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AppFolio

160 hedge funds and large institutions have $2.29B invested in AppFolio in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $9.53M | Put options by funds: $3.67M

13% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 52

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

1% more funds holding

Funds holding: 158160 (+2)

0% more capital invested

Capital invested by funds: $2.29B → $2.29B (+$5.7M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.56% less ownership

Funds ownership: 86.24%85.68% (-0.56%)

Holders
160
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
59
Reduced
52
Closed
20
Calls
$9.53M
Puts
$3.67M
Net Calls
+$5.86M
Net Calls Change
+$5.35M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$98.4K -$217K -1,565 -69%
QT
127
Quantbot Technologies
New York
$86K +$85.5K +616 New
TRCT
128
Tower Research Capital (TRC)
New York
$68K -$117K -843 -63%
AAP
129
Arax Advisory Partners
Colorado
$68K +$67.3K +485 New
CIA
130
Cascade Investment Advisors
Oregon
$59.3K +$25.7K +185 +79%
SPIA
131
Steward Partners Investment Advisory
New York
$57K -$5K -36 -8%
SOW
132
State of Wyoming
Wyoming
$55K +$53K +382 +12,733%
Macquarie Group
133
Macquarie Group
Australia
$46K -$5.69K -41 -11%
Baillie Gifford & Co
134
Baillie Gifford & Co
United Kingdom
$37K -$2.22K -16 -6%
US Bancorp
135
US Bancorp
Minnesota
$30K -$12.1K -87 -29%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
136
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$30K
ETC
137
Exchange Traded Concepts
Oklahoma
$23K +$22.9K +165 New
ME
138
McIlrath & Eck
Washington
$22K
UBS Group
139
UBS Group
Switzerland
$21K -$560K -4,035 -96%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$13K
SIAP
141
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K
MPWT
142
MassMutual Private Wealth & Trust
Connecticut
$10K
Simplex Trading
143
Simplex Trading
Illinois
$9K -$98.6K -710 -91%
MIFH
144
Migdal Insurance & Financial Holdings
Israel
$9K -$2.92K -21 -25%
PAM
145
Panagora Asset Management
Massachusetts
$9K +$8.61K +62 New
MHR
146
Matthew Hamilton Rosenberg
$8K
TWA
147
TCI Wealth Advisors
Arizona
$7K +$3.06K +22 +79%
S
148
SignatureFD
Georgia
$5K -$2.08K -15 -31%
BCA
149
Berman Capital Advisors
Georgia
$5K
Fidelity Investments
150
Fidelity Investments
Massachusetts
$3K -$4.17K -30 -57%

APPF Hedge Fund Activity: Q2 2021 in Review

160 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q2 2021, worth a combined $2.29B — up 0.25% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new APPF positions and 20 closed out — a net gain of 2 holders — while 59 added to existing stakes and 52 trimmed.

The largest buyer was Brown Capital Management, adding an estimated $74.4M. The largest seller was Morgan Stanley, cutting an estimated $66.2M.

  • 160 institutional investors held AppFolio (APPF) as of Q2 2021, up from 158 in Q1 2021.
  • Funds reported $2.29B of AppFolio stock for Q2 2021, up 0.25% quarter-over-quarter.
  • 22 funds opened new AppFolio positions in Q2 2021 and 20 closed out, a net change of +2 holders.
  • The largest AppFolio buyer in Q2 2021 was Brown Capital Management, an estimated $74.4M added.
  • The largest AppFolio seller in Q2 2021 was Morgan Stanley, an estimated $66.2M sold.

Based on aggregated 13F filings for Q2 2021.