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AppFolio
APPF

Overview Fund Activity

160 hedge funds and large institutions have $2.29B invested in AppFolio in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 20 closing their positions.

Holders
160
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
22
Increased
59
Reduced
52
Closed
20
Calls
$9.53M
Puts
$3.67M
Net Calls
+$5.86M
Net Calls Change
+$5.35M

Top Buyers

1
BCM
1
Brown Capital Management
Maryland
$479M
2
LWM
2
Long Walk Management
Connecticut
$18.7M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$75M
4
DIGDR
4
Dynamo Internacional Gestao de Recursos
Brazil
$80.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$12.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$107M
2
WEO
2
William E. Oberndorf
$0
3
GCM
3
Glynn Capital Management
California
$0
4
Capital International Investors
4
Capital International Investors
California
$0
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWSG
151
GPS Wealth Strategies Group
Colorado
$3K 20 – –
PA
152
Parallel Advisors
California
$3K 19 +1 +6%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$3K 22 +22 New
AIG
154
American International Group
New York
$1.48K 10,501 +993 +10%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$1K 7 -82 -92%
FHC
156
First Horizon Corporation
Tennessee
$1K 9 – –
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$28 200 -500 -71%
WEO
158
William E. Oberndorf
– – -411,532 Closed
GCM
159
Glynn Capital Management
California
– – -206,289 Closed
Capital International Investors
160
Capital International Investors
California
– – -54,000 Closed
California Public Employees Retirement System
161
California Public Employees Retirement System
California
– – -33,312 Closed
AC
162
Athanor Capital
New York
– – -10,140 Closed
Aviva
163
Aviva
United Kingdom
– – -8,660 Closed
PGCM
164
Prescott Group Capital Management
Oklahoma
– – -2,500 Closed
FQ
165
First Quadrant
California
– – -2,427 Closed
MSL
166
Mackay Shields LLC
New York
– – -2,300 Closed
Los Angeles Capital Management
167
Los Angeles Capital Management
California
– – -1,943 Closed
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
– – -992 Closed
EVM
169
Eaton Vance Management
Massachusetts
– – -536 Closed
VFA
170
Valeo Financial Advisors
Indiana
– – -280 Closed
TCWM
171
Total Clarity Wealth Management
Illinois
– – -220 Closed
HPC
172
HM Payson & Co
Maine
– – -191 Closed
SFS
173
Sowell Financial Services
Arkansas
– – -81 Closed
WAP
174
Wealthcare Advisory Partners
Pennsylvania
– – -40 Closed
IAIM
175
International Assets Investment Management
Florida
– – -20 Closed
4 5 6
7
8