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AppFolio
APPF

192 hedge funds and large institutions have $2.05B invested in AppFolio in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,501% more call options, than puts

Call options by funds: $9.17M | Put options by funds: $573K

44% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 52

24% more capital invested

Capital invested by funds: $1.66B → $2.05B (+$394M)

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

2% more funds holding

Funds holding: 188 → 192 (+4)

1.98% more ownership

Funds ownership: 77.69% → 79.67% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

Holders
192
Holders Change
+4
Holders Change %
+2.13%
% of All Funds
3.06%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
34
Increased
75
Reduced
52
Closed
29
Calls
$9.17M
Puts
$573K
Net Calls
+$8.6M
Net Calls Change
+$3.83M

Top Buyers

1
GKIM
GW&K Investment Management
Massachusetts
+$39.3M
2
DDC
DF Dent & Co
Maryland
+$26.6M
3
ESCM
Echo Street Capital Management
New York
+$22.7M
4
Bank of America
Bank of America
North Carolina
+$5.84M
5
EAM
Eagle Asset Management
Florida
+$5.02M

Top Sellers

1
DIGDR
Dynamo Internacional Gestao de Recursos
Brazil
-$12.7M
2
BCM
Brown Capital Management
Maryland
-$11.1M
3
LPP
Long Path Partners
Connecticut
-$10.7M
4
SRFM
Shannon River Fund Management
New York
-$7.71M
5
PGDP
Pragma Gestao de Patrimonio
Brazil
-$4.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$629K -$276K -2,290 -31%
QC
102
Quent Capital
New York
$619K – – –
Jane Street
103
Jane Street
New York
$613K -$256K -2,121 -30%
RJA
104
Raymond James & Associates
Florida
$583K +$565K +4,685 New
Teacher Retirement System of Texas
105
Teacher Retirement System of Texas
Texas
$572K -$116K -959 -17%
Los Angeles Capital Management
106
Los Angeles Capital Management
California
$565K -$45.7K -379 -8%
Citigroup
107
Citigroup
New York
$530K +$39.2K +325 +8%
WP
108
Woodline Partners
California
$512K +$147K +1,217 +42%
AFA
109
Arlington Financial Advisors
California
$508K – – –
PGDP
110
Pragma Gestao de Patrimonio
Brazil
$498K -$4.7M -39,000 -91%
Ameriprise
111
Ameriprise
Minnesota
$489K – – –
American Century Companies
112
American Century Companies
Missouri
$463K -$16.8K -139 -4%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$440K +$194K +1,605 +83%
SO
114
STRS Ohio
Ohio
$435K – – –
FHB
115
First Hawaiian Bank
Hawaii
$434K – – –
DIM
116
DC Investments Management
Virginia
$414K – – –
UBS Group
117
UBS Group
Switzerland
$399K +$248K +2,057 +179%
ACM
118
Aquatic Capital Management
Illinois
$386K +$205K +1,700 +121%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$384K +$30.5K +253 +9%
CB
120
Commerce Bank
Missouri
$384K +$372K +3,085 New
AB
121
Amalgamated Bank
New York
$344K -$53.1K -440 -14%
GAM
122
Gotham Asset Management
New York
$342K -$26.1K -216 -7%
MC
123
Maverick Capital
Texas
$330K +$320K +2,652 New
Public Employees Retirement Association of Colorado
124
Public Employees Retirement Association of Colorado
Colorado
$327K – – –
HSBC Holdings
125
HSBC Holdings
United Kingdom
$325K -$265K -2,197 -46%
3 4
5
6 7

APPF Hedge Fund Activity: Q1 2023 in Review

192 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q1 2023, worth a combined $2.05B — up 24% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new APPF positions and 29 closed out — a net gain of 5 holders — while 75 added to existing stakes and 52 trimmed.

The largest buyer was GW&K Investment Management, opening a new position worth an estimated $39.3M. The largest seller was Dynamo Internacional Gestao de Recursos, cutting an estimated $12.7M.

  • 192 institutional investors held AppFolio (APPF) as of Q1 2023, up from 188 in Q4 2022.
  • Funds reported $2.05B of AppFolio stock for Q1 2023, up 24% quarter-over-quarter.
  • 34 funds opened new AppFolio positions in Q1 2023 and 29 closed out, a net change of +5 holders.
  • The largest AppFolio buyer in Q1 2023 was GW&K Investment Management, an estimated $39.3M added.
  • The largest AppFolio seller in Q1 2023 was Dynamo Internacional Gestao de Recursos, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2023.