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AppFolio

405 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, 132 increasing their positions, 138 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: 382405 (+23)

4% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 138

1.72% less ownership

Funds ownership: 89.18%87.46% (-1.7%)

Holders
405
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
OIA
301
OneDigital Investment Advisors
Kansas
$205K
VEA
302
Virtus ETF Advisers
New York
$204K
IA
303
IFP Advisors
Florida
$195K
Osaic Holdings
304
Osaic Holdings
Arizona
$175K
ETC
305
Exchange Traded Concepts
Oklahoma
$167K
DJSG
306
D.J. St. Germain
Massachusetts
$162K
SAM
307
Smartleaf Asset Management
Massachusetts
$160K
VI
308
Vestcor Inc
New Brunswick, Canada
$152K
PS
309
Principal Securities
Iowa
$145K
SO
310
STRS Ohio
Ohio
$145K
BTI
311
Blue Trust Inc
Georgia
$133K
GI
312
GAMMA Investing
California
$131K
HIA
313
Harbor Investment Advisory
Maryland
$129K
Jones Financial Companies
314
Jones Financial Companies
Missouri
$126K
AAM
315
Advisors Asset Management
Colorado
$123K
Simplex Trading
316
Simplex Trading
Illinois
$119K
RFA
317
Reyes Financial Architecture
California
$107K
SPIA
318
Steward Partners Investment Advisory
New York
$96.2K
HNB
319
Huntington National Bank
Ohio
$93.2K
UB
320
UMB Bank
Missouri
$82.7K
Canada Pension Plan Investment Board
321
Canada Pension Plan Investment Board
Ontario, Canada
$82.7K
S
322
SignatureFD
Georgia
$71.1K
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$70.6K
HFM
324
Harvest Fund Management
China
$69K
BNP Paribas Asset Management
325
BNP Paribas Asset Management
France
$62K