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AppFolio

405 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, 132 increasing their positions, 138 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: 382405 (+23)

4% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 138

1.72% less ownership

Funds ownership: 89.18%87.46% (-1.7%)

Holders
405
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
CA
326
Clearstead Advisors
Ohio
$58.4K
ERSOT
327
Employees Retirement System of Texas
Texas
$58K
ASN
328
Advisory Services Network
Georgia
$55.1K
AAP
329
Arax Advisory Partners
Colorado
$53.8K
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$52.9K
FFA
331
Farther Finance Advisors
California
$50.7K
SSG
332
Summit Securities Group
New York
$47.7K
AF
333
Allworth Financial
California
$46.9K
VCM
334
Versant Capital Management
Arizona
$41.3K
HFS
335
Hantz Financial Services
Michigan
$39K
FHC
336
First Horizon Corporation
Tennessee
$38.9K
TPCW
337
TD Private Client Wealth
New York
$36.7K
RFP
338
Root Financial Partners
California
$31.4K
IFU
339
iSAM Funds (UK)
United Kingdom
$24.8K
WANY
340
Wealthspire Advisors (New York)
New York
$21.8K
T
341
Tidemark
California
$20.9K
Rockefeller Capital Management
342
Rockefeller Capital Management
New York
$16K
Mitsubishi UFJ Asset Management
343
Mitsubishi UFJ Asset Management
Japan
$15.4K
EWA
344
EverSource Wealth Advisors
Alabama
$15.2K
TFA
345
Transamerica Financial Advisors
Florida
$14.1K
MCM
346
MAI Capital Management
Ohio
$13.8K
GRP
347
Global Retirement Partners
California
$13.5K
RA
348
Rise Advisors
New York
$13.2K
PPC
349
Park Place Capital
Alabama
$13.2K
Optiver Holding
350
Optiver Holding
Netherlands
$11.9K