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AppFolio

388 hedge funds and large institutions have $4.7B invested in AppFolio in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 135 increasing their positions, 135 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $7.38M

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

1% more funds holding

Funds holding: 384388 (+4)

4% more capital invested

Capital invested by funds: $4.5B → $4.7B (+$198M)

0% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 135

0.68% less ownership

Funds ownership: 83.2%82.52% (-0.68%)

Holders
388
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
5.11%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
66
Increased
135
Reduced
135
Closed
54
Calls
$13.7M
Puts
$7.38M
Net Calls
+$6.34M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$44.8M +$894K +3,818 +2%
Charles Schwab
27
Charles Schwab
California
$41.2M -$2.33M -9,973 -6%
N
28
Nuveen
North Carolina
$34.9M -$4.18M -17,842 -11%
ZEP
29
Zeno Equity Partners
United Kingdom
$31.9M -$11.2M -47,669 -27%
First Trust Advisors
30
First Trust Advisors
Illinois
$31.7M -$13.7M -58,413 -31%
Raymond James Financial
31
Raymond James Financial
Florida
$30.2M +$28.7M +122,385 New
RIM
32
Ranger Investment Management
Texas
$30M -$638K -2,723 -2%
UBS AM
33
UBS AM
Illinois
$29.2M +$118K +502 +0.4%
Squarepoint
34
Squarepoint
New York
$29.2M -$12.6M -53,956 -31%
Los Angeles Capital Management
35
Los Angeles Capital Management
California
$28.2M +$2.2M +9,401 +9%
GPC
36
Greenstone Partners & Co
California
$27.9M
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$27.4M +$9.52M +40,646 +58%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$22.4M -$1.47M -6,291 -6%
JP Morgan Chase
39
JP Morgan Chase
New York
$20M -$18.8M -80,369 -50%
WC
40
Westwind Capital
New Mexico
$19.1M +$86.6K +370 +0.5%
BA
41
Bridgewater Associates
Connecticut
$19.1M +$505K +2,156 +3%
Victory Capital Management
42
Victory Capital Management
Texas
$19M -$4.02M -17,166 -18%
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$18.7M +$15.6M +66,438 +710%
Citadel Advisors
44
Citadel Advisors
Florida
$16.9M +$16M +68,329 New
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$16.5M -$23.3M -99,583 -60%
LWM
46
Long Walk Management
Connecticut
$16.2M +$3.45M +14,750 +29%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$15.7M -$41K -175 -0.3%
Man Group
48
Man Group
United Kingdom
$15.7M +$4.12M +17,614 +38%
DAM
49
Deepwater Asset Management
Minnesota
$15.5M +$14.7M +62,756 New
CC
50
Crosslink Capital
California
$15.2M +$14.4M +61,534 New

APPF Hedge Fund Activity: Q4 2024 in Review

388 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q4 2024, worth a combined $4.7B — up 4.4% from $4.5B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new APPF positions and 54 closed out — a net gain of 12 holders — while 135 added to existing stakes and 135 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $126M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $108M sold.

  • 388 institutional investors held AppFolio (APPF) as of Q4 2024, up from 384 in Q3 2024.
  • Funds reported $4.7B of AppFolio stock for Q4 2024, up 4.4% quarter-over-quarter.
  • 66 funds opened new AppFolio positions in Q4 2024 and 54 closed out, a net change of +12 holders.
  • The largest AppFolio buyer in Q4 2024 was Fidelity Investments, an estimated $126M added.
  • The largest AppFolio seller in Q4 2024 was Lord, Abbett & Co, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2024.