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AppFolio
APPF

Overview Fund Activity

379 hedge funds and large institutions have $4.33B invested in AppFolio in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 134 increasing their positions, 128 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-7
Holders Change %
-1.81%
% of All Funds
5.15%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
74
Increased
134
Reduced
128
Closed
77
Calls
$16.6M
Puts
$6.95M
Net Calls
+$9.61M
Net Calls Change
+$3.27M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$92.9M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$170M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$186M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$88.4M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$38M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$39.7M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$17.2K
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
WC
4
Westwind Capital
New Mexico
$0
5
DAM
5
Deepwater Asset Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
226
Beacon Pointe Advisors
California
$439K -$1.54K -7 -0.3%
GC
227
Guggenheim Capital
Illinois
$426K -$65.3K -297 -13%
HW
228
Hancock Whitney
Mississippi
$422K -$506K -2,301 -55%
Envestnet Portfolio Solutions
229
Envestnet Portfolio Solutions
Illinois
$420K +$420K +1,908 New
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$408K +$72.1K +328 +21%
Mercer Global Advisors
231
Mercer Global Advisors
Colorado
$405K -$87.3K -397 -18%
Cetera Investment Advisers
232
Cetera Investment Advisers
Illinois
$404K +$404K +1,835 New
SAM
233
Securian Asset Management
Minnesota
$393K – – –
Focus Partners Wealth
234
Focus Partners Wealth
Massachusetts
$393K -$399K -1,814 -50%
AWAU
235
Alliance Wealth Advisors (Utah)
Utah
$387K +$387K +1,758 New
WP
236
Woodline Partners
California
$386K +$11K +50 +3%
MAP
237
Moody Aldrich Partners
Massachusetts
$382K -$149K -676 -28%
US Bancorp
238
US Bancorp
Minnesota
$379K +$364K +1,657 +2,549%
Holocene Advisors
239
Holocene Advisors
New York
$373K -$102K -463 -21%
AA
240
ALPS Advisors
Colorado
$365K +$365K +1,660 New
SGI
241
Summit Global Investments
Utah
$363K +$8.79K +40 +2%
CGH
242
Crossmark Global Holdings
Texas
$354K -$16.5K -75 -4%
DWM
243
Diversify Wealth Management
Utah
$352K +$72.5K +356 +26%
HCM
244
HMS Capital Management
Tennessee
$341K – – –
SCA
245
Snowden Capital Advisors
New York
$340K +$340K +1,545 New
VI
246
Versor Investments
New York
$339K +$339K +1,541 New
BC
247
Bayforest Capital
United Kingdom
$337K +$99.6K +453 +42%
PCA
248
Pallas Capital Advisors
Massachusetts
$326K -$611K -2,780 -65%
FT
249
Fiduciary Trust
Massachusetts
$322K +$322K +1,464 New
EWA
250
EP Wealth Advisors
California
$320K +$320K +1,454 New
8 9
10
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