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AppFolio

31 hedge funds and large institutions have $64.7M invested in AppFolio in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 3

14% more capital invested

Capital invested by funds: $56.6M → $64.7M (+$8.12M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 3331 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
21
Reduced
3
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DIG
1
Dragoneer Investment Group
California
$29.7M +$4.87M +364,919 +22%
WEO
2
William E. Oberndorf
$19.8M
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.53M +$1.3M +97,398 +66%
BFA
4
BlackRock Fund Advisors
California
$2.85M +$690K +51,631 +36%
Northern Trust
5
Northern Trust
Illinois
$1.43M +$579K +43,379 +79%
Wells Fargo
6
Wells Fargo
California
$1.37M +$44.8K +3,353 +4%
BIT
7
BlackRock Institutional Trust
California
$1.25M +$165K +12,349 +17%
State Street
8
State Street
Massachusetts
$1.07M +$44.7K +3,346 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$746K +$133K +9,994 +24%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$543K +$204K +15,260 +68%
BIM
11
BlackRock Investment Management
Delaware
$424K +$131K +9,793 +50%
TCIM
12
TIAA CREF Investment Management
New York
$394K +$109K +8,196 +43%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$361K +$62.3K +4,664 +23%
California State Teachers Retirement System (CalSTRS)
14
California State Teachers Retirement System (CalSTRS)
California
$230K +$52.3K +3,912 +33%
Two Sigma Investments
15
Two Sigma Investments
New York
$185K +$171K +12,765 New
TA
16
Teachers Advisors
New York
$175K +$82.7K +6,190 +105%
SSG
17
Summit Securities Group
New York
$155K +$143K +10,685 New
Morgan Stanley
18
Morgan Stanley
New York
$149K -$53.9K -4,034 -28%
NFA
19
Nationwide Fund Advisors
Ohio
$70K +$20.3K +1,520 +46%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$65K
AIG
21
American International Group
New York
$63.3K +$14.6K +1,090 +33%
UBS Group
22
UBS Group
Switzerland
$46K +$39.9K +2,986 +1,493%
BA
23
BlackRock Advisors
Delaware
$35K +$8.7K +651 +37%
Deutsche Bank
24
Deutsche Bank
Germany
$16K +$4.51K +338 +41%
TRCT
25
Tower Research Capital (TRC)
New York
$13K +$4.81K +360 +66%

APPF Hedge Fund Activity: Q2 2016 in Review

31 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q2 2016, worth a combined $64.7M — up 14% from $56.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of APPF and 5 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 21 added.

The largest buyer was Dragoneer Investment Group, adding an estimated $4.87M. The largest seller was SCGE Management, exiting entirely with an estimated $9.13M sold.

  • 31 institutional investors held AppFolio (APPF) as of Q2 2016, down from 33 in Q1 2016.
  • Funds reported $64.7M of AppFolio stock for Q2 2016, up 14% quarter-over-quarter.
  • 5 funds opened new AppFolio positions in Q2 2016 and 7 closed out, a net change of -2 holders.
  • The largest AppFolio buyer in Q2 2016 was Dragoneer Investment Group, an estimated $4.87M added.
  • The largest AppFolio seller in Q2 2016 was SCGE Management, an estimated $9.13M sold.

Based on aggregated 13F filings for Q2 2016.