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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
FMII
351
Farmers & Merchants Investments Inc
Nebraska
$4.65K
SS
352
SBI Securities
Japan
$4.65K
JFGIW
353
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.42K
FFO
354
Fortitude Family Office
Arizona
$4.42K
Optiver Holding
355
Optiver Holding
Netherlands
$4.19K
MAM
356
Marquette Asset Management
Minnesota
$3.96K
AS
357
Altshuler Shaham
Israel
$3.96K
RIL
358
Rothschild Investment LLC
Illinois
$3.96K
BWL
359
Bogart Wealth LLC
Virginia
$3.49K
HCM
360
Hollencrest Capital Management
California
$3.49K
CIA
361
Cape Investment Advisory
Georgia
$3.02K
T. Rowe Price Investment Management
362
T. Rowe Price Investment Management
Maryland
$3K
WTC
363
WhitTier Trust Company
Nevada
$2.82K
GSWM
364
Golden State Wealth Management
California
$2.79K
KFG
365
Kingdom Financial Group
Arizona
$2.79K
KFAS
366
Keating Financial Advisory Services
Kansas
$2.56K
ACM
367
Anfield Capital Management
California
$2.09K
JWA
368
JFS Wealth Advisors
Pennsylvania
$2.09K
CAL
369
Capital Advisors Ltd
Ohio
$2K
SEP
370
Signature Equity Partners
Ohio
$1.63K
CA
371
CoreCap Advisors
Michigan
$1.4K
PTC
372
Private Trust Company
Ohio
$1.4K
AIS
373
Advocate Investing Services
Maryland
$1.16K
Toronto Dominion Bank
374
Toronto Dominion Bank
Ontario, Canada
$1.15K
SWM
375
Spire Wealth Management
Virginia
$1.01K