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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
4.88%
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
GEM
226
Global Endowment Management
North Carolina
$451K +$238K +1,256 +78%
Pathstone Holdings
227
Pathstone Holdings
New Jersey
$434K +$521K +2,749 New
PNC Financial Services Group
228
PNC Financial Services Group
Pennsylvania
$430K +$37.7K +199 +8%
Deutsche Bank
229
Deutsche Bank
Germany
$429K +$1.9K +10 +0.4%
Bessemer Group
230
Bessemer Group
New Jersey
$429K +$42.3K +223 +9%
MF
231
Magnetar Financial
Illinois
$418K +$502K +2,651 New
Cetera Investment Advisers
232
Cetera Investment Advisers
Illinois
$416K +$11.4K +60 +2%
Bank of Nova Scotia
233
Bank of Nova Scotia
Ontario, Canada
$411K +$154K +811 +45%
LAM
234
L2 Asset Management
Massachusetts
$408K +$228K +1,201 +87%
MML Investors Services
235
MML Investors Services
Massachusetts
$404K +$209K +1,105 +76%
Aviva
236
Aviva
United Kingdom
$401K +$80.5K +425 +20%
VF
237
Virtu Financial
New York
$396K +$475K +2,508 New
MFS
238
Mirabella Financial Services
United Kingdom
$383K +$106K +560 +30%
TSS
239
Two Sigma Securities
New York
$377K +$172K +910 +62%
American Century Companies
240
American Century Companies
Missouri
$374K -$15.7K -83 -3%
Public Employees Retirement Association of Colorado
241
Public Employees Retirement Association of Colorado
Colorado
$372K
US Bancorp
242
US Bancorp
Minnesota
$372K -$1.33K -7 -0.3%
NC
243
nVerses Capital
Florida
$369K +$443K +2,338 New
GCP
244
GSA Capital Partners
United Kingdom
$368K +$442K +2,332 New
Federated Hermes
245
Federated Hermes
Pennsylvania
$357K +$61.2K +323 +17%
DTL
246
Dynamic Technology Lab
Singapore
$354K +$425K +2,243 New
KIM
247
Kestra Investment Management
Texas
$353K +$155K +820 +58%
Susquehanna International Group
248
Susquehanna International Group
Pennsylvania
$352K -$367K -1,937 -46%
DWM
249
Diversify Wealth Management
Utah
$342K +$124K +654 +46%
VOYA Investment Management
250
VOYA Investment Management
Georgia
$339K -$1.33K -7 -0.3%