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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 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
–
Holders Change %
0%
% 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
58
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 %
PAS
251
Park Avenue Securities
New York
$288K +$288K +1,251 New
II
252
Inspire Investing
Idaho
$285K -$39.1K -170 -12%
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$277K -$146K -636 -35%
CA
254
Cullinan Associates
Kentucky
$276K – – –
URS
255
Utah Retirement Systems
Utah
$268K -$8.75K -38 -3%
Janney Montgomery Scott
256
Janney Montgomery Scott
Pennsylvania
$261K -$58.7K -255 -18%
FGP
257
Freestone Grove Partners
California
$260K +$260K +1,130 New
SOW
258
State of Wyoming
Wyoming
$257K -$255K -1,109 -50%
GCM
259
Gallacher Capital Management
Colorado
$255K -$242K -1,051 -49%
LAM
260
Lewis Asset Management
California
$254K +$3.92K +17 +2%
ST
261
Somerset Trust
Pennsylvania
$254K +$15.9K +69 +7%
FFA
262
First Foundation Advisors
California
$253K – – –
C
263
Covestor
United Kingdom
$252K +$13.8K +60 +6%
SA
264
Strategic Advocates
Utah
$251K +$22.6K +98 +10%
WAG
265
Wallace Advisory Group
California
$249K +$249K +1,134 New
ProShare Advisors
266
ProShare Advisors
Maryland
$248K +$8.52K +37 +4%
MSRPS
267
Maryland State Retirement & Pension System
Maryland
$244K – – –
MFAM
268
Motley Fool Asset Management
Virginia
$241K +$21.4K +93 +10%
DO
269
denkapparat Operations
Germany
$239K -$4.61K -20 -2%
Capstone Investment Advisors
270
Capstone Investment Advisors
New York
$237K +$237K +1,031 New
IC
271
IEQ Capital
California
$235K -$2.63M -11,414 -92%
ATPW
272
Ashton Thomas Private Wealth
Arizona
$233K +$233K +1,010 New
NA
273
Navellier & Associates
Nevada
$230K – – –
RMDI
274
R.M. Davis Inc
Maine
$230K – – –
SW
275
SteelPeak Wealth
California
$230K – – –
9 10
11
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