We are live on ! Find out more
APPF icon

AppFolio

396 hedge funds and large institutions have $3.41B invested in AppFolio in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 183 increasing their positions, 106 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more call options, than puts

Call options by funds: $26M | Put options by funds: $4.25M

73% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 106

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

0% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 74

2% less funds holding

Funds holding: 403396 (-7)

2.06% less ownership

Funds ownership: 90.83%88.78% (-2.1%)

30% less capital invested

Capital invested by funds: $4.88B → $3.41B (-$1.47B)

Holders
396
Holders Change
-7
Holders Change %
-1.74%
% of All Funds
4.88%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.12%
New
74
Increased
183
Reduced
106
Closed
74
Calls
$26M
Puts
$4.25M
Net Calls
+$21.8M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
C
301
Covestor
United Kingdom
$85K -$80K -422 -44%
SO
302
STRS Ohio
Ohio
$83K -$189 -1 -0.2%
ASN
303
Advisory Services Network
Georgia
$81.4K +$97.8K +516 New
ETC
304
Exchange Traded Concepts
Oklahoma
$77K -$163K -861 -64%
GI
305
GAMMA Investing
California
$75.4K -$18K -95 -17%
ACM
306
Aster Capital Management
United Arab Emirates
$72.8K +$62.7K +331 New
Nisa Investment Advisors
307
Nisa Investment Advisors
Missouri
$70.1K -$1.46M -7,687 -95%
BNP Paribas Asset Management
308
BNP Paribas Asset Management
France
$67.1K +$22.4K +118 +38%
FFA
309
Farther Finance Advisors
California
$58K -$26.7K -141 -27%
SPIA
310
Steward Partners Investment Advisory
New York
$55.1K
Osaic Holdings
311
Osaic Holdings
Arizona
$53.7K -$17.8K -94 -22%
BTI
312
Blue Trust Inc
Georgia
$45.5K +$2.08K +11 +4%
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$40.2K -$398K -2,103 -89%
RFA
314
Reyes Financial Architecture
California
$39.6K -$6.44K -34 -12%
BC
315
Bayforest Capital
United Kingdom
$39.1K -$65.9K -348 -58%
AF
316
Allworth Financial
California
$33.6K +$9.1K +48 +29%
S
317
SignatureFD
Georgia
$33.5K +$3.79K +20 +10%
ERSOT
318
Employees Retirement System of Texas
Texas
$33K
UB
319
UMB Bank
Missouri
$30.9K -$20.1K -106 -35%
VCM
320
Versant Capital Management
Arizona
$26.5K -$9.85K -52 -24%
Optiver Holding
321
Optiver Holding
Netherlands
$26.4K +$28.2K +149 +828%
SCM
322
Sterling Capital Management
North Carolina
$24.8K
CA
323
Clearstead Advisors
Ohio
$23.4K +$6.44K +34 +30%
SA
324
Strategic Advocates
Utah
$18.1K -$105K -554 -83%
BIA
325
Bell Investment Advisors
California
$17K +$8.53K +45 +71%