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AppFolio
APPF

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

1,501% more call options, than puts

Call options by funds: $9.17M | Put options by funds: $573K

44% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 52

24% more capital invested

Capital invested by funds: $1.66B → $2.05B (+$394M)

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

2% more funds holding

Funds holding: 188 → 192 (+4)

1.98% more ownership

Funds ownership: 77.69% → 79.67% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

Holders
192
Holders Change
+4
Holders Change %
+2.13%
% of All Funds
3.06%
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
GW&K Investment Management
Massachusetts
+$39.3M
2
DDC
DF Dent & Co
Maryland
+$26.6M
3
ESCM
Echo Street Capital Management
New York
+$22.7M
4
Bank of America
Bank of America
North Carolina
+$5.84M
5
EAM
Eagle Asset Management
Florida
+$5.02M

Top Sellers

1
DIGDR
Dynamo Internacional Gestao de Recursos
Brazil
-$12.7M
2
BCM
Brown Capital Management
Maryland
-$11.1M
3
LPP
Long Path Partners
Connecticut
-$10.7M
4
SRFM
Shannon River Fund Management
New York
-$7.71M
5
PGDP
Pragma Gestao de Patrimonio
Brazil
-$4.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
201
Wellington Management Group
Massachusetts
– -$514K -4,876 Closed
Citadel Advisors
202
Citadel Advisors
Florida
– -$529K -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
– -$11.6K -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
BAM
217
Belpointe Asset Management
Nevada
– -$2.11K -20 Closed
ME
218
McIlrath & Eck
Washington
– -$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
9

APPF Hedge Fund Activity: Q1 2023 in Review

192 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q1 2023, worth a combined $2.05B — up 24% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new APPF positions and 29 closed out — a net gain of 5 holders — while 75 added to existing stakes and 52 trimmed.

The largest buyer was GW&K Investment Management, opening a new position worth an estimated $39.3M. The largest seller was Dynamo Internacional Gestao de Recursos, cutting an estimated $12.7M.

  • 192 institutional investors held AppFolio (APPF) as of Q1 2023, up from 188 in Q4 2022.
  • Funds reported $2.05B of AppFolio stock for Q1 2023, up 24% quarter-over-quarter.
  • 34 funds opened new AppFolio positions in Q1 2023 and 29 closed out, a net change of +5 holders.
  • The largest AppFolio buyer in Q1 2023 was GW&K Investment Management, an estimated $39.3M added.
  • The largest AppFolio seller in Q1 2023 was Dynamo Internacional Gestao de Recursos, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2023.