We are live on ! Find out more
APPF icon

AppFolio

136 hedge funds and large institutions have $827M invested in AppFolio in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

50% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 34

32% more capital invested

Capital invested by funds: $628M → $827M (+$199M)

12% more funds holding

Funds holding: 121136 (+15)

0.05% less ownership

Funds ownership: 67.41%67.37% (-0.05%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
136
Holders Change
+15
Holders Change %
+12.4%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
28
Increased
51
Reduced
34
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
126
Tower Research Capital (TRC)
New York
$21K -$30.2K -400 -60%
WTC
127
WhitTier Trust Company
Nevada
$12K
SWM
128
SeaCrest Wealth Management
New York
$8K -$7.56K -100 -50%
MAM
129
Meeder Asset Management
Ohio
$7K +$6.88K +91 +3,033%
RCAG
130
Rehmann Capital Advisory Group
Michigan
$6.98K -$76 -1 -1%
AS
131
Altshuler Shaham
Israel
$6K +$6.2K +82 New
HMS
132
Hanseatic Management Services
New Mexico
$5K
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$3K
IA
134
IFP Advisors
Florida
$3K
QI
135
QS Investors
New York
$3K
KC
136
Keenan Capital
California
-$7.7M -125,848 Closed
MWNA
137
Marshall Wace North America
New York
-$7.24M -118,338 Closed
JIR
138
James Investment Research
Ohio
-$2.21M -36,120 Closed
SGM
139
Skye Global Management
Florida
-$599K -9,800 Closed
AIM
140
Assured Investment Management
New York
-$578K -9,460 Closed
SCC
141
Spring Creek Capital
Kansas
-$407K -6,653 Closed
PP
142
PDT Partners
New York
-$401K -6,553 Closed
CCIA
143
Campbell & Co Investment Adviser
Maryland
-$294K -4,800 Closed
CANY
144
Caxton Associates (New York)
New York
-$261K -4,270 Closed
CS
145
Credit Suisse
Switzerland
-$249K -4,075 Closed
BCM
146
Beryl Capital Management
California
-$245K -4,000 Closed
PIA
147
Piedmont Investment Advisors
North Carolina
-$16K -256 Closed
PCM
148
Peak Capital Management
Colorado
-$7K -120 Closed