APPF icon

AppFolio
APPF

Overview Fund Activity

378 hedge funds and large institutions have $4.73B invested in AppFolio in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 116 increasing their positions, 154 reducing their positions, and 57 closing their positions.

Holders
378
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
61
Increased
116
Reduced
154
Closed
57
Calls
$13.6M
Puts
$2.14M
Net Calls
+$11.5M
Net Calls Change
+$1.84M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$192M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$105M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$169M
4
CIA
4
Caledonia Investments (Australia)
Australia
$55M
5
ACM
5
Ashe Capital Management
New Jersey
$307M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$132M
2
Macquarie Group
2
Macquarie Group
Australia
$12.6M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$1.94M
4
Franklin Resources
4
Franklin Resources
California
$4.97M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$158M
Name Market Value Shares Shares
Change 		Shares
Change %
IHWM
326
Iron Horse Wealth Management
Iowa
$8.29K 36 – –
CA
327
CoreCap Advisors
Michigan
$8.06K 35 +6 +21%
EWA
328
EverSource Wealth Advisors
Alabama
$7.6K 33 -45 -58%
SCM
329
Sterling Capital Management
North Carolina
$7.37K 32 -44 -58%
HFS
330
Hantz Financial Services
Michigan
$7K 30 +25 +500%
PWMG
331
Private Wealth Management Group
New Jersey
$5.99K 26 +8 +44%
AAP
332
Arax Advisory Partners
Colorado
$5.99K 26 -6 -19%
ADL
333
Asset Dedication LLC
California
$5.3K 23 – –
MAFA
334
MJT & Associates Financial Advisory
Minnesota
$5.3K 23 – –
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$4.84K 21 -35 -63%
Optiver Holding
336
Optiver Holding
Netherlands
$4.38K 19 +19 New
TPWA
337
Twin Peaks Wealth Advisors
California
$4.09K 15 +15 New
SS
338
SBI Securities
Japan
$3.92K 17 -34 -67%
GC
339
Globeflex Capital
California
$3.92K 17 – –
FMII
340
Farmers & Merchants Investments Inc
Nebraska
$3.92K 17 +3 +21%
BWL
341
Bogart Wealth LLC
Virginia
$3.45K 15 – –
HCM
342
Hollencrest Capital Management
California
$3.45K 15 – –
FFO
343
Fortitude Family Office
Arizona
$3.45K 15 +15 New
NC
344
North Capital
Utah
$3.22K 14 – –
PFBT
345
Parkside Financial Bank & Trust
Missouri
$2.99K 13 -5 -28%
PAS
346
Point72 Asia (Singapore)
Singapore
$2.8K 12 +12 New
WTC
347
WhitTier Trust Company
Nevada
$2.76K 12 – –
CIA
348
Cape Investment Advisory
Georgia
$2.76K 12 +12 New
NC
349
NewSquare Capital
Pennsylvania
$2.3K 10 +1 +11%
ACM
350
Anfield Capital Management
California
$2.07K 9 – –
12 13
14
15 16