We are live on ! Find out more
APPF icon

AppFolio
APPF

388 hedge funds and large institutions have $4.7B invested in AppFolio in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 135 increasing their positions, 135 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $7.38M

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

1% more funds holding

Funds holding: 384 → 388 (+4)

4% more capital invested

Capital invested by funds: $4.5B → $4.7B (+$198M)

0% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 135

0.68% less ownership

Funds ownership: 83.2% → 82.52% (-0.68%)

Holders
388
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
5.11%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
66
Increased
135
Reduced
135
Closed
54
Calls
$13.7M
Puts
$7.38M
Net Calls
+$6.34M
Net Calls Change
-$3.15M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$126M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$98.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$46.3M
4
BlackRock
BlackRock
New York
+$43.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$38.1M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$108M
2
ACM
Ashe Capital Management
New Jersey
-$72M
3
DCM
Driehaus Capital Management
Illinois
-$50.1M
4
FAM
Fred Alger Management
New York
-$39.6M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$36M
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
176
American Century Companies
Missouri
$1.16M +$155K +661 +16%
OPERF
177
Oregon Public Employees Retirement Fund
Oregon
$1.15M – – –
AIP
178
Ameritas Investment Partners
Nebraska
$1.14M -$22.7K -97 -2%
PP
179
PDT Partners
New York
$1.14M -$468 -2 -0%
X
180
Xponance
Pennsylvania
$1.13M +$37.9K +162 +4%
NAM
181
NorthCrest Asset Manangement
Minnesota
$1.13M -$39.8K -170 -4%
LPL Financial
182
LPL Financial
California
$1.1M -$764K -3,265 -42%
PFG
183
PAX Financial Group
Texas
$1.1M -$67.7K -289 -6%
PCA
184
Pallas Capital Advisors
Massachusetts
$1.05M +$150K +642 +18%
HCA
185
Harbor Capital Advisors
Illinois
$1.04M +$151K +646 +18%
HW
186
Hancock Whitney
Mississippi
$1.04M +$10.5K +45 +1%
NMERB
187
New Mexico Educational Retirement Board
New Mexico
$1.04M – – –
LAM
188
LECAP Asset Management
United Kingdom
$1.02M -$32.8K -140 -3%
DCM
189
DGS Capital Management
New Jersey
$980K -$298K -1,274 -24%
Jacobs Levy Equity Management
190
Jacobs Levy Equity Management
New Jersey
$976K -$72.3K -309 -7%
WEO
191
William E. Oberndorf
$972K – – –
IG
192
ING Group
Netherlands
$962K +$913K +3,900 New
GAM
193
Gotham Asset Management
New York
$938K +$193K +824 +28%
OAM
194
Oppenheimer Asset Management
New York
$924K -$78.2K -334 -8%
NPT
195
National Philanthropic Trust
Pennsylvania
$913K +$866K +3,700 New
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$908K -$3.87M -16,519 -82%
Focus Partners Wealth
197
Focus Partners Wealth
Massachusetts
$888K +$299K +1,276 +55%
BNP Paribas Financial Markets
198
BNP Paribas Financial Markets
France
$887K -$547K -2,336 -39%
SDIC
199
South Dakota Investment Council
South Dakota
$864K +$398K +1,700 +94%
Pacer Advisors
200
Pacer Advisors
Pennsylvania
$823K -$19.4K -83 -2%
6 7
8
9 10

APPF Hedge Fund Activity: Q4 2024 in Review

388 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q4 2024, worth a combined $4.7B — up 4.4% from $4.5B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new APPF positions and 54 closed out — a net gain of 12 holders — while 135 added to existing stakes and 135 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $126M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $108M sold.

  • 388 institutional investors held AppFolio (APPF) as of Q4 2024, up from 384 in Q3 2024.
  • Funds reported $4.7B of AppFolio stock for Q4 2024, up 4.4% quarter-over-quarter.
  • 66 funds opened new AppFolio positions in Q4 2024 and 54 closed out, a net change of +12 holders.
  • The largest AppFolio buyer in Q4 2024 was Fidelity Investments, an estimated $126M added.
  • The largest AppFolio seller in Q4 2024 was Lord, Abbett & Co, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2024.