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AppFolio

188 hedge funds and large institutions have $1.66B invested in AppFolio in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more call options, than puts

Call options by funds: $5.67M | Put options by funds: $896K

135% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 20

21% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 53

15% more funds holding

Funds holding: 163188 (+25)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2% less capital invested

Capital invested by funds: $1.7B → $1.66B (-$42.2M)

2.28% less ownership

Funds ownership: 79.97%77.69% (-2.3%)

Holders
188
Holders Change
+25
Holders Change %
+15.34%
% of All Funds
3.02%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
47
Increased
64
Reduced
53
Closed
20
Calls
$5.67M
Puts
$896K
Net Calls
+$4.77M
Net Calls Change
+$5.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GPC
26
Greenstone Partners & Co
California
$12.2M
LPP
27
Long Path Partners
Connecticut
$11.8M -$6.83M -61,370 -35%
EAM
28
Eagle Asset Management
Florida
$9.34M -$18K -162 -0.2%
William Blair & Company
29
William Blair & Company
Illinois
$7.16M -$284K -2,556 -4%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$6.56M -$216K -1,940 -3%
Polen Capital Management
31
Polen Capital Management
Florida
$6.23M -$1.14M -10,270 -15%
Goldman Sachs
32
Goldman Sachs
New York
$5.89M +$2.8M +25,205 +82%
N
33
Nuveen
North Carolina
$5.46M -$184K -1,650 -3%
Canada Life
34
Canada Life
Manitoba, Canada
$4.92M -$85.7K -770 -2%
Swiss National Bank
35
Swiss National Bank
Switzerland
$4.88M +$122K +1,100 +2%
PGDP
36
Pragma Gestao de Patrimonio
Brazil
$4.53M +$2M +18,000 +72%
CSS
37
Cubist Systematic Strategies
Connecticut
$3.86M +$2.16M +19,435 +113%
PC
38
Pier Capital
Connecticut
$3.84M +$4.05M +36,416 New
HIM
39
Hillsdale Investment Management
Ontario, Canada
$3.26M +$3.44M +30,900 New
BAAM
40
Baker Avenue Asset Management
California
$2.97M +$254K +2,283 +9%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$2.64M +$83.7K +752 +3%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$2.57M +$54.7K +492 +2%
AllianceBernstein
43
AllianceBernstein
Tennessee
$2.56M -$2.34K -21 -0.1%
Millennium Management
44
Millennium Management
New York
$2.54M +$235K +2,112 +10%
MWM
45
Mission Wealth Management
California
$2.44M -$1.16M -10,472 -31%
Two Sigma Investments
46
Two Sigma Investments
New York
$2.39M +$2.52M +22,662 New
JP Morgan Chase
47
JP Morgan Chase
New York
$2.38M +$304K +2,732 +14%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$2.2M +$2.08M +18,695 +849%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$2.18M -$2.83M -25,447 -55%
State of New Jersey Common Pension Fund D
50
State of New Jersey Common Pension Fund D
New Jersey
$2.1M -$380K -3,412 -15%