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AppFolio

384 hedge funds and large institutions have $4.5B invested in AppFolio in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 153 increasing their positions, 121 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $13.3M

26% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 121

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% less capital invested

Capital invested by funds: $4.61B → $4.5B (-$112M)

8% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 62

1.76% less ownership

Funds ownership: 84.96%83.2% (-1.8%)

2% less funds holding

Funds holding: 391384 (-7)

Holders
384
Holders Change
-7
Holders Change %
-1.79%
% of All Funds
5.51%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
57
Increased
153
Reduced
121
Closed
62
Calls
$22.8M
Puts
$13.3M
Net Calls
+$9.48M
Net Calls Change
-$7.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$41.6M +$5.65M +24,141 +16%
Squarepoint
27
Squarepoint
New York
$40.5M -$3.01M -12,879 -7%
Fuller & Thaler Asset Management
28
Fuller & Thaler Asset Management
California
$40.1M +$5.19M +22,196 +15%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$39.2M -$17.3M -73,901 -31%
Northern Trust
30
Northern Trust
Illinois
$38.6M -$17.3M -73,929 -31%
JP Morgan Chase
31
JP Morgan Chase
New York
$38M +$1.19M +5,077 +3%
N
32
Nuveen
North Carolina
$37.5M -$2.02M -8,626 -5%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$36.7M -$5.32M -22,734 -13%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$30.6M +$10.8M +45,975 +55%
RIM
35
Ranger Investment Management
Texas
$29.3M +$9.01M +38,517 +45%
UBS AM
36
UBS AM
Illinois
$27.7M +$197K +841 +0.7%
GPC
37
Greenstone Partners & Co
California
$26.6M
EAM
38
Eagle Asset Management
Florida
$24.7M -$2.17M -9,266 -8%
Los Angeles Capital Management
39
Los Angeles Capital Management
California
$24.7M -$1.12M -4,789 -4%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$22.9M -$1.88M -8,053 -8%
Victory Capital Management
41
Victory Capital Management
Texas
$22.1M -$1.48M -6,317 -6%
Bank of America
42
Bank of America
North Carolina
$21.2M +$7.49M +31,991 +55%
Jennison Associates
43
Jennison Associates
New York
$21M +$923K +3,943 +5%
T. Rowe Price Investment Management
44
T. Rowe Price Investment Management
Maryland
$20.3M -$42.7M -182,321 -68%
WC
45
Westwind Capital
New Mexico
$18.2M -$16.9M -72,027 -48%
JAM
46
Jupiter Asset Management
United Kingdom
$17.9M +$8.49M +36,289 +92%
BA
47
Bridgewater Associates
Connecticut
$17.7M +$2.29M +9,795 +15%
JSP
48
Jackson Square Partners
California
$17.6M -$1.84M -7,871 -10%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$17.5M +$11.2M +48,015 +182%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$16.8M +$11.7M +49,819 +231%