AppFolio
APPF
174 hedge funds and large institutions have $6.67B invested in AppFolio in 2022 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 53 increasing their positions, 56 reducing their positions, and 17 closing their positions.
243% more capital invested
Capital invested by funds: $1.95B → $6.67B (+$4.72B)
178% more call options, than puts
Call options by funds: $6.77M | Put options by funds: $2.43M
153% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 17
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
16% more funds holding
Funds holding: 150 → 174 (+24)
5% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 56
4.86% less ownership
Funds ownership: 83.65% → 78.79% (-4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Nellore Capital Management
Redwood City,
California
|
+$16.3M |
| 2 |
IHG
Insight Holdings Group
New York
|
+$14.1M |
| 3 |
1WCM
12 West Capital Management
New York
|
+$9.79M |
| 4 |
SGM
Skye Global Management
West Palm Beach,
Florida
|
+$6.57M |
| 5 |
Morgan Stanley
New York
|
+$3.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$52.8M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$31.8M |
| 3 |
Bank of New York Mellon
New York
|
-$9.13M |
| 4 |
LPPF
Long Path Partners Fund
Stamford,
Connecticut
|
-$6.34M |
| 5 |
JP Morgan Chase
New York
|
-$5.87M |
APPF Hedge Fund Activity: Q1 2022 in Review
174 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q1 2022, worth a combined $6.67B — up 243% from $1.95B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new APPF positions and 17 closed out — a net gain of 26 holders — while 53 added to existing stakes and 56 trimmed.
The largest buyer was Nellore Capital Management, opening a new position worth an estimated $16.3M. The largest seller was Capital Research Global Investors, cutting an estimated $52.8M.
- 174 institutional investors held AppFolio (APPF) as of Q1 2022, up from 150 in Q4 2021.
- Funds reported $6.67B of AppFolio stock for Q1 2022, up 243% quarter-over-quarter.
- 43 funds opened new AppFolio positions in Q1 2022 and 17 closed out, a net change of +26 holders.
- The largest AppFolio buyer in Q1 2022 was Nellore Capital Management, an estimated $16.3M added.
- The largest AppFolio seller in Q1 2022 was Capital Research Global Investors, an estimated $52.8M sold.
Based on aggregated 13F filings for Q1 2022.