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AppFolio
APPF

Overview Fund Activity

150 hedge funds and large institutions have $1.94B invested in AppFolio in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 21 closing their positions.

Holders
150
Holders Change
-5
Holders Change %
-3.23%
% of All Funds
2.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
59
Reduced
44
Closed
21
Calls
$4.43M
Puts
$1.94M
Net Calls
+$2.49M
Net Calls Change
-$976K

Top Buyers

1
SGM
1
Skye Global Management
Florida
$15.8M
2
LWM
2
Long Walk Management
Connecticut
$43.4M
3
DIGDR
3
Dynamo Internacional Gestao de Recursos
Brazil
$96.1M
4
LPPF
4
Long Path Partners Fund
Connecticut
$6.34M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$206M

Top Sellers

1
SCM
1
Steadfast Capital Management
New York
$0
2
GC
2
Gobi Capital
California
$0
3
ESCM
3
Echo Street Capital Management
New York
$56.2M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$121M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$8.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BPA
101
Beacon Pointe Advisors
California
$303K 2,500 – –
FA
102
FDx Advisors
Illinois
$298K 2,460 +2,460 New
Stifel Financial
103
Stifel Financial
Missouri
$294K 2,431 – –
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$291K 2,401 +634 +36%
HighTower Advisors
105
HighTower Advisors
Illinois
$284K 2,351 +84 +4%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$282K 2,327 +2,327 New
CSS
107
Cubist Systematic Strategies
Connecticut
$267K 2,202 -2,397 -52%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$240K 1,990 -29 -1%
Victory Capital Management
109
Victory Capital Management
Texas
$232K 1,917 -57 -3%
PAG
110
Private Advisor Group
New Jersey
$220K 1,814 – –
YWP
111
YorkBridge Wealth Partners
New York
$212K 1,748 +1,748 New
WC
112
Weil Company
California
$205K 1,693 -838 -33%
NFG
113
Next Financial Group
Texas
$189K 1,564 +197 +14%
AIP
114
Ameritas Investment Partners
Nebraska
$178K 1,469 – –
SOW
115
State of Wyoming
Wyoming
$160K 1,324 +767 +138%
Ensign Peak Advisors
116
Ensign Peak Advisors
Utah
$88K 730 +730 New
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$62K 540 +340 +170%
SPIA
118
Steward Partners Investment Advisory
New York
$49K 403 – –
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$48K 400 – –
CIA
120
Cascade Investment Advisors
Oregon
$43K 355 – –
Macquarie Group
121
Macquarie Group
Australia
$39K 323 – –
Lazard Asset Management
122
Lazard Asset Management
New York
$30K 249 -14,334 -98%
TCWM
123
Total Clarity Wealth Management
Illinois
$27K 220 – –
Baillie Gifford & Co
124
Baillie Gifford & Co
United Kingdom
$26K 212 -29 -12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
125
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$26K 216 – –
3 4
5
6 7