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AppFolio
APPF

Overview Fund Activity

120 hedge funds and large institutions have $620M invested in AppFolio in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 45 reducing their positions, and 41 closing their positions.

Holders
120
Holders Change
-16
Holders Change %
-11.76%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
25
Increased
33
Reduced
45
Closed
41
Calls
$11K
Puts
$324K
Net Calls
-$313K
Net Calls Change
-$313K

Top Buyers

1
CRCM
1
Cat Rock Capital Management
Connecticut
$13.7M
2
ACM
2
Ashe Capital Management
New Jersey
$94.8M
3
Brown Advisory
3
Brown Advisory
Maryland
$10.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$108M
5
WEO
5
William E. Oberndorf
$50.8M

Top Sellers

1
DIG
1
Dragoneer Investment Group
California
$0
2
Invesco
2
Invesco
Georgia
$1.14M
3
OCM
3
Osterweis Capital Management
California
$0
4
DBG
4
De Burlo Group
Massachusetts
$0
5
BIM
5
Bogle Investment Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
101
Advisory Services Network
Georgia
$27K 450 -3,611 -89%
DWA
102
Dorsey Wright & Associates
California
$24K 408 +68 +20%
FCM
103
Flinton Capital Management
Pennsylvania
$22K 374 +374 New
WANY
104
Wealthspire Advisors (New York)
New York
$21K 350 +350 New
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$19K 315 -161 -34%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$18.5K 313 -499 -61%
TAM
107
Tyers Asset Management
Texas
$18K 308 +308 New
NA
108
Neuburgh Advisers
California
$14K 242 +242 New
MCIM
109
Meadow Creek Investment Management
Georgia
$10K 176 +176 New
WTC
110
WhitTier Trust Company
Nevada
$9K 150 – –
SWM
111
SeaCrest Wealth Management
New York
$6K 100 – –
S
112
SignatureFD
Georgia
$6K 100 +100 New
MPWT
113
MassMutual Private Wealth & Trust
Connecticut
$4.44K 75 +75 New
RCAG
114
Rehmann Capital Advisory Group
Michigan
$2.19K 37 -52 -58%
IA
115
IFP Advisors
Florida
$2K 40 – –
QI
116
QS Investors
New York
$2K 37 – –
CG
117
Cutler Group
California
$2K 48 +48 New
AIA
118
Alera Investment Advisors
Illinois
$1K 13 +13 New
BCA
119
Berman Capital Advisors
Georgia
$1K 31 +31 New
DIG
120
Dragoneer Investment Group
California
– – -133,413 Closed
OCM
121
Osterweis Capital Management
California
– – -89,050 Closed
DBG
122
De Burlo Group
Massachusetts
– – -64,200 Closed
BIM
123
Bogle Investment Management
Massachusetts
– – -55,367 Closed
Two Sigma Investments
124
Two Sigma Investments
New York
– – -44,974 Closed
HI
125
HBK Investments
Texas
– – -37,300 Closed
3 4
5
6 7