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AppFolio
APPF

Overview Fund Activity

295 hedge funds and large institutions have $3.08B invested in AppFolio in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 110 increasing their positions, 83 reducing their positions, and 19 closing their positions.

Holders
295
Holders Change
+50
Holders Change %
+20.41%
% of All Funds
4.33%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
72
Increased
110
Reduced
83
Closed
19
Calls
$18.9M
Puts
$22.2M
Net Calls
-$3.24M
Net Calls Change
-$17.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
ZEP
2
Zeno Equity Partners
United Kingdom
$33.4M
3
Millennium Management
3
Millennium Management
New York
$33.6M
4
BlackRock
4
BlackRock
New York
$290M
5
DCM
5
Driehaus Capital Management
Illinois
$48.3M

Top Sellers

1
ESCM
1
Echo Street Capital Management
New York
$0
2
BCM
2
Brown Capital Management
Maryland
$275M
3
ACM
3
Ashe Capital Management
New Jersey
$251M
4
1WCM
4
12 West Capital Management
New York
$21.7M
5
DIGDR
5
Dynamo Internacional Gestao de Recursos
Brazil
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$360M 2,078,661 +76,934 +4%
BlackRock
2
BlackRock
New York
$290M 1,672,258 +122,055 +8%
BCM
3
Brown Capital Management
Maryland
$275M 1,585,560 -225,038 -12%
ACM
4
Ashe Capital Management
New Jersey
$251M 1,448,033 -191,370 -12%
Morgan Stanley
5
Morgan Stanley
New York
$120M 692,258 +485,455 +235%
FAM
6
Fred Alger Management
New York
$91.5M 528,389 -43,618 -8%
State Street
7
State Street
Massachusetts
$76.4M 441,115 +21,497 +5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$75M 432,617 +27,063 +7%
GGHC
9
Gilder Gagnon Howe & Co
New York
$73M 421,309 +15,283 +4%
DDC
10
DF Dent & Co
Maryland
$61.3M 354,057 -9,842 -3%
GKIM
11
GW&K Investment Management
Massachusetts
$49.9M 288,231 -55,921 -16%
DCM
12
Driehaus Capital Management
Illinois
$48.3M 279,091 +110,008 +65%
NCM
13
Nellore Capital Management
California
$48.3M 278,627 -32,799 -11%
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$47.7M 275,494 -39,535 -13%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$45M 259,983 +78,951 +44%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$45M 259,947 +86,319 +50%
Renaissance Technologies
17
Renaissance Technologies
New York
$39M 225,200 +89,700 +66%
Norges Bank
18
Norges Bank
Norway
$38.5M 221,992 +58,587 +36%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$37.8M 218,113 +79,905 +58%
Northern Trust
20
Northern Trust
Illinois
$35M 202,135 -213 -0.1%
Millennium Management
21
Millennium Management
New York
$33.6M 194,198 +160,957 +484%
ZEP
22
Zeno Equity Partners
United Kingdom
$33.4M 192,995 +192,995 New
Charles Schwab
23
Charles Schwab
California
$29.5M 170,239 +20,166 +13%
IHG
24
Insight Holdings Group
New York
$26.5M 152,861 -40,450 -21%
RIM
25
Ranger Investment Management
Texas
$25.2M 145,524 +697 +0.5%
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