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AppFolio
APPF

Overview Fund Activity

378 hedge funds and large institutions have $4.73B invested in AppFolio in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 116 increasing their positions, 154 reducing their positions, and 57 closing their positions.

Holders
378
Holders Change
-1
Holders Change %
-0.26%
% 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
61
Increased
116
Reduced
154
Closed
57
Calls
$13.6M
Puts
$2.14M
Net Calls
+$11.5M
Net Calls Change
+$1.84M

Top Buyers

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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$132M
2
Macquarie Group
2
Macquarie Group
Australia
$12.6M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$1.94M
4
Franklin Resources
4
Franklin Resources
California
$4.97M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$158M
Name Market Value Shares Shares
Change 		Shares
Change %
UB
301
UMB Bank
Missouri
$66.6K 289 – –
BTI
302
Blue Trust Inc
Georgia
$59K 256 -15 -6%
CA
303
Clearstead Advisors
Ohio
$56.9K 247 +139 +129%
MYIA
304
Mount Yale Investment Advisors
Colorado
$55.3K 240 +240 New
BNP Paribas Asset Management
305
BNP Paribas Asset Management
France
$52K 225 +225 New
HNB
306
Huntington National Bank
Ohio
$46.1K 200 +74 +59%
S
307
SignatureFD
Georgia
$44.4K 193 -50 -21%
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$37.1K 161 -18 -10%
VCM
309
Versant Capital Management
Arizona
$33.2K 144 -59 -29%
AF
310
Allworth Financial
California
$30.4K 132 -30 -19%
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$29.7K 129 +23 +22%
T
312
Tidemark
California
$27.6K 120 +95 +380%
SPIA
313
Steward Partners Investment Advisory
New York
$20.7K 90 – –
Fuller & Thaler Asset Management
314
Fuller & Thaler Asset Management
California
$16.9K 73 -5 -6%
BIG
315
Brooklyn Investment Group
New York
$13.4K 58 -38 -40%
Mitsubishi UFJ Asset Management
316
Mitsubishi UFJ Asset Management
Japan
$12.9K 56 – –
GRP
317
Global Retirement Partners
California
$11.7K 51 +51 New
MCM
318
MAI Capital Management
Ohio
$11.5K 50 – –
RA
319
Rise Advisors
New York
$11.1K 48 – –
PPC
320
Park Place Capital
Alabama
$11K 48 – –
CIAM
321
Caitong International Asset Management
Hong Kong
$10.1K 44 -207 -82%
PSFG
322
Park Square Financial Group
Georgia
$10.1K 44 – –
WWM
323
Wolff Wiese Magana
California
$9.67K 42 – –
BIA
324
Bell Investment Advisors
California
$9.67K 42 +10 +31%
CI Investments Inc
325
CI Investments Inc
Ontario, Canada
$9K 39 -1 -3%
11 12
13
14 15