We are live on ! Find out more
APPF icon

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
Commonwealth Equity Services
276
Commonwealth Equity Services
Massachusetts
$220K -$553K -2,919 -68%
M1FG
277
Mach-1 Financial Group
Arkansas
$218K -$145K -765 -36%
MM
278
MQS Management
New York
$217K +$261K +1,375 New
EWA
279
EP Wealth Advisors
California
$215K +$3.22K +17 +1%
FT
280
Fiduciary Trust
Massachusetts
$215K -$20.3K -107 -7%
DnB Asset Management
281
DnB Asset Management
Norway
$206K +$248K +1,308 New
SOW
282
State of Wyoming
Wyoming
$202K -$342K -1,805 -59%
QCG
283
Quadrant Capital Group
Ohio
$200K +$86K +454 +56%
CIAM
284
Caitong International Asset Management
Hong Kong
$196K +$234K +1,233 +12,330%
PCM
285
Penserra Capital Management
California
$163K +$3.6K +19 +2%
ECSS
286
Eurizon Capital SGR SpA
$161K +$25.2K +133 +15%
HFS
287
Hantz Financial Services
Michigan
$155K +$97.6K +515 +110%
HI
288
Harbour Investments
Wisconsin
$153K +$183K +967 New
RIL
289
Rothschild Investment LLC
Illinois
$150K +$177K +933 +5,488%
CA
290
Cache Advisors
California
$139K
GPGA
291
Grandeur Peak Global Advisors
Utah
$131K -$226K -1,195 -59%
Wealth Enhancement Advisory Services
292
Wealth Enhancement Advisory Services
Minnesota
$126K -$19.8M -104,337 -96%
VEA
293
Virtus ETF Advisers
New York
$117K
TRCT
294
Tower Research Capital (TRC)
New York
$115K -$31.1K -164 -18%
PA
295
Parallel Advisors
California
$111K +$26.7K +141 +25%
IA
296
IFP Advisors
Florida
$98.6K -$3.22K -17 -3%
AAM
297
Advisors Asset Management
Colorado
$94.1K +$15.7K +83 +16%
HNB
298
Huntington National Bank
Ohio
$91.7K +$33.5K +177 +44%
KBC Group
299
KBC Group
Belgium
$91K
Walleye Trading
300
Walleye Trading
New York
$85.4K +$103K +541 New