We are live on ! Find out more
APPF icon

AppFolio

396 hedge funds and large institutions have $3.41B invested in AppFolio in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 183 increasing their positions, 106 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more call options, than puts

Call options by funds: $26M | Put options by funds: $4.25M

73% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 106

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

0% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 74

2% less funds holding

Funds holding: 403396 (-7)

2.06% less ownership

Funds ownership: 90.83%88.78% (-2.1%)

30% less capital invested

Capital invested by funds: $4.88B → $3.41B (-$1.47B)

Holders
396
Holders Change
-7
Holders Change %
-1.74%
% of All Funds
4.87%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.12%
New
74
Increased
183
Reduced
106
Closed
74
Calls
$26M
Puts
$4.25M
Net Calls
+$21.8M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$402M +$33.9M +178,750 +8%
Principal Financial Group
2
Principal Financial Group
Iowa
$238M +$49.3M +259,933 +21%
VPM
3
Vanguard Portfolio Management
Pennsylvania
$234M +$281M +1,485,373 New
VCM
4
Vanguard Capital Management
Pennsylvania
$165M +$199M +1,047,945 New
ACM
5
Ashe Capital Management
New Jersey
$165M -$5.68M -30,000 -3%
State Street
6
State Street
Massachusetts
$114M +$6.82M +36,001 +5%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$102M +$945K +4,990 +0.8%
NCM
8
Nellore Capital Management
California
$100M +$20.2M +106,606 +20%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$81M -$29.5M -155,876 -23%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$79.9M +$6.4M +33,798 +7%
Kayne Anderson Rudnick Investment Management
11
Kayne Anderson Rudnick Investment Management
California
$71.7M -$12.5M -66,046 -13%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$60.7M +$4.44M +23,428 +6%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$57.9M +$34.2M +180,735 +97%
Bank of America
14
Bank of America
North Carolina
$54.5M +$11.7M +61,641 +22%
KC
15
Keenan Capital
California
$52.8M +$63.4M +334,557 New
CIA
16
Caledonia Investments (Australia)
Australia
$51.8M -$826K -4,358 -1%
DDC
17
DF Dent & Co
Maryland
$50.6M -$15.3M -80,982 -20%
Morgan Stanley
18
Morgan Stanley
New York
$48.5M +$6.01M +31,741 +12%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$46.8M +$1.82M +9,600 +3%
GPC
20
Greenstone Partners & Co
California
$43.2M +$16.3M +85,888 +46%
Northern Trust
21
Northern Trust
Illinois
$42M +$10.2M +53,860 +25%
GGHC
22
Gilder Gagnon Howe & Co
New York
$41.9M -$29.2M -154,101 -37%
Renaissance Technologies
23
Renaissance Technologies
New York
$35.9M +$15.3M +80,760 +55%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$34.8M +$1.37M +7,206 +3%
LECM
25
Lead Edge Capital Management
New York
$33.2M +$39.8M +210,260 New

APPF Hedge Fund Activity: Q1 2026 in Review

396 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q1 2026, worth a combined $3.41B — down 30% from $4.88B a quarter earlier.

Fund positioning in APPF was balanced in Q1 2026: 74 funds opened new positions, 74 closed out, 183 added to existing stakes and 106 trimmed.

The largest buyer was Keenan Capital, opening a new position worth an estimated $63.4M. The largest seller was Invesco, cutting an estimated $58.8M.

  • 396 institutional investors held AppFolio (APPF) as of Q1 2026, down from 403 in Q4 2025.
  • Funds reported $3.41B of AppFolio stock for Q1 2026, down 30% quarter-over-quarter.
  • 74 funds opened new AppFolio positions in Q1 2026 and 74 closed out, a net change of 0 holders.
  • The largest AppFolio buyer in Q1 2026 was Keenan Capital, an estimated $63.4M added.
  • The largest AppFolio seller in Q1 2026 was Invesco, an estimated $58.8M sold.

Based on aggregated 13F filings for Q1 2026.