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AppFolio
APPF

Overview Fund Activity

379 hedge funds and large institutions have $4.33B invested in AppFolio in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 134 increasing their positions, 128 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-7
Holders Change %
-1.81%
% of All Funds
5.15%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
74
Increased
134
Reduced
128
Closed
77
Calls
$16.6M
Puts
$6.95M
Net Calls
+$9.61M
Net Calls Change
+$3.27M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$92.9M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$170M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$186M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$88.4M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$38M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$39.7M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$17.2K
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
WC
4
Westwind Capital
New Mexico
$0
5
DAM
5
Deepwater Asset Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OR
276
Olympiad Research
Connecticut
$221K -$150K -680 -40%
SW
277
SteelPeak Wealth
California
$220K -$1.32K -6 -0.6%
RMDI
278
R.M. Davis Inc
Maine
$220K – – –
SA
279
Strategic Advocates
Utah
$218K +$218K +990 New
Corient Private Wealth
280
Corient Private Wealth
Florida
$216K +$216K +981 New
NA
281
Navellier & Associates
Nevada
$214K – – –
DekaBank Deutsche Girozentrale
282
DekaBank Deutsche Girozentrale
Germany
$211K -$122K -559 -37%
MFAM
283
Motley Fool Asset Management
Virginia
$210K +$29.2K +133 +16%
AFA
284
Arlington Financial Advisors
California
$209K – – –
PCM
285
Prelude Capital Management
New York
$205K -$129K -587 -39%
GSC
286
Ground Swell Capital
South Carolina
$204K +$204K +928 New
A
287
AlphaQuest
New York
$194K -$184K -836 -49%
CCM
288
Coldstream Capital Management
Washington
$174K +$174K +790 New
IA
289
IFP Advisors
Florida
$141K +$137K +623 +3,279%
TRCT
290
Tower Research Capital (TRC)
New York
$139K -$396K -1,802 -74%
FHA
291
First Horizon Advisors
Tennessee
$122K +$64.7K +294 +113%
SAM
292
Smartleaf Asset Management
Massachusetts
$114K -$9.07K -41 -7%
AAM
293
Advisors Asset Management
Colorado
$109K +$2.42K +11 +2%
HIA
294
Harbor Investment Advisory
Maryland
$103K – – –
ETC
295
Exchange Traded Concepts
Oklahoma
$102K -$39.1K -178 -28%
Mirae Asset Global ETFs Holdings
296
Mirae Asset Global ETFs Holdings
Hong Kong
$84.4K +$16.1K +73 +23%
GI
297
GAMMA Investing
California
$77.6K +$40.7K +185 +110%
Jones Financial Companies
298
Jones Financial Companies
Missouri
$75.7K +$21K +95 +38%
ACM
299
Aster Capital Management
United Arab Emirates
$73.8K +$29.2K +136 +65%
LC
300
Lindbrook Capital
California
$68.2K +$51.7K +235 +313%
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12
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