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AppFolio
APPF

121 hedge funds and large institutions have $628M invested in AppFolio in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

66% more capital invested

Capital invested by funds: $377M → $628M (+$251M)

46% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 35

10% more funds holding

Funds holding: 110 → 121 (+11)

5.75% more ownership

Funds ownership: 61.67% → 67.41% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
25
Increased
51
Reduced
35
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$18.2M
2
Morgan Stanley
Morgan Stanley
New York
+$15.6M
3
GIP
Granite Investment Partners
California
+$14.3M
4
BlackRock
BlackRock
New York
+$13.3M
5
Northern Trust
Northern Trust
Illinois
+$4.82M

Top Sellers

1
DIG
Dragoneer Investment Group
California
-$7.75M
2
ESCM
Echo Street Capital Management
New York
-$7.07M
3
Ameriprise
Ameriprise
Minnesota
-$6.89M
4
KC
Keenan Capital
California
-$6.76M
5
Millennium Management
Millennium Management
New York
-$5.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$77K +$30.1K +553 +79%
Barclays
102
Barclays
United Kingdom
$66K -$246K -4,507 -81%
WA
103
WealthTrust-Arizona
Arizona
$49K – – –
TRCT
104
Tower Research Capital (TRC)
New York
$41K -$48.5K -890 -57%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$37.5K -$74.9K -1,374 -69%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$33K +$5.72K +105 +24%
PIA
107
Piedmont Investment Advisors
North Carolina
$16K +$13.9K +256 New
SEI Investments
108
SEI Investments
Pennsylvania
$12K -$174K -3,197 -94%
SWM
109
SeaCrest Wealth Management
New York
$12K – – –
LTFS
110
Ladenburg Thalmann Financial Services
Florida
$9K – – –
WTC
111
WhitTier Trust Company
Nevada
$9K – – –
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$8K +$1.63K +30 +30%
ASN
113
Advisory Services Network
Georgia
$7K +$5.45K +100 New
PCM
114
Peak Capital Management
Colorado
$7K +$6.54K +120 New
RCAG
115
Rehmann Capital Advisory Group
Michigan
$5.5K +$2.02K +37 +70%
HMS
116
Hanseatic Management Services
New Mexico
$4K +$3.16K +58 New
QI
117
QS Investors
New York
$2K +$163 +3 +9%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$2K +$2.18K +40 New
IA
119
IFP Advisors
Florida
$2K +$2.18K +40 New
MAM
120
Meeder Asset Management
Ohio
$183 +$163 +3 New
ESCM
121
Echo Street Capital Management
New York
– -$7.07M -172,960 Closed
Ameriprise
122
Ameriprise
Minnesota
– -$6.89M -168,760 Closed
Millennium Management
123
Millennium Management
New York
– -$5.46M -133,649 Closed
B
124
Bailard
California
– -$1.66M -40,548 Closed
MC
125
Menta Capital
California
– -$1.37M -33,441 Closed
2 3 4
5
6

APPF Hedge Fund Activity: Q2 2018 in Review

121 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q2 2018, worth a combined $628M — up 66% from $377M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new APPF positions and 14 closed out — a net gain of 11 holders — while 51 added to existing stakes and 35 trimmed.

The largest buyer was Vanguard Group, adding an estimated $18.2M. The largest seller was Dragoneer Investment Group, cutting an estimated $7.75M.

  • 121 institutional investors held AppFolio (APPF) as of Q2 2018, up from 110 in Q1 2018.
  • Funds reported $628M of AppFolio stock for Q2 2018, up 66% quarter-over-quarter.
  • 25 funds opened new AppFolio positions in Q2 2018 and 14 closed out, a net change of +11 holders.
  • The largest AppFolio buyer in Q2 2018 was Vanguard Group, an estimated $18.2M added.
  • The largest AppFolio seller in Q2 2018 was Dragoneer Investment Group, an estimated $7.75M sold.

Based on aggregated 13F filings for Q2 2018.