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AppFolio
APPF

Overview Fund Activity

379 hedge funds and large institutions have $4.73B invested in AppFolio in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 154 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
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
62
Increased
116
Reduced
154
Closed
57
Calls
$23.5M
Puts
$3.98M
Net Calls
+$19.5M
Net Calls Change
+$9.93M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$99.3M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$92.1M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$71.6M
4
CIA
Caledonia Investments (Australia)
Australia
+$55M
5
ACM
Ashe Capital Management
New Jersey
+$44.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$62.6M
2
Macquarie Group
Macquarie Group
Australia
-$58M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$39.9M
4
Franklin Resources
Franklin Resources
California
-$38.6M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$377K -$205K -891 -35%
Osaic Holdings
227
Osaic Holdings
Arizona
$376K +$340K +1,417 +938%
IAA
228
Independent Advisor Alliance
North Carolina
$374K -$142K -617 -28%
AWAU
229
Alliance Wealth Advisors (Utah)
Utah
$374K -$30.6K -133 -8%
SGI
230
Summit Global Investments
Utah
$363K -$17.3K -75 -5%
SCA
231
Snowden Capital Advisors
New York
$357K +$1.61K +7 +0.5%
TC
232
TownSquare Capital
Utah
$356K -$4.35M -18,872 -92%
HCM
233
HMS Capital Management
Tennessee
$354K -$12K -52 -3%
CGH
234
Crossmark Global Holdings
Texas
$348K -$22.8K -99 -6%
DekaBank Deutsche Girozentrale
235
DekaBank Deutsche Girozentrale
Germany
$346K +$127K +559 +58%
MML Investors Services
236
MML Investors Services
Massachusetts
$345K +$12K +52 +4%
FT
237
Fiduciary Trust
Massachusetts
$338K +$1.38K +6 +0.4%
LTAS
238
Linden Thomas Advisory Services
North Carolina
$338K +$17.3K +75 +5%
EWA
239
EP Wealth Advisors
California
$336K +$691 +3 +0.2%
MA
240
Mutual Advisors
Nebraska
$335K -$2.38K -9 -0.7%
BMCM
241
Burns Matteson Capital Management
New York
$332K +$1.61K +7 +0.5%
BC
242
Bridgefront Capital
Texas
$330K +$330K +1,432 New
A
243
AlphaQuest
New York
$324K +$122K +528 +60%
BF
244
BOK Financial
Oklahoma
$322K +$322K +1,399 New
Allspring Global Investments
245
Allspring Global Investments
North Carolina
$317K -$2.53M -11,026 -89%
Cerity Partners
246
Cerity Partners
New York
$309K -$1.82M -7,911 -85%
FBT
247
First Bank & Trust
South Dakota
$301K +$23.9K +104 +9%
STA
248
Summit Trail Advisors
New York
$297K +$297K +1,289 New
EGM
249
Engineers Gate Manager
New York
$296K -$1M -4,350 -77%
TSS
250
Two Sigma Securities
New York
$290K -$293K -1,274 -50%
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