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AppFolio

136 hedge funds and large institutions have $827M invested in AppFolio in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

50% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 34

32% more capital invested

Capital invested by funds: $628M → $827M (+$199M)

12% more funds holding

Funds holding: 121136 (+15)

0.05% less ownership

Funds ownership: 67.41%67.37% (-0.05%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
136
Holders Change
+15
Holders Change %
+12.4%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
28
Increased
51
Reduced
34
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$131M +$32.1M +424,004 +34%
ACM
2
Ashe Capital Management
New Jersey
$107M
BlackRock
3
BlackRock
New York
$73.1M +$2.81M +37,125 +4%
WEO
4
William E. Oberndorf
$56.4M -$8.67M -114,653 -14%
Renaissance Technologies
5
Renaissance Technologies
New York
$42.6M +$3.3M +43,600 +9%
Morgan Stanley
6
Morgan Stanley
New York
$24.4M -$2.87M -37,906 -11%
GIP
7
Granite Investment Partners
California
$21.5M +$850K +11,238 +4%
State Street
8
State Street
Massachusetts
$21.2M +$2.47M +32,680 +14%
GCM
9
Glynn Capital Management
California
$21M -$4.51M -59,624 -18%
Northern Trust
10
Northern Trust
Illinois
$18.1M +$1.12M +14,855 +7%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$16.9M +$3.97M +52,532 +32%
Invesco
12
Invesco
Georgia
$14.4M +$4.24M +56,084 +44%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$12.8M -$1.52M -20,100 -11%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$12.5M -$38.6K -510 -0.3%
Goldman Sachs
15
Goldman Sachs
New York
$12M -$242K -3,194 -2%
Wells Fargo
16
Wells Fargo
California
$11.2M -$839K -11,092 -7%
DIG
17
Dragoneer Investment Group
California
$10.5M -$21.9M -289,730 -68%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$9.07M -$163K -2,158 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$8.93M +$2.75M +36,381 +47%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$8.83M +$1.33M +17,618 +19%
AQR Capital Management
21
AQR Capital Management
Connecticut
$8.27M -$444K -5,877 -5%
William Blair & Company
22
William Blair & Company
Illinois
$7.96M -$587K -7,766 -7%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$7.52M +$4.94M +65,305 +213%
Prudential Financial
24
Prudential Financial
New Jersey
$7.27M -$969K -12,819 -12%
OCM
25
Osterweis Capital Management
California
$6.98M +$525K +6,945 +8%