We are live on ! Find out more
APPF icon

AppFolio

182 hedge funds and large institutions have $2.72B invested in AppFolio in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

159% more call options, than puts

Call options by funds: $18M | Put options by funds: $6.95M

41% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 49

34% more capital invested

Capital invested by funds: $2.02B → $2.72B (+$695M)

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0% more funds holding

Funds holding: 182182 (0)

1.55% less ownership

Funds ownership: 84.92%83.37% (-1.6%)

Holders
182
Holders Change
Holders Change %
0%
% of All Funds
3.22%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
33
Increased
69
Reduced
49
Closed
32
Calls
$18M
Puts
$6.95M
Net Calls
+$11.1M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
SGM
101
Skye Global Management
Florida
$522K
WKWM
102
Walter & Keenan Wealth Management
Indiana
$522K
Handelsbanken Fonder
103
Handelsbanken Fonder
Sweden
$522K +$192K +1,200 +71%
AG
104
Aperio Group
California
$520K +$6.24K +39 +1%
SO
105
STRS Ohio
Ohio
$504K
PI
106
PEAK6 Investments
Illinois
$497K +$271K +1,694 +159%
MSL
107
Mackay Shields LLC
New York
$486K -$864K -5,400 -67%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$475K +$269K +1,682 +131%
Public Employees Retirement Association of Colorado
109
Public Employees Retirement Association of Colorado
Colorado
$473K -$57.9K -362 -12%
UBS Group
110
UBS Group
Switzerland
$473K +$326K +2,039 +348%
II
111
Inspire Investing
Idaho
$473K +$421K +2,632 New
AB
112
Amalgamated Bank
New York
$459K +$2.24K +14 +0.6%
BPA
113
Beacon Pointe Advisors
California
$450K +$400K +2,500 New
FQ
114
First Quadrant
California
$437K
Allianz Asset Management
115
Allianz Asset Management
Germany
$426K -$104K -652 -22%
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$423K +$166K +1,038 +79%
OAM
117
Oppenheimer Asset Management
New York
$411K +$42.4K +265 +13%
Victory Capital Management
118
Victory Capital Management
Texas
$393K +$18.1K +113 +5%
PRC
119
Pearl River Capital
Michigan
$383K -$60.8K -380 -15%
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$378K +$43K +269 +15%
ACM
121
AlphaCrest Capital Management
New York
$360K +$320K +2,000 New
LSA
122
L & S Advisors
California
$360K +$320K +2,000 New
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$345K +$58.2K +364 +23%
HIIFS
124
Harel Insurance Investments & Financial Services
Israel
$330K +$91.2K +570 New
PAG
125
Private Advisor Group
New Jersey
$327K

APPF Hedge Fund Activity: Q4 2020 in Review

182 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q4 2020, worth a combined $2.72B — up 34% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new APPF positions and 32 closed out — a net gain of 1 holder — while 69 added to existing stakes and 49 trimmed.

The largest buyer was Steadfast Capital Management, opening a new position worth an estimated $46.2M. The largest seller was CAAS Capital Management, exiting entirely with an estimated $22.1M sold.

  • 182 institutional investors held AppFolio (APPF) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $2.72B of AppFolio stock for Q4 2020, up 34% quarter-over-quarter.
  • 33 funds opened new AppFolio positions in Q4 2020 and 32 closed out, a net change of +1 holder.
  • The largest AppFolio buyer in Q4 2020 was Steadfast Capital Management, an estimated $46.2M added.
  • The largest AppFolio seller in Q4 2020 was CAAS Capital Management, an estimated $22.1M sold.

Based on aggregated 13F filings for Q4 2020.