APPF icon

AppFolio
APPF

Overview Fund Activity

379 hedge funds and large institutions have $4.73B invested in AppFolio in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 154 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
–
Holders Change %
0%
% 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
62
Increased
116
Reduced
154
Closed
58
Calls
$23.5M
Puts
$3.98M
Net Calls
+$19.5M
Net Calls Change
+$9.93M

Top Buyers

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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$132M
2
Macquarie Group
Macquarie Group
Australia
$12.6M
3
AQR Capital Management
AQR Capital Management
Connecticut
$1.94M
4
Franklin Resources
Franklin Resources
California
$4.97M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
326
CI Investments Inc
Ontario, Canada
$9K -$231 -1 -3%
IHWM
327
Iron Horse Wealth Management
Iowa
$8.29K – – –
CA
328
CoreCap Advisors
Michigan
$8.06K +$1.38K +6 +21%
EWA
329
EverSource Wealth Advisors
Alabama
$7.6K -$10.4K -45 -58%
SCM
330
Sterling Capital Management
North Carolina
$7.37K -$10.1K -44 -58%
HFS
331
Hantz Financial Services
Michigan
$7K +$5.83K +25 +500%
PWMG
332
Private Wealth Management Group
New Jersey
$5.99K +$1.84K +8 +44%
AAP
333
Arax Advisory Partners
Colorado
$5.99K -$1.38K -6 -19%
MAFA
334
MJT & Associates Financial Advisory
Minnesota
$5.3K – – –
ADL
335
Asset Dedication LLC
California
$5.3K – – –
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$4.84K -$8.06K -35 -63%
Optiver Holding
337
Optiver Holding
Netherlands
$4.38K +$4.38K +19 New
TPWA
338
Twin Peaks Wealth Advisors
California
$4.09K +$4.09K +15 New
SS
339
SBI Securities
Japan
$3.92K -$7.83K -34 -67%
GC
340
Globeflex Capital
California
$3.92K – – –
FMII
341
Farmers & Merchants Investments Inc
Nebraska
$3.92K +$691 +3 +21%
HCM
342
Hollencrest Capital Management
California
$3.45K – – –
BWL
343
Bogart Wealth LLC
Virginia
$3.45K – – –
FFO
344
Fortitude Family Office
Arizona
$3.45K +$3.45K +15 New
NC
345
North Capital
Utah
$3.22K – – –
PFBT
346
Parkside Financial Bank & Trust
Missouri
$2.99K -$1.15K -5 -28%
PAS
347
Point72 Asia (Singapore)
Singapore
$2.8K +$2.8K +12 New
WTC
348
WhitTier Trust Company
Nevada
$2.76K – – –
CIA
349
Cape Investment Advisory
Georgia
$2.76K +$2.76K +12 New
NC
350
NewSquare Capital
Pennsylvania
$2.3K +$230 +1 +11%
12 13
14
15 16