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AppFolio
APPF

158 hedge funds and large institutions have $2.29B invested in AppFolio in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 53 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.88% more ownership

Funds ownership: 83.37% → 86.24% (+2.9%)

6% more call options, than puts

Call options by funds: $9.23M | Put options by funds: $8.72M

6% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 53

13% less funds holding

Funds holding: 182 → 158 (-24)

16% less capital invested

Capital invested by funds: $2.72B → $2.29B (-$433M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

52% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 42

Holders
158
Holders Change
-24
Holders Change %
-13.19%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
20
Increased
56
Reduced
53
Closed
42
Calls
$9.23M
Puts
$8.72M
Net Calls
+$511K
Net Calls Change
-$10.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$75.4M
2
OCBV
Ownership Capital B.V.
Netherlands
+$42.9M
3
DIGDR
Dynamo Internacional Gestao de Recursos
Brazil
+$34.8M
4
BCM
Brown Capital Management
Maryland
+$33.7M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$31.3M

Top Sellers

1
WEO
William E. Oberndorf
-$65M
2
Norges Bank
Norges Bank
Norway
-$14M
3
BlackRock
BlackRock
New York
-$14M
4
SCM
Steadfast Capital Management
New York
-$12.3M
5
PC
Pier Capital
Connecticut
-$7.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
176
Truist Financial
North Carolina
– -$285K -1,583 Closed
NA
177
Navellier & Associates
Nevada
– -$276K -1,534 Closed
ET
178
Equitable Trust
Tennessee
– -$275K -1,530 Closed
HSBC Holdings
179
HSBC Holdings
United Kingdom
– -$270K -1,505 Closed
Axa
180
Axa
France
– -$270K -1,500 Closed
ZCM
181
Zebra Capital Management
Connecticut
– -$264K -1,464 Closed
PAMU
182
Pictet Asset Management (UK)
United Kingdom
– -$248K -1,377 Closed
Wolverine Trading
183
Wolverine Trading
Illinois
– -$208K -1,339 Closed
IAA
184
Independent Advisor Alliance
North Carolina
– -$240K -1,332 Closed
QCM
185
Quantinno Capital Management
New York
– -$234K -1,298 Closed
ASN
186
Advisory Services Network
Georgia
– -$229K -1,272 Closed
CIBC Asset Management
187
CIBC Asset Management
Ontario, Canada
– -$224K -1,245 Closed
MIH
188
Meitav Investment House
Israel
– -$218K -1,211 Closed
Balyasny Asset Management
189
Balyasny Asset Management
Illinois
– -$204K -1,131 Closed
HIIFS
190
Harel Insurance Investments & Financial Services
Israel
– -$330K -570 Closed
PWPS
191
Pinnacle Wealth Planning Services
Ohio
– -$53K -296 Closed
SC
192
Sepio Capital
Utah
– -$3.35M -284 Closed
Lazard Asset Management
193
Lazard Asset Management
New York
– -$43K -243 Closed
QT
194
Quantbot Technologies
New York
– -$26K -147 Closed
Group One Trading
195
Group One Trading
Illinois
– -$14.7K -95 Closed
VAIA
196
Virtus Alternative Investment Advisers
Connecticut
– -$7K -39 Closed
LWCFA
197
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$6K -34 Closed
SOW
198
State of Wyoming
Wyoming
– +$466 +3 New
4 5 6 7
8

APPF Hedge Fund Activity: Q1 2021 in Review

158 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q1 2021, worth a combined $2.29B — down 16% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of APPF and 20 opened new positions — a net loss of 22 holders — while 53 trimmed existing stakes and 56 added.

The largest buyer was Morgan Stanley, adding an estimated $75.4M. The largest seller was William E. Oberndorf, cutting an estimated $65M.

  • 158 institutional investors held AppFolio (APPF) as of Q1 2021, down from 182 in Q4 2020.
  • Funds reported $2.29B of AppFolio stock for Q1 2021, down 16% quarter-over-quarter.
  • 20 funds opened new AppFolio positions in Q1 2021 and 42 closed out, a net change of -22 holders.
  • The largest AppFolio buyer in Q1 2021 was Morgan Stanley, an estimated $75.4M added.
  • The largest AppFolio seller in Q1 2021 was William E. Oberndorf, an estimated $65M sold.

Based on aggregated 13F filings for Q1 2021.