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AppFolio

174 hedge funds and large institutions have $1.79B invested in AppFolio in 2022 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 53 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $6.77M | Put options by funds: $2.43M

153% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 17

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

16% more funds holding

Funds holding: 150174 (+24)

5% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 56

4.86% less ownership

Funds ownership: 83.65%78.79% (-4.9%)

8% less capital invested

Capital invested by funds: $1.94B → $1.79B (-$155M)

Holders
174
Holders Change
+24
Holders Change %
+16%
% of All Funds
2.74%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
43
Increased
53
Reduced
56
Closed
17
Calls
$6.77M
Puts
$2.43M
Net Calls
+$4.34M
Net Calls Change
+$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
HL
151
Harding Loevner
New Jersey
$14K
US Bancorp
152
US Bancorp
Minnesota
$12K -$11.6K -101 -49%
AF
153
Allworth Financial
California
$12K +$12.3K +107 New
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$7K
MIFH
155
Migdal Insurance & Financial Holdings
Israel
$7K +$115 +1 +2%
WT
156
Whittier Trust
California
$7K +$6.91K +60 New
TFP
157
Tilia Fiduciary Partners
North Carolina
$6K
S
158
SignatureFD
Georgia
$6K +$921 +8 +19%
PA
159
Parallel Advisors
California
$4K -$9.56K -83 -70%
MCM
160
Manchester Capital Management
Vermont
$4K -$115 -1 -3%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.15K +36 New
FF
162
FourThought Financial
Florida
$4K +$4.15K +36 New
Koshinski Asset Management
163
Koshinski Asset Management
Illinois
$3.17K
MHR
164
Matthew Hamilton Rosenberg
$3K
ME
165
McIlrath & Eck
Washington
$2K
NFSG
166
Newbridge Financial Services Group
Florida
$2K
FHA
167
First Horizon Advisors
Tennessee
$1K
CAM
168
ClariVest Asset Management
California
$1K +$806 +7 New
GWS
169
Glassman Wealth Services
Virginia
$1K +$806 +7 New
LC
170
Lindbrook Capital
California
$1K +$1.04K +9 New
T
171
TCWP
Ohio
$1K +$1.27K +11 New
Capital World Investors
172
Capital World Investors
California
-$31.8M -262,842 Closed
LPPF
173
Long Path Partners Fund
Connecticut
-$6.34M -52,345 Closed
GT
174
Glenmede Trust
Pennsylvania
-$1.1M -9,121 Closed
VRS
175
Virginia Retirement Systems
Virginia
-$1.09K -9,000 Closed

APPF Hedge Fund Activity: Q1 2022 in Review

174 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q1 2022, worth a combined $1.79B — down 8% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new APPF positions and 17 closed out — a net gain of 26 holders — while 53 added to existing stakes and 56 trimmed.

The largest buyer was Nellore Capital Management, opening a new position worth an estimated $16.3M. The largest seller was Capital Research Global Investors, cutting an estimated $52.8M.

  • 174 institutional investors held AppFolio (APPF) as of Q1 2022, up from 150 in Q4 2021.
  • Funds reported $1.79B of AppFolio stock for Q1 2022, down 8% quarter-over-quarter.
  • 43 funds opened new AppFolio positions in Q1 2022 and 17 closed out, a net change of +26 holders.
  • The largest AppFolio buyer in Q1 2022 was Nellore Capital Management, an estimated $16.3M added.
  • The largest AppFolio seller in Q1 2022 was Capital Research Global Investors, an estimated $52.8M sold.

Based on aggregated 13F filings for Q1 2022.