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AppFolio

400 hedge funds and large institutions have $4.87B invested in AppFolio in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 154 increasing their positions, 131 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$61.4M
Puts
$11.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
251
Snowden Capital Advisors
New York
$322K
LAM
252
L2 Asset Management
Massachusetts
$321K
SFA
253
Sequoia Financial Advisors
Ohio
$316K
ETC
254
Exchange Traded Concepts
Oklahoma
$314K
EWA
255
EP Wealth Advisors
California
$313K
DWM
256
Diversify Wealth Management
Utah
$313K
A
257
AlphaQuest
New York
$308K
MA
258
Mutual Advisors
Nebraska
$300K
FCM
259
Fieldview Capital Management
Michigan
$298K
EF
260
Empowered Funds
Pennsylvania
$296K
PAS
261
Park Avenue Securities
New York
$286K
CA
262
Cullinan Associates
Kentucky
$279K
CGH
263
Crossmark Global Holdings
Texas
$276K
ST
264
Somerset Trust
Pennsylvania
$274K
HSBC Holdings
265
HSBC Holdings
United Kingdom
$271K
URS
266
Utah Retirement Systems
Utah
$270K
BC
267
Burney Company
Virginia
$267K
CIM
268
Cambria Investment Management
California
$261K
LAM
269
Lewis Asset Management
California
$259K
FFA
270
First Foundation Advisors
California
$255K
MAP
271
Moody Aldrich Partners
Massachusetts
$252K
MFAM
272
Motley Fool Asset Management
Virginia
$249K
MSRPS
273
Maryland State Retirement & Pension System
Maryland
$246K
IAA
274
Independent Advisor Alliance
North Carolina
$243K
BF
275
BOK Financial
Oklahoma
$241K