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AppFolio

245 hedge funds and large institutions have $3.01B invested in AppFolio in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 96 increasing their positions, 57 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $19.9M | Put options by funds: $5.53M

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

68% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 57

14% more funds holding

Funds holding: 214245 (+31)

8% more capital invested

Capital invested by funds: $2.78B → $3.01B (+$224M)

0.76% more ownership

Funds ownership: 77.9%78.66% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
245
Holders Change
+31
Holders Change %
+14.49%
% of All Funds
3.89%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
56
Increased
96
Reduced
57
Closed
24
Calls
$19.9M
Puts
$5.53M
Net Calls
+$14.3M
Net Calls Change
-$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
76
D.E. Shaw & Co
New York
$3.29M -$2.72M -14,998 -45%
Natixis Advisors
77
Natixis Advisors
Massachusetts
$3.21M +$6.89K +38 +0.2%
Assenagon Asset Management
78
Assenagon Asset Management
Luxembourg
$3.14M +$3.11M +17,175 New
DFCM
79
Dark Forest Capital Management
Puerto Rico
$3.04M +$971K +5,356 +48%
EF
80
Empowered Funds
Pennsylvania
$2.92M +$2.9M +15,964 New
PI
81
Putnam Investments
Massachusetts
$2.71M +$2.69M +14,831 New
BA
82
Bridgewater Associates
Connecticut
$2.65M -$334K -1,844 -11%
State of New Jersey Common Pension Fund D
83
State of New Jersey Common Pension Fund D
New Jersey
$2.37M -$678K -3,736 -22%
UBS Group
84
UBS Group
Switzerland
$2.23M +$57.7K +318 +3%
AG
85
Algert Global
California
$2.21M +$2.2M +12,130 New
GCM
86
Graham Capital Management
Connecticut
$2.03M +$2.01M +11,101 New
Los Angeles Capital Management
87
Los Angeles Capital Management
California
$1.97M +$392K +2,163 +25%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.91M +$487K +2,686 +35%
Walleye Capital
89
Walleye Capital
New York
$1.9M +$1.89M +10,394 New
BCI
90
Brinker Capital Investments
Pennsylvania
$1.9M -$138K -763 -7%
OPS
91
Orion Portfolio Solutions
Nebraska
$1.9M -$138K -763 -7%
MIM
92
MetLife Investment Management
New Jersey
$1.87M
Deutsche Bank
93
Deutsche Bank
Germany
$1.86M +$226K +1,245 +14%
ACM
94
Advisors Capital Management
New Jersey
$1.84M -$191K -1,052 -9%
Mackenzie Financial
95
Mackenzie Financial
Ontario, Canada
$1.8M +$403K +2,220 +29%
CI
96
Cavalier Investments
Georgia
$1.77M +$63.5K +350 +4%
AIG
97
American International Group
New York
$1.75M +$61.7K +340 +4%
Wells Fargo
98
Wells Fargo
California
$1.72M -$650K -3,584 -28%
Janus Henderson Group
99
Janus Henderson Group
United Kingdom
$1.69M +$181 +1 +0%
Franklin Resources
100
Franklin Resources
California
$1.69M -$10.5K -58 -0.6%

APPF Hedge Fund Activity: Q3 2023 in Review

245 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q3 2023, worth a combined $3.01B — up 8% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new APPF positions and 24 closed out — a net gain of 32 holders — while 96 added to existing stakes and 57 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $32.8M. The largest seller was Echo Street Capital Management, cutting an estimated $137M.

  • 245 institutional investors held AppFolio (APPF) as of Q3 2023, up from 214 in Q2 2023.
  • Funds reported $3.01B of AppFolio stock for Q3 2023, up 8% quarter-over-quarter.
  • 56 funds opened new AppFolio positions in Q3 2023 and 24 closed out, a net change of +32 holders.
  • The largest AppFolio buyer in Q3 2023 was Lord, Abbett & Co, an estimated $32.8M added.
  • The largest AppFolio seller in Q3 2023 was Echo Street Capital Management, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2023.