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AppFolio

155 hedge funds and large institutions have $1.46B invested in AppFolio in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $6.08M | Put options by funds: $4.26M

1.35% more ownership

Funds ownership: 78.79%80.15% (+1.4%)

11% less funds holding

Funds holding: 174155 (-19)

13% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 64

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less capital invested

Capital invested by funds: $1.79B → $1.46B (-$331M)

55% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 29

Holders
155
Holders Change
-19
Holders Change %
-10.92%
% of All Funds
2.61%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
13
Increased
56
Reduced
64
Closed
29
Calls
$6.08M
Puts
$4.26M
Net Calls
+$1.81M
Net Calls Change
-$2.52M
Name Holding Trade Value Shares
Change
Change in
Stake
GPC
26
Greenstone Partners & Co
California
$9.33M +$1.94M +19,194 +23%
1WCM
27
12 West Capital Management
New York
$8.16M +$504K +5,000 +6%
EAM
28
Eagle Asset Management
Florida
$7.69M +$2.98M +29,563 +54%
Goldman Sachs
29
Goldman Sachs
New York
$6.61M -$2.68M -26,538 -27%
William Blair & Company
30
William Blair & Company
Illinois
$6.6M -$16.9K -168 -0.2%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$5.74M +$138K +1,370 +2%
Polen Capital Management
32
Polen Capital Management
Florida
$5.65M -$5.91M -58,589 -48%
Canada Life
33
Canada Life
Manitoba, Canada
$5.13M +$296K +2,937 +5%
N
34
Nuveen
North Carolina
$4.96M -$807 -8 -0%
Millennium Management
35
Millennium Management
New York
$4.36M +$2.15M +21,357 +80%
Swiss National Bank
36
Swiss National Bank
Switzerland
$3.91M +$222K +2,200 +5%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$3.22M +$2.83M +28,037 +374%
ISL
38
Ingalls & Snyder LLC
New York
$2.37M -$562K -5,573 -18%
AllianceBernstein
39
AllianceBernstein
Tennessee
$2.28M +$35.6K +353 +1%
MWM
40
Mission Wealth Management
California
$2.26M
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$2.15M +$86.7K +860 +4%
State of New Jersey Common Pension Fund D
42
State of New Jersey Common Pension Fund D
New Jersey
$2.12M +$2.35M +23,338 New
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$2.03M +$248K +2,464 +12%
CSS
44
Cubist Systematic Strategies
Connecticut
$2.02M -$753K -7,467 -25%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$1.95M +$606K +6,006 +39%
UBS AM
46
UBS AM
Illinois
$1.88M +$50.4K +500 +2%
JP Morgan Chase
47
JP Morgan Chase
New York
$1.78M +$371K +3,682 +23%
Legal & General Group
48
Legal & General Group
United Kingdom
$1.48M +$20.8K +206 +1%
CS
49
Credit Suisse
Switzerland
$1.38M -$98.5K -977 -6%
SG Americas Securities
50
SG Americas Securities
New York
$1.32M +$635K +6,299 +76%

APPF Hedge Fund Activity: Q2 2022 in Review

155 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q2 2022, worth a combined $1.46B — down 18% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of APPF and 13 opened new positions — a net loss of 16 holders — while 64 trimmed existing stakes and 56 added.

The largest buyer was Echo Street Capital Management, adding an estimated $64.8M. The largest seller was Capital Research Global Investors, cutting an estimated $27.7M.

  • 155 institutional investors held AppFolio (APPF) as of Q2 2022, down from 174 in Q1 2022.
  • Funds reported $1.46B of AppFolio stock for Q2 2022, down 18% quarter-over-quarter.
  • 13 funds opened new AppFolio positions in Q2 2022 and 29 closed out, a net change of -16 holders.
  • The largest AppFolio buyer in Q2 2022 was Echo Street Capital Management, an estimated $64.8M added.
  • The largest AppFolio seller in Q2 2022 was Capital Research Global Investors, an estimated $27.7M sold.

Based on aggregated 13F filings for Q2 2022.