We are live on ! Find out more
APPF icon

AppFolio
APPF

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: 121 → 136 (+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: 4 → 2 (-2)

Holders
136
Holders Change
+15
Holders Change %
+12.4%
% of All Funds
3.1%
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
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$32.1M
2
Millennium Management
Millennium Management
New York
+$4.94M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.94M
4
Invesco
Invesco
Georgia
+$4.24M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.97M

Top Sellers

Rank Fund Capital Flow
1
DIG
Dragoneer Investment Group
California
-$21.9M
2
WEO
William E. Oberndorf
-$8.67M
3
KC
Keenan Capital
California
-$7.7M
4
MWNA
Marshall Wace North America
New York
-$7.24M
5
Two Sigma Investments
Two Sigma Investments
New York
-$4.85M

APPF Hedge Fund Activity: Q3 2018 in Review

136 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q3 2018, worth a combined $827M — up 32% from $628M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new APPF positions and 13 closed out — a net gain of 15 holders — while 51 added to existing stakes and 34 trimmed.

The largest buyer was Vanguard Group, adding an estimated $32.1M. The largest seller was Dragoneer Investment Group, cutting an estimated $21.9M.

  • 136 institutional investors held AppFolio (APPF) as of Q3 2018, up from 121 in Q2 2018.
  • Funds reported $827M of AppFolio stock for Q3 2018, up 32% quarter-over-quarter.
  • 28 funds opened new AppFolio positions in Q3 2018 and 13 closed out, a net change of +15 holders.
  • The largest AppFolio buyer in Q3 2018 was Vanguard Group, an estimated $32.1M added.
  • The largest AppFolio seller in Q3 2018 was Dragoneer Investment Group, an estimated $21.9M sold.

Based on aggregated 13F filings for Q3 2018.