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AppFolio
APPF

192 hedge funds and large institutions have $2.05B invested in AppFolio in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,501% more call options, than puts

Call options by funds: $9.17M | Put options by funds: $573K

44% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 52

24% more capital invested

Capital invested by funds: $1.66B → $2.05B (+$394M)

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

2% more funds holding

Funds holding: 188 → 192 (+4)

1.98% more ownership

Funds ownership: 77.69% → 79.67% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

Holders
192
Holders Change
+4
Holders Change %
+2.13%
% of All Funds
3.06%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
34
Increased
75
Reduced
52
Closed
29
Calls
$9.17M
Puts
$573K
Net Calls
+$8.6M
Net Calls Change
+$3.83M

Top Buyers

1
GKIM
GW&K Investment Management
Massachusetts
+$39.3M
2
DDC
DF Dent & Co
Maryland
+$26.6M
3
ESCM
Echo Street Capital Management
New York
+$22.7M
4
Bank of America
Bank of America
North Carolina
+$5.84M
5
EAM
Eagle Asset Management
Florida
+$5.02M

Top Sellers

1
DIGDR
Dynamo Internacional Gestao de Recursos
Brazil
-$12.7M
2
BCM
Brown Capital Management
Maryland
-$11.1M
3
LPP
Long Path Partners
Connecticut
-$10.7M
4
SRFM
Shannon River Fund Management
New York
-$7.71M
5
PGDP
Pragma Gestao de Patrimonio
Brazil
-$4.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janus Henderson Group
76
Janus Henderson Group
United Kingdom
$1.15M +$716K +5,935 +179%
CWA
77
CM Wealth Advisors
Ohio
$1.09M +$1.05M +8,695 New
AQR Capital Management
78
AQR Capital Management
Connecticut
$1.09M +$162K +1,347 +18%
Wells Fargo
79
Wells Fargo
California
$1.07M +$854K +7,079 +458%
Osaic Holdings
80
Osaic Holdings
Arizona
$1.06M +$366K +3,037 +56%
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$996K -$1.03M -8,500 -52%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$962K +$4.22K +35 +0.5%
OAM
83
Oppenheimer Asset Management
New York
$961K +$151K +1,253 +19%
Mackenzie Financial
84
Mackenzie Financial
Ontario, Canada
$959K +$269K +2,232 +41%
VOYA Investment Management
85
VOYA Investment Management
Georgia
$916K -$1.61M -13,343 -64%
EAM
86
EFG Asset Management
Oregon
$891K +$864K +7,158 New
Ensign Peak Advisors
87
Ensign Peak Advisors
Utah
$878K +$66.4K +550 +8%
CIA
88
Capital Impact Advisors
Massachusetts
$838K +$43.8K +363 +6%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$804K – – –
JMPWA
90
JP Morgan Private Wealth Advisors
California
$792K +$239K +1,981 +45%
LPL Financial
91
LPL Financial
California
$780K +$174K +1,442 +30%
ISL
92
Ingalls & Snyder LLC
New York
$780K -$332K -2,750 -30%
AIA
93
Affinity Investment Advisors
California
$767K -$2.41K -20 -0.3%
EAM
94
Evanson Asset Management
California
$747K – – –
AG
95
Algert Global
California
$737K -$238K -1,971 -25%
BJL
96
Brighton Jones LLC
Washington
$714K +$691K +5,732 New
ASRS
97
Arizona State Retirement System
Arizona
$699K +$25.5K +211 +4%
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$684K -$493K -4,089 -43%
Acadian Asset Management
99
Acadian Asset Management
Massachusetts
$665K +$464K +3,848 +252%
TC
100
TownSquare Capital
Utah
$655K +$635K +5,261 New
2 3
4
5 6

APPF Hedge Fund Activity: Q1 2023 in Review

192 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q1 2023, worth a combined $2.05B — up 24% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new APPF positions and 29 closed out — a net gain of 5 holders — while 75 added to existing stakes and 52 trimmed.

The largest buyer was GW&K Investment Management, opening a new position worth an estimated $39.3M. The largest seller was Dynamo Internacional Gestao de Recursos, cutting an estimated $12.7M.

  • 192 institutional investors held AppFolio (APPF) as of Q1 2023, up from 188 in Q4 2022.
  • Funds reported $2.05B of AppFolio stock for Q1 2023, up 24% quarter-over-quarter.
  • 34 funds opened new AppFolio positions in Q1 2023 and 29 closed out, a net change of +5 holders.
  • The largest AppFolio buyer in Q1 2023 was GW&K Investment Management, an estimated $39.3M added.
  • The largest AppFolio seller in Q1 2023 was Dynamo Internacional Gestao de Recursos, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2023.