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AppFolio

160 hedge funds and large institutions have $2.26B invested in AppFolio in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

80% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $9.55M

55% more capital invested

Capital invested by funds: $1.46B → $2.26B (+$797M)

11% more funds holding

Funds holding: 144160 (+16)

3.7% more ownership

Funds ownership: 79.33%83.03% (+3.7%)

10% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 52

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
160
Holders Change
+16
Holders Change %
+11.11%
% of All Funds
3.28%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
36
Increased
57
Reduced
52
Closed
20
Calls
$17.2M
Puts
$9.55M
Net Calls
+$7.63M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brown Capital Management
Maryland
$429M +$107M +819,234 +45%
ACM
2
Ashe Capital Management
New Jersey
$292M +$249K +1,900 +0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$223M -$19.8M -150,893 -10%
BlackRock
4
BlackRock
New York
$190M +$9.2M +70,304 +6%
WEO
5
William E. Oberndorf
$152M -$1.57M -11,984 -1%
Capital Research Global Investors
6
Capital Research Global Investors
California
$138M -$13.6M -103,500 -11%
GGHC
7
Gilder Gagnon Howe & Co
New York
$74.6M -$2.63M -20,096 -4%
New York State Common Retirement Fund
8
New York State Common Retirement Fund
New York
$64.3M +$15.9M +121,288 +44%
State Street
9
State Street
Massachusetts
$57.1M +$1.75M +13,403 +4%
ESCM
10
Echo Street Capital Management
New York
$55.5M +$5.2M +39,683 +13%
Morgan Stanley
11
Morgan Stanley
New York
$55.2M +$20.4M +155,488 +85%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$44.3M -$2.01M -15,373 -5%
Northern Trust
13
Northern Trust
Illinois
$43.5M +$1.77M +13,481 +5%
First Trust Advisors
14
First Trust Advisors
Illinois
$39.8M +$3.9M +29,805 +14%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$39.1M +$1.17M +8,910 +4%
GIP
16
Granite Investment Partners
California
$34.8M -$303K -2,312 -1%
Jennison Associates
17
Jennison Associates
New York
$24.5M +$155K +1,183 +0.8%
GC
18
Gobi Capital
California
$23.3M +$7.04M +53,755 +60%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$19.1M +$5.23M +39,973 +52%
GCM
20
Glynn Capital Management
California
$18.2M -$8M -61,137 -35%
Charles Schwab
21
Charles Schwab
California
$16.3M +$949K +7,245 +8%
RIM
22
Ranger Investment Management
Texas
$12.8M -$4.84M -36,982 -32%
EAM
23
Eagle Asset Management
Florida
$11.5M -$3.66M -27,948 -28%
William Blair & Company
24
William Blair & Company
Illinois
$10.8M -$2.78M -21,247 -24%
N
25
Nuveen
North Carolina
$10.3M +$25.5K +195 +0.3%

APPF Hedge Fund Activity: Q2 2020 in Review

160 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q2 2020, worth a combined $2.26B — up 55% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new APPF positions and 20 closed out — a net gain of 16 holders — while 57 added to existing stakes and 52 trimmed.

The largest buyer was Brown Capital Management, adding an estimated $107M. The largest seller was Vanguard Group, cutting an estimated $19.8M.

  • 160 institutional investors held AppFolio (APPF) as of Q2 2020, up from 144 in Q1 2020.
  • Funds reported $2.26B of AppFolio stock for Q2 2020, up 55% quarter-over-quarter.
  • 36 funds opened new AppFolio positions in Q2 2020 and 20 closed out, a net change of +16 holders.
  • The largest AppFolio buyer in Q2 2020 was Brown Capital Management, an estimated $107M added.
  • The largest AppFolio seller in Q2 2020 was Vanguard Group, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2020.