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AppFolio

388 hedge funds and large institutions have $4.7B invested in AppFolio in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 135 increasing their positions, 135 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $7.38M

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

1% more funds holding

Funds holding: 384388 (+4)

4% more capital invested

Capital invested by funds: $4.5B → $4.7B (+$198M)

0% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 135

0.68% less ownership

Funds ownership: 83.2%82.52% (-0.68%)

Holders
388
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
5.11%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
66
Increased
135
Reduced
135
Closed
54
Calls
$13.7M
Puts
$7.38M
Net Calls
+$6.34M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Caisse de Depot et Placement du Quebec (CDPQ)
76
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.95M +$6.59M +28,151 New
Retirement Systems of Alabama
77
Retirement Systems of Alabama
Alabama
$6.92M +$26.7K +114 +0.4%
CF
78
Corebridge Financial
Texas
$6.51M -$257K -1,098 -4%
UBS Group
79
UBS Group
Switzerland
$6.29M +$2.45M +10,460 +70%
UE
80
Unisphere Establishment
Liechtenstein
$6.24M +$5.92M +25,300 New
Natixis Advisors
81
Natixis Advisors
Massachusetts
$6.07M +$586K +2,504 +11%
HIM
82
Hillsdale Investment Management
Ontario, Canada
$5.98M -$234K -1,000 -4%
Ensign Peak Advisors
83
Ensign Peak Advisors
Utah
$5.62M +$344K +1,470 +7%
JF
84
Jump Financial
Illinois
$5.58M +$5.29M +22,610 New
BAAM
85
Baker Avenue Asset Management
California
$5.54M +$224K +957 +4%
TM
86
TFJ Management
Massachusetts
$5.5M +$5.21M +22,273 New
ZCI
87
Zevenbergen Capital Investments
Washington
$5.17M -$117K -500 -2%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$5.16M -$1.98M -8,463 -29%
Teacher Retirement System of Texas
89
Teacher Retirement System of Texas
Texas
$5.07M +$2.4M +10,230 +99%
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$5.06M +$78K +333 +2%
Federated Hermes
91
Federated Hermes
Pennsylvania
$4.96M -$5.54M -23,680 -54%
PMAM
92
Picton Mahoney Asset Management
Ontario, Canada
$4.86M -$2.41M -10,302 -34%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.65M -$69.1K -295 -2%
Barclays
94
Barclays
United Kingdom
$4.46M +$1.92M +8,196 +83%
CW
95
Channel Wealth
California
$4.4M -$5.85K -25 -0.1%
Amundi
96
Amundi
France
$4.36M +$3.88M +16,554 +2,640%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$4.09M +$915K +3,910 +31%
EP
98
Edgestream Partners
New Jersey
$4.07M +$3.86M +16,496 New
Allianz Asset Management
99
Allianz Asset Management
Germany
$4.06M -$25.5K -109 -0.7%
Goldman Sachs
100
Goldman Sachs
New York
$3.9M -$3.1M -13,261 -46%

APPF Hedge Fund Activity: Q4 2024 in Review

388 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q4 2024, worth a combined $4.7B — up 4.4% from $4.5B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new APPF positions and 54 closed out — a net gain of 12 holders — while 135 added to existing stakes and 135 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $126M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $108M sold.

  • 388 institutional investors held AppFolio (APPF) as of Q4 2024, up from 384 in Q3 2024.
  • Funds reported $4.7B of AppFolio stock for Q4 2024, up 4.4% quarter-over-quarter.
  • 66 funds opened new AppFolio positions in Q4 2024 and 54 closed out, a net change of +12 holders.
  • The largest AppFolio buyer in Q4 2024 was Fidelity Investments, an estimated $126M added.
  • The largest AppFolio seller in Q4 2024 was Lord, Abbett & Co, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2024.