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APPF - Appfolio Inc Stock Price, Fair Value and News
236.05
USD
+5.94
(+2.58%)
Market Closed
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APPF
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Funds-Owners-Holders
Which funds bought or sold APPF recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-01
HOLLENCREST CAPITAL MANAGEMENT
UNCHANGED
Premium
Premium
Premium
Premium
15.00
2024-05-01
BNP PARIBAS FINANCIAL MARKETS
ADDED
Premium
Premium
Premium
Premium
56,066
2024-05-01
Janney Montgomery Scott LLC
NEW
Premium
Premium
Premium
Premium
3,401
2024-05-01
Migdal Insurance & Financial Holdings Ltd.
ADDED
Premium
Premium
Premium
Premium
84.00
2024-05-01
CAPSTONE INVESTMENT ADVISORS, LLC
REDUCED
Premium
Premium
Premium
Premium
5,056
2024-05-01
Blue Trust, Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-01
Lewis Asset Management, LLC
NEW
Premium
Premium
Premium
Premium
1,184
2024-05-01
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-30
Private Advisor Group, LLC
ADDED
Premium
Premium
Premium
Premium
2,109
2024-04-30
Retirement Systems of Alabama
NEW
Premium
Premium
Premium
Premium
25,649
2024-04-30
Avior Wealth Management, LLC
NEW
Premium
Premium
Premium
Premium
24.00
2024-04-30
USA FINANCIAL FORMULAS
REDUCED
Premium
Premium
Premium
Premium
92.00
2024-04-30
MISSION WEALTH MANAGEMENT, LP
ADDED
Premium
Premium
Premium
Premium
42,865
2024-04-30
SpiderRock Advisors, LLC
NEW
Premium
Premium
Premium
Premium
2,980
2024-04-30
Semanteon Capital Management, LP
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-30
TFC Financial Management, Inc.
NEW
Premium
Premium
Premium
Premium
1.00
2024-04-30
Turtle Creek Wealth Advisors, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-30
Private Wealth Management Group, LLC
UNCHANGED
Premium
Premium
Premium
Premium
10.00
2024-04-30
Diversify Advisory Services, LLC
NEW
Premium
Premium
Premium
Premium
1,683
2024-04-30
Moody Aldrich Partners LLC
ADDED
Premium
Premium
Premium
Premium
22,043
2024-04-29
PRINCIPAL FINANCIAL GROUP INC
ADDED
Premium
Premium
Premium
Premium
151,646
2024-04-29
Summit Global Investments
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-29
Allspring Global Investments Holdings, LLC
REDUCED
Premium
Premium
Premium
Premium
23,730
2024-04-29
COMMONWEALTH EQUITY SERVICES, LLC
REDUCED
Premium
Premium
Premium
Premium
2,818
2024-04-26
SECURIAN ASSET MANAGEMENT, INC
NEW
Premium
Premium
Premium
Premium
1,680
Rows per page:
10
25
50
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1–25 of 360
Which funds are the top buyers of APPF?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
2,078,660
360,107,000
0.01%
BlackRock Inc.
1,672,260
289,702,000
0.01%
BROWN CAPITAL MANAGEMENT LLC
1,585,560
274,682,000
4.12%
Ashe Capital Management, LP
1,448,030
250,857,000
21.80%
FRED ALGER MANAGEMENT, LLC
528,389
91,538,100
0.49%
STATE STREET CORP
441,115
76,418,800
-
GEODE CAPITAL MANAGEMENT, LLC
432,617
74,955,600
0.01%
GILDER GAGNON HOWE & CO LLC
421,309
72,987,600
1.00%
DF DENT & CO INC
354,057
61,336,800
0.81%
MORGAN STANLEY
346,129
59,963,600
-
Rows per page:
10
1–10 of 95
Which funds have put a big percent of portfolio in APPF?
Fund Name
$ Value
% Port.
Ashe Capital Management, LP
250,857,000
21.80%
LONG WALK MANAGEMENT LP
21,135,300
13.69%
Zeno Equity Partners LLP
50,774,400
11.37%
Greenstone Partners & Co., LLC
19,587,700
10.94%
Nellore Capital Management LLC
48,269,300
8.88%
OBERNDORF WILLIAM E
3,020,090
4.92%
BROWN CAPITAL MANAGEMENT LLC
274,682,000
4.12%
DELAP WEALTH ADVISORY, LLC
5,335,620
2.42%
Westwind Capital
9,170,000
2.32%
12 West Capital Management LP
21,655,000
1.93%
Rows per page:
10
1–10 of 99
Trend of No. of funds that hold APPF
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
NORGES BANK
38,457,900
WELLINGTON MANAGEMENT GROUP LLP
18,636,300
JACOBS LEVY EQUITY MANAGEMENT, INC
15,805,700
Westwind Capital
9,170,000
Squarepoint Ops LLC
7,168,500
M&G INVESTMENT MANAGEMENT LTD
6,644,410
Retirement Systems of Alabama
6,328,630
DELAP WEALTH ADVISORY, LLC
5,335,620
Additions
Fund Name
% Increased
PRINCIPAL FINANCIAL GROUP INC
2,359
US BANCORP \DE\
2,185
Tudor Investment Corp Et Al
1,835
VICTORY CAPITAL MANAGEMENT INC
1,164
Tower Research Capital LLC (TRC)
1,061
FMR LLC
1,002
Trexquant Investment LP
893
Moody Aldrich Partners LLC
803
Reductions
Fund Name
% Reduced
DARK FOREST CAPITAL MANAGEMENT LP
-91.34
MACKENZIE FINANCIAL CORP
-86.04
Invesco Ltd.
-79.49
WEST PACES ADVISORS INC.
-76.00
USA FINANCIAL FORMULAS
-72.78
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO
-69.23
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
-67.08
STATE OF WISCONSIN INVESTMENT BOARD
-66.8
Sold off
Fund Name
$ Sold
Blue Trust, Inc.
-1,000
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
-
Echo Street Capital Management LLC
-157,554,000
Long Path Partners Fund, LP
-6,337,000
Lisanti Capital Growth, LLC
-4,287,240
EAM Investors, LLC
-1,578,650
Summit Global Investments
-1,248,000
Capital Impact Advisors, LLC
-1,113,860