APPF icon

AppFolio
APPF

Overview Fund Activity

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.

Holders
295
Holders Change
+50
Holders Change %
+20.41%
% of All Funds
4.33%
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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
ZEP
2
Zeno Equity Partners
United Kingdom
$33.4M
3
Millennium Management
3
Millennium Management
New York
$33.6M
4
BlackRock
4
BlackRock
New York
$290M
5
DCM
5
Driehaus Capital Management
Illinois
$48.3M

Top Sellers

1
ESCM
1
Echo Street Capital Management
New York
$0
2
BCM
2
Brown Capital Management
Maryland
$275M
3
ACM
3
Ashe Capital Management
New Jersey
$251M
4
1WCM
4
12 West Capital Management
New York
$21.7M
5
DIGDR
5
Dynamo Internacional Gestao de Recursos
Brazil
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$23.5M 135,440 +9,131 +7%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$23.3M 134,623 -138 -0.1%
EAM
28
Eagle Asset Management
Florida
$22.7M 130,987 -271 -0.2%
1WCM
29
12 West Capital Management
New York
$21.7M 125,000 -175,000 -58%
LWM
30
Long Walk Management
Connecticut
$21.1M 122,000 +47,000 +63%
Goldman Sachs
31
Goldman Sachs
New York
$21M 121,257 +72,371 +148%
GPC
32
Greenstone Partners & Co
California
$19.6M 113,067 – –
Marshall Wace
33
Marshall Wace
United Kingdom
$19.1M 110,092 +80,249 +269%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$18.7M 107,947 +74,435 +222%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$18.6M 107,575 +107,575 New
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$16M 92,132 +64,267 +231%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$15.8M 91,236 +91,236 New
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$14.5M 83,952 -30,600 -27%
CSS
39
Cubist Systematic Strategies
Connecticut
$14.5M 83,531 +60,123 +257%
Fuller & Thaler Asset Management
40
Fuller & Thaler Asset Management
California
$14.4M 83,136 +8,134 +11%
UBS AM
41
UBS AM
Illinois
$13.9M 80,356 +61,835 +334%
WCM Investment Management
42
WCM Investment Management
California
$12.9M 74,732 +74,732 New
Federated Hermes
43
Federated Hermes
Pennsylvania
$12.7M 73,228 -963 -1%
Citadel Advisors
44
Citadel Advisors
Florida
$12.3M 70,988 +51,030 +256%
Victory Capital Management
45
Victory Capital Management
Texas
$12.1M 70,042 +64,501 +1,164%
DIGDR
46
Dynamo Internacional Gestao de Recursos
Brazil
$12.1M 69,765 -142,183 -67%
Prudential Financial
47
Prudential Financial
New Jersey
$11.8M 68,249 -59,495 -47%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$11.6M 67,220 +49,204 +273%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$11.6M 67,171 +17,161 +34%
William Blair & Company
50
William Blair & Company
Illinois
$11.1M 64,211 -1,027 -2%
1
2
3 4 5