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AppFolio

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.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $9.53M | Put options by funds: $3.67M

13% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 52

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

1% more funds holding

Funds holding: 158160 (+2)

0% more capital invested

Capital invested by funds: $2.29B → $2.29B (+$5.7M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.56% less ownership

Funds ownership: 86.24%85.68% (-0.56%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
151
GPS Wealth Strategies Group
Colorado
$3K
PA
152
Parallel Advisors
California
$3K +$139 +1 +6%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.06K +22 New
AIG
154
American International Group
New York
$1.48K +$138K +993 +10%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$1K -$11.4K -82 -92%
FHC
156
First Horizon Corporation
Tennessee
$1K
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$28 -$69.4K -500 -71%
WEO
158
William E. Oberndorf
-$58.2M -411,532 Closed
GCM
159
Glynn Capital Management
California
-$29.2M -206,289 Closed
Capital International Investors
160
Capital International Investors
California
-$7.64M -54,000 Closed
California Public Employees Retirement System
161
California Public Employees Retirement System
California
-$4.71M -33,312 Closed
AC
162
Athanor Capital
New York
-$1.43M -10,140 Closed
Aviva
163
Aviva
United Kingdom
-$1.23M -8,660 Closed
PGCM
164
Prescott Group Capital Management
Oklahoma
-$354K -2,500 Closed
FQ
165
First Quadrant
California
-$343K -2,427 Closed
MSL
166
Mackay Shields LLC
New York
-$325K -2,300 Closed
Los Angeles Capital Management
167
Los Angeles Capital Management
California
-$275K -1,943 Closed
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
-$141K -992 Closed
EVM
169
Eaton Vance Management
Massachusetts
-$76K -536 Closed
VFA
170
Valeo Financial Advisors
Indiana
-$40K -280 Closed
TCWM
171
Total Clarity Wealth Management
Illinois
-$31K -220 Closed
HPC
172
HM Payson & Co
Maine
-$27K -191 Closed
SFS
173
Sowell Financial Services
Arkansas
-$11K -81 Closed
WAP
174
Wealthcare Advisory Partners
Pennsylvania
-$6K -40 Closed
IAIM
175
International Assets Investment Management
Florida
-$4K -20 Closed

APPF Hedge Fund Activity: Q2 2021 in Review

160 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q2 2021, worth a combined $2.29B — up 0.25% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new APPF positions and 20 closed out — a net gain of 2 holders — while 59 added to existing stakes and 52 trimmed.

The largest buyer was Brown Capital Management, adding an estimated $74.4M. The largest seller was Morgan Stanley, cutting an estimated $66.2M.

  • 160 institutional investors held AppFolio (APPF) as of Q2 2021, up from 158 in Q1 2021.
  • Funds reported $2.29B of AppFolio stock for Q2 2021, up 0.25% quarter-over-quarter.
  • 22 funds opened new AppFolio positions in Q2 2021 and 20 closed out, a net change of +2 holders.
  • The largest AppFolio buyer in Q2 2021 was Brown Capital Management, an estimated $74.4M added.
  • The largest AppFolio seller in Q2 2021 was Morgan Stanley, an estimated $66.2M sold.

Based on aggregated 13F filings for Q2 2021.