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AppFolio

155 hedge funds and large institutions have $1.93B invested in AppFolio in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $5.93M | Put options by funds: $2.46M

59% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 41

1.39% less ownership

Funds ownership: 85.68%84.29% (-1.4%)

3% less funds holding

Funds holding: 160155 (-5)

16% less capital invested

Capital invested by funds: $2.29B → $1.93B (-$363M)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
155
Holders Change
-5
Holders Change %
-3.13%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
65
Reduced
41
Closed
24
Calls
$5.93M
Puts
$2.46M
Net Calls
+$3.47M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brown Capital Management
Maryland
$398M -$11.5M -88,371 -3%
ACM
2
Ashe Capital Management
New Jersey
$238M
Vanguard Group
3
Vanguard Group
Pennsylvania
$200M +$12.7M +97,968 +6%
BlackRock
4
BlackRock
New York
$146M -$566K -4,355 -0.4%
Capital Research Global Investors
5
Capital Research Global Investors
California
$124M +$647K +4,981 +0.5%
DIGDR
6
Dynamo Internacional Gestao de Recursos
Brazil
$84.1M +$16.6M +127,679 +22%
ESCM
7
Echo Street Capital Management
New York
$60.4M +$20.3M +156,343 +45%
New York State Common Retirement Fund
8
New York State Common Retirement Fund
New York
$53.2M -$11.6M -89,480 -17%
GGHC
9
Gilder Gagnon Howe & Co
New York
$49M +$595K +4,582 +1%
State Street
10
State Street
Massachusetts
$48.6M +$1.78M +13,691 +4%
First Trust Advisors
11
First Trust Advisors
Illinois
$42M +$7.37M +56,711 +19%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$38M +$596K +4,588 +1%
OCBV
13
Ownership Capital B.V.
Netherlands
$35.2M +$1.2M +9,271 +3%
Capital World Investors
14
Capital World Investors
California
$31.6M
LWM
15
Long Walk Management
Connecticut
$31.5M +$16.8M +128,987 +97%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$29.6M +$5.65M +43,498 +21%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$26.4M -$416K -3,202 -1%
Northern Trust
18
Northern Trust
Illinois
$23.9M -$971K -7,477 -4%
SCM
19
Steadfast Capital Management
New York
$23.8M -$1.52M -11,677 -6%
Norges Bank
20
Norges Bank
Norway
$19.2M +$2.62M +20,200 +14%
GC
21
Gobi Capital
California
$17.8M
RIM
22
Ranger Investment Management
Texas
$16.4M -$459K -3,535 -3%
Charles Schwab
23
Charles Schwab
California
$15.8M +$932K +7,177 +6%
Polen Capital Management
24
Polen Capital Management
Florida
$12.1M +$1M +7,728 +8%
Morgan Stanley
25
Morgan Stanley
New York
$11.1M -$86.3M -663,959 -88%