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AppFolio

388 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, 135 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $7.38M

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

1% more funds holding

Funds holding: 384388 (+4)

4% more capital invested

Capital invested by funds: $4.5B → $4.7B (+$198M)

0% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 135

0.68% less ownership

Funds ownership: 83.2%82.52% (-0.68%)

Holders
388
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
5.11%
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
135
Closed
54
Calls
$13.7M
Puts
$7.38M
Net Calls
+$6.34M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Mission Wealth Management
California
$15M -$199K -850 -1%
Jennison Associates
52
Jennison Associates
New York
$14.9M -$6.75M -28,831 -32%
JAM
53
Jupiter Asset Management
United Kingdom
$14.6M -$3.94M -16,809 -22%
ACM
54
Atika Capital Management
New York
$14.1M -$398K -1,700 -3%
William Blair & Company
55
William Blair & Company
Illinois
$14M -$419K -1,788 -3%
EAM
56
EULAV Asset Management
Florida
$13.7M
AG
57
Algert Global
California
$13.4M +$7.08M +30,235 +126%
Canada Pension Plan Investment Board
58
Canada Pension Plan Investment Board
Ontario, Canada
$13.1M +$2.43M +10,400 +24%
Bank of America
59
Bank of America
North Carolina
$13M -$8.71M -37,188 -41%
Axa
60
Axa
France
$13M +$3.56M +15,190 +41%
Assenagon Asset Management
61
Assenagon Asset Management
Luxembourg
$12.8M +$1.4M +5,985 +13%
Ameriprise
62
Ameriprise
Minnesota
$12.5M -$1.79M -7,662 -13%
SEI Investments
63
SEI Investments
Pennsylvania
$11.3M +$921K +3,935 +9%
NIP
64
Nicholas Investment Partners
California
$10.9M -$1.58M -6,755 -13%
Swiss National Bank
65
Swiss National Bank
Switzerland
$10.6M +$351K +1,500 +4%
DZ Bank
66
DZ Bank
Germany
$10.5M -$424K -1,812 -4%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$9.66M -$654K -2,792 -7%
IC
68
IEQ Capital
California
$9.37M +$8M +34,184 +905%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$9.15M -$8.74M -37,348 -50%
Canada Life
70
Canada Life
Manitoba, Canada
$8.75M -$939K -4,012 -10%
Legal & General Group
71
Legal & General Group
United Kingdom
$8.57M +$117K +498 +1%
MAM
72
Martingale Asset Management
Massachusetts
$8.47M +$6.27M +26,763 +353%
Russell Investments Group
73
Russell Investments Group
United Kingdom
$8.36M +$177K +755 +2%
AllianceBernstein
74
AllianceBernstein
Tennessee
$7.59M +$736K +3,142 +11%
Lazard Asset Management
75
Lazard Asset Management
New York
$7.04M +$998K +4,263 +18%

APPF Hedge Fund Activity: Q4 2024 in Review

388 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q4 2024, worth a combined $4.7B — up 4.4% from $4.5B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new APPF positions and 54 closed out — a net gain of 12 holders — while 135 added to existing stakes and 135 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $126M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $108M sold.

  • 388 institutional investors held AppFolio (APPF) as of Q4 2024, up from 384 in Q3 2024.
  • Funds reported $4.7B of AppFolio stock for Q4 2024, up 4.4% quarter-over-quarter.
  • 66 funds opened new AppFolio positions in Q4 2024 and 54 closed out, a net change of +12 holders.
  • The largest AppFolio buyer in Q4 2024 was Fidelity Investments, an estimated $126M added.
  • The largest AppFolio seller in Q4 2024 was Lord, Abbett & Co, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2024.