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AppFolio

160 hedge funds and large institutions have $2.29B invested in AppFolio in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $9.53M | Put options by funds: $3.67M

13% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 52

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

1% more funds holding

Funds holding: 158160 (+2)

0% more capital invested

Capital invested by funds: $2.29B → $2.29B (+$5.7M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.56% less ownership

Funds ownership: 86.24%85.68% (-0.56%)

Holders
160
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
59
Reduced
52
Closed
20
Calls
$9.53M
Puts
$3.67M
Net Calls
+$5.86M
Net Calls Change
+$5.35M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$12.2M +$9.47M +68,173 +375%
Canada Life
27
Canada Life
Manitoba, Canada
$11.1M +$13.6K +98 +0.1%
William Blair & Company
28
William Blair & Company
Illinois
$9.66M +$307K +2,212 +3%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$9.05M +$2.54M +18,321 +40%
N
30
Nuveen
North Carolina
$9.05M +$413K +2,974 +5%
EAM
31
Eagle Asset Management
Florida
$8.97M -$192K -1,381 -2%
GPC
32
Greenstone Partners & Co
California
$7.92M
CHP
33
Castle Hook Partners
New York
$7.06M +$6.94M +50,000 New
LM
34
Luminus Management
Texas
$7.06M +$6.94M +50,000 New
Swiss National Bank
35
Swiss National Bank
Switzerland
$5.07M -$181K -1,300 -3%
JG
36
Jefferies Group
New York
$4.13M +$4.06M +29,220 New
ISL
37
Ingalls & Snyder LLC
New York
$3.73M +$30.5K +220 +0.8%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$3.65M +$160K +1,154 +5%
AllianceBernstein
39
AllianceBernstein
Tennessee
$3.63M
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$3.12M -$79.6K -573 -3%
State of New Jersey Common Pension Fund D
41
State of New Jersey Common Pension Fund D
New Jersey
$2.81M +$2.76M +19,867 New
UBS AM
42
UBS AM
Illinois
$2.8M +$200K +1,443 +8%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$2.67M -$35.4K -255 -1%
CIA
44
Capital Impact Advisors
Massachusetts
$2.63M +$1.25M +9,000 +93%
Marshall Wace
45
Marshall Wace
United Kingdom
$2.55M +$1.6M +11,547 +178%
Holocene Advisors
46
Holocene Advisors
New York
$2.5M -$679K -4,888 -22%
Wells Fargo
47
Wells Fargo
California
$2.24M -$472K -3,398 -18%
Millennium Management
48
Millennium Management
New York
$2.22M +$2.19M +15,753 New
MWM
49
Mission Wealth Management
California
$2.21M +$14.9K +107 +0.7%
Goldman Sachs
50
Goldman Sachs
New York
$2.19M +$281K +2,021 +15%

APPF Hedge Fund Activity: Q2 2021 in Review

160 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q2 2021, worth a combined $2.29B — up 0.25% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new APPF positions and 20 closed out — a net gain of 2 holders — while 59 added to existing stakes and 52 trimmed.

The largest buyer was Brown Capital Management, adding an estimated $74.4M. The largest seller was Morgan Stanley, cutting an estimated $66.2M.

  • 160 institutional investors held AppFolio (APPF) as of Q2 2021, up from 158 in Q1 2021.
  • Funds reported $2.29B of AppFolio stock for Q2 2021, up 0.25% quarter-over-quarter.
  • 22 funds opened new AppFolio positions in Q2 2021 and 20 closed out, a net change of +2 holders.
  • The largest AppFolio buyer in Q2 2021 was Brown Capital Management, an estimated $74.4M added.
  • The largest AppFolio seller in Q2 2021 was Morgan Stanley, an estimated $66.2M sold.

Based on aggregated 13F filings for Q2 2021.