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AppFolio
APPF

Overview Fund Activity

192 hedge funds and large institutions have $2.05B invested in AppFolio in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+4
Holders Change %
+2.13%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
34
Increased
75
Reduced
52
Closed
29
Calls
$9.17M
Puts
$573K
Net Calls
+$8.6M
Net Calls Change
+$3.83M

Top Buyers

1
GKIM
1
GW&K Investment Management
Massachusetts
$40.6M
2
DDC
2
DF Dent & Co
Maryland
$47.3M
3
ESCM
3
Echo Street Capital Management
New York
$208M
4
Bank of America
4
Bank of America
North Carolina
$8.23M
5
EAM
5
Eagle Asset Management
Florida
$16M

Top Sellers

1
DIGDR
1
Dynamo Internacional Gestao de Recursos
Brazil
$40.8M
2
BCM
2
Brown Capital Management
Maryland
$337M
3
LPP
3
Long Path Partners
Connecticut
$2.9M
4
SRFM
4
Shannon River Fund Management
New York
$7.04M
5
PGDP
5
Pragma Gestao de Patrimonio
Brazil
$498K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
201
Wellington Management Group
Massachusetts
– -$514K -4,876 Closed
Citadel Advisors
202
Citadel Advisors
Florida
– -$462K -4,382 Closed
EGM
203
Engineers Gate Manager
New York
– -$344K -3,263 Closed
SG Americas Securities
204
SG Americas Securities
New York
– -$339K -3,213 Closed
DA
205
Duality Advisers
Florida
– -$288K -2,731 Closed
BAM
206
Blueshift Asset Management
New Jersey
– -$282K -2,680 Closed
QC
207
Quadrature Capital
United Kingdom
– -$258K -2,452 Closed
KIA
208
KCM Investment Advisors
California
– -$251K -2,383 Closed
QT
209
Quantamental Technologies
New York
– -$215K -2,039 Closed
DFCM
210
Dark Forest Capital Management
Puerto Rico
– -$29.8K -283 Closed
ASN
211
Advisory Services Network
Georgia
– -$29.1K -276 Closed
Baillie Gifford & Co
212
Baillie Gifford & Co
United Kingdom
– -$24.2K -230 Closed
Walleye Trading
213
Walleye Trading
New York
– -$10.1K -96 Closed
TFP
214
Tilia Fiduciary Partners
North Carolina
– -$5.27K -50 Closed
GTCM
215
Gyon Technologies Capital Management
New Jersey
– -$3.37K -32 Closed
WT
216
Whittier Trust
California
– -$2.85K -27 Closed
ME
217
McIlrath & Eck
Washington
– -$2.11K -20 Closed
BAM
218
Belpointe Asset Management
Nevada
– -$2.11K -20 Closed
FA
219
Fiduciary Alliance
South Carolina
– -$1.9K -18 Closed
NA
220
NewEdge Advisors
Louisiana
– -$105 -1 Closed
5 6 7 8
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