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AppFolio

397 hedge funds and large institutions have $4.87B invested in AppFolio in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 154 increasing their positions, 129 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$61.4M
Puts
$11.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
326
Root Financial Partners
California
$27.2K
CA
327
Clearstead Advisors
Ohio
$26.5K
EWA
328
EverSource Wealth Advisors
Alabama
$25.8K
DB
329
Danske Bank
Denmark
$23.3K
T
330
Tidemark
California
$17.7K
WETS
331
Wealth Enhancement Trust Services
South Dakota
$16.8K
BIA
332
Bell Investment Advisors
California
$14.7K
GRP
333
Global Retirement Partners
California
$14.4K
PFBT
334
Parkside Financial Bank & Trust
Missouri
$13.3K
PWPS
335
Pinnacle Wealth Planning Services
Ohio
$13K
SAM
336
Smartleaf Asset Management
Massachusetts
$13K
Mitsubishi UFJ Asset Management
337
Mitsubishi UFJ Asset Management
Japan
$12.9K
TFA
338
Transamerica Financial Advisors
Florida
$11.9K
PPC
339
Park Place Capital
Alabama
$10.9K
WWM
340
Wolff Wiese Magana
California
$10K
HPC
341
HM Payson & Co
Maine
$9.07K
CIBC Private Wealth Group
342
CIBC Private Wealth Group
Georgia
$7.68K
MPWT
343
MassMutual Private Wealth & Trust
Connecticut
$6.75K
CAM
344
Chesapeake Asset Management
New York
$6.51K
PWMG
345
Private Wealth Management Group
New Jersey
$6.05K
ANBT
346
American National Bank & Trust
Texas
$6.05K
AWA
347
Acumen Wealth Advisors
Tennessee
$5.82K
RIAS
348
Rachor Investment Advisory Services
Michigan
$5.82K
ADL
349
Asset Dedication LLC
California
$5.35K
SAG
350
SageView Advisory Group
California
$4.65K