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AppFolio
APPF

Overview Fund Activity

379 hedge funds and large institutions have $4.73B invested in AppFolio in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 154 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
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
62
Increased
116
Reduced
154
Closed
57
Calls
$23.5M
Puts
$3.98M
Net Calls
+$19.5M
Net Calls Change
+$9.93M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$99.3M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$92.1M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$71.6M
4
CIA
Caledonia Investments (Australia)
Australia
+$55M
5
ACM
Ashe Capital Management
New Jersey
+$44.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$62.6M
2
Macquarie Group
Macquarie Group
Australia
-$58M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$39.9M
4
Franklin Resources
Franklin Resources
California
-$38.6M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
301
GAMMA Investing
California
$75.8K -$5.53K -24 -7%
UB
302
UMB Bank
Missouri
$66.6K – – –
BTI
303
Blue Trust Inc
Georgia
$59K -$3.45K -15 -6%
CA
304
Clearstead Advisors
Ohio
$56.9K +$32K +139 +129%
MYIA
305
Mount Yale Investment Advisors
Colorado
$55.3K +$55.3K +240 New
BNP Paribas Asset Management
306
BNP Paribas Asset Management
France
$52K +$52K +225 New
HNB
307
Huntington National Bank
Ohio
$46.1K +$17K +74 +59%
S
308
SignatureFD
Georgia
$44.4K -$11.5K -50 -21%
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$37.1K -$4.15K -18 -10%
VCM
310
Versant Capital Management
Arizona
$33.2K -$13.6K -59 -29%
AF
311
Allworth Financial
California
$30.4K -$6.91K -30 -19%
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$29.7K +$5.3K +23 +22%
T
313
Tidemark
California
$27.6K +$21.9K +95 +380%
SPIA
314
Steward Partners Investment Advisory
New York
$20.7K – – –
Fuller & Thaler Asset Management
315
Fuller & Thaler Asset Management
California
$16.9K -$1.16K -5 -6%
BIG
316
Brooklyn Investment Group
New York
$13.4K -$8.75K -38 -40%
Mitsubishi UFJ Asset Management
317
Mitsubishi UFJ Asset Management
Japan
$12.9K – – –
GRP
318
Global Retirement Partners
California
$11.7K +$11.7K +51 New
MCM
319
MAI Capital Management
Ohio
$11.5K – – –
RA
320
Rise Advisors
New York
$11.1K – – –
PPC
321
Park Place Capital
Alabama
$11K – – –
CIAM
322
Caitong International Asset Management
Hong Kong
$10.1K -$47.7K -207 -82%
PSFG
323
Park Square Financial Group
Georgia
$10.1K – – –
WWM
324
Wolff Wiese Magana
California
$9.67K – – –
BIA
325
Bell Investment Advisors
California
$9.67K +$2.3K +10 +31%
11 12
13
14 15