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AppFolio
APPF

121 hedge funds and large institutions have $628M invested in AppFolio in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

66% more capital invested

Capital invested by funds: $377M → $628M (+$251M)

46% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 35

10% more funds holding

Funds holding: 110 → 121 (+11)

5.75% more ownership

Funds ownership: 61.67% → 67.41% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
25
Increased
51
Reduced
35
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$18.2M
2
Morgan Stanley
Morgan Stanley
New York
+$15.6M
3
GIP
Granite Investment Partners
California
+$14.3M
4
BlackRock
BlackRock
New York
+$13.3M
5
Northern Trust
Northern Trust
Illinois
+$4.82M

Top Sellers

1
DIG
Dragoneer Investment Group
California
-$7.75M
2
ESCM
Echo Street Capital Management
New York
-$7.07M
3
Ameriprise
Ameriprise
Minnesota
-$6.89M
4
KC
Keenan Capital
California
-$6.76M
5
Millennium Management
Millennium Management
New York
-$5.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
26
Bogle Investment Management
Massachusetts
$5.36M +$3.15M +57,767 +193%
TCIM
27
TIAA CREF Investment Management
New York
$5.13M +$753K +13,816 +20%
OAM
28
Oxford Asset Management
United Kingdom
$5.05M -$932K -17,117 -17%
OCM
29
Osterweis Capital Management
California
$5.02M +$4.47M +82,105 New
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$4.87M +$840K +15,426 +24%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$4.74M +$1.88M +34,491 +80%
PAM
32
Panagora Asset Management
Massachusetts
$4.15M +$3.64M +66,737 +5,890%
SCA
33
Secor Capital Advisors
New York
$4.06M -$1M -18,384 -22%
GAM
34
Gotham Asset Management
New York
$3.82M -$293K -5,378 -8%
Charles Schwab
35
Charles Schwab
California
$3.65M +$289K +5,310 +10%
WCM
36
Wildcat Capital Management
New York
$3.51M – – –
SIM
37
Spark Investment Management
New York
$3.28M -$2.69M -49,400 -48%
AllianceBernstein
38
AllianceBernstein
Tennessee
$3.1M +$825K +15,150 +43%
DBG
39
De Burlo Group
Massachusetts
$2.92M +$2.6M +47,800 New
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.8M +$2.06M +37,808 +478%
NA
41
Navellier & Associates
Nevada
$2.49M +$592K +10,862 +36%
MAM
42
Martingale Asset Management
Massachusetts
$2.26M +$272 +5 +0%
JIR
43
James Investment Research
Ohio
$2.21M +$1.97M +36,120 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$2.19M +$1.37M +25,193 +238%
AG
45
Algert Global
California
$1.97M +$11K +202 +0.6%
Deutsche Bank
46
Deutsche Bank
Germany
$1.88M +$969K +17,787 +137%
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$1.87M +$706K +12,958 +73%
Man Group
48
Man Group
United Kingdom
$1.79M +$309K +5,675 +24%
American Century Companies
49
American Century Companies
Missouri
$1.79M -$458K -8,413 -22%
CIA
50
Capital Impact Advisors
Massachusetts
$1.76M -$421K -7,725 -21%
1
2
3 4 5

APPF Hedge Fund Activity: Q2 2018 in Review

121 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q2 2018, worth a combined $628M — up 66% from $377M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new APPF positions and 14 closed out — a net gain of 11 holders — while 51 added to existing stakes and 35 trimmed.

The largest buyer was Vanguard Group, adding an estimated $18.2M. The largest seller was Dragoneer Investment Group, cutting an estimated $7.75M.

  • 121 institutional investors held AppFolio (APPF) as of Q2 2018, up from 110 in Q1 2018.
  • Funds reported $628M of AppFolio stock for Q2 2018, up 66% quarter-over-quarter.
  • 25 funds opened new AppFolio positions in Q2 2018 and 14 closed out, a net change of +11 holders.
  • The largest AppFolio buyer in Q2 2018 was Vanguard Group, an estimated $18.2M added.
  • The largest AppFolio seller in Q2 2018 was Dragoneer Investment Group, an estimated $7.75M sold.

Based on aggregated 13F filings for Q2 2018.