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AppFolio
APPF

Overview Fund Activity

163 hedge funds and large institutions have $1.7B invested in AppFolio in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 15 closing their positions.

Holders
163
Holders Change
+8
Holders Change %
+5.16%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
23
Increased
47
Reduced
61
Closed
15
Calls
$2.96M
Puts
$3.69M
Net Calls
-$723K
Net Calls Change
-$2.54M

Top Buyers

1
ESCM
1
Echo Street Capital Management
New York
$138M
2
1WCM
2
12 West Capital Management
New York
$32.4M
3
LPP
3
Long Path Partners
Connecticut
$18.2M
4
FAM
4
Fred Alger Management
New York
$7.19M
5
BAAM
5
Baker Avenue Asset Management
California
$2.72M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$12.8M
2
SGM
2
Skye Global Management
Florida
$0
3
LWM
3
Long Walk Management
Connecticut
$26.8M
4
DIGDR
4
Dynamo Internacional Gestao de Recursos
Brazil
$85.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$105K 836 +14 +2%
Allspring Global Investments
127
Allspring Global Investments
North Carolina
$77K 743 -47 -6%
TRCT
128
Tower Research Capital (TRC)
New York
$74K 710 +214 +43%
CWM
129
Castle Wealth Management
Florida
$64K 615 – –
Federated Hermes
130
Federated Hermes
Pennsylvania
$53K 510 +323 +173%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$51K 488 +109 +29%
Macquarie Group
132
Macquarie Group
Australia
$34K 113 -210 -65%
UBS Group
133
UBS Group
Switzerland
$30K 279 +10 +4%
Baillie Gifford & Co
134
Baillie Gifford & Co
United Kingdom
$22K 212 – –
S
135
SignatureFD
Georgia
$16K 157 +4 +3%
HL
136
Harding Loevner
New Jersey
$14K 138 – –
MIFH
137
Migdal Insurance & Financial Holdings
Israel
$12K 111 – –
SPIA
138
Steward Partners Investment Advisory
New York
$9K 90 -46 -34%
AF
139
Allworth Financial
California
$9K 90 – –
FF
140
FourThought Financial
Florida
$8K 75 +49 +188%
WT
141
Whittier Trust
California
$6K 60 – –
TFP
142
Tilia Fiduciary Partners
North Carolina
$6K 50 – –
TWA
143
TCI Wealth Advisors
Arizona
$5K 43 – –
FCA
144
FinTrust Capital Advisors
South Carolina
$4K 37 +37 New
WFA
145
Wipfli Financial Advisors
Wisconsin
$4K 41 +41 New
PA
146
Parallel Advisors
California
$3K 25 – –
MHR
147
Matthew Hamilton Rosenberg
$3K 30 – –
PAI
148
Pittenger & Anderson Inc
Nebraska
$3K 29 +29 New
US Bancorp
149
US Bancorp
Minnesota
$2K 18 -304 -94%
BIA
150
Bell Investment Advisors
California
$2K 15 -32 -68%
4 5
6
7 8