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AppFolio
APPF

388 hedge funds and large institutions have $4.7B invested in AppFolio in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 135 increasing their positions, 135 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $7.38M

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

1% more funds holding

Funds holding: 384 → 388 (+4)

4% more capital invested

Capital invested by funds: $4.5B → $4.7B (+$198M)

0% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 135

0.68% less ownership

Funds ownership: 83.2% → 82.52% (-0.68%)

Holders
388
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
5.11%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
66
Increased
135
Reduced
135
Closed
54
Calls
$13.7M
Puts
$7.38M
Net Calls
+$6.34M
Net Calls Change
-$3.15M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$126M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$98.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$46.3M
4
BlackRock
BlackRock
New York
+$43.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$38.1M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$108M
2
ACM
Ashe Capital Management
New Jersey
-$72M
3
DCM
Driehaus Capital Management
Illinois
-$50.1M
4
FAM
Fred Alger Management
New York
-$39.6M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$36M
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
126
VOYA Investment Management
Georgia
$2.48M -$116K -495 -5%
MGM
127
Miura Global Management
New York
$2.47M -$2.11M -9,000 -47%
Treasurer of the State of North Carolina
128
Treasurer of the State of North Carolina
North Carolina
$2.46M +$14K +60 +0.6%
Prudential Financial
129
Prudential Financial
New Jersey
$2.37M -$5.74M -24,536 -72%
State of Wisconsin Investment Board
130
State of Wisconsin Investment Board
Wisconsin
$2.33M +$690K +2,946 +45%
Citigroup
131
Citigroup
New York
$2.27M +$265K +1,131 +14%
State of New Jersey Common Pension Fund D
132
State of New Jersey Common Pension Fund D
New Jersey
$2.27M +$166K +710 +8%
BWM
133
Bosman Wealth Management
California
$2.25M +$2.13M +9,118 New
State of Tennessee, Department of Treasury
134
State of Tennessee, Department of Treasury
Tennessee
$2.2M +$918K +3,923 +78%
T. Rowe Price Investment Management
135
T. Rowe Price Investment Management
Maryland
$2.14M -$18.1M -77,452 -90%
AAM
136
Azzad Asset Management
Virginia
$2.14M +$479K +2,044 +31%
ZIM
137
Zacks Investment Management
Illinois
$2.12M -$69.5K -297 -3%
SC
138
Savant Capital
Illinois
$2.12M -$267K -1,141 -12%
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.04M -$126K -537 -6%
PFSRSONJ
140
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.03M +$1.93M +8,240 New
YCM
141
Yousif Capital Management
Michigan
$1.99M -$59.9K -256 -3%
PI
142
PineBridge Investments
New York
$1.99M +$565K +2,415 +43%
BCI
143
Brinker Capital Investments
Pennsylvania
$1.87M -$38.9K -166 -2%
OPS
144
Orion Portfolio Solutions
Nebraska
$1.87M -$38.9K -166 -2%
DB
145
Danske Bank
Denmark
$1.85M -$2.54M -10,831 -59%
SG Americas Securities
146
SG Americas Securities
New York
$1.76M +$1.33M +5,674 +386%
Daiwa Securities Group
147
Daiwa Securities Group
Japan
$1.73M +$1.36M +5,822 +485%
VA
148
Vident Advisory
Georgia
$1.69M +$397K +1,696 +33%
Wells Fargo
149
Wells Fargo
California
$1.67M -$41K -175 -3%
QC
150
Quadrature Capital
United Kingdom
$1.66M +$1.58M +6,740 New
4 5
6
7 8

APPF Hedge Fund Activity: Q4 2024 in Review

388 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q4 2024, worth a combined $4.7B — up 4.4% from $4.5B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new APPF positions and 54 closed out — a net gain of 12 holders — while 135 added to existing stakes and 135 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $126M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $108M sold.

  • 388 institutional investors held AppFolio (APPF) as of Q4 2024, up from 384 in Q3 2024.
  • Funds reported $4.7B of AppFolio stock for Q4 2024, up 4.4% quarter-over-quarter.
  • 66 funds opened new AppFolio positions in Q4 2024 and 54 closed out, a net change of +12 holders.
  • The largest AppFolio buyer in Q4 2024 was Fidelity Investments, an estimated $126M added.
  • The largest AppFolio seller in Q4 2024 was Lord, Abbett & Co, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2024.