We are live on ! Find out more
APPF icon

AppFolio

295 hedge funds and large institutions have $3.08B invested in AppFolio in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 110 increasing their positions, 83 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 19

33% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 83

20% more funds holding

Funds holding: 245295 (+50)

3.51% more ownership

Funds ownership: 78.66%82.16% (+3.5%)

2% more capital invested

Capital invested by funds: $3.01B → $3.08B (+$73.3M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

15% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $22.2M

Holders
295
Holders Change
+50
Holders Change %
+20.41%
% of All Funds
4.3%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
72
Increased
110
Reduced
83
Closed
19
Calls
$18.9M
Puts
$22.2M
Net Calls
-$3.24M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WEO
101
William E. Oberndorf
$3.02M +$3.27M +17,433 New
Los Angeles Capital Management
102
Los Angeles Capital Management
California
$3.01M +$1.24M +6,600 +61%
CAM
103
ClariVest Asset Management
California
$2.96M -$388K -2,073 -11%
MF
104
Magnetar Financial
Illinois
$2.93M +$3.17M +16,918 New
BA
105
Bridgewater Associates
Connecticut
$2.77M +$274K +1,460 +10%
Osaic Holdings
106
Osaic Holdings
Arizona
$2.6M +$1.19M +6,327 +73%
AG
107
Algert Global
California
$2.49M +$418K +2,230 +18%
Invesco
108
Invesco
Georgia
$2.44M -$10.2M -54,559 -79%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
109
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.43M +$2.62M +14,000 New
State of New Jersey Common Pension Fund D
110
State of New Jersey Common Pension Fund D
New Jersey
$2.25M
Ameriprise
111
Ameriprise
Minnesota
$2.25M +$1.46M +7,818 +152%
PMAM
112
Picton Mahoney Asset Management
Ontario, Canada
$2.2M +$2.38M +12,722 New
BMSSC
113
B. Metzler seel. Sohn & Co
Germany
$2.03M +$2.2M +11,746 New
MAM
114
Martingale Asset Management
Massachusetts
$1.91M +$1.27M +6,774 +160%
ACM
115
Advisors Capital Management
New Jersey
$1.87M +$131K +701 +7%
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.82M +$14.1K +75 +0.7%
Franklin Resources
117
Franklin Resources
California
$1.81M +$227K +1,211 +13%
Calamos Advisors
118
Calamos Advisors
Illinois
$1.81M +$334K +1,781 +21%
ACM
119
Aquatic Capital Management
Illinois
$1.77M +$1.91M +10,200 New
YIH
120
Y-Intercept (HK)
Hong Kong
$1.75M +$1.52M +8,134 +408%
Deutsche Bank
121
Deutsche Bank
Germany
$1.75M -$18.5K -99 -1%
MIM
122
MetLife Investment Management
New Jersey
$1.73M -$43.3K -231 -2%
CI
123
Cavalier Investments
Georgia
$1.72M +$45K +240 +2%
PMEF
124
Point72 Middle East FZE
United Arab Emirates
$1.71M +$1.85M +9,879 New
AIG
125
American International Group
New York
$1.65M -$7.12K -38 -0.4%