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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
FMII
351
Farmers & Merchants Investments Inc
Nebraska
$3.16K
SS
352
SBI Securities
Japan
$3K -$189 -1 -5%
BWL
353
Bogart Wealth LLC
Virginia
$2.84K +$568 +3 +20%
KG
354
Kilter Group
New York
$2.53K +$3.03K +16 New
AUB
355
Atlantic Union Bankshares
Virginia
$2.52K +$3.03K +16 New
FCAS
356
First Command Advisory Services
Texas
$2.52K +$3.03K +16 New
HCM
357
Hollencrest Capital Management
California
$2.37K
HWP
358
Highline Wealth Partners
California
$2.21K +$2.65K +14 New
BONH
359
Bank of New Hampshire
New Hampshire
$2.05K +$2.46K +13 New
CAL
360
Capital Advisors Ltd
Ohio
$2K +$568 +3 +38%
KFG
361
Kingdom Financial Group
Arizona
$1.89K
LAS
362
Lloyd Advisory Services
Georgia
$1.89K +$2.27K +12 New
NSIM
363
North Star Investment Management
Illinois
$1.89K +$2.27K +12 New
SEP
364
Signature Equity Partners
Ohio
$1.74K +$758 +4 +57%
SWM
365
SHP Wealth Management
Massachusetts
$1.74K +$1.9K +10 +1,000%
RCM
366
Richardson Capital Management
Wisconsin
$1.74K +$2.08K +11 New
AWA
367
Acumen Wealth Advisors
Tennessee
$1.42K -$3.03K -16 -64%
RIAS
368
Rachor Investment Advisory Services
Michigan
$1.42K -$3.03K -16 -64%
PWA
369
Physician Wealth Advisors
Utah
$1.42K +$1.33K +7 +350%
ACM
370
Anfield Capital Management
California
$1.42K
CFO
371
CVA Family Office
Colorado
$1.42K +$1.71K +9 New
KFAS
372
Keating Financial Advisory Services
Kansas
$1.1K -$758 -4 -36%
PPC
373
Park Place Capital
Alabama
$947 -$7.77K -41 -87%
CA
374
CoreCap Advisors
Michigan
$947
PTC
375
Private Trust Company
Ohio
$947