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AppFolio
APPF

388 hedge funds and large institutions have $4.7B invested in AppFolio in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 135 increasing their positions, 135 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $7.38M

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

1% more funds holding

Funds holding: 384 → 388 (+4)

4% more capital invested

Capital invested by funds: $4.5B → $4.7B (+$198M)

0% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 135

0.68% less ownership

Funds ownership: 83.2% → 82.52% (-0.68%)

Holders
388
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
5.11%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
66
Increased
135
Reduced
135
Closed
54
Calls
$13.7M
Puts
$7.38M
Net Calls
+$6.34M
Net Calls Change
-$3.15M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$126M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$98.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$46.3M
4
BlackRock
BlackRock
New York
+$43.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$38.1M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$108M
2
ACM
Ashe Capital Management
New Jersey
-$72M
3
DCM
Driehaus Capital Management
Illinois
-$50.1M
4
FAM
Fred Alger Management
New York
-$39.6M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$36M
Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
201
DC Investments Management
Virginia
$820K – – –
SSA
202
Schonfeld Strategic Advisors
New York
$817K +$111K +474 +17%
IMRF
203
Illinois Municipal Retirement Fund
Illinois
$809K – – –
Pictet Asset Management
204
Pictet Asset Management
Switzerland
$773K +$97.6K +417 +15%
Nomura Holdings
205
Nomura Holdings
Japan
$755K +$717K +3,062 New
YIH
206
Y-Intercept (HK)
Hong Kong
$753K -$219K -935 -23%
SA
207
Sanctuary Advisors
Indiana
$750K +$29.3K +125 +4%
Loomis, Sayles & Company
208
Loomis, Sayles & Company
Massachusetts
$724K +$687K +2,936 New
II
209
Inspire Investing
Idaho
$720K -$233K -996 -25%
SOW
210
State of Wyoming
Wyoming
$715K +$125K +534 +23%
VCA
211
Verdence Capital Advisors
Maryland
$711K +$173K +741 +35%
MMEA
212
Main Management ETF Advisors
California
$703K -$59.9K -256 -8%
CFMC
213
Curbstone Financial Management Corp
New Hampshire
$701K – – –
SPA
214
Sherbrooke Park Advisers
New York
$694K +$358K +1,530 +119%
Schroder Investment Management Group
215
Schroder Investment Management Group
United Kingdom
$673K -$1.12M -4,775 -64%
SOADOR
216
State of Alaska Department of Revenue
Alaska
$650K -$8.19K -35 -1%
IAA
217
Independent Advisor Alliance
North Carolina
$643K +$12.4K +53 +2%
AssetMark Inc
218
AssetMark Inc
California
$634K +$41.9K +179 +7%
TC
219
TownSquare Capital
Utah
$632K -$27.4K -117 -4%
Truist Financial
220
Truist Financial
North Carolina
$617K -$9.13K -39 -2%
Aviva
221
Aviva
United Kingdom
$604K -$81K -346 -12%
TRCT
222
Tower Research Capital (TRC)
New York
$601K +$457K +1,952 +404%
BAM
223
Belpointe Asset Management
Nevada
$597K +$603K +2,574 New
FCA
224
Fortis Capital Advisors
Kansas
$597K +$603K +2,574 New
MAP
225
Moody Aldrich Partners
Massachusetts
$596K -$2.58K -11 -0.5%
7 8
9
10 11

APPF Hedge Fund Activity: Q4 2024 in Review

388 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q4 2024, worth a combined $4.7B — up 4.4% from $4.5B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new APPF positions and 54 closed out — a net gain of 12 holders — while 135 added to existing stakes and 135 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $126M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $108M sold.

  • 388 institutional investors held AppFolio (APPF) as of Q4 2024, up from 384 in Q3 2024.
  • Funds reported $4.7B of AppFolio stock for Q4 2024, up 4.4% quarter-over-quarter.
  • 66 funds opened new AppFolio positions in Q4 2024 and 54 closed out, a net change of +12 holders.
  • The largest AppFolio buyer in Q4 2024 was Fidelity Investments, an estimated $126M added.
  • The largest AppFolio seller in Q4 2024 was Lord, Abbett & Co, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2024.