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AppFolio
APPF

Overview Fund Activity

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
Holders
192
Holders Change
+4
Holders Change %
+2.13%
% of All Funds
3.07%
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
1
GW&K Investment Management
Massachusetts
$40.6M
2
DDC
2
DF Dent & Co
Maryland
$47.3M
3
ESCM
3
Echo Street Capital Management
New York
$208M
4
Bank of America
4
Bank of America
North Carolina
$8.23M
5
EAM
5
Eagle Asset Management
Florida
$16M

Top Sellers

1
DIGDR
1
Dynamo Internacional Gestao de Recursos
Brazil
$40.8M
2
BCM
2
Brown Capital Management
Maryland
$337M
3
LPP
3
Long Path Partners
Connecticut
$2.9M
4
SRFM
4
Shannon River Fund Management
New York
$7.04M
5
PGDP
5
Pragma Gestao de Patrimonio
Brazil
$498K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
76
Janus Henderson Group
United Kingdom
$1.15M +$738K +5,935 +179%
CWA
77
CM Wealth Advisors
Ohio
$1.09M +$1.09M +8,695 New
AQR Capital Management
78
AQR Capital Management
Connecticut
$1.09M +$168K +1,347 +18%
Wells Fargo
79
Wells Fargo
California
$1.07M +$881K +7,079 +458%
Osaic Holdings
80
Osaic Holdings
Arizona
$1.06M +$378K +3,037 +56%
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$996K -$1.06M -8,500 -52%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$962K +$4.36K +35 +0.5%
OAM
83
Oppenheimer Asset Management
New York
$961K +$156K +1,253 +19%
Mackenzie Financial
84
Mackenzie Financial
Ontario, Canada
$959K +$278K +2,232 +41%
VOYA Investment Management
85
VOYA Investment Management
Georgia
$916K -$1.66M -13,343 -64%
EAM
86
EFG Asset Management
Oregon
$891K +$891K +7,158 New
Ensign Peak Advisors
87
Ensign Peak Advisors
Utah
$878K +$68.5K +550 +8%
CIA
88
Capital Impact Advisors
Massachusetts
$838K +$45.2K +363 +6%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$804K – – –
JPMPWA
90
J.P. Morgan Private Wealth Advisors
California
$792K +$247K +1,981 +45%
LPL Financial
91
LPL Financial
California
$780K +$180K +1,442 +30%
ISL
92
Ingalls & Snyder LLC
New York
$780K -$342K -2,750 -30%
AIA
93
Affinity Investment Advisors
California
$767K -$2.49K -20 -0.3%
EAM
94
Evanson Asset Management
California
$747K – – –
AG
95
Algert Global
California
$737K -$245K -1,971 -25%
BJL
96
Brighton Jones LLC
Washington
$714K +$714K +5,732 New
ASRS
97
Arizona State Retirement System
Arizona
$699K +$26.3K +211 +4%
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$684K -$509K -4,089 -43%
Acadian Asset Management
99
Acadian Asset Management
Massachusetts
$665K +$476K +3,848 +252%
TC
100
TownSquare Capital
Utah
$655K +$655K +5,261 New
2 3
4
5 6