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AppFolio
APPF

Overview Fund Activity

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.

Holders
245
Holders Change
+31
Holders Change %
+14.49%
% of All Funds
3.91%
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

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$33.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$31.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$37.8M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$13.7M
5
FAM
5
Fred Alger Management
New York
$104M

Top Sellers

1
ESCM
1
Echo Street Capital Management
New York
$158M
2
BCM
2
Brown Capital Management
Maryland
$331M
3
SRFM
3
Shannon River Fund Management
New York
$0
4
DIGDR
4
Dynamo Internacional Gestao de Recursos
Brazil
$38.7M
5
LWM
5
Long Walk Management
Connecticut
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$605K 3,310 -357 -10%
IMRF
152
Illinois Municipal Retirement Fund
Illinois
$599K 3,281 +3,281 New
TI
153
Trexquant Investment
Connecticut
$594K 3,255 -600 -16%
SOW
154
State of Wyoming
Wyoming
$578K 3,164 +371 +13%
RG
155
Rathbones Group
United Kingdom
$556K 3,046 +3,046 New
ONGA
156
O'Neil Global Advisors
California
$555K 3,040 +3,040 New
JFG
157
Jefferies Financial Group
New York
$548K 3,000 +3,000 New
AB
158
Amalgamated Bank
New York
$546K 2,988 +45 +2%
SG Americas Securities
159
SG Americas Securities
New York
$531K 2,905 +2,905 New
PTC
160
Petrus Trust Company
Texas
$528K 2,891 +2,891 New
FC
161
FORA Capital
Florida
$518K 2,837 +1,234 +77%
AAM
162
Azzad Asset Management
Virginia
$484K 2,649 +34 +1%
Public Employees Retirement Association of Colorado
163
Public Employees Retirement Association of Colorado
Colorado
$480K 2,627 – –
Stifel Financial
164
Stifel Financial
Missouri
$480K 2,628 +236 +10%
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$475K 2,600 – –
IAA
166
Independent Advisor Alliance
North Carolina
$470K 2,573 -30 -1%
CFMC
167
Curbstone Financial Management Corp
New Hampshire
$468K 2,560 – –
ProShare Advisors
168
ProShare Advisors
Maryland
$468K 2,560 -5 -0.2%
BPA
169
Beacon Pointe Advisors
California
$458K 2,510 +10 +0.4%
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$442K 2,421 +355 +17%
Citigroup
171
Citigroup
New York
$433K 2,370 -10,403 -81%
Truist Financial
172
Truist Financial
North Carolina
$414K 2,269 -28 -1%
HSBC Holdings
173
HSBC Holdings
United Kingdom
$395K 2,150 +2,150 New
DI
174
DFPG Investments
Utah
$383K 1,926 -308 -14%
Pictet Asset Management
175
Pictet Asset Management
Switzerland
$380K 2,078 +2,078 New
5 6
7
8 9