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AppFolio
APPF

Overview Fund Activity

214 hedge funds and large institutions have $2.78B invested in AppFolio in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 72 increasing their positions, 65 reducing their positions, and 20 closing their positions.

Holders
214
Holders Change
+22
Holders Change %
+11.46%
% of All Funds
3.38%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
43
Increased
72
Reduced
65
Closed
20
Calls
$17.2M
Puts
$1.05M
Net Calls
+$16.1M
Net Calls Change
+$7.51M

Top Buyers

1
NCM
1
Nellore Capital Management
California
$53.6M
2
DCM
2
Driehaus Capital Management
Illinois
$23M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$337M
4
ACM
4
Atika Capital Management
New York
$10.9M
5
Prudential Financial
5
Prudential Financial
New Jersey
$12.4M

Top Sellers

1
BCM
1
Brown Capital Management
Maryland
$343M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$57.8M
3
DIGDR
3
Dynamo Internacional Gestao de Recursos
Brazil
$42.8M
4
ESCM
4
Echo Street Capital Management
New York
$278M
5
LWM
5
Long Walk Management
Connecticut
$18.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brown Capital Management
Maryland
$343M 1,993,975 -714,582 -26%
Vanguard Group
2
Vanguard Group
Pennsylvania
$337M 1,954,900 +87,949 +5%
ACM
3
Ashe Capital Management
New Jersey
$282M 1,639,403 – –
ESCM
4
Echo Street Capital Management
New York
$278M 1,617,413 -49,664 -3%
BlackRock
5
BlackRock
New York
$262M 1,524,173 +42,573 +3%
FAM
6
Fred Alger Management
New York
$87.7M 509,660 +21,132 +4%
State Street
7
State Street
Massachusetts
$71.6M 415,745 +3,010 +0.7%
GGHC
8
Gilder Gagnon Howe & Co
New York
$66.5M 386,531 -4,421 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$66.3M 385,430 +10,569 +3%
DDC
10
DF Dent & Co
Maryland
$63.5M 368,619 -11,187 -3%
GKIM
11
GW&K Investment Management
Massachusetts
$58.9M 342,056 +16,231 +5%
New York State Common Retirement Fund
12
New York State Common Retirement Fund
New York
$57.8M 335,619 -102,911 -23%
NCM
13
Nellore Capital Management
California
$53.6M 311,426 +134,089 +76%
1WCM
14
12 West Capital Management
New York
$51.6M 300,000 – –
DIGDR
15
Dynamo Internacional Gestao de Recursos
Brazil
$42.8M 248,667 -79,073 -24%
Northern Trust
16
Northern Trust
Illinois
$34.4M 200,124 +8,431 +4%
IHG
17
Insight Holdings Group
New York
$32.6M 189,611 +6,700 +4%
First Trust Advisors
18
First Trust Advisors
Illinois
$26.9M 156,538 +1,073 +0.7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$26.5M 154,188 +2,421 +2%
Norges Bank
20
Norges Bank
Norway
$26.2M 152,229 -17,096 -10%
RIM
21
Ranger Investment Management
Texas
$25.8M 150,063 +4,560 +3%
Charles Schwab
22
Charles Schwab
California
$24.6M 143,019 +697 +0.5%
DCM
23
Driehaus Capital Management
Illinois
$23M 133,855 +133,855 New
EAM
24
Eagle Asset Management
Florida
$22.3M 129,796 +1,008 +0.8%
Renaissance Technologies
25
Renaissance Technologies
New York
$20.2M 117,200 -29,800 -20%
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