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AppFolio

384 hedge funds and large institutions have $4.5B invested in AppFolio in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 153 increasing their positions, 121 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $13.3M

26% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 121

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% less capital invested

Capital invested by funds: $4.61B → $4.5B (-$112M)

8% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 62

1.76% less ownership

Funds ownership: 84.96%83.2% (-1.8%)

2% less funds holding

Funds holding: 391384 (-7)

Holders
384
Holders Change
-7
Holders Change %
-1.79%
% of All Funds
5.51%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
57
Increased
153
Reduced
121
Closed
62
Calls
$22.8M
Puts
$13.3M
Net Calls
+$9.48M
Net Calls Change
-$7.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$566M +$57.1M +244,238 +11%
BlackRock
2
BlackRock
New York
$524M +$15.5M +66,298 +3%
ACM
3
Ashe Capital Management
New Jersey
$329M
BCM
4
Brown Capital Management
Maryland
$189M -$24.7M -105,534 -12%
State Street
5
State Street
Massachusetts
$154M +$11.5M +49,238 +8%
GGHC
6
Gilder Gagnon Howe & Co
New York
$129M -$2.96M -12,645 -2%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$108M +$48.5M +207,204 +82%
AQR Capital Management
8
AQR Capital Management
Connecticut
$107M +$93.4M +399,385 +682%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$97.3M +$7.66M +32,743 +9%
Invesco
10
Invesco
Georgia
$95.9M +$20.7M +88,556 +28%
DDC
11
DF Dent & Co
Maryland
$82.8M +$7.53M +32,181 +10%
NCM
12
Nellore Capital Management
California
$73.8M +$7.99M +34,170 +12%
Macquarie Group
13
Macquarie Group
Australia
$72M +$12.8M +54,494 +22%
Norges Bank
14
Norges Bank
Norway
$65.3M +$3.68M +15,720 +6%
GKIM
15
GW&K Investment Management
Massachusetts
$61.8M -$2.71M -11,564 -4%
Renaissance Technologies
16
Renaissance Technologies
New York
$54.5M +$2.97M +12,700 +6%
Morgan Stanley
17
Morgan Stanley
New York
$53.8M +$12.6M +53,856 +31%
Franklin Resources
18
Franklin Resources
California
$51.8M +$12.7M +54,386 +31%
DCM
19
Driehaus Capital Management
Illinois
$50.1M -$3.43M -14,648 -6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$47.5M -$9.34M -39,935 -17%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$44.5M -$17.8M -76,254 -29%
First Trust Advisors
22
First Trust Advisors
Illinois
$44M +$15.5M +66,093 +55%
FAM
23
Fred Alger Management
New York
$43.5M -$40.7M -174,057 -48%
Principal Financial Group
24
Principal Financial Group
Iowa
$41.9M +$5.78M +24,697 +16%
ZEP
25
Zeno Equity Partners
United Kingdom
$41.6M +$1.02M +4,361 +3%