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AppFolio

366 hedge funds and large institutions have $4.86B invested in AppFolio in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 42

58% more capital invested

Capital invested by funds: $3.08B → $4.86B (+$1.77B)

25% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 95

24% more funds holding

Funds holding: 295366 (+71)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

8.34% more ownership

Funds ownership: 82.16%90.5% (+8.3%)

7% more call options, than puts

Call options by funds: $37M | Put options by funds: $34.4M

Holders
366
Holders Change
+71
Holders Change %
+24.07%
% of All Funds
5.27%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
116
Increased
119
Reduced
95
Closed
42
Calls
$37M
Puts
$34.4M
Net Calls
+$2.54M
Net Calls Change
+$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$16.8M +$186K +864 +1%
Bank of America
52
Bank of America
North Carolina
$16.6M +$7.68M +35,598 +112%
Goldman Sachs
53
Goldman Sachs
New York
$16.5M -$11.7M -54,361 -45%
Squarepoint
54
Squarepoint
New York
$15.8M +$4.92M +22,820 +55%
William Blair & Company
55
William Blair & Company
Illinois
$15.4M -$420K -1,946 -3%
Prudential Financial
56
Prudential Financial
New Jersey
$15.3M -$1.36M -6,300 -9%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$15.1M +$7.36M +34,113 +126%
Arrowstreet Capital
58
Arrowstreet Capital
Massachusetts
$14.9M +$2.33M +10,811 +22%
Franklin Resources
59
Franklin Resources
California
$14M +$9.99M +46,312 +444%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$13.8M +$6.01M +27,863 +99%
Federated Hermes
61
Federated Hermes
Pennsylvania
$13.3M -$4.19M -19,410 -27%
Acadian Asset Management
62
Acadian Asset Management
Massachusetts
$12.5M +$789K +3,657 +8%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$11.8M -$4.15M -19,264 -29%
PAM
64
Panagora Asset Management
Massachusetts
$11.6M +$10.2M +47,071 New
MGM
65
Manchester Global Management
United Kingdom
$11.2M +$9.83M +45,589 New
NIP
66
Nicholas Investment Partners
California
$10.7M +$128K +595 +1%
MWM
67
Mission Wealth Management
California
$10.6M +$1.1M +5,100 +14%
AllianceBernstein
68
AllianceBernstein
Tennessee
$10.6M +$3.46M +16,055 +60%
PC
69
Pier Capital
Connecticut
$10.3M +$282K +1,308 +3%
Canada Life
70
Canada Life
Manitoba, Canada
$10.2M +$891K +4,131 +11%
Barclays
71
Barclays
United Kingdom
$9.79M -$1.5M -6,955 -15%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$9.51M -$589K -2,733 -7%
Swiss National Bank
73
Swiss National Bank
Switzerland
$9.47M +$280K +1,300 +4%
SEI Investments
74
SEI Investments
Pennsylvania
$9.39M +$6.42M +29,752 +359%
WC
75
Westwind Capital
New Mexico
$9.17M +$8.03M +37,216 New