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AppFolio

391 hedge funds and large institutions have $4.61B invested in AppFolio in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 142 increasing their positions, 125 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $8.14M

64% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 44

14% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 125

7% more funds holding

Funds holding: 366391 (+25)

5% less capital invested

Capital invested by funds: $4.86B → $4.61B (-$242M)

5.54% less ownership

Funds ownership: 90.5%84.96% (-5.5%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
391
Holders Change
+25
Holders Change %
+6.83%
% of All Funds
5.65%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
72
Increased
142
Reduced
125
Closed
44
Calls
$24.9M
Puts
$8.14M
Net Calls
+$16.8M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
26
Franklin Resources
California
$42.6M +$27.4M +117,516 +207%
ZEP
27
Zeno Equity Partners
United Kingdom
$42.2M -$7.74M -33,217 -16%
N
28
Nuveen
North Carolina
$41.1M -$9.24M -39,661 -19%
JP Morgan Chase
29
JP Morgan Chase
New York
$38.2M -$2.5M -10,745 -6%
Principal Financial Group
30
Principal Financial Group
Iowa
$37.5M +$347K +1,488 +1%
Charles Schwab
31
Charles Schwab
California
$37.3M -$6.98M -29,958 -16%
Fuller & Thaler Asset Management
32
Fuller & Thaler Asset Management
California
$36.2M +$7.46M +32,002 +28%
Goldman Sachs
33
Goldman Sachs
New York
$30.6M +$13.6M +58,282 +87%
First Trust Advisors
34
First Trust Advisors
Illinois
$29.5M +$4.49M +19,286 +19%
EAM
35
Eagle Asset Management
Florida
$28.6M -$1.79M -7,679 -6%
UBS AM
36
UBS AM
Illinois
$28.6M +$7.54M +32,368 +38%
GPC
37
Greenstone Partners & Co
California
$27.7M
Los Angeles Capital Management
38
Los Angeles Capital Management
California
$26.9M +$21.4M +92,034 +517%
Artisan Partners
39
Artisan Partners
Wisconsin
$26.6M +$5M +21,457 +25%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$25.7M -$4.3M -18,461 -15%
MWM
41
Mission Wealth Management
California
$24.7M +$13.5M +58,152 +136%
Victory Capital Management
42
Victory Capital Management
Texas
$24.5M -$1.02M -4,386 -4%
WCM Investment Management
43
WCM Investment Management
California
$22.1M +$563K +2,417 +3%
LWM
44
Long Walk Management
Connecticut
$21.9M -$12.5M -53,500 -37%
Jane Street
45
Jane Street
New York
$21.7M +$13.3M +57,095 +182%
Millennium Management
46
Millennium Management
New York
$21.2M -$10.7M -45,802 -35%
IHG
47
Insight Holdings Group
New York
$21.1M
RIM
48
Ranger Investment Management
Texas
$21M -$250K -1,075 -1%
Jennison Associates
49
Jennison Associates
New York
$20.9M +$3.96M +16,999 +25%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$20.6M +$3.05M +13,110 +18%

APPF Hedge Fund Activity: Q2 2024 in Review

391 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q2 2024, worth a combined $4.61B — down 5% from $4.86B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new APPF positions and 44 closed out — a net gain of 28 holders — while 142 added to existing stakes and 125 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $58.6M. The largest seller was BlackRock, cutting an estimated $99.3M.

  • 391 institutional investors held AppFolio (APPF) as of Q2 2024, up from 366 in Q1 2024.
  • Funds reported $4.61B of AppFolio stock for Q2 2024, down 5% quarter-over-quarter.
  • 72 funds opened new AppFolio positions in Q2 2024 and 44 closed out, a net change of +28 holders.
  • The largest AppFolio buyer in Q2 2024 was Macquarie Group, an estimated $58.6M added.
  • The largest AppFolio seller in Q2 2024 was BlackRock, an estimated $99.3M sold.

Based on aggregated 13F filings for Q2 2024.