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AppFolio
APPF

158 hedge funds and large institutions have $2.29B invested in AppFolio in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 53 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.88% more ownership

Funds ownership: 83.37% → 86.24% (+2.9%)

6% more call options, than puts

Call options by funds: $9.23M | Put options by funds: $8.72M

6% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 53

13% less funds holding

Funds holding: 182 → 158 (-24)

16% less capital invested

Capital invested by funds: $2.72B → $2.29B (-$433M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

52% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 42

Holders
158
Holders Change
-24
Holders Change %
-13.19%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
20
Increased
56
Reduced
53
Closed
42
Calls
$9.23M
Puts
$8.72M
Net Calls
+$511K
Net Calls Change
-$10.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$75.4M
2
OCBV
Ownership Capital B.V.
Netherlands
+$42.9M
3
DIGDR
Dynamo Internacional Gestao de Recursos
Brazil
+$34.8M
4
BCM
Brown Capital Management
Maryland
+$33.7M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$31.3M

Top Sellers

1
WEO
William E. Oberndorf
-$65M
2
Norges Bank
Norges Bank
Norway
-$14M
3
BlackRock
BlackRock
New York
-$14M
4
SCM
Steadfast Capital Management
New York
-$12.3M
5
PC
Pier Capital
Connecticut
-$7.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$62.1K +$23.6K +152 +53%
Macquarie Group
127
Macquarie Group
Australia
$51K -$18.5K -119 -25%
US Bancorp
128
US Bancorp
Minnesota
$42K +$1.09K +7 +2%
VFA
129
Valeo Financial Advisors
Indiana
$40K -$6.37K -41 -13%
Baillie Gifford & Co
130
Baillie Gifford & Co
United Kingdom
$39K +$2.33K +15 +6%
CIA
131
Cascade Investment Advisors
Oregon
$33.2K +$24.8K +160 +213%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
132
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$31K +$5.12K +33 +18%
TCWM
133
Total Clarity Wealth Management
Illinois
$31K +$34.2K +220 New
HPC
134
HM Payson & Co
Maine
$27K – – –
ME
135
McIlrath & Eck
Washington
$22K – – –
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$13K – – –
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$13K +$466 +3 +3%
MIFH
138
Migdal Insurance & Financial Holdings
Israel
$12K -$2.48K -16 -16%
SIAP
139
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K +$13.4K +86 New
SFS
140
Sowell Financial Services
Arkansas
$11K -$9.01K -58 -42%
MPWT
141
MassMutual Private Wealth & Trust
Connecticut
$10K – – –
Fidelity Investments
142
Fidelity Investments
Massachusetts
$8K -$3.26K -21 -28%
MHR
143
Matthew Hamilton Rosenberg
$8K – – –
S
144
SignatureFD
Georgia
$7K +$2.33K +15 +44%
WAP
145
Wealthcare Advisory Partners
Pennsylvania
$6K +$6.21K +40 New
BCA
146
Berman Capital Advisors
Georgia
$5K – – –
IAIM
147
International Assets Investment Management
Florida
$4K – – –
TWA
148
TCI Wealth Advisors
Arizona
$4K +$4.35K +28 New
PA
149
Parallel Advisors
California
$3K +$2.79K +18 New
LC
150
Lindbrook Capital
California
$2K +$1.71K +11 New
4 5
6
7 8

APPF Hedge Fund Activity: Q1 2021 in Review

158 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q1 2021, worth a combined $2.29B — down 16% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of APPF and 20 opened new positions — a net loss of 22 holders — while 53 trimmed existing stakes and 56 added.

The largest buyer was Morgan Stanley, adding an estimated $75.4M. The largest seller was William E. Oberndorf, cutting an estimated $65M.

  • 158 institutional investors held AppFolio (APPF) as of Q1 2021, down from 182 in Q4 2020.
  • Funds reported $2.29B of AppFolio stock for Q1 2021, down 16% quarter-over-quarter.
  • 20 funds opened new AppFolio positions in Q1 2021 and 42 closed out, a net change of -22 holders.
  • The largest AppFolio buyer in Q1 2021 was Morgan Stanley, an estimated $75.4M added.
  • The largest AppFolio seller in Q1 2021 was William E. Oberndorf, an estimated $65M sold.

Based on aggregated 13F filings for Q1 2021.