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AppFolio

396 hedge funds and large institutions have $3.41B invested in AppFolio in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 183 increasing their positions, 106 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more call options, than puts

Call options by funds: $26M | Put options by funds: $4.25M

73% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 106

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

0% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 74

2% less funds holding

Funds holding: 403396 (-7)

2.06% less ownership

Funds ownership: 90.83%88.78% (-2.1%)

30% less capital invested

Capital invested by funds: $4.88B → $3.41B (-$1.47B)

Holders
396
Holders Change
-7
Holders Change %
-1.74%
% of All Funds
4.88%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.12%
New
74
Increased
183
Reduced
106
Closed
74
Calls
$26M
Puts
$4.25M
Net Calls
+$21.8M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
251
Resonant Capital Advisors
Wisconsin
$333K +$399K +2,107 New
FGP
252
Freestone Grove Partners
California
$327K +$393K +2,074 New
TVPW
253
Third View Private Wealth
Connecticut
$322K +$45.5K +240 +13%
BPA
254
Beacon Pointe Advisors
California
$317K +$19.7K +104 +5%
YMRC
255
Yorktown Management & Research Company
Virginia
$308K +$369K +1,950 New
CJ
256
Caitlin John
Michigan
$304K -$41.7K -220 -10%
DS
257
DRW Securities
Illinois
$300K +$361K +1,904 New
SAM
258
Securian Asset Management
Minnesota
$283K +$19.9K +105 +6%
FBT
259
First Bank & Trust
South Dakota
$280K +$68.6K +362 +26%
Mercer Global Advisors
260
Mercer Global Advisors
Colorado
$276K -$67.6K -357 -17%
FDCDDQ
261
Federation des caisses Desjardins du Quebec
Quebec, Canada
$261K -$14.8K -78 -4%
CCM
262
Coldstream Capital Management
Washington
$261K +$10.8K +57 +4%
LTAS
263
Linden Thomas Advisory Services
North Carolina
$257K +$22.7K +120 +8%
CWM
264
Chemistry Wealth Management
New York
$253K +$304K +1,604 New
HCM
265
HMS Capital Management
Tennessee
$252K +$19.7K +104 +7%
CGH
266
Crossmark Global Holdings
Texas
$245K +$69.3K +366 +31%
DekaBank Deutsche Girozentrale
267
DekaBank Deutsche Girozentrale
Germany
$244K
CAPTRUST Financial Advisors
268
CAPTRUST Financial Advisors
North Carolina
$241K -$141K -742 -33%
Neuberger Berman Group
269
Neuberger Berman Group
New York
$238K -$175K -921 -38%
Corient Private Wealth
270
Corient Private Wealth
Florida
$235K +$283K +1,494 New
Janney Montgomery Scott
271
Janney Montgomery Scott
Pennsylvania
$233K +$8.72K +46 +3%
SLAM
272
Swiss Life Asset Management
$231K +$87.5K +462 +46%
BIG
273
Brooklyn Investment Group
New York
$230K +$276K +1,459 New
SCA
274
Snowden Capital Advisors
New York
$225K +$7.77K +41 +3%
ACM
275
Aquatic Capital Management
Illinois
$224K +$268K +1,417 New