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AppFolio
APPF

Overview Fund Activity

379 hedge funds and large institutions have $4.33B invested in AppFolio in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 134 increasing their positions, 128 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-7
Holders Change %
-1.81%
% of All Funds
5.15%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
74
Increased
134
Reduced
128
Closed
77
Calls
$16.6M
Puts
$6.95M
Net Calls
+$9.61M
Net Calls Change
+$3.27M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$92.9M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$170M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$186M
4
Principal Financial Group
Principal Financial Group
Iowa
$88.4M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$38M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$39.7M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$17.2K
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
4
WC
Westwind Capital
New Mexico
$0
5
DAM
Deepwater Asset Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
301
UMB Bank
Missouri
$63.6K +$26.8K +122 +73%
BTI
302
Blue Trust Inc
Georgia
$59.6K +$45.7K +208 +330%
CIAM
303
Caitong International Asset Management
Hong Kong
$55.2K +$55.2K +251 New
S
304
SignatureFD
Georgia
$53.4K +$9.9K +45 +23%
PPA
305
Pilgrim Partners Asia
Singapore
$48.4K +$48.4K +220 New
VCM
306
Versant Capital Management
Arizona
$44.6K +$43.8K +199 +4,975%
TWD
307
True Wealth Design
Ohio
$41.8K -$79.6K -362 -66%
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$39.4K +$13.6K +62 +53%
AF
309
Allworth Financial
California
$38K +$5.4K +23 +17%
Osaic Holdings
310
Osaic Holdings
Arizona
$33.5K -$223K -1,007 -87%
HNB
311
Huntington National Bank
Ohio
$27.7K +$1.1K +5 +4%
CA
312
Clearstead Advisors
Ohio
$23.8K +$15.6K +71 +192%
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$23.3K +$1.32K +6 +6%
BIG
314
Brooklyn Investment Group
New York
$21.1K +$21.1K +96 New
PEAK6
315
PEAK6
Illinois
$20.8K -$30.9K -141 -60%
SPIA
316
Steward Partners Investment Advisory
New York
$19.8K -$5.28K -24 -21%
Fuller & Thaler Asset Management
317
Fuller & Thaler Asset Management
California
$17.2K -$40.8M -185,054 -100%
EWA
318
EverSource Wealth Advisors
Alabama
$17.2K -$31.7K -144 -65%
SCM
319
Sterling Capital Management
North Carolina
$16.7K -$63.8K -290 -79%
SSG
320
Summit Securities Group
New York
$16.1K +$16.1K +73 New
PS
321
Principal Securities
Iowa
$14.8K – – –
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$12.3K +$5.72K +26 +87%
Mitsubishi UFJ Asset Management
323
Mitsubishi UFJ Asset Management
Japan
$12.3K +$12.3K +56 New
SS
324
SBI Securities
Japan
$11.2K +$6.82K +31 +155%
MCM
325
MAI Capital Management
Ohio
$11K – – –
11 12
13
14 15