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AppFolio
APPF

Overview Fund Activity

295 hedge funds and large institutions have $3.08B invested in AppFolio in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 110 increasing their positions, 83 reducing their positions, and 19 closing their positions.

Holders
295
Holders Change
+50
Holders Change %
+20.41%
% of All Funds
4.33%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
72
Increased
110
Reduced
83
Closed
19
Calls
$18.9M
Puts
$22.2M
Net Calls
-$3.24M
Net Calls Change
-$17.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
ZEP
2
Zeno Equity Partners
United Kingdom
$33.4M
3
Millennium Management
3
Millennium Management
New York
$33.6M
4
BlackRock
4
BlackRock
New York
$290M
5
DCM
5
Driehaus Capital Management
Illinois
$48.3M

Top Sellers

1
ESCM
1
Echo Street Capital Management
New York
$0
2
BCM
2
Brown Capital Management
Maryland
$275M
3
ACM
3
Ashe Capital Management
New Jersey
$251M
4
1WCM
4
12 West Capital Management
New York
$21.7M
5
DIGDR
5
Dynamo Internacional Gestao de Recursos
Brazil
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BPA
201
Beacon Pointe Advisors
California
$435K 2,509 -1 -0%
MAP
202
Moody Aldrich Partners
Massachusetts
$423K 2,441 +2,441 New
PTC
203
Petrus Trust Company
Texas
$420K 2,425 -466 -16%
SOW
204
State of Wyoming
Wyoming
$417K 2,407 -757 -24%
Stifel Financial
205
Stifel Financial
Missouri
$411K 2,373 -255 -10%
Wolverine Trading
206
Wolverine Trading
Illinois
$411K 2,372 +2,372 New
OSAM
207
O'Shaughnessy Asset Management
Connecticut
$401K 2,316 -105 -4%
Truist Financial
208
Truist Financial
North Carolina
$384K 2,219 -50 -2%
Balyasny Asset Management
209
Balyasny Asset Management
Illinois
$369K 2,128 +635 +43%
VCA
210
Verdence Capital Advisors
Maryland
$366K 2,114 +55 +3%
PAG
211
Private Advisor Group
New Jersey
$364K 2,100 +348 +20%
Pictet Asset Management
212
Pictet Asset Management
Switzerland
$360K 2,078 – –
AIP
213
Ameritas Investment Partners
Nebraska
$345K 1,989 +80 +4%
KI
214
Kapitalo Investimentos
Brazil
$343K 1,978 +1,978 New
Amundi
215
Amundi
France
$341K 1,959 +1,959 New
State of Wisconsin Investment Board
216
State of Wisconsin Investment Board
Wisconsin
$309K 1,785 -3,591 -67%
DI
217
DFPG Investments
Utah
$309K 1,850 -76 -4%
AC
218
AXQ Capital
New Jersey
$295K 1,700 +1,700 New
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$293K 1,689 +255 +18%
MA
220
Mutual Advisors
Nebraska
$287K 1,657 -116 -7%
VI
221
Versor Investments
New York
$277K 1,600 +1,600 New
Pathstone Holdings
222
Pathstone Holdings
New Jersey
$277K 1,599 +1,599 New
Baird Financial Group
223
Baird Financial Group
Wisconsin
$270K 1,561 -7 -0.4%
YMRC
224
Yorktown Management & Research Company
Virginia
$269K 1,550 – –
DFCM
225
Dark Forest Capital Management
Puerto Rico
$249K 1,440 -15,180 -91%
7 8
9
10 11