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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
SCC
76
Spring Creek Capital
Kansas
$407K +$362K +6,653 New
PP
77
PDT Partners
New York
$401K -$1.9M -34,847 -84%
Victory Capital Management
78
Victory Capital Management
Texas
$396K +$48.4K +888 +16%
MSL
79
Mackay Shields LLC
New York
$385K -$2.04M -37,500 -86%
EAM
80
Evanson Asset Management
California
$367K – – –
Tudor Investment Corp
81
Tudor Investment Corp
Connecticut
$333K -$324K -5,949 -52%
Principal Financial Group
82
Principal Financial Group
Iowa
$323K +$288K +5,285 New
VOYA Investment Management
83
VOYA Investment Management
Georgia
$315K +$281K +5,159 New
Squarepoint
84
Squarepoint
New York
$312K -$229K -4,200 -45%
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$297K +$99.7K +1,831 +61%
CCIA
86
Campbell & Co Investment Adviser
Maryland
$294K +$261K +4,800 New
California Public Employees Retirement System
87
California Public Employees Retirement System
California
$289K -$135K -2,472 -34%
CANY
88
Caxton Associates (New York)
New York
$261K +$233K +4,270 New
Creative Planning
89
Creative Planning
Kansas
$255K +$227K +4,175 New
CS
90
Credit Suisse
Switzerland
$249K +$222K +4,075 New
BCM
91
Beryl Capital Management
California
$245K +$218K +4,000 New
QC
92
Quadrature Capital
United Kingdom
$229K +$204K +3,745 New
Bank of America
93
Bank of America
North Carolina
$185K +$2.07K +38 +1%
JP Morgan Chase
94
JP Morgan Chase
New York
$183K -$356K -6,526 -69%
FQ
95
First Quadrant
California
$148K – – –
Legal & General Group
96
Legal & General Group
United Kingdom
$135K +$27.7K +508 +30%
Federated Hermes
97
Federated Hermes
Pennsylvania
$125K -$909K -16,694 -89%
Citigroup
98
Citigroup
New York
$122K -$189K -3,474 -64%
AIM
99
Advantage Investment Management
Iowa
$111K -$4.09K -75 -4%
Macquarie Group
100
Macquarie Group
Australia
$98K -$343K -6,300 -80%
2 3
4
5 6

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.