We are live on ! Find out more
APPF icon

AppFolio

366 hedge funds and large institutions have $4.86B invested in AppFolio in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 42

58% more capital invested

Capital invested by funds: $3.08B → $4.86B (+$1.77B)

25% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 95

24% more funds holding

Funds holding: 295366 (+71)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

8.34% more ownership

Funds ownership: 82.16%90.5% (+8.3%)

7% more call options, than puts

Call options by funds: $37M | Put options by funds: $34.4M

Holders
366
Holders Change
+71
Holders Change %
+24.07%
% of All Funds
5.27%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
116
Increased
119
Reduced
95
Closed
42
Calls
$37M
Puts
$34.4M
Net Calls
+$2.54M
Net Calls Change
+$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
176
DGS Capital Management
New Jersey
$1.29M +$1.13M +5,245 New
OAM
177
Oppenheimer Asset Management
New York
$1.28M -$217K -1,008 -16%
Capstone Investment Advisors
178
Capstone Investment Advisors
New York
$1.25M -$22K -102 -2%
RG
179
Rathbones Group
United Kingdom
$1.25M +$431K +2,000 +66%
QC
180
Quent Capital
New York
$1.24M
PGCM
181
Prescott Group Capital Management
Oklahoma
$1.23M +$1.08M +5,000 New
OPERF
182
Oregon Public Employees Retirement Fund
Oregon
$1.23M +$1.08M +5,000 New
SOMRS
183
State of Michigan Retirement System
Michigan
$1.21M +$1.06M +4,900 New
PP
184
PDT Partners
New York
$1.14M -$391K -1,815 -28%
JCIA
185
Jackson Creek Investment Advisors
Colorado
$1.13M -$1.94K -9 -0.2%
NMIMC
186
Northwestern Mutual Investment Management Company
Wisconsin
$1.12M +$977K +4,530 New
COPPSERS
187
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.12M +$975K +4,523 New
AIM
188
Aigen Investment Management
New York
$1.09M -$140K -648 -13%
TRCT
189
Tower Research Capital (TRC)
New York
$1.07M +$118K +549 +15%
NAM
190
NorthCrest Asset Manangement
Minnesota
$1.02M -$8.63K -40 -1%
SPPAM
191
Summit Partners Public Asset Management
Massachusetts
$1.01M +$882K +4,088 New
RJA
192
Raymond James & Associates
Florida
$996K +$27.6K +128 +3%
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$989K -$77.8K -361 -8%
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$982K -$481K -2,230 -36%
BCM
195
Bayesian Capital Management
New York
$968K -$1.12M -5,200 -57%
OAC
196
OMERS Administration Corp
Ontario, Canada
$913K +$798K +3,700 New
IA
197
Inspire Advisors
Idaho
$909K +$794K +3,684 New
AAM
198
Azzad Asset Management
Virginia
$898K +$218K +1,009 +38%
AFA
199
Arlington Financial Advisors
California
$897K
Handelsbanken Fonder
200
Handelsbanken Fonder
Sweden
$888K