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AppFolio
APPF

192 hedge funds and large institutions have $2.05B invested in AppFolio in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,501% more call options, than puts

Call options by funds: $9.17M | Put options by funds: $573K

44% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 52

24% more capital invested

Capital invested by funds: $1.66B → $2.05B (+$394M)

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

2% more funds holding

Funds holding: 188 → 192 (+4)

1.98% more ownership

Funds ownership: 77.69% → 79.67% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

Holders
192
Holders Change
+4
Holders Change %
+2.13%
% of All Funds
3.06%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
34
Increased
75
Reduced
52
Closed
29
Calls
$9.17M
Puts
$573K
Net Calls
+$8.6M
Net Calls Change
+$3.83M

Top Buyers

1
GKIM
GW&K Investment Management
Massachusetts
+$39.3M
2
DDC
DF Dent & Co
Maryland
+$26.6M
3
ESCM
Echo Street Capital Management
New York
+$22.7M
4
Bank of America
Bank of America
North Carolina
+$5.84M
5
EAM
Eagle Asset Management
Florida
+$5.02M

Top Sellers

1
DIGDR
Dynamo Internacional Gestao de Recursos
Brazil
-$12.7M
2
BCM
Brown Capital Management
Maryland
-$11.1M
3
LPP
Long Path Partners
Connecticut
-$10.7M
4
SRFM
Shannon River Fund Management
New York
-$7.71M
5
PGDP
Pragma Gestao de Patrimonio
Brazil
-$4.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Marshall Wace
51
Marshall Wace
United Kingdom
$2.68M +$2.07M +17,196 +396%
UBS AM
52
UBS AM
Illinois
$2.46M +$149K +1,239 +7%
Legal & General Group
53
Legal & General Group
United Kingdom
$2.35M +$246K +2,036 +12%
State of New Jersey Common Pension Fund D
54
State of New Jersey Common Pension Fund D
New Jersey
$2.26M -$210K -1,742 -9%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$2.19M +$2.13M +17,622 New
CS
56
Credit Suisse
Switzerland
$2.15M +$115K +951 +6%
Natixis Advisors
57
Natixis Advisors
Massachusetts
$2.14M +$2.08M +17,219 New
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$2.04M +$969K +8,030 +96%
Invesco
59
Invesco
Georgia
$1.97M +$516K +4,281 +37%
JF
60
Jump Financial
Illinois
$1.86M +$843K +6,986 +88%
Deutsche Bank
61
Deutsche Bank
Germany
$1.79M +$562K +4,662 +48%
Two Sigma Advisers
62
Two Sigma Advisers
New York
$1.55M +$157K +1,300 +12%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$1.55M +$997K +8,262 +199%
BCI
64
Brinker Capital Investments
Pennsylvania
$1.5M +$1.45M +12,023 New
OPS
65
Orion Portfolio Solutions
Nebraska
$1.5M +$1.45M +12,023 New
Man Group
66
Man Group
United Kingdom
$1.42M -$1.38M -11,421 Closed
OQS
67
Occudo Quantitative Strategies
Florida
$1.41M +$1.57K +13 +0.1%
ACM
68
Advisors Capital Management
New Jersey
$1.39M +$1.35M +11,190 New
CAM
69
ClariVest Asset Management
California
$1.35M +$3.86K +32 +0.3%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$1.32M -$247K -2,051 -16%
MIM
71
MetLife Investment Management
New Jersey
$1.27M +$17K +141 +1%
Barclays
72
Barclays
United Kingdom
$1.25M +$566K +4,689 +88%
AIG
73
American International Group
New York
$1.18M +$35.6K +295 +3%
Simplex Trading
74
Simplex Trading
Illinois
$1.18M +$1.14M +9,462 New
Balyasny Asset Management
75
Balyasny Asset Management
Illinois
$1.16M +$1.11M +9,218 +9,218%
1 2
3
4 5

APPF Hedge Fund Activity: Q1 2023 in Review

192 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q1 2023, worth a combined $2.05B — up 24% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new APPF positions and 29 closed out — a net gain of 5 holders — while 75 added to existing stakes and 52 trimmed.

The largest buyer was GW&K Investment Management, opening a new position worth an estimated $39.3M. The largest seller was Dynamo Internacional Gestao de Recursos, cutting an estimated $12.7M.

  • 192 institutional investors held AppFolio (APPF) as of Q1 2023, up from 188 in Q4 2022.
  • Funds reported $2.05B of AppFolio stock for Q1 2023, up 24% quarter-over-quarter.
  • 34 funds opened new AppFolio positions in Q1 2023 and 29 closed out, a net change of +5 holders.
  • The largest AppFolio buyer in Q1 2023 was GW&K Investment Management, an estimated $39.3M added.
  • The largest AppFolio seller in Q1 2023 was Dynamo Internacional Gestao de Recursos, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2023.