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AppFolio

409 hedge funds and large institutions have $5.55B invested in AppFolio in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 132 increasing their positions, 140 reducing their positions, and 47 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: $ → $

7% more funds holding

Funds holding: 382409 (+27)

0.95% less ownership

Funds ownership: 89.13%88.18% (-0.95%)

6% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 140

Holders
409
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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 +$90.2M
2 +$52.3M
3 +$31.5M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$23.9M
5
Invesco
Invesco
Georgia
+$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
301
Papamarkou Wellner Asset Management
New York
$210K
Polen Capital Management
302
Polen Capital Management
Florida
$208K
XT
303
XTX Topco
Cayman Islands
$207K
OIA
304
OneDigital Investment Advisors
Kansas
$205K
VEA
305
Virtus ETF Advisers
New York
$204K
Osaic Holdings
306
Osaic Holdings
Arizona
$175K
IA
307
IFP Advisors
Florida
$173K
ETC
308
Exchange Traded Concepts
Oklahoma
$167K
DJSG
309
D.J. St. Germain
Massachusetts
$162K
SAM
310
Smartleaf Asset Management
Massachusetts
$160K
KBC Group
311
KBC Group
Belgium
$160K
VI
312
Vestcor Inc
New Brunswick, Canada
$152K
PS
313
Principal Securities
Iowa
$145K
SO
314
STRS Ohio
Ohio
$145K
BTI
315
Blue Trust Inc
Georgia
$133K
GI
316
GAMMA Investing
California
$131K
HIA
317
Harbor Investment Advisory
Maryland
$129K
Jones Financial Companies
318
Jones Financial Companies
Missouri
$126K
AAM
319
Advisors Asset Management
Colorado
$123K
Simplex Trading
320
Simplex Trading
Illinois
$119K
RFA
321
Reyes Financial Architecture
California
$107K
SPIA
322
Steward Partners Investment Advisory
New York
$96.2K
HNB
323
Huntington National Bank
Ohio
$93.2K
UB
324
UMB Bank
Missouri
$82.7K
Canada Pension Plan Investment Board
325
Canada Pension Plan Investment Board
Ontario, Canada
$82.7K