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AppFolio

401 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, 131 increasing their positions, 137 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: 380401 (+21)

4% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 137

1.74% less ownership

Funds ownership: 89.17%87.43% (-1.7%)

Holders
401
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
RMDI
276
R.M. Davis Inc
Maine
$276K
SW
277
SteelPeak Wealth
California
$276K
ProShare Advisors
278
ProShare Advisors
Maryland
$274K
CCM
279
Coldstream Capital Management
Washington
$266K
AFA
280
Arlington Financial Advisors
California
$262K
BTWM
281
Baker Tilly Wealth Management
Wisconsin
$262K
PA
282
Parallel Advisors
California
$259K
KIC
283
Kensington Investment Counsel
California
$248K
Two Sigma Advisers
284
Two Sigma Advisers
New York
$244K
CA
285
Cache Advisors
California
$243K
BFA
286
Brendel Financial Advisors
New Hampshire
$241K
BAM
287
Belpointe Asset Management
Nevada
$232K
SCM
288
Shelton Capital Management
Colorado
$227K
CFO
289
Callan Family Office
Pennsylvania
$223K
QCG
290
Quadrant Capital Group
Ohio
$221K
BWCS
291
Beirne Wealth Consulting Services
Connecticut
$219K
NFSG
292
Newbridge Financial Services Group
Florida
$217K
Corient Private Wealth
293
Corient Private Wealth
Florida
$214K
MBTD
294
Mechanics Bank - Trust Department
California
$210K
PWAM
295
Papamarkou Wellner Asset Management
New York
$210K
Polen Capital Management
296
Polen Capital Management
Florida
$208K
XT
297
XTX Topco
Cayman Islands
$207K
OIA
298
OneDigital Investment Advisors
Kansas
$205K
VEA
299
Virtus ETF Advisers
New York
$204K
IA
300
IFP Advisors
Florida
$195K