We are live on ! Find out more
APPF icon

AppFolio

245 hedge funds and large institutions have $3.01B invested in AppFolio in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 96 increasing their positions, 57 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $19.9M | Put options by funds: $5.53M

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

68% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 57

14% more funds holding

Funds holding: 214245 (+31)

8% more capital invested

Capital invested by funds: $2.78B → $3.01B (+$224M)

0.76% more ownership

Funds ownership: 77.9%78.66% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
245
Holders Change
+31
Holders Change %
+14.49%
% of All Funds
3.89%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
56
Increased
96
Reduced
57
Closed
24
Calls
$19.9M
Puts
$5.53M
Net Calls
+$14.3M
Net Calls Change
-$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$605K -$64.7K -357 -10%
IMRF
152
Illinois Municipal Retirement Fund
Illinois
$599K +$595K +3,281 New
TI
153
Trexquant Investment
Connecticut
$594K -$109K -600 -16%
SOW
154
State of Wyoming
Wyoming
$578K +$67.3K +371 +13%
RG
155
Rathbones Group
United Kingdom
$556K +$552K +3,046 New
ONGA
156
O'Neil Global Advisors
California
$555K +$551K +3,040 New
JFG
157
Jefferies Financial Group
New York
$548K +$544K +3,000 New
AB
158
Amalgamated Bank
New York
$546K +$8.16K +45 +2%
SG Americas Securities
159
SG Americas Securities
New York
$531K +$527K +2,905 New
PTC
160
Petrus Trust Company
Texas
$528K +$524K +2,891 New
FC
161
FORA Capital
Florida
$518K +$224K +1,234 +77%
AAM
162
Azzad Asset Management
Virginia
$484K +$6.17K +34 +1%
Public Employees Retirement Association of Colorado
163
Public Employees Retirement Association of Colorado
Colorado
$480K
Stifel Financial
164
Stifel Financial
Missouri
$480K +$42.8K +236 +10%
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$475K
IAA
166
Independent Advisor Alliance
North Carolina
$470K -$5.44K -30 -1%
CFMC
167
Curbstone Financial Management Corp
New Hampshire
$468K
ProShare Advisors
168
ProShare Advisors
Maryland
$468K -$907 -5 -0.2%
BPA
169
Beacon Pointe Advisors
California
$458K +$1.81K +10 +0.4%
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$442K +$64.4K +355 +17%
Citigroup
171
Citigroup
New York
$433K -$1.89M -10,403 -81%
Truist Financial
172
Truist Financial
North Carolina
$414K -$5.08K -28 -1%
HSBC Holdings
173
HSBC Holdings
United Kingdom
$395K +$390K +2,150 New
DI
174
DFPG Investments
Utah
$383K -$55.9K -308 -14%
Pictet Asset Management
175
Pictet Asset Management
Switzerland
$380K +$377K +2,078 New

APPF Hedge Fund Activity: Q3 2023 in Review

245 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q3 2023, worth a combined $3.01B — up 8% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new APPF positions and 24 closed out — a net gain of 32 holders — while 96 added to existing stakes and 57 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $32.8M. The largest seller was Echo Street Capital Management, cutting an estimated $137M.

  • 245 institutional investors held AppFolio (APPF) as of Q3 2023, up from 214 in Q2 2023.
  • Funds reported $3.01B of AppFolio stock for Q3 2023, up 8% quarter-over-quarter.
  • 56 funds opened new AppFolio positions in Q3 2023 and 24 closed out, a net change of +32 holders.
  • The largest AppFolio buyer in Q3 2023 was Lord, Abbett & Co, an estimated $32.8M added.
  • The largest AppFolio seller in Q3 2023 was Echo Street Capital Management, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2023.