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AppFolio

188 hedge funds and large institutions have $1.66B invested in AppFolio in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more call options, than puts

Call options by funds: $5.67M | Put options by funds: $896K

135% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 20

21% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 53

15% more funds holding

Funds holding: 163188 (+25)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2% less capital invested

Capital invested by funds: $1.7B → $1.66B (-$42.2M)

2.28% less ownership

Funds ownership: 79.97%77.69% (-2.3%)

Holders
188
Holders Change
+25
Holders Change %
+15.34%
% of All Funds
3.02%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
47
Increased
64
Reduced
53
Closed
20
Calls
$5.67M
Puts
$896K
Net Calls
+$4.77M
Net Calls Change
+$5.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brown Capital Management
Maryland
$295M -$39.5M -354,841 -11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$193M +$5.23M +47,026 +3%
ACM
3
Ashe Capital Management
New Jersey
$173M -$37.4M -336,174 -17%
ESCM
4
Echo Street Capital Management
New York
$156M +$17.9M +161,249 +12%
BlackRock
5
BlackRock
New York
$154M +$23.7M +212,795 +17%
FAM
6
Fred Alger Management
New York
$52.4M +$47.7M +428,479 +624%
New York State Common Retirement Fund
7
New York State Common Retirement Fund
New York
$46.6M +$14.6K +131 +0%
DIGDR
8
Dynamo Internacional Gestao de Recursos
Brazil
$45.6M -$35.2M -315,991 -42%
GGHC
9
Gilder Gagnon Howe & Co
New York
$41.9M +$13K +117 +0%
State Street
10
State Street
Massachusetts
$41.5M -$2.08M -18,697 -5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$37.5M +$1.62M +14,598 +4%
1WCM
12
12 West Capital Management
New York
$31.6M -$1M -9,000 -3%
LWM
13
Long Walk Management
Connecticut
$20.2M -$7.12M -64,000 -25%
Northern Trust
14
Northern Trust
Illinois
$19.7M +$427K +3,836 +2%
First Trust Advisors
15
First Trust Advisors
Illinois
$19.5M -$3.53M -31,706 -15%
NCM
16
Nellore Capital Management
California
$18.5M
IHG
17
Insight Holdings Group
New York
$18.1M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$18M -$89.9K -808 -0.5%
Norges Bank
19
Norges Bank
Norway
$17.3M +$478K +4,300 +3%
DDC
20
DF Dent & Co
Maryland
$16.8M +$17.7M +159,126 New
Charles Schwab
21
Charles Schwab
California
$14.8M +$428K +3,850 +3%
RIM
22
Ranger Investment Management
Texas
$14.5M +$438K +3,939 +3%
Morgan Stanley
23
Morgan Stanley
New York
$12.8M -$581K -5,219 -4%
SRFM
24
Shannon River Fund Management
New York
$12.7M +$13.4M +120,437 New
Renaissance Technologies
25
Renaissance Technologies
New York
$12.3M +$2.28M +20,500 +21%