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AppFolio
APPF

Overview Fund Activity

365 hedge funds and large institutions have $4.85B invested in AppFolio in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+70
Holders Change %
+23.73%
% of All Funds
5.29%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
115
Increased
119
Reduced
95
Closed
42
Calls
$37M
Puts
$34.4M
Net Calls
+$2.54M
Net Calls Change
+$5.78M

Top Buyers

1
BlackRock
1
BlackRock
New York
$638M
2
State Street
2
State Street
Massachusetts
$173M
3
Invesco
3
Invesco
Georgia
$50.5M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$46.2M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$43.8M

Top Sellers

1
BCM
1
Brown Capital Management
Maryland
$280M
2
Morgan Stanley
2
Morgan Stanley
New York
$107M
3
DCM
3
Driehaus Capital Management
Illinois
$48.1M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$5.64M
5
FAM
5
Fred Alger Management
New York
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
76
Citadel Advisors
Florida
$9.05M -$8.46M -34,302 -48%
AG
77
Algert Global
California
$8.98M +$5.44M +22,037 +153%
AIG
78
American International Group
New York
$8.97M +$6.62M +26,815 +281%
MGP
79
M&G plc
United Kingdom
$8.89M +$8.89M +35,980 New
MWM
80
Moran Wealth Management
Florida
$8.86M +$8.86M +35,902 New
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$8.84M +$3.15M +12,760 +55%
AQR Capital Management
82
AQR Capital Management
Connecticut
$8.81M -$3.59M -14,549 -29%
Man Group
83
Man Group
United Kingdom
$8.39M +$3.08M +12,499 +58%
CS
84
Credit Suisse
Switzerland
$8.27M +$451K +1,829 +6%
Ameriprise
85
Ameriprise
Minnesota
$8.26M +$5.06M +20,499 +158%
CM
86
Castleark Management
Illinois
$7.86M -$935K -3,790 -11%
Jane Street
87
Jane Street
New York
$7.76M +$1.54M +6,227 +25%
Legal & General Group
88
Legal & General Group
United Kingdom
$7.33M +$2.27M +9,209 +45%
NCGI
89
Next Century Growth Investors
Minnesota
$6.92M -$1.53M -6,211 -18%
HIM
90
Hillsdale Investment Management
Ontario, Canada
$6.89M +$542K +2,195 +9%
UBS Group
91
UBS Group
Switzerland
$6.67M -$933K -3,781 -12%
Polen Capital Management
92
Polen Capital Management
Florida
$6.53M -$153K -621 -2%
Retirement Systems of Alabama
93
Retirement Systems of Alabama
Alabama
$6.33M +$6.33M +25,649 New
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.33M +$3.73M +15,107 +143%
MGM
95
Miura Global Management
New York
$6.17M +$6.17M +25,000 New
PMAM
96
Picton Mahoney Asset Management
Ontario, Canada
$5.95M +$2.81M +11,396 +90%
DWA
97
Delap Wealth Advisory
Oregon
$5.87M -$1.73M -7,011 -23%
Allspring Global Investments
98
Allspring Global Investments
North Carolina
$5.86M -$4.89M -19,822 -46%
Twin Tree Management
99
Twin Tree Management
Texas
$5.85M +$5.85M +23,719 New
EF
100
Empowered Funds
Pennsylvania
$5.81M +$4.14M +16,777 +248%
2 3
4
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