APPF icon

AppFolio
APPF

Overview Fund Activity

378 hedge funds and large institutions have $4.73B invested in AppFolio in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 116 increasing their positions, 154 reducing their positions, and 57 closing their positions.

Holders
378
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.08%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
61
Increased
116
Reduced
154
Closed
57
Calls
$13.6M
Puts
$2.14M
Net Calls
+$11.5M
Net Calls Change
+$1.84M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$192M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$105M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$169M
4
CIA
4
Caledonia Investments (Australia)
Australia
$55M
5
ACM
5
Ashe Capital Management
New Jersey
$307M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$132M
2
Macquarie Group
2
Macquarie Group
Australia
$12.6M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$1.94M
4
Franklin Resources
4
Franklin Resources
California
$4.97M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$158M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
226
Osaic Holdings
Arizona
$376K 1,568 +1,417 +938%
IAA
227
Independent Advisor Alliance
North Carolina
$374K 1,625 -617 -28%
AWAU
228
Alliance Wealth Advisors (Utah)
Utah
$374K 1,625 -133 -8%
SGI
229
Summit Global Investments
Utah
$363K 1,577 -75 -5%
SCA
230
Snowden Capital Advisors
New York
$357K 1,552 +7 +0.5%
TC
231
TownSquare Capital
Utah
$356K 1,544 -18,872 -92%
HCM
232
HMS Capital Management
Tennessee
$354K 1,538 -52 -3%
CGH
233
Crossmark Global Holdings
Texas
$348K 1,510 -99 -6%
DekaBank Deutsche Girozentrale
234
DekaBank Deutsche Girozentrale
Germany
$346K 1,523 +559 +58%
MML Investors Services
235
MML Investors Services
Massachusetts
$345K 1,500 +52 +4%
FT
236
Fiduciary Trust
Massachusetts
$338K 1,470 +6 +0.4%
LTAS
237
Linden Thomas Advisory Services
North Carolina
$338K 1,469 +75 +5%
EWA
238
EP Wealth Advisors
California
$336K 1,457 +3 +0.2%
MA
239
Mutual Advisors
Nebraska
$335K 1,268 -9 -0.7%
BMCM
240
Burns Matteson Capital Management
New York
$332K 1,441 +7 +0.5%
BC
241
Bridgefront Capital
Texas
$330K 1,432 +1,432 New
A
242
AlphaQuest
New York
$324K 1,408 +528 +60%
BF
243
BOK Financial
Oklahoma
$322K 1,399 +1,399 New
Allspring Global Investments
244
Allspring Global Investments
North Carolina
$317K 1,380 -11,026 -89%
Cerity Partners
245
Cerity Partners
New York
$309K 1,342 -7,911 -85%
FBT
246
First Bank & Trust
South Dakota
$301K 1,307 +104 +9%
STA
247
Summit Trail Advisors
New York
$297K 1,289 +1,289 New
EGM
248
Engineers Gate Manager
New York
$296K 1,284 -4,350 -77%
TSS
249
Two Sigma Securities
New York
$290K 1,261 -1,274 -50%
PAS
250
Park Avenue Securities
New York
$288K 1,251 +1,251 New
8 9
10
11 12