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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 %
II
251
Inspire Investing
Idaho
$285K 1,236 -170 -12%
Mercer Global Advisors
252
Mercer Global Advisors
Colorado
$277K 1,205 -636 -35%
CA
253
Cullinan Associates
Kentucky
$276K 1,200 – –
URS
254
Utah Retirement Systems
Utah
$268K 1,162 -38 -3%
Janney Montgomery Scott
255
Janney Montgomery Scott
Pennsylvania
$261K 1,134 -255 -18%
FGP
256
Freestone Grove Partners
California
$260K 1,130 +1,130 New
SOW
257
State of Wyoming
Wyoming
$257K 1,114 -1,109 -50%
GCM
258
Gallacher Capital Management
Colorado
$255K 1,109 -1,051 -49%
LAM
259
Lewis Asset Management
California
$254K 1,105 +17 +2%
ST
260
Somerset Trust
Pennsylvania
$254K 1,105 +69 +7%
FFA
261
First Foundation Advisors
California
$253K 1,098 – –
C
262
Covestor
United Kingdom
$252K 1,093 +60 +6%
SA
263
Strategic Advocates
Utah
$251K 1,088 +98 +10%
WAG
264
Wallace Advisory Group
California
$249K 1,134 +1,134 New
ProShare Advisors
265
ProShare Advisors
Maryland
$248K 1,078 +37 +4%
MSRPS
266
Maryland State Retirement & Pension System
Maryland
$244K 1,059 – –
MFAM
267
Motley Fool Asset Management
Virginia
$241K 1,048 +93 +10%
DO
268
denkapparat Operations
Germany
$239K 1,036 -20 -2%
Capstone Investment Advisors
269
Capstone Investment Advisors
New York
$237K 1,031 +1,031 New
IC
270
IEQ Capital
California
$235K 1,021 -11,414 -92%
ATPW
271
Ashton Thomas Private Wealth
Arizona
$233K 1,010 +1,010 New
SW
272
SteelPeak Wealth
California
$230K 1,000 – –
NA
273
Navellier & Associates
Nevada
$230K 1,000 – –
RMDI
274
R.M. Davis Inc
Maine
$230K 1,000 – –
AFA
275
Arlington Financial Advisors
California
$219K 952 – –
9 10
11
12 13