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AppFolio

380 hedge funds and large institutions have $4.73B invested in AppFolio in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 154 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

1% more funds holding

Funds holding: 378380 (+2)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

24% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 154

Holders
380
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23.5M
Puts
$3.98M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
276
R.M. Davis Inc
Maine
$230K
AFA
277
Arlington Financial Advisors
California
$219K
PA
278
Parallel Advisors
California
$210K
KIC
279
Kensington Investment Counsel
California
$207K
Citadel Advisors
280
Citadel Advisors
Florida
$204K
CA
281
Cache Advisors
California
$203K
DWA
282
Delap Wealth Advisory
Oregon
$202K
CCA
283
Cottonwood Capital Advisors
Utah
$202K
BC
284
Bayforest Capital
United Kingdom
$200K
IA
285
IFP Advisors
Florida
$181K
DJSG
286
D.J. St. Germain
Massachusetts
$167K
Carson Wealth (CWM LLC)
287
Carson Wealth (CWM LLC)
Nebraska
$164K
ACM
288
Aster Capital Management
United Arab Emirates
$158K
SAM
289
Smartleaf Asset Management
Massachusetts
$138K
TRCT
290
Tower Research Capital (TRC)
New York
$135K
KBC Group
291
KBC Group
Belgium
$133K
FHA
292
First Horizon Advisors
Tennessee
$130K
SO
293
STRS Ohio
Ohio
$121K
ETC
294
Exchange Traded Concepts
Oklahoma
$115K
HIA
295
Harbor Investment Advisory
Maryland
$108K
AAM
296
Advisors Asset Management
Colorado
$96.7K
RFA
297
Reyes Financial Architecture
California
$96.3K
PS
298
Principal Securities
Iowa
$90K
Jones Financial Companies
299
Jones Financial Companies
Missouri
$90K
OLVIG
300
Oliver Lagore Vanvalin Investment Group
Michigan
$89.9K