We are live on ! Find out more
APPF icon

AppFolio
APPF

155 hedge funds and large institutions have $1.93B invested in AppFolio in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $5.93M | Put options by funds: $2.46M

59% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 41

1.39% less ownership

Funds ownership: 85.68% → 84.29% (-1.4%)

3% less funds holding

Funds holding: 160 → 155 (-5)

16% less capital invested

Capital invested by funds: $2.29B → $1.93B (-$363M)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
155
Holders Change
-5
Holders Change %
-3.13%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
65
Reduced
41
Closed
24
Calls
$5.93M
Puts
$2.46M
Net Calls
+$3.47M
Net Calls Change
-$2.39M

Top Buyers

1
ESCM
Echo Street Capital Management
New York
+$20.3M
2
LWM
Long Walk Management
Connecticut
+$16.8M
3
DIGDR
Dynamo Internacional Gestao de Recursos
Brazil
+$16.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$12.7M
5
First Trust Advisors
First Trust Advisors
Illinois
+$7.37M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$86.3M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$11.6M
3
BCM
Brown Capital Management
Maryland
-$11.5M
4
CHP
Castle Hook Partners
New York
-$7.06M
5
LM
Luminus Management
Texas
-$7.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
151
First Horizon Advisors
Tennessee
$1K +$1.17K +9 New
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$24 – – –
CHP
153
Castle Hook Partners
New York
– -$7.06M -50,000 Closed
LM
154
Luminus Management
Texas
– -$7.06M -50,000 Closed
JG
155
Jefferies Group
New York
– -$4.13M -29,220 Closed
State of New Jersey Common Pension Fund D
156
State of New Jersey Common Pension Fund D
New Jersey
– -$2.81M -19,867 Closed
Marshall Wace
157
Marshall Wace
United Kingdom
– -$2.55M -18,041 Closed
SFI
158
Susquehanna Fundamental Investments
Pennsylvania
– -$1.44M -10,219 Closed
BS
159
Banco Santander
Spain
– -$900K -6,377 Closed
TC
160
TwinBeech Capital
New York
– -$878K -6,215 Closed
ACM
161
AlphaCrest Capital Management
New York
– -$607K -4,300 Closed
JF
162
Jump Financial
Illinois
– -$606K -4,289 Closed
Qube Research & Technologies (QRT)
163
Qube Research & Technologies (QRT)
United Kingdom
– -$462K -3,275 Closed
WKWM
164
Walter & Keenan Wealth Management
Indiana
– -$367K -2,600 Closed
Voloridge Investment Management
165
Voloridge Investment Management
Florida
– -$357K -2,531 Closed
Allianz Asset Management
166
Allianz Asset Management
Germany
– -$334K -2,365 Closed
VI
167
Versor Investments
New York
– -$326K -2,311 Closed
MA
168
Mutual Advisors
Nebraska
– -$253K -1,795 Closed
ASN
169
Advisory Services Network
Georgia
– -$173K -1,222 Closed
SO
170
STRS Ohio
Ohio
– -$169K -1,200 Closed
AAP
171
Arax Advisory Partners
Colorado
– -$68K -485 Closed
ETC
172
Exchange Traded Concepts
Oklahoma
– -$23K -165 Closed
ME
173
McIlrath & Eck
Washington
– -$22K -154 Closed
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
– -$12.2K -94 -97%
SIAP
175
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$12K -86 Closed
4 5 6
7
8

APPF Hedge Fund Activity: Q3 2021 in Review

155 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q3 2021, worth a combined $1.93B — down 16% from $2.29B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of APPF and 20 opened new positions — a net loss of 4 holders — while 41 trimmed existing stakes and 65 added.

The largest buyer was Echo Street Capital Management, adding an estimated $20.3M. The largest seller was Morgan Stanley, cutting an estimated $86.3M.

  • 155 institutional investors held AppFolio (APPF) as of Q3 2021, down from 160 in Q2 2021.
  • Funds reported $1.93B of AppFolio stock for Q3 2021, down 16% quarter-over-quarter.
  • 20 funds opened new AppFolio positions in Q3 2021 and 24 closed out, a net change of -4 holders.
  • The largest AppFolio buyer in Q3 2021 was Echo Street Capital Management, an estimated $20.3M added.
  • The largest AppFolio seller in Q3 2021 was Morgan Stanley, an estimated $86.3M sold.

Based on aggregated 13F filings for Q3 2021.