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AppFolio

366 hedge funds and large institutions have $4.86B invested in AppFolio in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 42

58% more capital invested

Capital invested by funds: $3.08B → $4.86B (+$1.77B)

25% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 95

24% more funds holding

Funds holding: 295366 (+71)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

8.34% more ownership

Funds ownership: 82.16%90.5% (+8.3%)

7% more call options, than puts

Call options by funds: $37M | Put options by funds: $34.4M

Holders
366
Holders Change
+71
Holders Change %
+24.07%
% of All Funds
5.27%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
116
Increased
119
Reduced
95
Closed
42
Calls
$37M
Puts
$34.4M
Net Calls
+$2.54M
Net Calls Change
+$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
201
ProShare Advisors
Maryland
$870K +$58.4K +271 +8%
Susquehanna International Group
202
Susquehanna International Group
Pennsylvania
$856K -$1.28M -5,942 -63%
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$839K +$733K +3,401 New
American Century Companies
204
American Century Companies
Missouri
$833K +$2.8K +13 +0.4%
DIM
205
DC Investments Management
Virginia
$820K
IMRF
206
Illinois Municipal Retirement Fund
Illinois
$810K
Calamos Advisors
207
Calamos Advisors
Illinois
$810K -$1.54M -7,146 -69%
State Board of Administration of Florida Retirement System
208
State Board of Administration of Florida Retirement System
Florida
$804K +$209K +970 +18%
X
209
Xponance
Pennsylvania
$799K +$443K +2,054 +173%
CB
210
Commerce Bank
Missouri
$798K +$40.5K +188 +6%
New York State Teachers Retirement System (NYSTRS)
211
New York State Teachers Retirement System (NYSTRS)
New York
$784K +$685K +3,177 New
Wolverine Trading
212
Wolverine Trading
Illinois
$781K +$171K +792 +33%
HCA
213
Harbor Capital Advisors
Illinois
$762K -$130K -604 -16%
FLC
214
Fifth Lane Capital
Texas
$740K +$647K +3,000 New
Tudor Investment Corp
215
Tudor Investment Corp
Connecticut
$712K -$7.46M -34,583 -92%
CIC
216
Cornercap Investment Counsel
Georgia
$697K +$12.3K +57 +2%
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$696K -$42.3K -196 -6%
Commonwealth Equity Services
218
Commonwealth Equity Services
Massachusetts
$695K -$185K -857 -23%
CG
219
Cynosure Group
Utah
$694K +$607K +2,814 New
TC
220
TownSquare Capital
Utah
$684K -$95.1K -441 -14%
PI
221
PEAK6 Investments
Illinois
$682K +$596K +2,765 New
NS
222
NBC Securities
Alabama
$666K -$38K -176 -6%
SA
223
SpiderRock Advisors
Delaware
$660K +$643K +2,980 New
CCG
224
Capital CS Group
California
$655K +$573K +2,655 New
State of Wisconsin Investment Board
225
State of Wisconsin Investment Board
Wisconsin
$653K +$185K +860 +48%