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AppFolio
APPF

Overview Fund Activity

214 hedge funds and large institutions have $2.78B invested in AppFolio in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 72 increasing their positions, 65 reducing their positions, and 20 closing their positions.

Holders
214
Holders Change
+22
Holders Change %
+11.46%
% of All Funds
3.38%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
43
Increased
72
Reduced
65
Closed
20
Calls
$17.2M
Puts
$1.05M
Net Calls
+$16.1M
Net Calls Change
+$7.51M

Top Buyers

1
NCM
1
Nellore Capital Management
California
$53.6M
2
DCM
2
Driehaus Capital Management
Illinois
$23M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$337M
4
ACM
4
Atika Capital Management
New York
$10.9M
5
Prudential Financial
5
Prudential Financial
New Jersey
$12.4M

Top Sellers

1
BCM
1
Brown Capital Management
Maryland
$343M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$57.8M
3
DIGDR
3
Dynamo Internacional Gestao de Recursos
Brazil
$42.8M
4
ESCM
4
Echo Street Capital Management
New York
$278M
5
LWM
5
Long Walk Management
Connecticut
$18.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CSPIA
176
Cary Street Partners Investment Advisory
Virginia
$64.6K 375 – –
AssetMark Inc
177
AssetMark Inc
California
$62K 360 – –
TRCT
178
Tower Research Capital (TRC)
New York
$61.3K 356 -210 -37%
C
179
Covestor
United Kingdom
$50K 288 -183 -39%
FHA
180
First Horizon Advisors
Tennessee
$49.2K 286 +14 +5%
HNB
181
Huntington National Bank
Ohio
$32.7K 190 +24 +14%
AS
182
Altshuler Shaham
Israel
$30.6K 178 -59 -25%
S
183
SignatureFD
Georgia
$27.5K 160 – –
AF
184
Allworth Financial
California
$21.2K 123 -21 -15%
PTC
185
Private Trust Company
Ohio
$16.4K 95 +5 +6%
SPIA
186
Steward Partners Investment Advisory
New York
$15.5K 90 – –
MIFH
187
Migdal Insurance & Financial Holdings
Israel
$15K 86 -82 -49%
AIM
188
Arcadia Investment Management
Michigan
$13.9K 81 +81 New
LC
189
Lindbrook Capital
California
$13.8K 80 – –
GRP
190
Global Retirement Partners
California
$8.44K 49 -17 -26%
PPC
191
Park Place Capital
Alabama
$7.06K 41 +15 +58%
FDCC
192
Foster Dykema Cabot & Co
Massachusetts
$6K 37 +37 New
MHR
193
Matthew Hamilton Rosenberg
$5.16K 30 – –
US Bancorp
194
US Bancorp
Minnesota
$4.99K 29 +11 +61%
MA
195
MCF Advisors
Kentucky
$3.62K 21 +21 New
BWM
196
Baystate Wealth Management
Massachusetts
$3.44K 20 – –
BIA
197
Bell Investment Advisors
California
$3.44K 20 +6 +43%
ARS
198
Adirondack Retirement Specialists
New York
$3.1K 18 – –
FA
199
Fiduciary Alliance
South Carolina
$3.1K 18 +18 New
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$3K 16 – –
6 7
8
9 10