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AppFolio

163 hedge funds and large institutions have $1.7B invested in AppFolio in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

16% more capital invested

Capital invested by funds: $1.46B → $1.7B (+$239M)

5% more funds holding

Funds holding: 155163 (+8)

0.18% less ownership

Funds ownership: 80.15%79.97% (-0.18%)

20% less call options, than puts

Call options by funds: $2.96M | Put options by funds: $3.69M

23% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 61

Holders
163
Holders Change
+8
Holders Change %
+5.16%
% of All Funds
2.81%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
23
Increased
47
Reduced
61
Closed
15
Calls
$2.96M
Puts
$3.69M
Net Calls
-$723K
Net Calls Change
-$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brown Capital Management
Maryland
$330M -$1.48M -14,505 -0.5%
ACM
2
Ashe Capital Management
New Jersey
$207M
Vanguard Group
3
Vanguard Group
Pennsylvania
$187M +$1.72M +16,886 +1%
ESCM
4
Echo Street Capital Management
New York
$138M +$22.6M +222,013 +20%
BlackRock
5
BlackRock
New York
$131M -$2.02M -19,812 -2%
DIGDR
6
Dynamo Internacional Gestao de Recursos
Brazil
$85.7M -$10M -98,107 -12%
New York State Common Retirement Fund
7
New York State Common Retirement Fund
New York
$46.3M +$4.18K +41 +0%
State Street
8
State Street
Massachusetts
$43.2M +$423K +4,145 +1%
GGHC
9
Gilder Gagnon Howe & Co
New York
$41.6M -$98.1K -962 -0.2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$35.7M -$282K -2,770 -0.8%
1WCM
11
12 West Capital Management
New York
$32.4M +$22.3M +219,000 +243%
OCBV
12
Ownership Capital B.V.
Netherlands
$28.3M -$2.04M -19,982 -7%
LWM
13
Long Walk Management
Connecticut
$26.8M -$11.4M -111,576 -30%
First Trust Advisors
14
First Trust Advisors
Illinois
$22.8M -$636K -6,237 -3%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$20.9M -$896K -8,788 -4%
Northern Trust
16
Northern Trust
Illinois
$19.1M -$551K -5,404 -3%
NCM
17
Nellore Capital Management
California
$18.4M
LPP
18
Long Path Partners
Connecticut
$18.2M +$17.7M +173,558 New
IHG
19
Insight Holdings Group
New York
$18M
Bank of New York Mellon
20
Bank of New York Mellon
New York
$18M -$1.02M -9,996 -6%
Norges Bank
21
Norges Bank
Norway
$16.7M -$2.48M -24,359 -13%
Charles Schwab
22
Charles Schwab
California
$14.3M -$369K -3,620 -3%
RIM
23
Ranger Investment Management
Texas
$13.9M +$552K +5,416 +4%
Morgan Stanley
24
Morgan Stanley
New York
$13.3M +$126K +1,237 +1%
Capital Research Global Investors
25
Capital Research Global Investors
California
$12.8M -$14.9M -145,683 -54%

APPF Hedge Fund Activity: Q3 2022 in Review

163 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q3 2022, worth a combined $1.7B — up 16% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new APPF positions and 15 closed out — a net gain of 8 holders — while 47 added to existing stakes and 61 trimmed.

The largest buyer was Echo Street Capital Management, adding an estimated $22.6M. The largest seller was Capital Research Global Investors, cutting an estimated $14.9M.

  • 163 institutional investors held AppFolio (APPF) as of Q3 2022, up from 155 in Q2 2022.
  • Funds reported $1.7B of AppFolio stock for Q3 2022, up 16% quarter-over-quarter.
  • 23 funds opened new AppFolio positions in Q3 2022 and 15 closed out, a net change of +8 holders.
  • The largest AppFolio buyer in Q3 2022 was Echo Street Capital Management, an estimated $22.6M added.
  • The largest AppFolio seller in Q3 2022 was Capital Research Global Investors, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2022.