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AppFolio
APPF

Overview Fund Activity

379 hedge funds and large institutions have $4.33B invested in AppFolio in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 134 increasing their positions, 128 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-7
Holders Change %
-1.81%
% of All Funds
5.15%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
74
Increased
134
Reduced
128
Closed
77
Calls
$16.6M
Puts
$6.95M
Net Calls
+$9.61M
Net Calls Change
+$3.27M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$92.9M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$170M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$186M
4
Principal Financial Group
Principal Financial Group
Iowa
$88.4M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$38M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$39.7M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$17.2K
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
4
WC
Westwind Capital
New Mexico
$0
5
DAM
Deepwater Asset Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
326
Rise Advisors
New York
$10.6K – – –
PPC
327
Park Place Capital
Alabama
$10.6K +$1.54K +7 +17%
PSFG
328
Park Square Financial Group
Georgia
$9.68K – – –
WWM
329
Wolff Wiese Magana
California
$9.24K +$6.6K +30 +250%
SW
330
SVB Wealth
Massachusetts
$9.24K +$9.24K +42 New
CI Investments Inc
331
CI Investments Inc
Ontario, Canada
$9K – – –
IHWM
332
Iron Horse Wealth Management
Iowa
$7.92K – – –
BIA
333
Bell Investment Advisors
California
$7.04K – – –
AAP
334
Arax Advisory Partners
Colorado
$7.04K +$6.38K +29 +967%
CA
335
CoreCap Advisors
Michigan
$6.38K -$1.1K -5 -15%
CFB
336
Cullen/Frost Bankers
Texas
$6.38K +$1.1K +5 +21%
T
337
Tidemark
California
$5.5K +$5.5K +25 New
ADL
338
Asset Dedication LLC
California
$5.06K -$13.4K -61 -73%
MAFA
339
MJT & Associates Financial Advisory
Minnesota
$5.06K +$5.06K +23 New
MG
340
Mather Group
Illinois
$5.06K +$5.06K +23 New
T
341
Transce3nd
Texas
$4.62K -$69.7K -317 -94%
CA
342
Continuum Advisory
Idaho
$4.4K +$2.42K +11 +122%
PWMG
343
Private Wealth Management Group
New Jersey
$3.96K – – –
PFBT
344
Parkside Financial Bank & Trust
Missouri
$3.96K +$3.74K +17 +1,700%
GC
345
Globeflex Capital
California
$3.74K -$1.45M -6,582 -100%
BT
346
Banque Transatlantique
France
$3.66K +$3.66K +18 New
BWL
347
Bogart Wealth LLC
Virginia
$3.3K – – –
HCM
348
Hollencrest Capital Management
California
$3.3K – – –
FMII
349
Farmers & Merchants Investments Inc
Nebraska
$3.08K +$1.32K +6 +75%
NC
350
North Capital
Utah
$3.08K +$3.08K +14 New
12 13
14
15 16