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AppFolio
APPF

Overview Fund Activity

386 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, 133 reducing their positions, and 54 closing their positions.

Holders
386
Holders Change
+4
Holders Change %
+1.05%
% of All Funds
5.14%
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
133
Closed
54
Calls
$13.7M
Puts
$7.38M
Net Calls
+$6.34M
Net Calls Change
-$3.15M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$147M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$104M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$162M
4
BlackRock
4
BlackRock
New York
$594M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$57.7M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
ACM
2
Ashe Capital Management
New Jersey
$269M
3
DCM
3
Driehaus Capital Management
Illinois
$0
4
FAM
4
Fred Alger Management
New York
$3.83M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$543K
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$44.8M +$942K +3,818 +2%
Charles Schwab
27
Charles Schwab
California
$41.2M -$2.46M -9,973 -6%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$34.9M -$4.4M -17,842 -11%
ZEP
29
Zeno Equity Partners
United Kingdom
$31.9M -$11.8M -47,669 -27%
First Trust Advisors
30
First Trust Advisors
Illinois
$31.7M -$14.4M -58,413 -31%
Raymond James Financial
31
Raymond James Financial
Florida
$30.2M +$30.2M +122,385 New
RIM
32
Ranger Investment Management
Texas
$30M -$672K -2,723 -2%
UBS AM
33
UBS AM
Illinois
$29.2M +$124K +502 +0.4%
Squarepoint
34
Squarepoint
New York
$29.2M -$13.3M -53,956 -31%
Los Angeles Capital Management
35
Los Angeles Capital Management
California
$28.2M +$2.32M +9,401 +9%
GPC
36
Greenstone Partners & Co
California
$27.9M – – –
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$27.4M +$10M +40,646 +58%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$22.4M -$1.55M -6,291 -6%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$20M -$19.8M -80,369 -50%
WC
40
Westwind Capital
New Mexico
$19.1M +$91.3K +370 +0.5%
BA
41
Bridgewater Associates
Connecticut
$19.1M +$532K +2,156 +3%
Victory Capital Management
42
Victory Capital Management
Texas
$19M -$4.24M -17,166 -18%
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$18.7M +$16.4M +66,438 +710%
Citadel Advisors
44
Citadel Advisors
Florida
$16.9M +$16.9M +68,329 New
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$16.5M -$24.6M -99,583 -60%
LWM
46
Long Walk Management
Connecticut
$16.2M +$3.64M +14,750 +29%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$15.7M -$43.2K -175 -0.3%
Man Group
48
Man Group
United Kingdom
$15.7M +$4.35M +17,614 +38%
DAM
49
Deepwater Asset Management
Minnesota
$15.5M +$15.5M +62,756 New
CC
50
Crosslink Capital
California
$15.2M +$15.2M +61,534 New
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