AppFolio
APPF
160 hedge funds and large institutions have $2.29B invested in AppFolio in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 20 closing their positions.
160% more call options, than puts
Call options by funds: $9.53M | Put options by funds: $3.67M
13% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 52
10% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 20
1% more funds holding
Funds holding: 158 → 160 (+2)
0% more capital invested
Capital invested by funds: $2.29B → $2.29B (+$5.7M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.56% less ownership
Funds ownership: 86.24% → 85.68% (-0.56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
+$74.4M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
+$16.7M |
| 3 |
DIGDR
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
|
+$13.9M |
| 4 |
JP Morgan Chase
New York
|
+$9.47M |
| 5 |
CHP
Castle Hook Partners
New York
|
+$6.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$66.2M |
| 2 |
WEO
William E. Oberndorf
|
-$58.2M |
| 3 |
GCM
Glynn Capital Management
Menlo Park,
California
|
-$29.2M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$7.64M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$4.71M |
APPF Hedge Fund Activity: Q2 2021 in Review
160 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q2 2021, worth a combined $2.29B — up 0.25% from $2.29B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new APPF positions and 20 closed out — a net gain of 2 holders — while 59 added to existing stakes and 52 trimmed.
The largest buyer was Brown Capital Management, adding an estimated $74.4M. The largest seller was Morgan Stanley, cutting an estimated $66.2M.
- 160 institutional investors held AppFolio (APPF) as of Q2 2021, up from 158 in Q1 2021.
- Funds reported $2.29B of AppFolio stock for Q2 2021, up 0.25% quarter-over-quarter.
- 22 funds opened new AppFolio positions in Q2 2021 and 20 closed out, a net change of +2 holders.
- The largest AppFolio buyer in Q2 2021 was Brown Capital Management, an estimated $74.4M added.
- The largest AppFolio seller in Q2 2021 was Morgan Stanley, an estimated $66.2M sold.
Based on aggregated 13F filings for Q2 2021.