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AppFolio

366 hedge funds and large institutions have $4.86B invested in AppFolio in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 42

58% more capital invested

Capital invested by funds: $3.08B → $4.86B (+$1.77B)

25% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 95

24% more funds holding

Funds holding: 295366 (+71)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

8.34% more ownership

Funds ownership: 82.16%90.5% (+8.3%)

7% more call options, than puts

Call options by funds: $37M | Put options by funds: $34.4M

Holders
366
Holders Change
+71
Holders Change %
+24.07%
% of All Funds
5.27%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
116
Increased
119
Reduced
95
Closed
42
Calls
$37M
Puts
$34.4M
Net Calls
+$2.54M
Net Calls Change
+$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$638M +$197M +912,530 +55%
Vanguard Group
2
Vanguard Group
Pennsylvania
$531M +$16M +73,965 +4%
ACM
3
Ashe Capital Management
New Jersey
$357M
BCM
4
Brown Capital Management
Maryland
$280M -$97M -449,628 -28%
State Street
5
State Street
Massachusetts
$173M +$55.8M +258,955 +59%
GGHC
6
Gilder Gagnon Howe & Co
New York
$141M +$31.9M +148,123 +35%
FAM
7
Fred Alger Management
New York
$114M -$14.7M -68,249 -13%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$113M +$5.89M +27,306 +6%
Morgan Stanley
9
Morgan Stanley
New York
$107M -$55.5M -257,389 -37%
DDC
10
DF Dent & Co
Maryland
$95.2M +$6.87M +31,855 +9%
New York State Common Retirement Fund
11
New York State Common Retirement Fund
New York
$71.2M +$2.84M +13,165 +5%
GKIM
12
GW&K Investment Management
Massachusetts
$69.8M -$1.17M -5,426 -2%
NCM
13
Nellore Capital Management
California
$68.7M
Renaissance Technologies
14
Renaissance Technologies
New York
$63.5M +$6.97M +32,300 +14%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$63.5M -$594K -2,753 -1%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$61.3M -$2.53M -11,714 -5%
Norges Bank
17
Norges Bank
Norway
$53.8M -$886K -4,108 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$52.6M +$16.9M +78,505 +58%
N
19
Nuveen
North Carolina
$51.3M -$2.23M -10,344 -5%
Northern Trust
20
Northern Trust
Illinois
$51.2M +$1.16M +5,357 +3%
ZEP
21
Zeno Equity Partners
United Kingdom
$50.8M +$2.76M +12,786 +7%
Invesco
22
Invesco
Georgia
$50.5M +$41.1M +190,720 +1,355%
DCM
23
Driehaus Capital Management
Illinois
$48.1M -$18.1M -84,092 -30%
T. Rowe Price Investment Management
24
T. Rowe Price Investment Management
Maryland
$46.2M +$40.4M +187,127 New
Charles Schwab
25
Charles Schwab
California
$45.1M +$2.67M +12,393 +7%