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AppFolio

385 hedge funds and large institutions have $4.73B invested in AppFolio in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 118 increasing their positions, 156 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

491% more call options, than puts

Call options by funds: $23.5M | Put options by funds: $3.98M

13% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 56

8% more capital invested

Capital invested by funds: $4.39B → $4.73B (+$346M)

3.35% more ownership

Funds ownership: 85.81%89.16% (+3.4%)

1% more funds holding

Funds holding: 381385 (+4)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

24% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 156

Holders
385
Holders Change
+4
Holders Change %
+1.05%
% of All Funds
5.07%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
63
Increased
118
Reduced
156
Closed
56
Calls
$23.5M
Puts
$3.98M
Net Calls
+$19.5M
Net Calls Change
+$9.93M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
301
Principal Securities
Iowa
$90K +$72.1K +331 +552%
Jones Financial Companies
302
Jones Financial Companies
Missouri
$90K +$11.8K +54 +16%
OLVIG
303
Oliver Lagore Vanvalin Investment Group
Michigan
$89.9K +$89.2K +409 New
Mirae Asset Global ETFs Holdings
304
Mirae Asset Global ETFs Holdings
Hong Kong
$88K -$436 -2 -0.5%
GI
305
GAMMA Investing
California
$75.8K -$5.23K -24 -7%
UB
306
UMB Bank
Missouri
$66.6K
BTI
307
Blue Trust Inc
Georgia
$59K -$3.27K -15 -6%
CA
308
Clearstead Advisors
Ohio
$56.9K +$30.3K +139 +129%
MYIA
309
Mount Yale Investment Advisors
Colorado
$55.3K +$52.3K +240 New
BNP Paribas Asset Management
310
BNP Paribas Asset Management
France
$52K +$49K +225 New
HNB
311
Huntington National Bank
Ohio
$46.1K +$16.1K +74 +59%
S
312
SignatureFD
Georgia
$44.4K -$10.9K -50 -21%
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$37.1K -$3.92K -18 -10%
VCM
314
Versant Capital Management
Arizona
$33.2K -$12.9K -59 -29%
DB
315
Danske Bank
Denmark
$30.4K -$1.86M -8,544 -98%
AF
316
Allworth Financial
California
$30.4K -$6.54K -30 -19%
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$29.7K +$5.01K +23 +22%
T
318
Tidemark
California
$27.6K +$20.7K +95 +380%
SPIA
319
Steward Partners Investment Advisory
New York
$20.7K
Fuller & Thaler Asset Management
320
Fuller & Thaler Asset Management
California
$16.9K -$1.09K -5 -6%
BIG
321
Brooklyn Investment Group
New York
$13.4K -$8.28K -38 -40%
Mitsubishi UFJ Asset Management
322
Mitsubishi UFJ Asset Management
Japan
$12.9K
GRP
323
Global Retirement Partners
California
$11.7K +$11.1K +51 New
MCM
324
MAI Capital Management
Ohio
$11.5K
RA
325
Rise Advisors
New York
$11.1K

APPF Hedge Fund Activity: Q2 2025 in Review

385 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q2 2025, worth a combined $4.73B — up 7.9% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new APPF positions and 56 closed out — a net gain of 7 holders — while 118 added to existing stakes and 156 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $93.9M. The largest seller was Fidelity Investments, cutting an estimated $59.2M.

  • 385 institutional investors held AppFolio (APPF) as of Q2 2025, up from 381 in Q1 2025.
  • Funds reported $4.73B of AppFolio stock for Q2 2025, up 7.9% quarter-over-quarter.
  • 63 funds opened new AppFolio positions in Q2 2025 and 56 closed out, a net change of +7 holders.
  • The largest AppFolio buyer in Q2 2025 was Principal Financial Group, an estimated $93.9M added.
  • The largest AppFolio seller in Q2 2025 was Fidelity Investments, an estimated $59.2M sold.

Based on aggregated 13F filings for Q2 2025.