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AppFolio
APPF

121 hedge funds and large institutions have $628M invested in AppFolio in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

66% more capital invested

Capital invested by funds: $377M → $628M (+$251M)

46% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 35

10% more funds holding

Funds holding: 110 → 121 (+11)

5.75% more ownership

Funds ownership: 61.67% → 67.41% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
25
Increased
51
Reduced
35
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$18.2M
2
Morgan Stanley
Morgan Stanley
New York
+$15.6M
3
GIP
Granite Investment Partners
California
+$14.3M
4
BlackRock
BlackRock
New York
+$13.3M
5
Northern Trust
Northern Trust
Illinois
+$4.82M

Top Sellers

1
DIG
Dragoneer Investment Group
California
-$7.75M
2
ESCM
Echo Street Capital Management
New York
-$7.07M
3
Ameriprise
Ameriprise
Minnesota
-$6.89M
4
KC
Keenan Capital
California
-$6.76M
5
Millennium Management
Millennium Management
New York
-$5.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
51
Teachers Advisors
New York
$1.7M +$627K +11,505 +70%
OSAM
52
O'Shaughnessy Asset Management
Connecticut
$1.45M -$74.1K -1,361 -5%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$1.38M +$448K +8,230 +57%
CI
54
Cavalier Investments
Georgia
$1.17M +$376K +6,900 +56%
ZIM
55
Zacks Investment Management
Illinois
$906K +$807K +14,808 New
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$893K +$26.7K +490 +3%
SO
57
STRS Ohio
Ohio
$874K -$196K -3,600 -20%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$872K +$288K +5,285 +59%
ARTA
59
A.R.T. Advisors
New York
$844K -$302K -5,550 -29%
RG
60
Rathbones Group
United Kingdom
$841K – – –
Bessemer Group
61
Bessemer Group
New Jersey
$813K – – –
GC
62
Globeflex Capital
California
$691K +$65.4K +1,200 +12%
Balyasny Asset Management
63
Balyasny Asset Management
Illinois
$683K -$291K -5,344 -32%
SGI
64
Summit Global Investments
Utah
$648K +$577K +10,600 New
UBS Group
65
UBS Group
Switzerland
$632K +$153K +2,805 +37%
SGM
66
Skye Global Management
Florida
$599K +$534K +9,800 New
AIG
67
American International Group
New York
$588K +$196K +3,590 +60%
CEP
68
Chicago Equity Partners
Illinois
$586K +$23.4K +430 +5%
AIM
69
Assured Investment Management
New York
$578K -$1.2M -22,053 -70%
PPA
70
Parametric Portfolio Associates
Washington
$572K -$107K -1,959 -17%
SRAM
71
Stone Ridge Asset Management
New York
$548K – – –
AG
72
Advisor Group
Arizona
$513K +$346K +6,352 +310%
UCFA
73
United Capital Financial Advisors
Texas
$498K +$926 +17 +0.2%
SB
74
Suntrust Banks
Georgia
$427K +$381K +6,987 New
MIM
75
MetLife Investment Management
New Jersey
$421K +$153K +2,800 +69%
1 2
3
4 5

APPF Hedge Fund Activity: Q2 2018 in Review

121 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q2 2018, worth a combined $628M — up 66% from $377M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new APPF positions and 14 closed out — a net gain of 11 holders — while 51 added to existing stakes and 35 trimmed.

The largest buyer was Vanguard Group, adding an estimated $18.2M. The largest seller was Dragoneer Investment Group, cutting an estimated $7.75M.

  • 121 institutional investors held AppFolio (APPF) as of Q2 2018, up from 110 in Q1 2018.
  • Funds reported $628M of AppFolio stock for Q2 2018, up 66% quarter-over-quarter.
  • 25 funds opened new AppFolio positions in Q2 2018 and 14 closed out, a net change of +11 holders.
  • The largest AppFolio buyer in Q2 2018 was Vanguard Group, an estimated $18.2M added.
  • The largest AppFolio seller in Q2 2018 was Dragoneer Investment Group, an estimated $7.75M sold.

Based on aggregated 13F filings for Q2 2018.