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AppFolio
APPF

Overview Fund Activity

378 hedge funds and large institutions have $4.73B invested in AppFolio in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 116 increasing their positions, 154 reducing their positions, and 57 closing their positions.

Holders
378
Holders Change
-1
Holders Change %
-0.26%
% 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
61
Increased
116
Reduced
154
Closed
57
Calls
$13.6M
Puts
$2.14M
Net Calls
+$11.5M
Net Calls Change
+$1.84M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$192M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$105M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$169M
4
CIA
4
Caledonia Investments (Australia)
Australia
$55M
5
ACM
5
Ashe Capital Management
New Jersey
$307M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$132M
2
Macquarie Group
2
Macquarie Group
Australia
$12.6M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$1.94M
4
Franklin Resources
4
Franklin Resources
California
$4.97M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$158M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
276
Parallel Advisors
California
$210K 912 -131 -13%
KIC
277
Kensington Investment Counsel
California
$207K 900 +900 New
Citadel Advisors
278
Citadel Advisors
Florida
$204K 886 -35,758 -98%
CA
279
Cache Advisors
California
$203K 883 +883 New
CCA
280
Cottonwood Capital Advisors
Utah
$202K 876 +876 New
DWA
281
Delap Wealth Advisory
Oregon
$202K 876 +876 New
BC
282
Bayforest Capital
United Kingdom
$200K 869 -665 -43%
IA
283
IFP Advisors
Florida
$181K 470 -172 -27%
DJSG
284
D.J. St. Germain
Massachusetts
$167K 727 +727 New
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$164K 711 -3,663 -84%
ACM
286
Aster Capital Management
United Arab Emirates
$158K 684 +340 +99%
SAM
287
Smartleaf Asset Management
Massachusetts
$138K 608 +95 +19%
TRCT
288
Tower Research Capital (TRC)
New York
$135K 587 -46 -7%
KBC Group
289
KBC Group
Belgium
$133K 579 -427 -42%
FHA
290
First Horizon Advisors
Tennessee
$130K 564 +10 +2%
SO
291
STRS Ohio
Ohio
$121K 525 +525 New
ETC
292
Exchange Traded Concepts
Oklahoma
$115K 500 +36 +8%
HIA
293
Harbor Investment Advisory
Maryland
$108K 467 – –
AAM
294
Advisors Asset Management
Colorado
$96.7K 420 -74 -15%
RFA
295
Reyes Financial Architecture
California
$96.3K 418 +418 New
PS
296
Principal Securities
Iowa
$90K 391 +331 +552%
Jones Financial Companies
297
Jones Financial Companies
Missouri
$90K 396 +54 +16%
OLVIG
298
Oliver Lagore Vanvalin Investment Group
Michigan
$89.9K 409 +409 New
Mirae Asset Global ETFs Holdings
299
Mirae Asset Global ETFs Holdings
Hong Kong
$88K 382 -2 -0.5%
GI
300
GAMMA Investing
California
$75.8K 329 -24 -7%
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