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AppFolio

295 hedge funds and large institutions have $3.08B invested in AppFolio in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 110 increasing their positions, 83 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 19

33% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 83

20% more funds holding

Funds holding: 245295 (+50)

3.51% more ownership

Funds ownership: 78.66%82.16% (+3.5%)

2% more capital invested

Capital invested by funds: $3.01B → $3.08B (+$73.3M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

15% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $22.2M

Holders
295
Holders Change
+50
Holders Change %
+20.41%
% of All Funds
4.3%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
72
Increased
110
Reduced
83
Closed
19
Calls
$18.9M
Puts
$22.2M
Net Calls
-$3.24M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$23.5M +$1.71M +9,131 +7%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$23.3M -$25.9K -138 -0.1%
EAM
28
Eagle Asset Management
Florida
$22.7M -$50.8K -271 -0.2%
1WCM
29
12 West Capital Management
New York
$21.7M -$32.8M -175,000 -58%
LWM
30
Long Walk Management
Connecticut
$21.1M +$8.81M +47,000 +63%
Goldman Sachs
31
Goldman Sachs
New York
$21M +$13.6M +72,371 +148%
GPC
32
Greenstone Partners & Co
California
$19.6M
Marshall Wace
33
Marshall Wace
United Kingdom
$19.1M +$15M +80,249 +269%
JP Morgan Chase
34
JP Morgan Chase
New York
$18.7M +$13.9M +74,435 +222%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$18.6M +$20.2M +107,575 New
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$16M +$12M +64,267 +231%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$15.8M +$17.1M +91,236 New
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$14.5M -$5.73M -30,600 -27%
CSS
39
Cubist Systematic Strategies
Connecticut
$14.5M +$11.3M +60,123 +257%
Fuller & Thaler Asset Management
40
Fuller & Thaler Asset Management
California
$14.4M +$1.52M +8,134 +11%
UBS AM
41
UBS AM
Illinois
$13.9M +$11.6M +61,835 +334%
WCM Investment Management
42
WCM Investment Management
California
$12.9M +$14M +74,732 New
Federated Hermes
43
Federated Hermes
Pennsylvania
$12.7M -$180K -963 -1%
Citadel Advisors
44
Citadel Advisors
Florida
$12.3M +$9.56M +51,030 +256%
Victory Capital Management
45
Victory Capital Management
Texas
$12.1M +$12.1M +64,501 +1,164%
DIGDR
46
Dynamo Internacional Gestao de Recursos
Brazil
$12.1M -$26.6M -142,183 -67%
Prudential Financial
47
Prudential Financial
New Jersey
$11.8M -$11.1M -59,495 -47%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$11.6M +$9.22M +49,204 +273%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$11.6M +$3.22M +17,161 +34%
William Blair & Company
50
William Blair & Company
Illinois
$11.1M -$192K -1,027 -2%