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AppFolio
APPF

Overview Fund Activity

245 hedge funds and large institutions have $3.01B invested in AppFolio in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 96 increasing their positions, 57 reducing their positions, and 24 closing their positions.

Holders
245
Holders Change
+31
Holders Change %
+14.49%
% of All Funds
3.91%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
56
Increased
96
Reduced
57
Closed
24
Calls
$19.9M
Puts
$5.53M
Net Calls
+$14.3M
Net Calls Change
-$1.78M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$33.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$31.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$37.8M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$13.7M
5
FAM
5
Fred Alger Management
New York
$104M

Top Sellers

1
ESCM
1
Echo Street Capital Management
New York
$158M
2
BCM
2
Brown Capital Management
Maryland
$331M
3
SRFM
3
Shannon River Fund Management
New York
$0
4
DIGDR
4
Dynamo Internacional Gestao de Recursos
Brazil
$38.7M
5
LWM
5
Long Walk Management
Connecticut
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$366M 2,001,727 +46,827 +2%
BCM
2
Brown Capital Management
Maryland
$331M 1,810,598 -183,377 -9%
ACM
3
Ashe Capital Management
New Jersey
$299M 1,639,403 – –
BlackRock
4
BlackRock
New York
$283M 1,550,203 +26,030 +2%
ESCM
5
Echo Street Capital Management
New York
$158M 862,697 -754,716 -47%
FAM
6
Fred Alger Management
New York
$104M 572,007 +62,347 +12%
State Street
7
State Street
Massachusetts
$76.6M 419,618 +3,873 +0.9%
GGHC
8
Gilder Gagnon Howe & Co
New York
$74.2M 406,026 +19,495 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$74.1M 405,554 +20,124 +5%
DDC
10
DF Dent & Co
Maryland
$66.5M 363,899 -4,720 -1%
GKIM
11
GW&K Investment Management
Massachusetts
$62.9M 344,152 +2,096 +0.6%
New York State Common Retirement Fund
12
New York State Common Retirement Fund
New York
$57.5M 315,029 -20,590 -6%
NCM
13
Nellore Capital Management
California
$56.9M 311,426 – –
1WCM
14
12 West Capital Management
New York
$54.8M 300,000 – –
DIGDR
15
Dynamo Internacional Gestao de Recursos
Brazil
$38.7M 211,948 -36,719 -15%
Morgan Stanley
16
Morgan Stanley
New York
$37.8M 206,803 +102,025 +97%
Northern Trust
17
Northern Trust
Illinois
$37M 202,348 +2,224 +1%
IHG
18
Insight Holdings Group
New York
$35.3M 193,311 +3,700 +2%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$33.1M 181,032 +181,032 New
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$31.7M 173,628 +167,700 +2,829%
DCM
21
Driehaus Capital Management
Illinois
$30.9M 169,083 +35,228 +26%
Norges Bank
22
Norges Bank
Norway
$29.8M 163,405 +11,176 +7%
Charles Schwab
23
Charles Schwab
California
$27.4M 150,073 +7,054 +5%
RIM
24
Ranger Investment Management
Texas
$26.4M 144,827 -5,236 -3%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$25.2M 138,208 +53,680 +64%
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