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AppFolio

192 hedge funds and large institutions have $2.05B invested in AppFolio in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 51 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,501% more call options, than puts

Call options by funds: $9.17M | Put options by funds: $573K

47% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 51

24% more capital invested

Capital invested by funds: $1.66B → $2.05B (+$394M)

21% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 29

2.76% more ownership

Funds ownership: 76.91%79.67% (+2.8%)

3% more funds holding

Funds holding: 187192 (+5)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
192
Holders Change
+5
Holders Change %
+2.67%
% of All Funds
3.06%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
35
Increased
75
Reduced
51
Closed
29
Calls
$9.17M
Puts
$573K
Net Calls
+$8.6M
Net Calls Change
+$3.83M

APPF Hedge Fund Activity: Q1 2023 in Review

192 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q1 2023, worth a combined $2.05B — up 24% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new APPF positions and 29 closed out — a net gain of 6 holders — while 75 added to existing stakes and 51 trimmed.

The largest buyer was GW&K Investment Management, opening a new position worth an estimated $39.3M. The largest seller was Dynamo Internacional Gestao de Recursos, cutting an estimated $12.7M.

  • 192 institutional investors held AppFolio (APPF) as of Q1 2023, up from 187 in Q4 2022.
  • Funds reported $2.05B of AppFolio stock for Q1 2023, up 24% quarter-over-quarter.
  • 35 funds opened new AppFolio positions in Q1 2023 and 29 closed out, a net change of +6 holders.
  • The largest AppFolio buyer in Q1 2023 was GW&K Investment Management, an estimated $39.3M added.
  • The largest AppFolio seller in Q1 2023 was Dynamo Internacional Gestao de Recursos, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2023.