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AppFolio
APPF

192 hedge funds and large institutions have $2.05B invested in AppFolio in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,501% more call options, than puts

Call options by funds: $9.17M | Put options by funds: $573K

44% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 52

24% more capital invested

Capital invested by funds: $1.66B → $2.05B (+$394M)

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

2% more funds holding

Funds holding: 188 → 192 (+4)

1.98% more ownership

Funds ownership: 77.69% → 79.67% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

Holders
192
Holders Change
+4
Holders Change %
+2.13%
% of All Funds
3.06%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
34
Increased
75
Reduced
52
Closed
29
Calls
$9.17M
Puts
$573K
Net Calls
+$8.6M
Net Calls Change
+$3.83M

Top Buyers

1
GKIM
GW&K Investment Management
Massachusetts
+$39.3M
2
DDC
DF Dent & Co
Maryland
+$26.6M
3
ESCM
Echo Street Capital Management
New York
+$22.7M
4
Bank of America
Bank of America
North Carolina
+$5.84M
5
EAM
Eagle Asset Management
Florida
+$5.02M

Top Sellers

1
DIGDR
Dynamo Internacional Gestao de Recursos
Brazil
-$12.7M
2
BCM
Brown Capital Management
Maryland
-$11.1M
3
LPP
Long Path Partners
Connecticut
-$10.7M
4
SRFM
Shannon River Fund Management
New York
-$7.71M
5
PGDP
Pragma Gestao de Patrimonio
Brazil
-$4.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
126
Independent Advisor Alliance
North Carolina
$325K +$315K +2,613 New
Handelsbanken Fonder
127
Handelsbanken Fonder
Sweden
$324K – – –
BPA
128
Beacon Pointe Advisors
California
$311K – – –
GCM
129
Graham Capital Management
Connecticut
$310K -$524K -4,347 -64%
Stifel Financial
130
Stifel Financial
Missouri
$304K +$22.4K +186 +8%
State of Wisconsin Investment Board
131
State of Wisconsin Investment Board
Wisconsin
$304K +$6.51K +54 +2%
Truist Financial
132
Truist Financial
North Carolina
$299K -$6.27K -52 -2%
ProShare Advisors
133
ProShare Advisors
Maryland
$294K -$23.9K -198 -8%
SOW
134
State of Wyoming
Wyoming
$281K +$117K +967 +75%
Principal Financial Group
135
Principal Financial Group
Iowa
$267K -$21.4K -177 -8%
VCA
136
Verdence Capital Advisors
Maryland
$267K +$259K +2,143 New
PAMS
137
Pictet Asset Management (Switzerland)
Switzerland
$259K – – –
AAM
138
Azzad Asset Management
Virginia
$258K +$250K +2,073 New
Victory Capital Management
139
Victory Capital Management
Texas
$256K +$2.41K +20 +1%
OSAM
140
O'Shaughnessy Asset Management
Connecticut
$250K +$243K +2,011 New
DI
141
DFPG Investments
Utah
$245K +$238K +1,970 New
EMG
142
ETF Managers Group
New Jersey
$241K -$35.3K -293 -13%
FA
143
FDx Advisors
Illinois
$227K – – –
VRS
144
Virginia Retirement Systems
Virginia
$224K +$217K +1,800 New
MA
145
Mutual Advisors
Nebraska
$220K +$214K +1,771 New
CW
146
Channel Wealth
California
$219K +$212K +1,758 New
QT
147
Quantbot Technologies
New York
$219K +$188K +1,561 +796%
PAG
148
Private Advisor Group
New Jersey
$218K +$211K +1,752 New
GCP
149
GSA Capital Partners
United Kingdom
$206K +$199K +1,652 New
AIP
150
Ameritas Investment Partners
Nebraska
$193K – – –
4 5
6
7 8

APPF Hedge Fund Activity: Q1 2023 in Review

192 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q1 2023, worth a combined $2.05B — up 24% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new APPF positions and 29 closed out — a net gain of 5 holders — while 75 added to existing stakes and 52 trimmed.

The largest buyer was GW&K Investment Management, opening a new position worth an estimated $39.3M. The largest seller was Dynamo Internacional Gestao de Recursos, cutting an estimated $12.7M.

  • 192 institutional investors held AppFolio (APPF) as of Q1 2023, up from 188 in Q4 2022.
  • Funds reported $2.05B of AppFolio stock for Q1 2023, up 24% quarter-over-quarter.
  • 34 funds opened new AppFolio positions in Q1 2023 and 29 closed out, a net change of +5 holders.
  • The largest AppFolio buyer in Q1 2023 was GW&K Investment Management, an estimated $39.3M added.
  • The largest AppFolio seller in Q1 2023 was Dynamo Internacional Gestao de Recursos, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2023.