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AppFolio

144 hedge funds and large institutions have $1.46B invested in AppFolio in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 43 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

577% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $1.58M

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

13% more funds holding

Funds holding: 128144 (+16)

1.6% more ownership

Funds ownership: 77.72%79.33% (+1.6%)

4% more capital invested

Capital invested by funds: $1.4B → $1.46B (+$58.6M)

12% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 49

Holders
144
Holders Change
+16
Holders Change %
+12.5%
% 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
36
Increased
43
Reduced
49
Closed
17
Calls
$10.7M
Puts
$1.58M
Net Calls
+$9.12M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$7.41M +$3.42M +28,691 +75%
N
27
Nuveen
North Carolina
$7.01M +$150K +1,261 +2%
Norges Bank
28
Norges Bank
Norway
$5.59M +$4.47M +37,445 +290%
Goldman Sachs
29
Goldman Sachs
New York
$4.8M +$1.66M +13,927 +47%
JP Morgan Chase
30
JP Morgan Chase
New York
$4.67M +$2.09M +17,523 +71%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$3.99M +$119K +1,000 +3%
Wells Fargo
32
Wells Fargo
California
$3.96M +$406K +3,404 +11%
AA
33
Ancora Advisors
Ohio
$3.91M +$4.2M +35,248 New
Aviva
34
Aviva
United Kingdom
$3.79M +$1.93M +16,143 +90%
PC
35
Pier Capital
Connecticut
$3.48M -$231K -1,933 -6%
Canada Pension Plan Investment Board
36
Canada Pension Plan Investment Board
Ontario, Canada
$3.44M +$3.7M +31,000 New
SIM
37
Spark Investment Management
New York
$3.23M -$3.29M -27,617 -49%
Swiss National Bank
38
Swiss National Bank
Switzerland
$3.17M +$47.7K +400 +1%
Barclays
39
Barclays
United Kingdom
$3.03M +$654K +5,483 +25%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$2.65M -$14.1K -118 -0.5%
CIA
41
Capital Impact Advisors
Massachusetts
$2.65M +$96.1K +806 +3%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.64M +$68.7K +576 +2%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$2.6M +$112K +940 +4%
Polen Capital Management
44
Polen Capital Management
Florida
$2.58M +$1.12M +9,389 +68%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$2.52M -$178K -1,489 -6%
NA
46
Navellier & Associates
Nevada
$2.49M -$234K -1,965 -8%
AllianceBernstein
47
AllianceBernstein
Tennessee
$2.44M -$33.4K -280 -1%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$2.37M -$21.4K -179 -0.8%
American Century Companies
49
American Century Companies
Missouri
$1.98M +$2.12M +17,801 New
AQR Capital Management
50
AQR Capital Management
Connecticut
$1.76M +$147K +1,236 +8%

APPF Hedge Fund Activity: Q1 2020 in Review

144 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q1 2020, worth a combined $1.46B — up 4.2% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new APPF positions and 17 closed out — a net gain of 19 holders — while 43 added to existing stakes and 49 trimmed.

The largest buyer was Brown Capital Management, adding an estimated $22.9M. The largest seller was Brown Advisory, exiting entirely with an estimated $21.1M sold.

  • 144 institutional investors held AppFolio (APPF) as of Q1 2020, up from 128 in Q4 2019.
  • Funds reported $1.46B of AppFolio stock for Q1 2020, up 4.2% quarter-over-quarter.
  • 36 funds opened new AppFolio positions in Q1 2020 and 17 closed out, a net change of +19 holders.
  • The largest AppFolio buyer in Q1 2020 was Brown Capital Management, an estimated $22.9M added.
  • The largest AppFolio seller in Q1 2020 was Brown Advisory, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2020.