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AppFolio

384 hedge funds and large institutions have $4.5B invested in AppFolio in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 153 increasing their positions, 121 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $13.3M

26% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 121

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% less capital invested

Capital invested by funds: $4.61B → $4.5B (-$112M)

8% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 62

1.76% less ownership

Funds ownership: 84.96%83.2% (-1.8%)

2% less funds holding

Funds holding: 391384 (-7)

Holders
384
Holders Change
-7
Holders Change %
-1.79%
% of All Funds
5.51%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
57
Increased
153
Reduced
121
Closed
62
Calls
$22.8M
Puts
$13.3M
Net Calls
+$9.48M
Net Calls Change
-$7.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$16.6M +$5.28M +22,560 +47%
WCM Investment Management
52
WCM Investment Management
California
$16.3M -$4.52M -19,314 -22%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$15.1M +$703K +3,004 +5%
MWM
54
Mission Wealth Management
California
$14.5M -$9.2M -39,328 -39%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$14.3M +$13M +55,348 +998%
1WCM
56
12 West Capital Management
New York
$14.1M -$4.68M -20,000 -25%
ACM
57
Atika Capital Management
New York
$13.9M
William Blair & Company
58
William Blair & Company
Illinois
$13.8M -$547K -2,338 -4%
Ameriprise
59
Ameriprise
Minnesota
$13.7M -$833K -3,560 -6%
EAM
60
EULAV Asset Management
Florida
$13.1M +$3.74M +16,000 +41%
NIP
61
Nicholas Investment Partners
California
$12M +$613K +2,619 +5%
IHG
62
Insight Holdings Group
New York
$12M -$8.28M -35,400 -41%
LWM
63
Long Walk Management
Connecticut
$11.9M -$9.07M -38,750 -43%
Man Group
64
Man Group
United Kingdom
$10.9M +$570K +2,438 +6%
Assenagon Asset Management
65
Assenagon Asset Management
Luxembourg
$10.8M +$5.99M +25,619 +126%
DZ Bank
66
DZ Bank
Germany
$10.4M +$10.4M +44,370 New
Federated Hermes
67
Federated Hermes
Pennsylvania
$10.3M +$3.98K +17 +0%
Canada Pension Plan Investment Board
68
Canada Pension Plan Investment Board
Ontario, Canada
$10M +$6.5M +27,800 +188%
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$9.87M -$3.03M -12,970 -24%
SEI Investments
70
SEI Investments
Pennsylvania
$9.86M +$845K +3,612 +9%
Swiss National Bank
71
Swiss National Bank
Switzerland
$9.77M +$187K +800 +2%
MWM
72
Moran Wealth Management
Florida
$9.5M +$201K +858 +2%
Canada Life
73
Canada Life
Manitoba, Canada
$9.29M -$346K -1,480 -4%
BC
74
Burney Company
Virginia
$8.99M +$6.6M +28,225 +283%
Axa
75
Axa
France
$8.82M +$7.57M +32,363 +633%