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AppFolio

182 hedge funds and large institutions have $2.72B invested in AppFolio in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

159% more call options, than puts

Call options by funds: $18M | Put options by funds: $6.95M

41% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 49

34% more capital invested

Capital invested by funds: $2.02B → $2.72B (+$695M)

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0% more funds holding

Funds holding: 182182 (0)

1.55% less ownership

Funds ownership: 84.92%83.37% (-1.6%)

Holders
182
Holders Change
Holders Change %
0%
% of All Funds
3.22%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
33
Increased
69
Reduced
49
Closed
32
Calls
$18M
Puts
$6.95M
Net Calls
+$11.1M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
151
Tower Research Capital (TRC)
New York
$64K -$1.95M -12,159 -97%
VFA
152
Valeo Financial Advisors
Indiana
$58K
Royal Bank of Canada
153
Royal Bank of Canada
Ontario, Canada
$58K +$8.64K +54 +20%
US Bancorp
154
US Bancorp
Minnesota
$53K +$1.12K +7 +2%
PWPS
155
Pinnacle Wealth Planning Services
Ohio
$53K +$47.4K +296 New
SPIA
156
Steward Partners Investment Advisory
New York
$52K +$14.4K +90 +46%
Baillie Gifford & Co
157
Baillie Gifford & Co
United Kingdom
$47K +$41.9K +262 New
Lazard Asset Management
158
Lazard Asset Management
New York
$43K +$38.9K +243 New
HPC
159
HM Payson & Co
Maine
$34K -$8.32K -52 -21%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
160
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$33K +$13.3K +83 +83%
ME
161
McIlrath & Eck
Washington
$28K
QT
162
Quantbot Technologies
New York
$26K -$239K -1,493 -91%
SFS
163
Sowell Financial Services
Arkansas
$25K -$320 -2 -1%
MIFH
164
Migdal Insurance & Financial Holdings
Israel
$18K -$546K -3,413 -97%
Group One Trading
165
Group One Trading
Illinois
$17K +$15.2K +95 New
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$16K
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$16K +$15K +94 New
CIA
168
Cascade Investment Advisors
Oregon
$13.5K +$4K +25 +50%
Fidelity Investments
169
Fidelity Investments
Massachusetts
$13K +$10.6K +66 +825%
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$12K -$4.32K -27 -28%
MHR
171
Matthew Hamilton Rosenberg
$11K
VAIA
172
Virtus Alternative Investment Advisers
Connecticut
$7K -$6.24K -39 -50%
NFG
173
Next Financial Group
Texas
$6K -$12.2K -76 -68%
BCA
174
Berman Capital Advisors
Georgia
$6K
S
175
SignatureFD
Georgia
$6K

APPF Hedge Fund Activity: Q4 2020 in Review

182 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q4 2020, worth a combined $2.72B — up 34% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new APPF positions and 32 closed out — a net gain of 1 holder — while 69 added to existing stakes and 49 trimmed.

The largest buyer was Steadfast Capital Management, opening a new position worth an estimated $46.2M. The largest seller was CAAS Capital Management, exiting entirely with an estimated $22.1M sold.

  • 182 institutional investors held AppFolio (APPF) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $2.72B of AppFolio stock for Q4 2020, up 34% quarter-over-quarter.
  • 33 funds opened new AppFolio positions in Q4 2020 and 32 closed out, a net change of +1 holder.
  • The largest AppFolio buyer in Q4 2020 was Steadfast Capital Management, an estimated $46.2M added.
  • The largest AppFolio seller in Q4 2020 was CAAS Capital Management, an estimated $22.1M sold.

Based on aggregated 13F filings for Q4 2020.