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AppFolio

400 hedge funds and large institutions have $4.87B invested in AppFolio in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 154 increasing their positions, 131 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
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
SAG
351
SageView Advisory Group
California
$4.65K
FMII
352
Farmers & Merchants Investments Inc
Nebraska
$4.65K
SS
353
SBI Securities
Japan
$4.65K
JFGIW
354
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.42K
FFO
355
Fortitude Family Office
Arizona
$4.42K
Optiver Holding
356
Optiver Holding
Netherlands
$4.19K
MAM
357
Marquette Asset Management
Minnesota
$3.96K
AS
358
Altshuler Shaham
Israel
$3.96K
RIL
359
Rothschild Investment LLC
Illinois
$3.96K
BWL
360
Bogart Wealth LLC
Virginia
$3.49K
HCM
361
Hollencrest Capital Management
California
$3.49K
CIA
362
Cape Investment Advisory
Georgia
$3.02K
T. Rowe Price Investment Management
363
T. Rowe Price Investment Management
Maryland
$3K
WTC
364
WhitTier Trust Company
Nevada
$2.82K
GSWM
365
Golden State Wealth Management
California
$2.79K
KFG
366
Kingdom Financial Group
Arizona
$2.79K
KFAS
367
Keating Financial Advisory Services
Kansas
$2.56K
CIAM
368
Caitong International Asset Management
Hong Kong
$2.33K
ACM
369
Anfield Capital Management
California
$2.09K
JWA
370
JFS Wealth Advisors
Pennsylvania
$2.09K
CAL
371
Capital Advisors Ltd
Ohio
$2K
SEP
372
Signature Equity Partners
Ohio
$1.63K
CA
373
CoreCap Advisors
Michigan
$1.4K
PTC
374
Private Trust Company
Ohio
$1.4K
AIS
375
Advocate Investing Services
Maryland
$1.16K