AppFolio
APPF
155 hedge funds and large institutions have $1.46B invested in AppFolio in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 29 closing their positions.
42% more call options, than puts
Call options by funds: $6.08M | Put options by funds: $4.26M
1.35% more ownership
Funds ownership: 78.79% → 80.15% (+1.4%)
11% less funds holding
Funds holding: 174 → 155 (-19)
13% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 64
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
18% less capital invested
Capital invested by funds: $1.79B → $1.46B (-$331M)
55% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 29
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
176
Aquatic Capital Management
Chicago,
Illinois
| – | -$23K | -200 | Closed |
|
|
MPWT
177
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$7K | -65 | Closed |
|
178
Koshinski Asset Management
Decatur,
Illinois
| – | -$3.17K | -28 | Closed |
|
|
NFSG
179
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$2K | -17 | Closed |
|
|
T
180
TCWP
Beachwood,
Ohio
| – | -$1K | -11 | Closed |
|
|
LC
181
Lindbrook Capital
Calabasas,
California
| – | -$605 | -6 | -67% |
|
|
GWS
182
Glassman Wealth Services
Vienna,
Virginia
| – | -$504 | -5 | -71% |
|
|
C
183
Covestor
London,
United Kingdom
| – | -$101 | -1 | -33% |
|
APPF Hedge Fund Activity: Q2 2022 in Review
155 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q2 2022, worth a combined $1.46B — down 18% from $1.79B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of APPF and 13 opened new positions — a net loss of 16 holders — while 64 trimmed existing stakes and 56 added.
The largest buyer was Echo Street Capital Management, adding an estimated $64.8M. The largest seller was Capital Research Global Investors, cutting an estimated $27.7M.
- 155 institutional investors held AppFolio (APPF) as of Q2 2022, down from 174 in Q1 2022.
- Funds reported $1.46B of AppFolio stock for Q2 2022, down 18% quarter-over-quarter.
- 13 funds opened new AppFolio positions in Q2 2022 and 29 closed out, a net change of -16 holders.
- The largest AppFolio buyer in Q2 2022 was Echo Street Capital Management, an estimated $64.8M added.
- The largest AppFolio seller in Q2 2022 was Capital Research Global Investors, an estimated $27.7M sold.
Based on aggregated 13F filings for Q2 2022.