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AppFolio

146 hedge funds and large institutions have $1.15B invested in AppFolio in 2019 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 31 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

36% more capital invested

Capital invested by funds: $842M → $1.15B (+$305M)

11% more call options, than puts

Call options by funds: $7.23M | Put options by funds: $6.5M

10% more funds holding

Funds holding: 133146 (+13)

3.31% more ownership

Funds ownership: 67.01%70.32% (+3.3%)

46% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 57

Holders
146
Holders Change
+13
Holders Change %
+9.77%
% of All Funds
3.17%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
32
Increased
31
Reduced
57
Closed
16
Calls
$7.23M
Puts
$6.5M
Net Calls
+$724K
Net Calls Change
-$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$7.88M +$262K +2,771 +4%
N
27
Nuveen
North Carolina
$5.62M +$5.2M +54,992 New
PC
28
Pier Capital
Connecticut
$5.6M -$2.71M -28,706 -34%
CRCM
29
Cat Rock Capital Management
Connecticut
$5.08M +$4.7M +49,680 New
MAM
30
Martingale Asset Management
Massachusetts
$4.58M -$132K -1,400 -3%
Lord, Abbett & Co
31
Lord, Abbett & Co
New Jersey
$4.57M -$4.73M -50,073 -53%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$4.33M -$882K -9,329 -18%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$4.32M -$1.27M -13,388 -24%
Wells Fargo
34
Wells Fargo
California
$4.02M -$3.56M -37,636 -49%
American Century Companies
35
American Century Companies
Missouri
$3.82M +$163K +1,727 +5%
Goldman Sachs
36
Goldman Sachs
New York
$3.57M -$5.03M -53,193 -60%
AllianceBernstein
37
AllianceBernstein
Tennessee
$3.56M -$668K -7,072 -17%
CAM
38
Cortina Asset Management
Wisconsin
$3.36M -$873K -9,238 -22%
Calamos Advisors
39
Calamos Advisors
Illinois
$3.33M +$3.08M +32,617 New
Two Sigma Advisers
40
Two Sigma Advisers
New York
$2.9M -$3.02M -31,986 -53%
Bessemer Group
41
Bessemer Group
New Jersey
$2.87M -$132K -1,400 -5%
Swiss National Bank
42
Swiss National Bank
Switzerland
$2.78M +$2.57M +27,200 New
GAM
43
Gotham Asset Management
New York
$2.69M -$2.82M -29,861 -53%
DF
44
Donoghue Forlines
Massachusetts
$2.68M +$2.48M +26,190 New
PAM
45
Panagora Asset Management
Massachusetts
$2.57M -$3.43M -36,259 -59%
NA
46
Navellier & Associates
Nevada
$2.55M -$1.67M -17,646 -41%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$2.41M -$30.1K -318 -1%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$2.36M +$300K +3,174 +16%
Bank of America
49
Bank of America
North Carolina
$2.18M +$1.64M +17,355 +438%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$2.16M +$50K +529 +3%