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AppFolio
APPF

388 hedge funds and large institutions have $4.7B invested in AppFolio in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 135 increasing their positions, 135 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $7.38M

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

1% more funds holding

Funds holding: 384 → 388 (+4)

4% more capital invested

Capital invested by funds: $4.5B → $4.7B (+$198M)

0% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 135

0.68% less ownership

Funds ownership: 83.2% → 82.52% (-0.68%)

Holders
388
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
5.11%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
66
Increased
135
Reduced
135
Closed
54
Calls
$13.7M
Puts
$7.38M
Net Calls
+$6.34M
Net Calls Change
-$3.15M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$126M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$98.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$46.3M
4
BlackRock
BlackRock
New York
+$43.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$38.1M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$108M
2
ACM
Ashe Capital Management
New Jersey
-$72M
3
DCM
Driehaus Capital Management
Illinois
-$50.1M
4
FAM
Fred Alger Management
New York
-$39.6M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$36M
Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
101
INTECH Investment Management
Florida
$3.86M +$3.66M +15,629 New
FAM
102
Fred Alger Management
New York
$3.83M -$39.6M -169,291 -92%
CCIA
103
Campbell & Co Investment Adviser
Maryland
$3.71M +$3.52M +15,028 New
SGM
104
Sellaronda Global Management
New York
$3.7M +$3.51M +15,000 New
Cerity Partners
105
Cerity Partners
New York
$3.66M +$58.5K +250 +2%
Creative Planning
106
Creative Planning
Kansas
$3.62M +$3.2M +13,669 +1,379%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$3.5M +$1.2M +5,106 +56%
MIM
108
MetLife Investment Management
New Jersey
$3.45M +$254K +1,084 +8%
Allspring Global Investments
109
Allspring Global Investments
North Carolina
$3.37M -$2.59M -11,053 -45%
Jane Street
110
Jane Street
New York
$3.31M +$2.56M +10,928 +440%
Bessemer Group
111
Bessemer Group
New Jersey
$3.26M +$6.09K +26 +0.2%
Robeco Institutional Asset Management
112
Robeco Institutional Asset Management
Netherlands
$3.23M – – –
Verition Fund Management
113
Verition Fund Management
Connecticut
$3.15M +$2.72M +11,598 +1,002%
MOACM
114
Mutual of America Capital Management
New York
$3.01M -$56.9K -243 -2%
Comerica Bank
115
Comerica Bank
Texas
$2.98M -$89.2K -381 -3%
ACM
116
Advisors Capital Management
New Jersey
$2.98M +$1.64K +7 +0.1%
ACM
117
Aquatic Capital Management
Illinois
$2.92M +$2.77M +11,833 New
GCM
118
Graham Capital Management
Connecticut
$2.83M -$619K -2,643 -19%
AB
119
Amalgamated Bank
New York
$2.78M +$5.62K +24 +0.2%
FCM
120
Fieldview Capital Management
Michigan
$2.77M +$2.63M +11,243 New
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$2.7M +$1.05M +4,492 +70%
EAM
122
EFG Asset Management
Oregon
$2.67M -$54.5K -233 -2%
IA
123
Inspire Advisors
Idaho
$2.66M -$25.8K -110 -1%
Balyasny Asset Management
124
Balyasny Asset Management
Illinois
$2.62M -$171K -732 -6%
BC
125
Burney Company
Virginia
$2.53M -$6.54M -27,950 -73%
3 4
5
6 7

APPF Hedge Fund Activity: Q4 2024 in Review

388 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q4 2024, worth a combined $4.7B — up 4.4% from $4.5B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new APPF positions and 54 closed out — a net gain of 12 holders — while 135 added to existing stakes and 135 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $126M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $108M sold.

  • 388 institutional investors held AppFolio (APPF) as of Q4 2024, up from 384 in Q3 2024.
  • Funds reported $4.7B of AppFolio stock for Q4 2024, up 4.4% quarter-over-quarter.
  • 66 funds opened new AppFolio positions in Q4 2024 and 54 closed out, a net change of +12 holders.
  • The largest AppFolio buyer in Q4 2024 was Fidelity Investments, an estimated $126M added.
  • The largest AppFolio seller in Q4 2024 was Lord, Abbett & Co, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2024.