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AppFolio

405 hedge funds and large institutions have $5.51B invested in AppFolio in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 132 increasing their positions, 138 reducing their positions, and 48 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: $ → $

6% more funds holding

Funds holding: 382405 (+23)

4% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 138

1.72% less ownership

Funds ownership: 89.18%87.46% (-1.7%)

Holders
405
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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 +$92M
2 +$53.4M
3 +$32.1M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$24.4M
5
Invesco
Invesco
Georgia
+$22.5M

Top Sellers

1 -$65.3M
2 -$50.9M
3 -$50M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$46.1M
5
Morgan Stanley
Morgan Stanley
New York
-$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
276
Navellier & Associates
Nevada
$276K
RMDI
277
R.M. Davis Inc
Maine
$276K
SW
278
SteelPeak Wealth
California
$276K
ProShare Advisors
279
ProShare Advisors
Maryland
$274K
CCM
280
Coldstream Capital Management
Washington
$266K
AFA
281
Arlington Financial Advisors
California
$262K
BTWM
282
Baker Tilly Wealth Management
Wisconsin
$262K
PA
283
Parallel Advisors
California
$259K
SP
284
Saranac Partners
$254K
KIC
285
Kensington Investment Counsel
California
$248K
Two Sigma Advisers
286
Two Sigma Advisers
New York
$244K
CA
287
Cache Advisors
California
$243K
BFA
288
Brendel Financial Advisors
New Hampshire
$241K
SA
289
Sanctuary Advisors
Indiana
$237K
BAM
290
Belpointe Asset Management
Nevada
$232K
SCM
291
Shelton Capital Management
Colorado
$227K
CFO
292
Callan Family Office
Pennsylvania
$223K
QCG
293
Quadrant Capital Group
Ohio
$221K
BWCS
294
Beirne Wealth Consulting Services
Connecticut
$219K
NFSG
295
Newbridge Financial Services Group
Florida
$217K
Corient Private Wealth
296
Corient Private Wealth
Florida
$214K
MBTD
297
Mechanics Bank - Trust Department
California
$210K
PWAM
298
Papamarkou Wellner Asset Management
New York
$210K
Polen Capital Management
299
Polen Capital Management
Florida
$208K
XT
300
XTX Topco
Cayman Islands
$207K