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AppFolio

401 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, 131 increasing their positions, 137 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: 380401 (+21)

4% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 137

1.74% less ownership

Funds ownership: 89.17%87.43% (-1.7%)

Holders
401
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
Osaic Holdings
301
Osaic Holdings
Arizona
$175K
ETC
302
Exchange Traded Concepts
Oklahoma
$167K
DJSG
303
D.J. St. Germain
Massachusetts
$162K
SAM
304
Smartleaf Asset Management
Massachusetts
$160K
VI
305
Vestcor Inc
New Brunswick, Canada
$152K
PS
306
Principal Securities
Iowa
$145K
SO
307
STRS Ohio
Ohio
$145K
BTI
308
Blue Trust Inc
Georgia
$133K
GI
309
GAMMA Investing
California
$131K
HIA
310
Harbor Investment Advisory
Maryland
$129K
Jones Financial Companies
311
Jones Financial Companies
Missouri
$126K
AAM
312
Advisors Asset Management
Colorado
$123K
Simplex Trading
313
Simplex Trading
Illinois
$119K
RFA
314
Reyes Financial Architecture
California
$107K
SPIA
315
Steward Partners Investment Advisory
New York
$96.2K
HNB
316
Huntington National Bank
Ohio
$93.2K
UB
317
UMB Bank
Missouri
$82.7K
Canada Pension Plan Investment Board
318
Canada Pension Plan Investment Board
Ontario, Canada
$82.7K
S
319
SignatureFD
Georgia
$71.1K
Fifth Third Bancorp
320
Fifth Third Bancorp
Ohio
$70.6K
HFM
321
Harvest Fund Management
China
$69K
BNP Paribas Asset Management
322
BNP Paribas Asset Management
France
$62K
CA
323
Clearstead Advisors
Ohio
$58.4K
ERSOT
324
Employees Retirement System of Texas
Texas
$58K
ASN
325
Advisory Services Network
Georgia
$55.1K