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AppFolio

366 hedge funds and large institutions have $4.86B invested in AppFolio in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 42

58% more capital invested

Capital invested by funds: $3.08B → $4.86B (+$1.77B)

25% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 95

24% more funds holding

Funds holding: 295366 (+71)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

8.34% more ownership

Funds ownership: 82.16%90.5% (+8.3%)

7% more call options, than puts

Call options by funds: $37M | Put options by funds: $34.4M

Holders
366
Holders Change
+71
Holders Change %
+24.07%
% of All Funds
5.27%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
116
Increased
119
Reduced
95
Closed
42
Calls
$37M
Puts
$34.4M
Net Calls
+$2.54M
Net Calls Change
+$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
JAM
101
Jupiter Asset Management
United Kingdom
$5.79M -$51.1K -237 -1%
Jacobs Levy Equity Management
102
Jacobs Levy Equity Management
New Jersey
$5.64M -$14.7M -68,366 -75%
Natixis Advisors
103
Natixis Advisors
Massachusetts
$5.51M +$433K +2,010 +10%
VEPM
104
Vista Equity Partners Management
California
$5.49M +$4.8M +22,255 New
MAP
105
Moody Aldrich Partners
Massachusetts
$5.44M +$4.23M +19,602 +803%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
106
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.93M +$1.29M +6,000 +43%
BAAM
107
Baker Avenue Asset Management
California
$4.9M +$101K +467 +2%
California State Teachers Retirement System (CalSTRS)
108
California State Teachers Retirement System (CalSTRS)
California
$4.81M -$99K -459 -2%
GC
109
Guggenheim Capital
Illinois
$4.66M +$4.07M +18,896 New
TPSF
110
Texas Permanent School Fund
Texas
$4.42M +$3.86M +17,894 New
CW
111
Channel Wealth
California
$4.41M +$3.05M +14,122 +378%
TI
112
Trexquant Investment
Connecticut
$4.4M -$3.13M -14,516 -45%
Los Angeles Capital Management
113
Los Angeles Capital Management
California
$4.4M +$96.8K +449 +3%
WEO
114
William E. Oberndorf
$4.3M
TF
115
Trek Financial
Arizona
$4.25M +$3.72M +17,243 New
EGM
116
Engineers Gate Manager
New York
$4.25M -$59.5K -276 -2%
EI
117
EAM Investors
California
$4.18M +$3.66M +16,959 New
Two Sigma Advisers
118
Two Sigma Advisers
New York
$4.12M -$6.15M -28,500 -63%
CAM
119
ClariVest Asset Management
California
$4.01M -$183K -850 -5%
Allianz Asset Management
120
Allianz Asset Management
Germany
$3.8M +$3.32M +15,385 New
EGI
121
EAM Global Investors
California
$3.69M +$3.22M +14,951 New
GCM
122
Graham Capital Management
Connecticut
$3.52M -$880K -4,083 -22%
Canada Pension Plan Investment Board
123
Canada Pension Plan Investment Board
Ontario, Canada
$3.45M +$3.02M +14,000 New
AAM
124
AMI Asset Management
California
$3.42M +$1.79M +8,282 +149%
TC
125
TwinBeech Capital
New York
$3.42M +$2.99M +13,845 New