APPF icon

AppFolio
APPF

Overview Fund Activity

245 hedge funds and large institutions have $3.01B invested in AppFolio in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 96 increasing their positions, 57 reducing their positions, and 24 closing their positions.

Holders
245
Holders Change
+31
Holders Change %
+14.49%
% of All Funds
3.91%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
56
Increased
96
Reduced
57
Closed
24
Calls
$19.9M
Puts
$5.53M
Net Calls
+$14.3M
Net Calls Change
-$1.78M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$33.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$31.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$37.8M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$13.7M
5
FAM
5
Fred Alger Management
New York
$104M

Top Sellers

1
ESCM
1
Echo Street Capital Management
New York
$158M
2
BCM
2
Brown Capital Management
Maryland
$331M
3
SRFM
3
Shannon River Fund Management
New York
$0
4
DIGDR
4
Dynamo Internacional Gestao de Recursos
Brazil
$38.7M
5
LWM
5
Long Walk Management
Connecticut
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
201
Cresset Asset Management
Illinois
$204K 1,116 +1,116 New
MLICM
202
Metropolitan Life Insurance Company (MetLife)
New York
$202K 1,106 +30 +3%
Fidelity Investments
203
Fidelity Investments
Massachusetts
$130K 709 +66 +10%
Point72 Asset Management
204
Point72 Asset Management
Connecticut
$128K 700 +683 +4,018%
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$122K 666 – –
PA
206
Parallel Advisors
California
$108K 591 +11 +2%
HIA
207
Harbor Investment Advisory
Maryland
$101K 552 – –
WTG
208
West Tower Group
Virginia
$87.7K 480 +480 New
KBC Group
209
KBC Group
Belgium
$77K 421 +421 New
AssetMark Inc
210
AssetMark Inc
California
$65.7K 360 – –
TRCT
211
Tower Research Capital (TRC)
New York
$59.5K 326 -30 -8%
CSPIA
212
Cary Street Partners Investment Advisory
Virginia
$59.4K 325 -50 -13%
FHA
213
First Horizon Advisors
Tennessee
$52.2K 286 – –
HNB
214
Huntington National Bank
Ohio
$34K 186 -4 -2%
Lazard Asset Management
215
Lazard Asset Management
New York
$30K 165 +165 New
S
216
SignatureFD
Georgia
$28.9K 158 -2 -1%
Group One Trading
217
Group One Trading
Illinois
$28.5K 156 +156 New
C
218
Covestor
United Kingdom
$26K 142 -146 -51%
AIM
219
Arcadia Investment Management
Michigan
$25.2K 138 +57 +70%
RA
220
RiverPark Advisors
New York
$24.3K 133 +133 New
AF
221
Allworth Financial
California
$22.5K 123 – –
AS
222
Altshuler Shaham
Israel
$21.6K 118 -60 -34%
PTC
223
Private Trust Company
Ohio
$21.6K 118 +23 +24%
SPIA
224
Steward Partners Investment Advisory
New York
$16.4K 90 – –
LC
225
Lindbrook Capital
California
$15.3K 84 +4 +5%
7 8
9
10 11