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AppFolio

160 hedge funds and large institutions have $2.29B invested in AppFolio in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $9.53M | Put options by funds: $3.67M

13% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 52

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

1% more funds holding

Funds holding: 158160 (+2)

0% more capital invested

Capital invested by funds: $2.29B → $2.29B (+$5.7M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.56% less ownership

Funds ownership: 86.24%85.68% (-0.56%)

Holders
160
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
59
Reduced
52
Closed
20
Calls
$9.53M
Puts
$3.67M
Net Calls
+$5.86M
Net Calls Change
+$5.35M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brown Capital Management
Maryland
$479M +$74.4M +535,970 +19%
ACM
2
Ashe Capital Management
New Jersey
$279M +$50.3K +362 +0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$220M +$1.21M +8,721 +0.6%
BlackRock
4
BlackRock
New York
$172M +$2.52M +18,178 +2%
Capital Research Global Investors
5
Capital Research Global Investors
California
$144M -$648K -4,664 -0.5%
Morgan Stanley
6
Morgan Stanley
New York
$107M -$66.2M -477,041 -39%
DIGDR
7
Dynamo Internacional Gestao de Recursos
Brazil
$80.5M +$13.9M +99,838 +21%
New York State Common Retirement Fund
8
New York State Common Retirement Fund
New York
$75M +$16.7M +120,203 +29%
GGHC
9
Gilder Gagnon Howe & Co
New York
$56.9M -$451K -3,251 -0.8%
State Street
10
State Street
Massachusetts
$55M +$5.17M +37,201 +11%
ESCM
11
Echo Street Capital Management
New York
$48.8M -$2.3M -16,581 -5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$44M +$4.22M +30,415 +11%
First Trust Advisors
13
First Trust Advisors
Illinois
$41.2M +$3.34M +24,048 +9%
OCBV
14
Ownership Capital B.V.
Netherlands
$40M +$958K +6,897 +2%
Capital World Investors
15
Capital World Investors
California
$37.1M
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$31.4M -$1.26M -9,110 -4%
SCM
17
Steadfast Capital Management
New York
$29.5M -$14.4K -104 -0%
Northern Trust
18
Northern Trust
Illinois
$29.1M +$1.33M +9,558 +5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$28.6M +$199K +1,432 +0.7%
GC
20
Gobi Capital
California
$20.9M
Norges Bank
21
Norges Bank
Norway
$19.7M +$657K +4,730 +4%
RIM
22
Ranger Investment Management
Texas
$19.7M -$456K -3,286 -2%
LWM
23
Long Walk Management
Connecticut
$18.7M +$18.4M +132,540 New
Charles Schwab
24
Charles Schwab
California
$17.5M +$1.08M +7,766 +7%
Polen Capital Management
25
Polen Capital Management
Florida
$13.1M +$2.19M +15,797 +21%

APPF Hedge Fund Activity: Q2 2021 in Review

160 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q2 2021, worth a combined $2.29B — up 0.25% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new APPF positions and 20 closed out — a net gain of 2 holders — while 59 added to existing stakes and 52 trimmed.

The largest buyer was Brown Capital Management, adding an estimated $74.4M. The largest seller was Morgan Stanley, cutting an estimated $66.2M.

  • 160 institutional investors held AppFolio (APPF) as of Q2 2021, up from 158 in Q1 2021.
  • Funds reported $2.29B of AppFolio stock for Q2 2021, up 0.25% quarter-over-quarter.
  • 22 funds opened new AppFolio positions in Q2 2021 and 20 closed out, a net change of +2 holders.
  • The largest AppFolio buyer in Q2 2021 was Brown Capital Management, an estimated $74.4M added.
  • The largest AppFolio seller in Q2 2021 was Morgan Stanley, an estimated $66.2M sold.

Based on aggregated 13F filings for Q2 2021.