We are live on ! Find out more
APPF icon

AppFolio
APPF

388 hedge funds and large institutions have $4.7B invested in AppFolio in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 135 increasing their positions, 135 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $7.38M

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

1% more funds holding

Funds holding: 384 → 388 (+4)

4% more capital invested

Capital invested by funds: $4.5B → $4.7B (+$198M)

0% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 135

0.68% less ownership

Funds ownership: 83.2% → 82.52% (-0.68%)

Holders
388
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
5.11%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
66
Increased
135
Reduced
135
Closed
54
Calls
$13.7M
Puts
$7.38M
Net Calls
+$6.34M
Net Calls Change
-$3.15M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$126M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$98.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$46.3M
4
BlackRock
BlackRock
New York
+$43.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$38.1M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$108M
2
ACM
Ashe Capital Management
New Jersey
-$72M
3
DCM
Driehaus Capital Management
Illinois
-$50.1M
4
FAM
Fred Alger Management
New York
-$39.6M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$36M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
151
Globeflex Capital
California
$1.63M -$1.87K -8 -0.1%
GEM
152
Global Endowment Management
North Carolina
$1.62M -$265K -1,134 -15%
LSERS
153
Louisiana State Employees Retirement System
Louisiana
$1.58M – – –
EGM
154
Engineers Gate Manager
New York
$1.57M -$593K -2,531 -28%
ASRS
155
Arizona State Retirement System
Arizona
$1.56M +$53.1K +227 +4%
TRSOTSOK
156
Teachers Retirement System of the State of Kentucky
Kentucky
$1.53M -$81.9K -350 -5%
RG
157
Rathbones Group
United Kingdom
$1.53M +$181K +771 +14%
EAM
158
Evanson Asset Management
California
$1.48M – – –
KK
159
KLP Kapitalforvaltning
Norway
$1.46M +$1.38M +5,900 New
ET
160
Entropy Technologies
New York
$1.44M +$983K +4,200 +258%
JCIA
161
Jackson Creek Investment Advisors
Colorado
$1.4M -$40.3K -172 -3%
BPC
162
Bryce Point Capital
New York
$1.39M +$1.32M +5,640 New
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$1.38M +$282K +1,203 +28%
Commonwealth Equity Services
164
Commonwealth Equity Services
Massachusetts
$1.37M +$165K +703 +15%
SOMRS
165
State of Michigan Retirement System
Michigan
$1.36M – – –
LCM
166
Legato Capital Management
California
$1.35M -$156K -668 -11%
Thrivent Financial for Lutherans
167
Thrivent Financial for Lutherans
Minnesota
$1.34M -$260K -1,109 -17%
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$1.34M +$180K +767 +16%
Handelsbanken Fonder
169
Handelsbanken Fonder
Sweden
$1.33M +$234K +1,000 +23%
Millennium Management
170
Millennium Management
New York
$1.32M -$650K -2,778 -34%
AAM
171
AMI Asset Management
California
$1.3M -$43.8K -187 -3%
NMIMC
172
Northwestern Mutual Investment Management Company
Wisconsin
$1.27M +$6.09K +26 +0.5%
COPPSERS
173
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.26M +$5.85K +25 +0.5%
NAAA
174
New Age Alpha Advisors
New York
$1.25M +$1.19M +5,062 New
New York State Teachers Retirement System (NYSTRS)
175
New York State Teachers Retirement System (NYSTRS)
New York
$1.2M -$142K -605 -11%
5 6
7
8 9

APPF Hedge Fund Activity: Q4 2024 in Review

388 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q4 2024, worth a combined $4.7B — up 4.4% from $4.5B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new APPF positions and 54 closed out — a net gain of 12 holders — while 135 added to existing stakes and 135 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $126M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $108M sold.

  • 388 institutional investors held AppFolio (APPF) as of Q4 2024, up from 384 in Q3 2024.
  • Funds reported $4.7B of AppFolio stock for Q4 2024, up 4.4% quarter-over-quarter.
  • 66 funds opened new AppFolio positions in Q4 2024 and 54 closed out, a net change of +12 holders.
  • The largest AppFolio buyer in Q4 2024 was Fidelity Investments, an estimated $126M added.
  • The largest AppFolio seller in Q4 2024 was Lord, Abbett & Co, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2024.