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AppFolio
APPF

388 hedge funds and large institutions have $4.7B invested in AppFolio in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 135 increasing their positions, 135 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $7.38M

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

1% more funds holding

Funds holding: 384 → 388 (+4)

4% more capital invested

Capital invested by funds: $4.5B → $4.7B (+$198M)

0% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 135

0.68% less ownership

Funds ownership: 83.2% → 82.52% (-0.68%)

Holders
388
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
5.11%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
66
Increased
135
Reduced
135
Closed
54
Calls
$13.7M
Puts
$7.38M
Net Calls
+$6.34M
Net Calls Change
-$3.15M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$126M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$98.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$46.3M
4
BlackRock
BlackRock
New York
+$43.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$38.1M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$108M
2
ACM
Ashe Capital Management
New Jersey
-$72M
3
DCM
Driehaus Capital Management
Illinois
-$50.1M
4
FAM
Fred Alger Management
New York
-$39.6M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$616M +$21.3M +91,174 +4%
BlackRock
2
BlackRock
New York
$594M +$43.1M +184,009 +8%
ACM
3
Ashe Capital Management
New Jersey
$269M -$72M -307,389 -22%
State Street
4
State Street
Massachusetts
$172M +$10.2M +43,755 +7%
BCM
5
Brown Capital Management
Maryland
$168M -$28.7M -122,612 -15%
AQR Capital Management
6
AQR Capital Management
Connecticut
$162M +$46.3M +197,700 +43%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$147M +$126M +536,591 +881%
GGHC
8
Gilder Gagnon Howe & Co
New York
$141M +$5.99M +25,566 +5%
Kayne Anderson Rudnick Investment Management
9
Kayne Anderson Rudnick Investment Management
California
$104M +$98.2M +419,518 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$103M +$814K +3,476 +0.8%
DDC
11
DF Dent & Co
Maryland
$102M +$14.6M +62,277 +18%
NCM
12
Nellore Capital Management
California
$91.8M +$13.7M +58,315 +19%
Invesco
13
Invesco
Georgia
$84M -$15.7M -66,887 -16%
Macquarie Group
14
Macquarie Group
Australia
$79M +$3.36M +14,360 +5%
Norges Bank
15
Norges Bank
Norway
$68M -$391K -1,668 -0.6%
Renaissance Technologies
16
Renaissance Technologies
New York
$61.7M +$4.26M +18,200 +8%
Morgan Stanley
17
Morgan Stanley
New York
$61.6M +$4.95M +21,135 +9%
Franklin Resources
18
Franklin Resources
California
$61.4M +$4.73M +20,195 +9%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$57.7M +$38.1M +162,540 +228%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$51.1M +$1.23M +5,270 +3%
Northern Trust
21
Northern Trust
Illinois
$47.4M +$6.68M +28,516 +17%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$46.7M +$13.9M +59,279 +46%
GKIM
23
GW&K Investment Management
Massachusetts
$46.5M -$17.3M -73,826 -28%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$45.7M +$3.51M +14,975 +9%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$45.1M -$1.42M -6,081 -3%
1
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APPF Hedge Fund Activity: Q4 2024 in Review

388 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q4 2024, worth a combined $4.7B — up 4.4% from $4.5B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new APPF positions and 54 closed out — a net gain of 12 holders — while 135 added to existing stakes and 135 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $126M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $108M sold.

  • 388 institutional investors held AppFolio (APPF) as of Q4 2024, up from 384 in Q3 2024.
  • Funds reported $4.7B of AppFolio stock for Q4 2024, up 4.4% quarter-over-quarter.
  • 66 funds opened new AppFolio positions in Q4 2024 and 54 closed out, a net change of +12 holders.
  • The largest AppFolio buyer in Q4 2024 was Fidelity Investments, an estimated $126M added.
  • The largest AppFolio seller in Q4 2024 was Lord, Abbett & Co, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2024.