AppFolio
APPF
192 hedge funds and large institutions have $2.05B invested in AppFolio in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 52 reducing their positions, and 29 closing their positions.
1,501% more call options, than puts
Call options by funds: $9.17M | Put options by funds: $573K
44% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 52
24% more capital invested
Capital invested by funds: $1.66B → $2.05B (+$394M)
17% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 29
2% more funds holding
Funds holding: 188 → 192 (+4)
1.98% more ownership
Funds ownership: 77.69% → 79.67% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
Top Buyers
Top Sellers
APPF Hedge Fund Activity: Q1 2023 in Review
192 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q1 2023, worth a combined $2.05B — up 24% from $1.66B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new APPF positions and 29 closed out — a net gain of 5 holders — while 75 added to existing stakes and 52 trimmed.
The largest buyer was GW&K Investment Management, opening a new position worth an estimated $39.3M. The largest seller was Dynamo Internacional Gestao de Recursos, cutting an estimated $12.7M.
- 192 institutional investors held AppFolio (APPF) as of Q1 2023, up from 188 in Q4 2022.
- Funds reported $2.05B of AppFolio stock for Q1 2023, up 24% quarter-over-quarter.
- 34 funds opened new AppFolio positions in Q1 2023 and 29 closed out, a net change of +5 holders.
- The largest AppFolio buyer in Q1 2023 was GW&K Investment Management, an estimated $39.3M added.
- The largest AppFolio seller in Q1 2023 was Dynamo Internacional Gestao de Recursos, an estimated $12.7M sold.
Based on aggregated 13F filings for Q1 2023.