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AppFolio
APPF

Overview Fund Activity

155 hedge funds and large institutions have $1.93B invested in AppFolio in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 24 closing their positions.

Holders
155
Holders Change
-5
Holders Change %
-3.13%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
65
Reduced
41
Closed
24
Calls
$5.93M
Puts
$2.46M
Net Calls
+$3.47M
Net Calls Change
-$2.39M

Top Buyers

1
ESCM
1
Echo Street Capital Management
New York
$60.4M
2
LWM
2
Long Walk Management
Connecticut
$31.5M
3
DIGDR
3
Dynamo Internacional Gestao de Recursos
Brazil
$84.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$200M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$42M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.1M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$53.2M
3
BCM
3
Brown Capital Management
Maryland
$398M
4
CHP
4
Castle Hook Partners
New York
$0
5
LM
5
Luminus Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$48K 400 +400 New
CIA
127
Cascade Investment Advisors
Oregon
$42.7K 355 -65 -15%
Macquarie Group
128
Macquarie Group
Australia
$39K 323 – –
Baillie Gifford & Co
129
Baillie Gifford & Co
United Kingdom
$29K 241 -20 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
130
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$26K 216 – –
TCWM
131
Total Clarity Wealth Management
Illinois
$26K 220 +220 New
US Bancorp
132
US Bancorp
Minnesota
$25K 206 -7 -3%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$13K 104 +82 +373%
Simplex Trading
134
Simplex Trading
Illinois
$9K 68 – –
GKWIM
135
Gerber Kawasaki Wealth & Investment Management
California
$9K 83 +83 New
MPWT
136
MassMutual Private Wealth & Trust
Connecticut
$8K 65 -3 -4%
MIFH
137
Migdal Insurance & Financial Holdings
Israel
$8K 64 – –
S
138
SignatureFD
Georgia
$5K 42 +8 +24%
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$5K 44 +37 +529%
MCM
140
Manchester Capital Management
Vermont
$5K 40 +40 New
MHR
141
Matthew Hamilton Rosenberg
$4K 30 -30 -50%
BCA
142
Berman Capital Advisors
Georgia
$4K 36 – –
Koshinski Asset Management
143
Koshinski Asset Management
Illinois
$3.37K 28 +28 New
TWA
144
TCI Wealth Advisors
Arizona
$3K 29 -21 -42%
Fidelity Investments
145
Fidelity Investments
Massachusetts
$3K 23 – –
PA
146
Parallel Advisors
California
$3K 25 +6 +32%
GWSG
147
GPS Wealth Strategies Group
Colorado
$2K 20 – –
NFSG
148
Newbridge Financial Services Group
Florida
$1K 3 – –
QCG
149
Quadrant Capital Group
Ohio
$1K 5 +5 New
FHA
150
First Horizon Advisors
Tennessee
$1K 9 +9 New
4 5
6
7 8