AppFolio
APPF
33 hedge funds and large institutions have $94.3M invested in AppFolio in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 4 closing their positions.
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
46% more capital invested
Capital invested by funds: $64.7M → $94.3M (+$29.5M)
6% more funds holding
Funds holding: 31 → 33 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Ashe Capital Management
Englewood Cliffs,
New Jersey
|
+$2.72M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
+$1.81M |
| 3 |
LCM
Laurion Capital Management
New York
|
+$675K |
| 4 |
SIM
Spark Investment Management
New York
|
+$452K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$433K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$185K |
| 2 |
SSG
Summit Securities Group
New York
|
-$155K |
| 3 |
D.E. Shaw & Co
New York
|
-$141K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$43.1K |
| 5 |
Morgan Stanley
New York
|
-$40.2K |
APPF Hedge Fund Activity: Q3 2016 in Review
33 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q3 2016, worth a combined $94.3M — up 46% from $64.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new APPF positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 6 trimmed.
The largest buyer was Ashe Capital Management, opening a new position worth an estimated $2.72M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $185K sold.
- 33 institutional investors held AppFolio (APPF) as of Q3 2016, up from 31 in Q2 2016.
- Funds reported $94.3M of AppFolio stock for Q3 2016, up 46% quarter-over-quarter.
- 6 funds opened new AppFolio positions in Q3 2016 and 4 closed out, a net change of +2 holders.
- The largest AppFolio buyer in Q3 2016 was Ashe Capital Management, an estimated $2.72M added.
- The largest AppFolio seller in Q3 2016 was Two Sigma Investments, an estimated $185K sold.
Based on aggregated 13F filings for Q3 2016.