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AppFolio

409 hedge funds and large institutions have $5.55B invested in AppFolio in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 132 increasing their positions, 140 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

7% more funds holding

Funds holding: 382409 (+27)

0.95% less ownership

Funds ownership: 89.13%88.18% (-0.95%)

6% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 140

Holders
409
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.3M
Puts
$11.1M
Net Calls
Net Calls Change

Top Buyers

1 +$90.2M
2 +$52.3M
3 +$31.5M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$23.9M
5
Invesco
Invesco
Georgia
+$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FBT
251
First Bank & Trust
South Dakota
$358K
AWAU
252
Alliance Wealth Advisors (Utah)
Utah
$357K
SC
253
SummitTX Capital
Texas
$351K
Allspring Global Investments
254
Allspring Global Investments
North Carolina
$351K
Mercer Global Advisors
255
Mercer Global Advisors
Colorado
$348K
PAS
256
Park Avenue Securities
New York
$348K
BF
257
BOK Financial
Oklahoma
$346K
TRCT
258
Tower Research Capital (TRC)
New York
$340K
Pathstone Holdings
259
Pathstone Holdings
New Jersey
$333K
CA
260
Cullinan Associates
Kentucky
$331K
SOW
261
State of Wyoming
Wyoming
$330K
FRM
262
Fox Run Management
Connecticut
$326K
EGM
263
Engineers Gate Manager
New York
$322K
URS
264
Utah Retirement Systems
Utah
$320K
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$319K
FGP
266
Freestone Grove Partners
California
$311K
ST
267
Somerset Trust
Pennsylvania
$307K
LAM
268
Lewis Asset Management
California
$307K
SA
269
Strategic Advocates
Utah
$307K
MA
270
Mutual Advisors
Nebraska
$304K
FFA
271
First Foundation Advisors
California
$303K
II
272
Inspire Investing
Idaho
$300K
MSRPS
273
Maryland State Retirement & Pension System
Maryland
$292K
MFAM
274
Motley Fool Asset Management
Virginia
$292K
C
275
Covestor
United Kingdom
$286K