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AppFolio

405 hedge funds and large institutions have $5.51B invested in AppFolio in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 132 increasing their positions, 138 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 382405 (+23)

4% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 138

1.72% less ownership

Funds ownership: 89.18%87.46% (-1.7%)

Holders
405
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.3M
Puts
$11.1M
Net Calls
Net Calls Change

Top Buyers

1 +$92M
2 +$53.4M
3 +$32.1M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$24.4M
5
Invesco
Invesco
Georgia
+$22.5M

Top Sellers

1 -$65.3M
2 -$50.9M
3 -$50M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$46.1M
5
Morgan Stanley
Morgan Stanley
New York
-$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
226
ALPS Advisors
Colorado
$456K
YIH
227
Y-Intercept (HK)
Hong Kong
$455K
A
228
AlphaQuest
New York
$446K
DekaBank Deutsche Girozentrale
229
DekaBank Deutsche Girozentrale
Germany
$428K
SCA
230
Snowden Capital Advisors
New York
$424K
LTAS
231
Linden Thomas Advisory Services
North Carolina
$418K
HCM
232
HMS Capital Management
Tennessee
$415K
FDCDDQ
233
Federation des caisses Desjardins du Quebec
Quebec, Canada
$409K
BC
234
Bayforest Capital
United Kingdom
$407K
FT
235
Fiduciary Trust
Massachusetts
$405K
Capstone Investment Advisors
236
Capstone Investment Advisors
New York
$404K
MML Investors Services
237
MML Investors Services
Massachusetts
$403K
BMCM
238
Burns Matteson Capital Management
New York
$402K
Janney Montgomery Scott
239
Janney Montgomery Scott
Pennsylvania
$400K
TI
240
Tidal Investments
Wisconsin
$398K
DWM
241
Diversify Wealth Management
Utah
$391K
Bank of Nova Scotia
242
Bank of Nova Scotia
Ontario, Canada
$389K
STA
243
Summit Trail Advisors
New York
$385K
CGH
244
Crossmark Global Holdings
Texas
$382K
Cerity Partners
245
Cerity Partners
New York
$378K
IAA
246
Independent Advisor Alliance
North Carolina
$367K
QT
247
Quantbot Technologies
New York
$359K
FBT
248
First Bank & Trust
South Dakota
$358K
AWAU
249
Alliance Wealth Advisors (Utah)
Utah
$357K
SC
250
SummitTX Capital
Texas
$351K