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AppFolio
APPF

Overview Fund Activity

245 hedge funds and large institutions have $3.01B invested in AppFolio in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 96 increasing their positions, 57 reducing their positions, and 24 closing their positions.

Holders
245
Holders Change
+31
Holders Change %
+14.49%
% of All Funds
3.91%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
56
Increased
96
Reduced
57
Closed
24
Calls
$19.9M
Puts
$5.53M
Net Calls
+$14.3M
Net Calls Change
-$1.78M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$33.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$31.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$37.8M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$13.7M
5
FAM
5
Fred Alger Management
New York
$104M

Top Sellers

1
ESCM
1
Echo Street Capital Management
New York
$158M
2
BCM
2
Brown Capital Management
Maryland
$331M
3
SRFM
3
Shannon River Fund Management
New York
$0
4
DIGDR
4
Dynamo Internacional Gestao de Recursos
Brazil
$38.7M
5
LWM
5
Long Walk Management
Connecticut
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
126
Principal Financial Group
Iowa
$1M 5,492 -267 -5%
State Board of Administration of Florida Retirement System
127
State Board of Administration of Florida Retirement System
Florida
$1M 5,486 +30 +0.5%
State of Wisconsin Investment Board
128
State of Wisconsin Investment Board
Wisconsin
$982K 5,376 +2,508 +87%
ASRS
129
Arizona State Retirement System
Arizona
$972K 5,321 +101 +2%
GCP
130
GSA Capital Partners
United Kingdom
$959K 5,251 +3,362 +178%
Ameriprise
131
Ameriprise
Minnesota
$941K 5,153 +13 +0.3%
QC
132
Quent Capital
New York
$916K 5,018 – –
JPMPWA
133
J.P. Morgan Private Wealth Advisors
California
$913K 5,000 +9 +0.2%
Capstone Investment Advisors
134
Capstone Investment Advisors
New York
$895K 4,901 +4,901 New
GAM
135
Gotham Asset Management
New York
$838K 4,590 +352 +8%
EGM
136
Engineers Gate Manager
New York
$834K 4,565 +1,301 +40%
RJA
137
Raymond James & Associates
Florida
$818K 4,479 -73 -2%
NAM
138
NorthCrest Asset Manangement
Minnesota
$775K 4,245 +4,245 New
MAM
139
Martingale Asset Management
Massachusetts
$773K 4,233 +2,122 +101%
AFA
140
Arlington Financial Advisors
California
$728K 3,984 -100 -2%
CB
141
Commerce Bank
Missouri
$691K 3,784 +156 +4%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$680K 3,721 +636 +21%
XT
143
XTX Topco
Cayman Islands
$673K 3,685 +85 +2%
TC
144
TownSquare Capital
Utah
$664K 3,637 -1,603 -31%
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
$663K 3,631 -375 -9%
HCA
146
Harbor Capital Advisors
Illinois
$653K 3,575 +334 +10%
FMLI
147
Fukoku Mutual Life Insurance
Japan
$639K 3,500 +3,500 New
NS
148
NBC Securities
Alabama
$625K 3,426 +3,426 New
American Century Companies
149
American Century Companies
Missouri
$608K 3,329 +130 +4%
DIM
150
DC Investments Management
Virginia
$607K 3,323 – –
4 5
6
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