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AppFolio

192 hedge funds and large institutions have $2.05B invested in AppFolio in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,501% more call options, than puts

Call options by funds: $9.17M | Put options by funds: $573K

44% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 52

24% more capital invested

Capital invested by funds: $1.66B → $2.05B (+$394M)

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

2% more funds holding

Funds holding: 188192 (+4)

1.98% more ownership

Funds ownership: 77.69%79.67% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
192
Holders Change
+4
Holders Change %
+2.13%
% of All Funds
3.06%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
34
Increased
75
Reduced
52
Closed
29
Calls
$9.17M
Puts
$573K
Net Calls
+$8.6M
Net Calls Change
+$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
151
Allspring Global Investments
North Carolina
$152K +$59.2K +491 +67%
GC
152
Globeflex Capital
California
$137K +$133K +1,100 New
MLICM
153
Metropolitan Life Insurance Company (MetLife)
New York
$134K -$12.2K -101 -9%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$104K
Federated Hermes
155
Federated Hermes
Pennsylvania
$90.7K +$10.9K +90 +14%
Fidelity Investments
156
Fidelity Investments
Massachusetts
$75.2K +$18.6K +154 +34%
PA
157
Parallel Advisors
California
$72.7K +$70.3K +583 +58,300%
TRCT
158
Tower Research Capital (TRC)
New York
$70K -$61K -506 -47%
HIA
159
Harbor Investment Advisory
Maryland
$66.6K +$15.2K +126 +31%
C
160
Covestor
United Kingdom
$59K
CSPIA
161
Cary Street Partners Investment Advisory
Virginia
$46.7K
AssetMark Inc
162
AssetMark Inc
California
$44.8K +$43.4K +360 New
FHA
163
First Horizon Advisors
Tennessee
$33.9K +$31.7K +263 +2,922%
AS
164
Altshuler Shaham
Israel
$29.5K +$28.6K +237 New
PMEF
165
Point72 Middle East FZE
United Arab Emirates
$22.5K -$3.62K -30 -14%
MIFH
166
Migdal Insurance & Financial Holdings
Israel
$21K +$6.88K +57 +51%
HNB
167
Huntington National Bank
Ohio
$20.7K +$20K +166 New
S
168
SignatureFD
Georgia
$19.9K +$121 +1 +0.6%
AF
169
Allworth Financial
California
$17.9K +$6.15K +51 +55%
SPIA
170
Steward Partners Investment Advisory
New York
$11.2K
PTC
171
Private Trust Company
Ohio
$11.2K +$5.91K +49 +120%
LC
172
Lindbrook Capital
California
$9.96K +$6.39K +53 +196%
GRP
173
Global Retirement Partners
California
$9.02K +$603 +5 +8%
Group One Trading
174
Group One Trading
Illinois
$8.22K +$7.96K +66 New
TWA
175
TCI Wealth Advisors
Arizona
$5.35K

APPF Hedge Fund Activity: Q1 2023 in Review

192 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q1 2023, worth a combined $2.05B — up 24% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new APPF positions and 29 closed out — a net gain of 5 holders — while 75 added to existing stakes and 52 trimmed.

The largest buyer was GW&K Investment Management, opening a new position worth an estimated $39.3M. The largest seller was Dynamo Internacional Gestao de Recursos, cutting an estimated $12.7M.

  • 192 institutional investors held AppFolio (APPF) as of Q1 2023, up from 188 in Q4 2022.
  • Funds reported $2.05B of AppFolio stock for Q1 2023, up 24% quarter-over-quarter.
  • 34 funds opened new AppFolio positions in Q1 2023 and 29 closed out, a net change of +5 holders.
  • The largest AppFolio buyer in Q1 2023 was GW&K Investment Management, an estimated $39.3M added.
  • The largest AppFolio seller in Q1 2023 was Dynamo Internacional Gestao de Recursos, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2023.