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AppFolio

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.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 19

33% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 83

20% more funds holding

Funds holding: 245295 (+50)

3.51% more ownership

Funds ownership: 78.66%82.16% (+3.5%)

2% more capital invested

Capital invested by funds: $3.01B → $3.08B (+$73.3M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

15% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $22.2M

Holders
295
Holders Change
+50
Holders Change %
+20.41%
% of All Funds
4.3%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$360M +$14.4M +76,934 +4%
BlackRock
2
BlackRock
New York
$290M +$22.9M +122,055 +8%
BCM
3
Brown Capital Management
Maryland
$275M -$42.2M -225,038 -12%
ACM
4
Ashe Capital Management
New Jersey
$251M -$35.9M -191,370 -12%
Morgan Stanley
5
Morgan Stanley
New York
$120M +$90.9M +485,455 +235%
FAM
6
Fred Alger Management
New York
$91.5M -$8.17M -43,618 -8%
State Street
7
State Street
Massachusetts
$76.4M +$4.03M +21,497 +5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$75M +$5.07M +27,063 +7%
GGHC
9
Gilder Gagnon Howe & Co
New York
$73M +$2.86M +15,283 +4%
DDC
10
DF Dent & Co
Maryland
$61.3M -$1.84M -9,842 -3%
GKIM
11
GW&K Investment Management
Massachusetts
$49.9M -$10.5M -55,921 -16%
DCM
12
Driehaus Capital Management
Illinois
$48.3M +$20.6M +110,008 +65%
NCM
13
Nellore Capital Management
California
$48.3M -$6.14M -32,799 -11%
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$47.7M -$7.41M -39,535 -13%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$45M +$14.8M +78,951 +44%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$45M +$16.2M +86,319 +50%
Renaissance Technologies
17
Renaissance Technologies
New York
$39M +$16.8M +89,700 +66%
Norges Bank
18
Norges Bank
Norway
$38.5M +$11M +58,587 +36%
N
19
Nuveen
North Carolina
$37.8M +$15M +79,905 +58%
Northern Trust
20
Northern Trust
Illinois
$35M -$39.9K -213 -0.1%
Millennium Management
21
Millennium Management
New York
$33.6M +$30.2M +160,957 +484%
ZEP
22
Zeno Equity Partners
United Kingdom
$33.4M +$36.2M +192,995 New
Charles Schwab
23
Charles Schwab
California
$29.5M +$3.78M +20,166 +13%
IHG
24
Insight Holdings Group
New York
$26.5M -$7.58M -40,450 -21%
RIM
25
Ranger Investment Management
Texas
$25.2M +$131K +697 +0.5%