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AppFolio

366 hedge funds and large institutions have $4.86B invested in AppFolio in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 42

58% more capital invested

Capital invested by funds: $3.08B → $4.86B (+$1.77B)

25% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 95

24% more funds holding

Funds holding: 295366 (+71)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

8.34% more ownership

Funds ownership: 82.16%90.5% (+8.3%)

7% more call options, than puts

Call options by funds: $37M | Put options by funds: $34.4M

Holders
366
Holders Change
+71
Holders Change %
+24.07%
% of All Funds
5.27%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
116
Increased
119
Reduced
95
Closed
42
Calls
$37M
Puts
$34.4M
Net Calls
+$2.54M
Net Calls Change
+$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
151
EFG Asset Management
Oregon
$1.98M +$97.5K +452 +6%
PCM
152
Penserra Capital Management
California
$1.9M +$1.66M +7,705 New
GEM
153
Global Endowment Management
North Carolina
$1.9M +$1.66M +7,683 New
Teacher Retirement System of Texas
154
Teacher Retirement System of Texas
Texas
$1.89M -$128K -592 -7%
Ensign Peak Advisors
155
Ensign Peak Advisors
Utah
$1.89M -$83.5K -387 -5%
LPL Financial
156
LPL Financial
California
$1.83M -$105K -488 -6%
ZIM
157
Zacks Investment Management
Illinois
$1.81M +$1.58M +7,338 New
LCG
158
Lisanti Capital Growth
New York
$1.77M +$1.55M +7,190 New
Lido Advisors
159
Lido Advisors
California
$1.69M +$1.48M +6,852 New
GC
160
Globeflex Capital
California
$1.63M
Citigroup
161
Citigroup
New York
$1.63M +$185K +858 +15%
LCM
162
Legato Capital Management
California
$1.61M +$202K +935 +17%
AIP
163
Ameritas Investment Partners
Nebraska
$1.59M +$959K +4,445 +223%
DB
164
Danske Bank
Denmark
$1.55M +$1.36M +6,285 New
VOYA Investment Management
165
VOYA Investment Management
Georgia
$1.54M -$300K -1,390 -18%
Schroder Investment Management Group
166
Schroder Investment Management Group
United Kingdom
$1.49M +$1.3M +6,033 New
EAM
167
Evanson Asset Management
California
$1.48M
CCIA
168
Campbell & Co Investment Adviser
Maryland
$1.48M +$1.29M +5,992 New
LSERS
169
Louisiana State Employees Retirement System
Louisiana
$1.46M +$1.27M +5,900 New
BJL
170
Brighton Jones LLC
Washington
$1.42M +$21.8K +101 +2%
DFCM
171
Dark Forest Capital Management
Puerto Rico
$1.42M +$927K +4,300 +299%
SO
172
STRS Ohio
Ohio
$1.36M -$237K -1,100 -17%
TD Asset Management
173
TD Asset Management
Ontario, Canada
$1.33M +$1.16M +5,400 New
ASRS
174
Arizona State Retirement System
Arizona
$1.32M +$19.2K +89 +2%
JF
175
Jump Financial
Illinois
$1.3M -$3.05M -14,134 -73%