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AppFolio
APPF

Overview Fund Activity

379 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, 116 increasing their positions, 154 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
–
Holders Change %
0%
% 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
62
Increased
116
Reduced
154
Closed
58
Calls
$23.5M
Puts
$3.98M
Net Calls
+$19.5M
Net Calls Change
+$9.93M

Top Buyers

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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$132M
2
Macquarie Group
Macquarie Group
Australia
$12.6M
3
AQR Capital Management
AQR Capital Management
Connecticut
$1.94M
4
Franklin Resources
Franklin Resources
California
$4.97M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
276
Arlington Financial Advisors
California
$219K – – –
PA
277
Parallel Advisors
California
$210K -$30.2K -131 -13%
KIC
278
Kensington Investment Counsel
California
$207K +$207K +900 New
Citadel Advisors
279
Citadel Advisors
Florida
$204K -$8.23M -35,758 -98%
CA
280
Cache Advisors
California
$203K +$203K +883 New
CCA
281
Cottonwood Capital Advisors
Utah
$202K +$202K +876 New
DWA
282
Delap Wealth Advisory
Oregon
$202K +$202K +876 New
BC
283
Bayforest Capital
United Kingdom
$200K -$153K -665 -43%
IA
284
IFP Advisors
Florida
$181K -$66.1K -172 -27%
DJSG
285
D.J. St. Germain
Massachusetts
$167K +$167K +727 New
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$164K -$845K -3,663 -84%
ACM
287
Aster Capital Management
United Arab Emirates
$158K +$78.3K +340 +99%
SAM
288
Smartleaf Asset Management
Massachusetts
$138K +$21.6K +95 +19%
TRCT
289
Tower Research Capital (TRC)
New York
$135K -$10.6K -46 -7%
KBC Group
290
KBC Group
Belgium
$133K -$98.1K -427 -42%
FHA
291
First Horizon Advisors
Tennessee
$130K +$2.3K +10 +2%
SO
292
STRS Ohio
Ohio
$121K +$121K +525 New
ETC
293
Exchange Traded Concepts
Oklahoma
$115K +$8.29K +36 +8%
HIA
294
Harbor Investment Advisory
Maryland
$108K – – –
AAM
295
Advisors Asset Management
Colorado
$96.7K -$17K -74 -15%
RFA
296
Reyes Financial Architecture
California
$96.3K +$96.3K +418 New
PS
297
Principal Securities
Iowa
$90K +$76.2K +331 +552%
Jones Financial Companies
298
Jones Financial Companies
Missouri
$90K +$12.3K +54 +16%
OLVIG
299
Oliver Lagore Vanvalin Investment Group
Michigan
$89.9K +$89.9K +409 New
Mirae Asset Global ETFs Holdings
300
Mirae Asset Global ETFs Holdings
Hong Kong
$88K -$461 -2 -0.5%
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12
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