AppFolio, Inc.
Hedge Funds Holdings

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AppFolio, Inc.‘s stocks are currently a part of 145 hedge funds’ portfolios, which represents 43.95% of the total amount of its stocks outstanding. This makes up a total of 15.35M shares of AppFolio, Inc.. Compared to the previous quarter, the number fell by -3.49% or -554.99K shares fewer. As for the holding position changes, 27.59% (40) of current hedge fund investors increased the number of shares held, 40% (58) of current holders sold a part of the shares held, and 8.28% (12) closed the holdings completely. 18 hedge funds are new holders of AppFolio, Inc. stock in Q3 2022, it is 12.41% of total holders.

Hedge funds holding AppFolio (Q4 2017 – Q3 2022)

Number of hedge funds
Q4 2017 111
Q1 2018 110
Q2 2018 120
Q3 2018 135
Q4 2018 119
Q1 2019 133
Q2 2019 144
Q3 2019 130
Q4 2019 128
Q1 2020 143
Q2 2020 160
Q3 2020 181
Q4 2020 180
Q1 2021 156
Q2 2021 157
Q3 2021 152
Q4 2021 149
Q1 2022 169
Q2 2022 151
Q3 2022 145

Hedge funds changes in AppFolio positions (Q4 2017 – Q3 2022)

Changes in positions
Q4 2017 23502468
Q1 2018 22304220-4
Q2 2018 25503515-5
Q3 2018 295234146
Q4 2018 24344640-25
Q1 2019 2843381311
Q2 2019 313057179
Q3 2019 144938272
Q4 2019 244831187
Q1 2020 36434819-3
Q2 2020 36585119-4
Q3 2020 3950621713
Q4 2020 316949301
Q1 2021 20565342-15
Q2 2021 225752224
Q3 2021 206540243
Q4 2021 1759441910
Q1 2022 425254192
Q2 2022 14566030-9
Q3 2022 1840581217

Hedge funds changes in AppFolio stock options (Q4 2017 – Q3 2022)

Changes in stock options
Q4 2017 0 0
Q1 2018 0 0
Q2 2018 0 0
Q3 2018 0 0
Q4 2018 11,000 324,000
Q1 2019 4,251,000 2,262,000
Q2 2019 7,229,000 6,505,000
Q3 2019 6,829,000 3,966,000
Q4 2019 10,862,000 2,793,000
Q1 2020 10,696,000 1,579,000
Q2 2020 17,181,000 9,551,000
Q3 2020 15,628,000 6,935,000
Q4 2020 18,022,000 6,948,000
Q1 2021 9,229,000 5,961,000
Q2 2021 9,532,000 3,670,000
Q3 2021 5,930,000 2,460,000
Q4 2021 4,431,000 1,937,000
Q1 2022 6,770,000 2,434,000
Q2 2022 4,613,000 4,264,000
Q3 2022 2,544,000 3,686,000

Top 50 hedge fund holders of AppFolio, Inc. (NASDAQ:APPF)

Hedge fund Value Shares owned Portfolio share
BROWN CAPITAL MANAGEMENT LLC 330.44M 3.15M 4.633%
ASHE CAPITAL MANAGEMENT, LP 206.88M 1.97M 19.761%
VANGUARD GROUP INC 187.17M 1.78M 0.005%
ECHO STREET CAPITAL MANAGEMENT LLC 137.96M 1.31M 1.322%
BLACKROCK INC. Larry Fink 130.94M 1.25M 0.004%
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 85.71M 748.60K 8.742%
NEW YORK STATE COMMON RETIREMENT FUND 46.31M 442.23K 0.067%
STATE STREET CORP 43.20M 412.57K 0.003%
GILDER GAGNON HOWE & CO LLC 41.60M 397.34K 0.726%
GEODE CAPITAL MANAGEMENT, LLC 35.69M 340.83K 0.005%
12 WEST CAPITAL MANAGEMENT LP 32.35M 309K 2.855%
OWNERSHIP CAPITAL B.V. 28.27M 269.95K 0.546%
LONG WALK MANAGEMENT LP 26.77M 256K 25.759%
FIRST TRUST ADVISORS LP 22.75M 217.25K 0.029%
DIMENSIONAL FUND ADVISORS LP 20.87M 199.36K 0.008%
NORTHERN TRUST CORP 19.13M 182.68K 0.004%
NELLORE CAPITAL MANAGEMENT LLC 18.35M 175.28K 4.650%
LONG PATH PARTNERS LP 18.17M 173.55K 9.739%
INSIGHT HOLDINGS GROUP, LLC 18.00M 171.91K 0.361%
BANK OF NEW YORK MELLON CORP 17.95M 171.44K 0.004%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 14.29M 136.49K 0.005%
RANGER INVESTMENT MANAGEMENT, L.P. 13.94M 133.19K 1.095%
MORGAN STANLEY 13.29M 126.99K 0.002%
CAPITAL RESEARCH GLOBAL INVESTORS 12.77M 121.94K 0.004%
GREENSTONE PARTNERS & CO., LLC 12.11M 115.67K 12.174%
RENAISSANCE TECHNOLOGIES LLC Jim Simons 10.05M 96K 0.014%
EAGLE ASSET MANAGEMENT INC 9.14M 87.32K 0.060%
BLAIR WILLIAM & CO/IL 7.38M 70.49K 0.034%
POLEN CAPITAL MANAGEMENT LLC 7.26M 69.35K 0.020%
FRED ALGER MANAGEMENT, LLC 7.19M 68.68K 0.036%
RUSSELL INVESTMENTS GROUP, LTD. 6.71M 64.15K 0.015%
NUVEEN ASSET MANAGEMENT, LLC 5.59M 53.43K 0.002%
GREAT WEST LIFE ASSURANCE CO /CAN/ 4.97M 47.58K 0.014%
VOYA INVESTMENT MANAGEMENT LLC 4.83M 46.14K 0.005%
SWISS NATIONAL BANK 4.73M 45.2K 0.003%
MISSION WEALTH MANAGEMENT, LP 3.51M 33.58K 0.186%
GOLDMAN SACHS GROUP INC 3.21M 30.70K 0.001%
BAKER AVENUE ASSET MANAGEMENT, LP 2.71M 25.92K 0.171%
ALLIANCEBERNSTEIN L.P. 2.54M 24.34K 0.001%
RHUMBLINE ADVISERS 2.54M 24.27K 0.004%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2.50M 23.92K 0.004%
STATE OF NEW JERSEY COMMON PENSION FUND D 2.44M 23.33K 0.010%
MILLENNIUM MANAGEMENT LLC Israel Englander 2.30M 21.99K 0.001%
INGALLS & SNYDER LLC 2.22M 21.21K 0.124%
JPMORGAN CHASE & CO 2.08M 19.90K 0.000%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2.03M 19.4K 0.001%
ALGERT GLOBAL LLC 1.96M 18.73K 0.119%
D. E. SHAW & CO., INC. David E. Shaw 1.85M 17.72K 0.002%
CUBIST SYSTEMATIC STRATEGIES, LLC 1.8M 17.18K 0.010%
LEGAL & GENERAL GROUP PLC 1.78M 16.99K 0.001%