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AppFolio

295 hedge funds and large institutions have $3.08B invested in AppFolio in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 110 increasing their positions, 83 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 19

33% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 83

20% more funds holding

Funds holding: 245295 (+50)

3.51% more ownership

Funds ownership: 78.66%82.16% (+3.5%)

2% more capital invested

Capital invested by funds: $3.01B → $3.08B (+$73.3M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

15% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $22.2M

Holders
295
Holders Change
+50
Holders Change %
+20.41%
% of All Funds
4.3%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
72
Increased
110
Reduced
83
Closed
19
Calls
$18.9M
Puts
$22.2M
Net Calls
-$3.24M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
176
Commonwealth Equity Services
Massachusetts
$637K +$8.24K +44 +1%
AFA
177
Arlington Financial Advisors
California
$630K -$65.6K -350 -9%
Handelsbanken Fonder
178
Handelsbanken Fonder
Sweden
$624K +$187K +1,000 +38%
American Century Companies
179
American Century Companies
Missouri
$582K +$6K +32 +1%
DIM
180
DC Investments Management
Virginia
$576K
IMRF
181
Illinois Municipal Retirement Fund
Illinois
$568K
ProShare Advisors
182
ProShare Advisors
Maryland
$564K +$131K +697 +27%
Verition Fund Management
183
Verition Fund Management
Connecticut
$557K +$602K +3,215 New
TC
184
TownSquare Capital
Utah
$556K -$79.6K -425 -12%
CP
185
CenterBook Partners
Connecticut
$537K +$206K +1,097 +55%
RG
186
Rathbones Group
United Kingdom
$528K
CB
187
Commerce Bank
Missouri
$528K -$138K -739 -20%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$523K -$54.9K -293 -9%
Robeco Institutional Asset Management
189
Robeco Institutional Asset Management
Netherlands
$519K +$561K +2,997 New
Jennison Associates
190
Jennison Associates
New York
$513K +$173K +925 +45%
Connor, Clark & Lunn Investment Management (CC&L)
191
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$506K +$547K +2,922 New
NS
192
NBC Securities
Alabama
$498K -$102K -547 -16%
FC
193
FORA Capital
Florida
$493K +$1.31K +7 +0.2%
AB
194
Amalgamated Bank
New York
$483K -$37.5K -200 -7%
CIC
195
Cornercap Investment Counsel
Georgia
$480K +$519K +2,768 New
QT
196
Quantbot Technologies
New York
$475K +$239K +1,276 +87%
AAM
197
Azzad Asset Management
Virginia
$456K -$3.19K -17 -0.6%
CFMC
198
Curbstone Financial Management Corp
New Hampshire
$443K
IAA
199
Independent Advisor Alliance
North Carolina
$443K -$3K -16 -0.6%
Public Employees Retirement Association of Colorado
200
Public Employees Retirement Association of Colorado
Colorado
$435K -$22.1K -118 -4%