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AppFolio

396 hedge funds and large institutions have $3.41B invested in AppFolio in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 183 increasing their positions, 106 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more call options, than puts

Call options by funds: $26M | Put options by funds: $4.25M

73% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 106

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

0% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 74

2% less funds holding

Funds holding: 403396 (-7)

2.06% less ownership

Funds ownership: 90.83%88.78% (-2.1%)

30% less capital invested

Capital invested by funds: $4.88B → $3.41B (-$1.47B)

Holders
396
Holders Change
-7
Holders Change %
-1.74%
% of All Funds
4.88%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.12%
New
74
Increased
183
Reduced
106
Closed
74
Calls
$26M
Puts
$4.25M
Net Calls
+$21.8M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
326
MassMutual Private Wealth & Trust
Connecticut
$16.6K +$14.4K +76 +262%
EWA
327
EverSource Wealth Advisors
Alabama
$15.9K -$1.9K -10 -9%
SGFG
328
Silver Grove Financial Group
New York
$15.5K +$18.6K +98 New
Los Angeles Capital Management
329
Los Angeles Capital Management
California
$14.7K -$650K -3,430 -97%
AA
330
Addison Advisors
Vermont
$13.9K +$16.7K +88 New
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$13.7K -$27.7K -146 -63%
FHC
332
First Horizon Corporation
Tennessee
$12.6K -$12.9K -68 -46%
T
333
Tidemark
California
$12K
MCM
334
MAI Capital Management
Ohio
$10.6K -$14K -74 -52%
PFBT
335
Parkside Financial Bank & Trust
Missouri
$10.4K +$1.71K +9 +16%
PWPS
336
Pinnacle Wealth Planning Services
Ohio
$9.31K +$568 +3 +5%
Mitsubishi UFJ Asset Management
337
Mitsubishi UFJ Asset Management
Japan
$8.84K
ANBT
338
American National Bank & Trust
Texas
$8.68K +$5.5K +29 +112%
TPCW
339
TD Private Client Wealth
New York
$7.1K -$27.1K -143 -76%
WWM
340
Wolff Wiese Magana
California
$6.79K
LFG
341
Larson Financial Group
Missouri
$6.63K +$7.58K +40 +2,000%
SAM
342
Smartleaf Asset Management
Massachusetts
$6.01K -$3.22K -17 -31%
RFP
343
Root Financial Partners
California
$4.89K -$16.3K -86 -74%
W
344
WealthCollab
Washington
$4.42K +$5.3K +28 New
WTC
345
WhitTier Trust Company
Nevada
$3.99K +$2.46K +13 +108%
ADL
346
Asset Dedication LLC
California
$3.63K
JWM
347
JPL Wealth Management
Colorado
$3.47K +$4.17K +22 New
MAM
348
Marquette Asset Management
Minnesota
$3.31K +$758 +4 +24%
SIC
349
SJS Investment Consulting
Ohio
$3.31K +$3.79K +20 +2,000%
DB
350
Danske Bank
Denmark
$3.16K -$15.2K -80 -80%