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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.

Holders
174
Holders Change
+24
Holders Change %
+16%
% of All Funds
2.75%
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 Market Value Shares Shares
Change
Shares
Change %
HL
151
Harding Loevner
New Jersey
$14K 138
US Bancorp
152
US Bancorp
Minnesota
$12K 105 -101 -49%
AF
153
Allworth Financial
California
$12K 107 +107 New
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$7K 65
MIFH
155
Migdal Insurance & Financial Holdings
Israel
$7K 65 +1 +2%
WT
156
Whittier Trust
California
$7K 60 +60 New
TFP
157
Tilia Fiduciary Partners
North Carolina
$6K 50
S
158
SignatureFD
Georgia
$6K 50 +8 +19%
PA
159
Parallel Advisors
California
$4K 36 -83 -70%
MCM
160
Manchester Capital Management
Vermont
$4K 31 -1 -3%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$4K 36 +36 New
FF
162
FourThought Financial
Florida
$4K 36 +36 New
Koshinski Asset Management
163
Koshinski Asset Management
Illinois
$3.17K 28
MHR
164
Matthew Hamilton Rosenberg
$3K 30
ME
165
McIlrath & Eck
Washington
$2K 20
NFSG
166
Newbridge Financial Services Group
Florida
$2K 17
FHA
167
First Horizon Advisors
Tennessee
$1K 9
GWS
168
Glassman Wealth Services
Virginia
$1K 7 +7 New
CAM
169
ClariVest Asset Management
California
$1K 7 +7 New
LC
170
Lindbrook Capital
California
$1K 9 +9 New
T
171
TCWP
Ohio
$1K 11 +11 New
Capital World Investors
172
Capital World Investors
California
-262,842 Closed
LPPF
173
Long Path Partners Fund
Connecticut
-52,345 Closed
GT
174
Glenmede Trust
Pennsylvania
-9,121 Closed
VRS
175
Virginia Retirement Systems
Virginia
-9,000 Closed