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AppFolio
APPF

158 hedge funds and large institutions have $2.29B invested in AppFolio in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 53 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.88% more ownership

Funds ownership: 83.37% → 86.24% (+2.9%)

6% more call options, than puts

Call options by funds: $9.23M | Put options by funds: $8.72M

6% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 53

13% less funds holding

Funds holding: 182 → 158 (-24)

16% less capital invested

Capital invested by funds: $2.72B → $2.29B (-$433M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

52% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 42

Holders
158
Holders Change
-24
Holders Change %
-13.19%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
20
Increased
56
Reduced
53
Closed
42
Calls
$9.23M
Puts
$8.72M
Net Calls
+$511K
Net Calls Change
-$10.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$75.4M
2
OCBV
Ownership Capital B.V.
Netherlands
+$42.9M
3
DIGDR
Dynamo Internacional Gestao de Recursos
Brazil
+$34.8M
4
BCM
Brown Capital Management
Maryland
+$33.7M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$31.3M

Top Sellers

1
WEO
William E. Oberndorf
-$65M
2
Norges Bank
Norges Bank
Norway
-$14M
3
BlackRock
BlackRock
New York
-$14M
4
SCM
Steadfast Capital Management
New York
-$12.3M
5
PC
Pier Capital
Connecticut
-$7.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
101
American Century Companies
Missouri
$342K -$185K -1,192 -33%
Allianz Asset Management
102
Allianz Asset Management
Germany
$334K – – –
AB
103
Amalgamated Bank
New York
$328K -$35.1K -226 -9%
MSL
104
Mackay Shields LLC
New York
$325K -$62.1K -400 -15%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$320K -$128K -823 -27%
Victory Capital Management
106
Victory Capital Management
Texas
$300K -$9.47K -61 -3%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$280K +$10.2K +66 +3%
Los Angeles Capital Management
108
Los Angeles Capital Management
California
$275K -$409K -2,635 -58%
MA
109
Mutual Advisors
Nebraska
$259K +$6.52K +42 +2%
PAG
110
Private Advisor Group
New Jersey
$257K – – –
Franklin Resources
111
Franklin Resources
California
$251K +$276K +1,777 New
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$250K – – –
HighTower Advisors
113
HighTower Advisors
Illinois
$239K +$1.09K +7 +0.4%
Teacher Retirement System of Texas
114
Teacher Retirement System of Texas
Texas
$234K +$46.9K +302 +22%
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$230K -$1.71K -11 -0.7%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$214K +$185K +1,193 +372%
VI
117
Versor Investments
New York
$212K +$233K +1,500 New
Prudential Financial
118
Prudential Financial
New Jersey
$209K +$15.2K +98 +7%
AIP
119
Ameritas Investment Partners
Nebraska
$194K – – –
TRCT
120
Tower Research Capital (TRC)
New York
$188K +$151K +974 +275%
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$151K -$487K -3,135 -75%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$141K -$307K -1,977 -67%
NFG
123
Next Financial Group
Texas
$111K +$116K +750 +2,143%
Simplex Trading
124
Simplex Trading
Illinois
$110K +$121K +778 New
EVM
125
Eaton Vance Management
Massachusetts
$76K +$83.2K +536 New
3 4
5
6 7

APPF Hedge Fund Activity: Q1 2021 in Review

158 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q1 2021, worth a combined $2.29B — down 16% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of APPF and 20 opened new positions — a net loss of 22 holders — while 53 trimmed existing stakes and 56 added.

The largest buyer was Morgan Stanley, adding an estimated $75.4M. The largest seller was William E. Oberndorf, cutting an estimated $65M.

  • 158 institutional investors held AppFolio (APPF) as of Q1 2021, down from 182 in Q4 2020.
  • Funds reported $2.29B of AppFolio stock for Q1 2021, down 16% quarter-over-quarter.
  • 20 funds opened new AppFolio positions in Q1 2021 and 42 closed out, a net change of -22 holders.
  • The largest AppFolio buyer in Q1 2021 was Morgan Stanley, an estimated $75.4M added.
  • The largest AppFolio seller in Q1 2021 was William E. Oberndorf, an estimated $65M sold.

Based on aggregated 13F filings for Q1 2021.