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AppFolio

412 hedge funds and large institutions have $5.55B invested in AppFolio in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 132 increasing their positions, 142 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more call options, than puts

Call options by funds: $60.3M | Put options by funds: $11.1M

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

17% more capital invested

Capital invested by funds: $4.73B → $5.55B (+$820M)

7% more funds holding

Funds holding: 385412 (+27)

0.96% less ownership

Funds ownership: 89.16%88.2% (-0.96%)

7% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 142

Holders
412
Holders Change
+27
Holders Change %
+7.01%
% of All Funds
5.41%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
78
Increased
132
Reduced
142
Closed
47
Calls
$60.3M
Puts
$11.1M
Net Calls
+$49.2M
Net Calls Change
+$29.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MFAM
276
Motley Fool Asset Management
Virginia
$292K +$2.7K +10 +1%
C
277
Covestor
United Kingdom
$286K -$14.3K -53 -5%
DO
278
denkapparat Operations
Germany
$286K
JG
279
Jain Global
New York
$284K +$278K +1,030 New
SLAM
280
Swiss Life Asset Management
$276K +$270K +1,001 New
NA
281
Navellier & Associates
Nevada
$276K
RMDI
282
R.M. Davis Inc
Maine
$276K
SW
283
SteelPeak Wealth
California
$276K
ProShare Advisors
284
ProShare Advisors
Maryland
$274K -$22.7K -84 -8%
CCM
285
Coldstream Capital Management
Washington
$266K +$261K +966 New
AFA
286
Arlington Financial Advisors
California
$262K
BTWM
287
Baker Tilly Wealth Management
Wisconsin
$262K +$257K +951 New
PA
288
Parallel Advisors
California
$259K +$7.83K +29 +3%
SP
289
Saranac Partners
$254K +$249K +920 New
KIC
290
Kensington Investment Counsel
California
$248K
Two Sigma Advisers
291
Two Sigma Advisers
New York
$244K +$239K +886 New
CA
292
Cache Advisors
California
$243K
BFA
293
Brendel Financial Advisors
New Hampshire
$241K +$236K +873 New
SA
294
Sanctuary Advisors
Indiana
$237K -$7.56K -28 -3%
BAM
295
Belpointe Asset Management
Nevada
$232K +$227K +840 New
SCM
296
Shelton Capital Management
Colorado
$227K +$223K +824 New
CFO
297
Callan Family Office
Pennsylvania
$223K -$516K -1,910 -70%
QCG
298
Quadrant Capital Group
Ohio
$221K +$217K +802 New
BWCS
299
Beirne Wealth Consulting Services
Connecticut
$219K +$214K +794 New
NFSG
300
Newbridge Financial Services Group
Florida
$217K +$212K +786 New

APPF Hedge Fund Activity: Q3 2025 in Review

412 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q3 2025, worth a combined $5.55B — up 17% from $4.73B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new APPF positions and 47 closed out — a net gain of 31 holders — while 132 added to existing stakes and 142 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $90.2M. The largest seller was Brown Capital Management, cutting an estimated $64M.

  • 412 institutional investors held AppFolio (APPF) as of Q3 2025, up from 385 in Q2 2025.
  • Funds reported $5.55B of AppFolio stock for Q3 2025, up 17% quarter-over-quarter.
  • 78 funds opened new AppFolio positions in Q3 2025 and 47 closed out, a net change of +31 holders.
  • The largest AppFolio buyer in Q3 2025 was Principal Financial Group, an estimated $90.2M added.
  • The largest AppFolio seller in Q3 2025 was Brown Capital Management, an estimated $64M sold.

Based on aggregated 13F filings for Q3 2025.