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AppFolio

94 hedge funds and large institutions have $404M invested in AppFolio in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 6

131% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 16

75% more capital invested

Capital invested by funds: $231M → $404M (+$173M)

36% more funds holding

Funds holding: 6994 (+25)

5.27% more ownership

Funds ownership: 57.62%62.89% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
94
Holders Change
+25
Holders Change %
+36.23%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
31
Increased
37
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Ashe Capital Management
New Jersey
$57M
DIG
2
Dragoneer Investment Group
California
$52.8M -$31.1M -792,329 -42%
WEO
3
William E. Oberndorf
$40.1M
Vanguard Group
4
Vanguard Group
Pennsylvania
$30.9M +$7.41M +188,524 +41%
BlackRock
5
BlackRock
New York
$25.5M +$4.19M +106,463 +25%
Renaissance Technologies
6
Renaissance Technologies
New York
$17M +$6.78M +172,500 +94%
GCM
7
Glynn Capital Management
California
$16.7M +$3.88M +98,804 +40%
HRCM
8
Hood River Capital Management
Florida
$11.5M +$9.42M +239,718 New
Two Sigma Advisers
9
Two Sigma Advisers
New York
$9M +$5.41M +137,700 +275%
Wells Fargo
10
Wells Fargo
California
$8.2M +$5.99M +152,345 +814%
Invesco
11
Invesco
Georgia
$6.2M -$620K -15,762 -11%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$6.08M +$1.83M +46,575 +58%
State Street
13
State Street
Massachusetts
$6M -$19.9K -507 -0.4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$5.62M +$894K +22,741 +24%
William Blair & Company
15
William Blair & Company
Illinois
$5.48M -$41.1K -1,045 -0.9%
Northern Trust
16
Northern Trust
Illinois
$5.38M -$356K -9,063 -7%
SIM
17
Spark Investment Management
New York
$5.31M +$2.9M +73,700 +199%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$4.86M +$3.99M +101,405 New
Goldman Sachs
19
Goldman Sachs
New York
$4.77M +$2.73M +69,390 +231%
Deutsche Bank
20
Deutsche Bank
Germany
$4.7M +$153K +3,904 +4%
OAM
21
Oxford Asset Management
United Kingdom
$4.63M +$798K +20,288 +26%
LCM
22
Laurion Capital Management
New York
$4.25M -$5.05M -128,425 -59%
Two Sigma Investments
23
Two Sigma Investments
New York
$3.89M +$1.05M +26,679 +49%
Prudential Financial
24
Prudential Financial
New Jersey
$3.88M +$3.18M +80,960 New
TCIM
25
TIAA CREF Investment Management
New York
$3.24M +$1.33M +33,875 +101%

APPF Hedge Fund Activity: Q3 2017 in Review

94 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q3 2017, worth a combined $404M — up 75% from $231M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new APPF positions and 6 closed out — a net gain of 25 holders — while 37 added to existing stakes and 16 trimmed.

The largest buyer was Hood River Capital Management, opening a new position worth an estimated $9.42M. The largest seller was Dragoneer Investment Group, cutting an estimated $31.1M.

  • 94 institutional investors held AppFolio (APPF) as of Q3 2017, up from 69 in Q2 2017.
  • Funds reported $404M of AppFolio stock for Q3 2017, up 75% quarter-over-quarter.
  • 31 funds opened new AppFolio positions in Q3 2017 and 6 closed out, a net change of +25 holders.
  • The largest AppFolio buyer in Q3 2017 was Hood River Capital Management, an estimated $9.42M added.
  • The largest AppFolio seller in Q3 2017 was Dragoneer Investment Group, an estimated $31.1M sold.

Based on aggregated 13F filings for Q3 2017.