested by funds: $67.5M → $56.6M (-$10.9M)

25% less funds holding

Funds holding: 44 → 33 (-11)

69% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 16

Holders
33
Holders Change
-11
Holders Change %
-25%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
5
Increased
13
Reduced
13
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DIG
Dragoneer Investment Group
California
+$10.9M
2
SM
SCGE Management
California
+$2.89M
3
Wells Fargo
Wells Fargo
California
+$1.16M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$376K
5
Goldman Sachs
Goldman Sachs
New York
+$278K

Top Sellers

1
TCM
TimesSquare Capital Management
New York
-$5.11M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$3.49M
3
PC
Pier Capital
Connecticut
-$2.71M
4
Principal Financial Group
Principal Financial Group
Iowa
-$2.15M
5
NIP
Nicholas Investment Partners
California
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
26
BlackRock Advisors
Delaware
$22K -$279K -21,931 -92%
Manulife (Manufacturers Life Insurance)
27
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20K +$20.3K +1,597 New
Deutsche Bank
28
Deutsche Bank
Germany
$10K -$7.32K -575 -41%
TRCT
29
Tower Research Capital (TRC)
New York
$7K -$2.15K -169 -24%
UBS Group
30
UBS Group
Switzerland
$2K -$24.3K -1,911 -91%
BlackRock
31
BlackRock
New York
$1K +$1.07K +84 New
Geode Capital Management
32
Geode Capital Management
Massachusetts
$509 +$35.1K +2,758 +7%
TCM
33
TimesSquare Capital Management
New York
– -$5.11M -350,000 Closed
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
– -$3.49M -239,046 Closed
PC
35
Pier Capital
Connecticut
– -$2.71M -185,463 Closed
Principal Financial Group
36
Principal Financial Group
Iowa
– -$2.15M -146,855 Closed
NIP
37
Nicholas Investment Partners
California
– -$1.67M -114,221 Closed
KCM
38
Kornitzer Capital Management
Kansas
– -$971K -66,511 Closed
LCG
39
Lisanti Capital Growth
New York
– -$549K -37,572 Closed
BG
40
BlackRock Group
United Kingdom
– -$131K -8,977 Closed
SO
41
STRS Ohio
Ohio
– -$22.9K -1,800 Closed
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
– -$13.9K -952 Closed
Bank of America
43
Bank of America
North Carolina
– -$13K -880 Closed
Federated Hermes
44
Federated Hermes
Pennsylvania
– -$6K -402 Closed
Barclays
45
Barclays
United Kingdom
– -$3.53K -277 -92%
CCA
46
Catalyst Capital Advisors
New York
– -$3K -221 Closed
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
– -$3K -198 Closed
HR
48
Howe & Rusling
New York
– -$1K -35 Closed
1
2

APPF Hedge Fund Activity: Q1 2016 in Review

33 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q1 2016, worth a combined $56.6M — down 16% from $67.5M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of APPF and 5 opened new positions — a net loss of 11 holders — while 13 trimmed existing stakes and 13 added.

The largest buyer was Dragoneer Investment Group, adding an estimated $10.9M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $5.11M sold.

  • 33 institutional investors held AppFolio (APPF) as of Q1 2016, down from 44 in Q4 2015.
  • Funds reported $56.6M of AppFolio stock for Q1 2016, down 16% quarter-over-quarter.
  • 5 funds opened new AppFolio positions in Q1 2016 and 16 closed out, a net change of -11 holders.
  • The largest AppFolio buyer in Q1 2016 was Dragoneer Investment Group, an estimated $10.9M added.
  • The largest AppFolio seller in Q1 2016 was TimesSquare Capital Management, an estimated $5.11M sold.

Based on aggregated 13F filings for Q1 2016.