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AppFolio
APPF

Overview Fund Activity

214 hedge funds and large institutions have $2.78B invested in AppFolio in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 72 increasing their positions, 65 reducing their positions, and 20 closing their positions.

Holders
214
Holders Change
+22
Holders Change %
+11.46%
% of All Funds
3.38%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
43
Increased
72
Reduced
65
Closed
20
Calls
$17.2M
Puts
$1.05M
Net Calls
+$16.1M
Net Calls Change
+$7.51M

Top Buyers

1
NCM
1
Nellore Capital Management
California
$53.6M
2
DCM
2
Driehaus Capital Management
Illinois
$23M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$337M
4
ACM
4
Atika Capital Management
New York
$10.9M
5
Prudential Financial
5
Prudential Financial
New Jersey
$12.4M

Top Sellers

1
BCM
1
Brown Capital Management
Maryland
$343M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$57.8M
3
DIGDR
3
Dynamo Internacional Gestao de Recursos
Brazil
$42.8M
4
ESCM
4
Echo Street Capital Management
New York
$278M
5
LWM
5
Long Walk Management
Connecticut
$18.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Point72 Asset Management
201
Point72 Asset Management
Connecticut
$2.89K 17 +17 New
BWL
202
Bogart Wealth LLC
Virginia
$2.58K 15 – –
HCM
203
Hollencrest Capital Management
California
$2.58K 15 – –
FCA
204
FinTrust Capital Advisors
South Carolina
$1.79K 17 – –
MCM
205
Manchester Capital Management
Vermont
$1.55K 9 -9 -50%
AAP
206
Arax Advisory Partners
Colorado
$1.55K 9 +2 +29%
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$1.21K 7 +7 New
CAL
208
Capital Advisors Ltd
Ohio
$1K 8 – –
MPWT
209
MassMutual Private Wealth & Trust
Connecticut
$861 5 – –
IFAM
210
Institutional & Family Asset Management
Colorado
$689 4 – –
AWM
211
Abound Wealth Management
Tennessee
$689 4 – –
VCM
212
Versant Capital Management
Arizona
$689 4 +4 New
GWS
213
Glassman Wealth Services
Virginia
$344 2 +2 New
JF
214
Jump Financial
Illinois
– – -14,935 Closed
CWA
215
CM Wealth Advisors
Ohio
– – -8,695 Closed
AIA
216
Affinity Investment Advisors
California
– – -6,163 Closed
AG
217
Algert Global
California
– – -5,919 Closed
UCFA
218
United Capital Financial Advisors
Texas
– – -5,051 Closed
Jane Street
219
Jane Street
New York
– – -4,927 Closed
PGDP
220
Pragma Gestao de Patrimonio
Brazil
– – -4,000 Closed
FHB
221
First Hawaiian Bank
Hawaii
– – -3,490 Closed
ACM
222
Aquatic Capital Management
Illinois
– – -3,100 Closed
HSBC Holdings
223
HSBC Holdings
United Kingdom
– – -2,614 Closed
GCM
224
Graham Capital Management
Connecticut
– – -2,493 Closed
FA
225
FDx Advisors
Illinois
– – -2,153 Closed
6 7 8
9
10