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AppFolio
APPF

Overview Fund Activity

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.

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
1
Vanguard Group
Pennsylvania
$76.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.4M
3
GIP
3
Granite Investment Partners
California
$16M
4
BlackRock
4
BlackRock
New York
$54.7M
5
Northern Trust
5
Northern Trust
Illinois
$13.2M

Top Sellers

1
DIG
1
Dragoneer Investment Group
California
$25.9M
2
KC
2
Keenan Capital
California
$7.7M
3
ESCM
3
Echo Street Capital Management
New York
$0
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
101
Ameritas Investment Partners
Nebraska
$77K 1,254 +553 +79%
Barclays
102
Barclays
United Kingdom
$66K 1,081 -4,507 -81%
WA
103
WealthTrust-Arizona
Arizona
$49K 800 – –
TRCT
104
Tower Research Capital (TRC)
New York
$41K 667 -890 -57%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$37.5K 613 -1,374 -69%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$33K 549 +105 +24%
PIA
107
Piedmont Investment Advisors
North Carolina
$16K 256 +256 New
SEI Investments
108
SEI Investments
Pennsylvania
$12K 201 -3,197 -94%
SWM
109
SeaCrest Wealth Management
New York
$12K 200 – –
WTC
110
WhitTier Trust Company
Nevada
$9K 150 – –
LTFS
111
Ladenburg Thalmann Financial Services
Florida
$9K 220 – –
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$8K 130 +30 +30%
ASN
113
Advisory Services Network
Georgia
$7K 100 +100 New
PCM
114
Peak Capital Management
Colorado
$7K 120 +120 New
RCAG
115
Rehmann Capital Advisory Group
Michigan
$5.5K 90 +37 +70%
HMS
116
Hanseatic Management Services
New Mexico
$4K 58 +58 New
QI
117
QS Investors
New York
$2K 37 +3 +9%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$2K 40 +40 New
IA
119
IFP Advisors
Florida
$2K 40 +40 New
MAM
120
Meeder Asset Management
Ohio
$183 3 +3 New
ESCM
121
Echo Street Capital Management
New York
– – -172,960 Closed
Ameriprise
122
Ameriprise
Minnesota
– – -168,760 Closed
Millennium Management
123
Millennium Management
New York
– – -133,649 Closed
B
124
Bailard
California
– – -40,548 Closed
MC
125
Menta Capital
California
– – -33,441 Closed
2 3 4
5
6