APPF AppFolio, Inc.

NASDAQ
$208.48

AppFolio, Inc. (APPF) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
-62.96
5 buyers / 22 sellers
STRONG SELLING
Funds compared
27
funds with comparable APPF positions
19 current holders · 25 prior-quarter holders
Net share change
-544.2K
+153.0K added, -697.2K cut
Position activity
2 new 3 increased 14 reduced 8 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
Bridgewater Associates Quant Macro Sold Out -18.3K -100.0% $2.9M 0.0% 63
CITADEL ADVISORS LLC Quant Sold Out -70.8K -100.0% $11.3M 0.0% 62
Point72 Asset Management, L.P. Increased +82.0K +428.7% $13.2M 0.0% 58
Qube Research & Technologies Ltd Quant Sold Out -28.5K -100.0% $4.6M 0.0% 57
Magnetar Capital Event Quant Sold Out -2.7K -100.0% $425.1K 0.0% 54
Weiss Asset Management Event Quant Sold Out -4.9K -100.0% $788.9K 0.0% 54
Balyasny Asset Management L.P. Increased +25.4K +887.0% $4.1M 0.0% 53
Capstone Investment Advisors Quant Macro New +6.0K $956.5K 0.0% 53
Trexquant Investment Quant Sold Out -26.1K -100.0% $4.2M 0.0% 53
TWO SIGMA INVESTMENTS, LP Quant Reduced -108.3K -87.2% $17.4M 0.0% 52

Most significant buyers

By move score, not size.

  • Point72 Asset Management, L.P. Increased · +82.0K
  • Balyasny Asset Management L.P. Increased · +25.4K
  • Capstone Investment Advisors New · +6.0K
  • Gotham Asset Management, LLC Increased · +37.8K
  • Graham Capital Management New · +1.8K

Most significant sellers

By move score, not size.

  • Bridgewater Associates Sold Out · -18.3K
  • CITADEL ADVISORS LLC Sold Out · -70.8K
  • Qube Research & Technologies Ltd Sold Out · -28.5K
  • Magnetar Capital Sold Out · -2.7K
  • Weiss Asset Management Sold Out · -4.9K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
Bridgewater Associates 1 0 18.3K -18.3K -100.0% 0.0% Sold Out 63
CITADEL ADVISORS LLC 1 0 70.8K -70.8K -100.0% 0.0% Sold Out 62
Point72 Asset Management, L.P. 1 101.2K 19.1K +82.0K +428.7% 0.0% Increased 58
Qube Research & Technologies Ltd 2 0 28.5K -28.5K -100.0% 0.0% Sold Out 57
Magnetar Capital 2 0 2.7K -2.7K -100.0% 0.0% Sold Out 54
Weiss Asset Management 2 0 4.9K -4.9K -100.0% 0.0% Sold Out 54
Balyasny Asset Management L.P. 2 28.2K 2.9K +25.4K +887.0% 0.0% Increased 53
Capstone Investment Advisors 3 6.0K 0 +6.0K 0.0% New 53
Trexquant Investment 3 0 26.1K -26.1K -100.0% 0.0% Sold Out 53
TWO SIGMA INVESTMENTS, LP 2 16.0K 124.3K -108.3K -87.2% 0.0% Reduced 52
Lighthouse Investment Partners 3 0 4.4K -4.4K -100.0% 0.0% Sold Out 51
D. E. Shaw & Co., Inc. 1 3.9K 31.2K -27.3K -87.6% 0.0% Reduced 51
Gotham Asset Management, LLC 2 55.9K 18.1K +37.8K +208.3% 0.0% Increased 50
MARSHALL WACE, LLP 2 14.8K 93.8K -78.9K -84.2% 0.0% Reduced 50
Graham Capital Management 3 1.8K 0 +1.8K 0.0% New 49
Aquatic Capital Management 4 0 1.4K -1.4K -100.0% 0.0% Sold Out 48
Edgestream Partners 4 6.0K 70.1K -64.1K -91.4% 0.0% Reduced 46
MILLENNIUM MANAGEMENT LLC 2 69.4K 142.1K -72.7K -51.1% 0.0% Reduced 43
Y-Intercept 4 4.2K 51.3K -47.0K -91.7% 0.0% Reduced 43
Squarepoint Ops LLC 2 30.4K 80.7K -50.2K -62.3% 0.0% Reduced 41
Quantbot Technologies 4 423 9.6K -9.2K -95.6% 0.0% Reduced 40
Man Group 3 16.4K 44.7K -28.4K -63.4% 0.0% Reduced 39
RENAISSANCE TECHNOLOGIES LLC 1 185.8K 227.3K -41.4K -18.2% 0.0% Reduced 34
AQR Capital Management 3 7.2K 14.4K -7.1K -49.5% 0.0% Reduced 34
Schonfeld Strategic Advisors 3 4.0K 8.5K -4.6K -53.6% 0.0% Reduced 33
Brevan Howard Capital Management 3 3.1K 4.0K -858 -21.7% 0.0% Reduced 24
Engineers Gate 4 3.4K 3.4K -28 -0.8% 0.0% Reduced 17

Every fund above opens. Subscribers can see any manager's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.