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AppFolio

160 hedge funds and large institutions have $2.29B invested in AppFolio in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $9.53M | Put options by funds: $3.67M

13% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 52

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

1% more funds holding

Funds holding: 158160 (+2)

0% more capital invested

Capital invested by funds: $2.29B → $2.29B (+$5.7M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.56% less ownership

Funds ownership: 86.24%85.68% (-0.56%)

Holders
160
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
59
Reduced
52
Closed
20
Calls
$9.53M
Puts
$3.67M
Net Calls
+$5.86M
Net Calls Change
+$5.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
101
Public Employees Retirement Association of Colorado
Colorado
$371K
WKWM
102
Walter & Keenan Wealth Management
Indiana
$367K
Stifel Financial
103
Stifel Financial
Missouri
$361K +$355K +2,560 New
Voloridge Investment Management
104
Voloridge Investment Management
Florida
$357K +$351K +2,531 New
BPA
105
Beacon Pointe Advisors
California
$353K
American Century Companies
106
American Century Companies
Missouri
$342K
Allianz Asset Management
107
Allianz Asset Management
Germany
$334K
VI
108
Versor Investments
New York
$326K +$113K +811 +54%
HighTower Advisors
109
HighTower Advisors
Illinois
$297K +$56.2K +405 +24%
Victory Capital Management
110
Victory Capital Management
Texas
$292K -$8.05K -58 -3%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$291K +$11K +79 +4%
Franklin Resources
112
Franklin Resources
California
$291K +$39.4K +284 +16%
Teacher Retirement System of Texas
113
Teacher Retirement System of Texas
Texas
$279K +$44.2K +318 +19%
PAG
114
Private Advisor Group
New Jersey
$256K
MA
115
Mutual Advisors
Nebraska
$253K -$4.86K -35 -2%
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$250K
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$243K +$30K +216 +14%
Prudential Financial
118
Prudential Financial
New Jersey
$237K +$27.8K +200 +14%
Jane Street
119
Jane Street
New York
$222K -$636K -4,584 -74%
AIP
120
Ameritas Investment Partners
Nebraska
$207K +$13.3K +96 +7%
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$201K -$28.3K -204 -12%
ASN
122
Advisory Services Network
Georgia
$173K +$170K +1,222 New
SO
123
STRS Ohio
Ohio
$169K -$361K -2,600 -68%
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$163K +$11.2K +81 +8%
NFG
125
Next Financial Group
Texas
$149K +$37.1K +267 +34%

APPF Hedge Fund Activity: Q2 2021 in Review

160 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q2 2021, worth a combined $2.29B — up 0.25% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new APPF positions and 20 closed out — a net gain of 2 holders — while 59 added to existing stakes and 52 trimmed.

The largest buyer was Brown Capital Management, adding an estimated $74.4M. The largest seller was Morgan Stanley, cutting an estimated $66.2M.

  • 160 institutional investors held AppFolio (APPF) as of Q2 2021, up from 158 in Q1 2021.
  • Funds reported $2.29B of AppFolio stock for Q2 2021, up 0.25% quarter-over-quarter.
  • 22 funds opened new AppFolio positions in Q2 2021 and 20 closed out, a net change of +2 holders.
  • The largest AppFolio buyer in Q2 2021 was Brown Capital Management, an estimated $74.4M added.
  • The largest AppFolio seller in Q2 2021 was Morgan Stanley, an estimated $66.2M sold.

Based on aggregated 13F filings for Q2 2021.