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AppFolio

295 hedge funds and large institutions have $3.08B invested in AppFolio in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 110 increasing their positions, 83 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 19

33% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 83

20% more funds holding

Funds holding: 245295 (+50)

3.51% more ownership

Funds ownership: 78.66%82.16% (+3.5%)

2% more capital invested

Capital invested by funds: $3.01B → $3.08B (+$73.3M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

15% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $22.2M

Holders
295
Holders Change
+50
Holders Change %
+20.41%
% of All Funds
4.3%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
72
Increased
110
Reduced
83
Closed
19
Calls
$18.9M
Puts
$22.2M
Net Calls
-$3.24M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DTL
126
Dynamic Technology Lab
Singapore
$1.64M +$1.77M +9,469 New
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$1.63M +$1.76M +9,411 New
Wells Fargo
128
Wells Fargo
California
$1.63M -$2.06K -11 -0.1%
BCI
129
Brinker Capital Investments
Pennsylvania
$1.61M -$140K -745 -7%
OPS
130
Orion Portfolio Solutions
Nebraska
$1.61M -$140K -745 -7%
Janus Henderson Group
131
Janus Henderson Group
United Kingdom
$1.6M -$2.62K -14 -0.2%
BCM
132
Bayesian Capital Management
New York
$1.58M +$1.71M +9,125 New
NRD
133
Nebula Research & Development
New York
$1.57M +$1.43M +7,658 +555%
SSA
134
Schonfeld Strategic Advisors
New York
$1.44M +$1.56M +8,318 New
SEI Investments
135
SEI Investments
Pennsylvania
$1.44M +$275K +1,467 +22%
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$1.43M +$173K +924 +13%
Ensign Peak Advisors
137
Ensign Peak Advisors
Utah
$1.39M +$187K +1,000 +14%
LPL Financial
138
LPL Financial
California
$1.37M +$106K +565 +8%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$1.35M +$1.33M +7,107 +1,002%
ECM
140
ExodusPoint Capital Management
New York
$1.35M +$1.46M +7,776 New
VOYA Investment Management
141
VOYA Investment Management
Georgia
$1.33M -$6.18K -33 -0.4%
EAM
142
EFG Asset Management
Oregon
$1.31M -$35.2K -188 -2%
SGI
143
Summit Global Investments
Utah
$1.25M +$1.35M +7,202 New
EF
144
Empowered Funds
Pennsylvania
$1.17M -$1.72M -9,193 -58%
GC
145
Globeflex Capital
California
$1.14M +$1.24M +6,607 New
SO
146
STRS Ohio
Ohio
$1.14M -$18.7K -100 -1%
PP
147
PDT Partners
New York
$1.11M +$1.2M +6,423 New
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$1.1M +$1.15M +6,144 New
OAM
149
Oppenheimer Asset Management
New York
$1.07M -$60.3K -322 -5%
Principal Financial Group
150
Principal Financial Group
Iowa
$1.07M +$126K +673 +12%