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AppFolio
APPF

158 hedge funds and large institutions have $2.29B invested in AppFolio in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 53 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.88% more ownership

Funds ownership: 83.37% → 86.24% (+2.9%)

6% more call options, than puts

Call options by funds: $9.23M | Put options by funds: $8.72M

6% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 53

13% less funds holding

Funds holding: 182 → 158 (-24)

16% less capital invested

Capital invested by funds: $2.72B → $2.29B (-$433M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

52% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 42

Holders
158
Holders Change
-24
Holders Change %
-13.19%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
20
Increased
56
Reduced
53
Closed
42
Calls
$9.23M
Puts
$8.72M
Net Calls
+$511K
Net Calls Change
-$10.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$75.4M
2
OCBV
Ownership Capital B.V.
Netherlands
+$42.9M
3
DIGDR
Dynamo Internacional Gestao de Recursos
Brazil
+$34.8M
4
BCM
Brown Capital Management
Maryland
+$33.7M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$31.3M

Top Sellers

1
WEO
William E. Oberndorf
-$65M
2
Norges Bank
Norges Bank
Norway
-$14M
3
BlackRock
BlackRock
New York
-$14M
4
SCM
Steadfast Capital Management
New York
-$12.3M
5
PC
Pier Capital
Connecticut
-$7.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
151
GPS Wealth Strategies Group
Colorado
$2K +$3.1K +20 New
AIG
152
American International Group
New York
$1.34K +$3.88K +25 +0.3%
NFSG
153
Newbridge Financial Services Group
Florida
$1K -$1.24K -8 -89%
FHC
154
First Horizon Corporation
Tennessee
$1K – – –
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$99 – – –
PC
156
Pier Capital
Connecticut
– -$7.06M -39,215 Closed
GIP
157
Granite Investment Partners
California
– -$4.13M -22,925 Closed
RG
158
Rathbones Group
United Kingdom
– -$2.48M -13,750 Closed
FCM
159
Fortis Capital Management
Washington
– -$2.41M -13,400 Closed
Tudor Investment Corp
160
Tudor Investment Corp
Connecticut
– -$1.2M -6,652 Closed
GC
161
Globeflex Capital
California
– -$940K -5,222 Closed
CSS
162
Cubist Systematic Strategies
Connecticut
– -$751K -4,173 Closed
Creative Planning
163
Creative Planning
Kansas
– -$729K -4,049 Closed
D.E. Shaw & Co
164
D.E. Shaw & Co
New York
– -$668K -3,710 Closed
Susquehanna International Group
165
Susquehanna International Group
Pennsylvania
– -$571K -3,675 Closed
VF
166
Virtu Financial
New York
– -$631K -3,507 Closed
Acadian Asset Management
167
Acadian Asset Management
Massachusetts
– -$587K -3,260 Closed
DTL
168
Dynamic Technology Lab
Singapore
– -$569K -3,162 Closed
SGM
169
Skye Global Management
Florida
– -$522K -2,900 Closed
PI
170
PEAK6 Investments
Illinois
– -$429K -2,760 Closed
II
171
Inspire Investing
Idaho
– -$473K -2,632 Closed
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
– -$423K -2,348 Closed
Mercer Global Advisors
173
Mercer Global Advisors
Colorado
– -$378K -2,098 Closed
LSA
174
L & S Advisors
California
– -$360K -2,000 Closed
State of Wisconsin Investment Board
175
State of Wisconsin Investment Board
Wisconsin
– -$324K -1,800 Closed
4 5 6
7
8

APPF Hedge Fund Activity: Q1 2021 in Review

158 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q1 2021, worth a combined $2.29B — down 16% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of APPF and 20 opened new positions — a net loss of 22 holders — while 53 trimmed existing stakes and 56 added.

The largest buyer was Morgan Stanley, adding an estimated $75.4M. The largest seller was William E. Oberndorf, cutting an estimated $65M.

  • 158 institutional investors held AppFolio (APPF) as of Q1 2021, down from 182 in Q4 2020.
  • Funds reported $2.29B of AppFolio stock for Q1 2021, down 16% quarter-over-quarter.
  • 20 funds opened new AppFolio positions in Q1 2021 and 42 closed out, a net change of -22 holders.
  • The largest AppFolio buyer in Q1 2021 was Morgan Stanley, an estimated $75.4M added.
  • The largest AppFolio seller in Q1 2021 was William E. Oberndorf, an estimated $65M sold.

Based on aggregated 13F filings for Q1 2021.