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AppFolio

110 hedge funds and large institutions have $377M invested in AppFolio in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 30 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2% less capital invested

Capital invested by funds: $386M → $377M (-$9.37M)

2% less funds holding

Funds holding: 112110 (-2)

2.51% less ownership

Funds ownership: 64.18%61.67% (-2.5%)

29% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 42

Holders
110
Holders Change
-2
Holders Change %
-1.79%
% of All Funds
2.52%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
22
Increased
30
Reduced
42
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Ashe Capital Management
New Jersey
$53.5M +$5.05M +121,451 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$37.2M +$4.68M +112,487 +14%
WEO
3
William E. Oberndorf
$34.2M
BlackRock
4
BlackRock
New York
$26.6M -$157K -3,780 -0.6%
DIG
5
Dragoneer Investment Group
California
$23.1M
Renaissance Technologies
6
Renaissance Technologies
New York
$19.7M +$466K +11,200 +2%
GCM
7
Glynn Capital Management
California
$16.1M +$3.27M +78,574 +25%
KC
8
Keenan Capital
California
$10.2M
Two Sigma Advisers
9
Two Sigma Advisers
New York
$7.31M -$491K -11,800 -6%
ESCM
10
Echo Street Capital Management
New York
$7.07M +$7.2M +172,960 New
Ameriprise
11
Ameriprise
Minnesota
$6.89M +$7.02M +168,760 New
Wells Fargo
12
Wells Fargo
California
$6.67M -$192K -4,611 -3%
State Street
13
State Street
Massachusetts
$6.34M +$532K +12,795 +9%
Millennium Management
14
Millennium Management
New York
$5.46M -$10.2M -245,326 -65%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$5.34M +$11.8K +283 +0.2%
Northern Trust
16
Northern Trust
Illinois
$5.19M +$92.4K +2,220 +2%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$4.99M +$4.08M +98,076 +406%
Goldman Sachs
18
Goldman Sachs
New York
$4.98M -$156K -3,748 -3%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$4.91M -$11.7K -280 -0.2%
AQR Capital Management
20
AQR Capital Management
Connecticut
$4.66M +$473K +11,372 +11%
William Blair & Company
21
William Blair & Company
Illinois
$4.49M +$48.9K +1,175 +1%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$4.46M -$1.38M -33,045 -23%
Invesco
23
Invesco
Georgia
$4.25M -$3.36M -80,767 -44%
SIM
24
Spark Investment Management
New York
$4.21M -$1.28M -30,800 -23%
OAM
25
Oxford Asset Management
United Kingdom
$4.06M -$274K -6,576 -6%

APPF Hedge Fund Activity: Q1 2018 in Review

110 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q1 2018, worth a combined $377M — down 2.4% from $386M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new APPF positions and 21 closed out — a net gain of 1 holder — while 30 added to existing stakes and 42 trimmed.

The largest buyer was Echo Street Capital Management, opening a new position worth an estimated $7.2M. The largest seller was Millennium Management, cutting an estimated $10.2M.

  • 110 institutional investors held AppFolio (APPF) as of Q1 2018, down from 112 in Q4 2017.
  • Funds reported $377M of AppFolio stock for Q1 2018, down 2.4% quarter-over-quarter.
  • 22 funds opened new AppFolio positions in Q1 2018 and 21 closed out, a net change of +1 holder.
  • The largest AppFolio buyer in Q1 2018 was Echo Street Capital Management, an estimated $7.2M added.
  • The largest AppFolio seller in Q1 2018 was Millennium Management, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2018.