APPF icon

AppFolio
APPF

Overview Fund Activity

378 hedge funds and large institutions have $4.73B invested in AppFolio in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 116 increasing their positions, 154 reducing their positions, and 57 closing their positions.

Holders
378
Holders Change
-1
Holders Change %
-0.26%
% 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
61
Increased
116
Reduced
154
Closed
57
Calls
$13.6M
Puts
$2.14M
Net Calls
+$11.5M
Net Calls Change
+$1.84M

Top Buyers

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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$132M
2
Macquarie Group
2
Macquarie Group
Australia
$12.6M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$1.94M
4
Franklin Resources
4
Franklin Resources
California
$4.97M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$158M
Name Market Value Shares Shares
Change 		Shares
Change %
CT
351
Clearstead Trust
Maine
$2.07K 9 +9 New
CAL
352
Capital Advisors Ltd
Ohio
$2K 8 – –
HWM
353
Hemington Wealth Management
Virginia
$2K 10 +4 +67%
FFA
354
Farther Finance Advisors
California
$1.84K 8 -2 -20%
FDCDDQ
355
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.61K 7 +5 +250%
PTC
356
Private Trust Company
Ohio
$1.38K 6 – –
TPCW
357
TD Private Client Wealth
New York
$1.38K 6 +6 New
SO
358
Sierra Ocean
California
$1.15K 5 – –
BFS
359
Bare Financial Services
Pennsylvania
$1.15K 5 +5 New
SWM
360
Spire Wealth Management
Virginia
$1K 4 +4 New
AWM
361
Abound Wealth Management
Tennessee
$922 4 – –
JWA
362
JFS Wealth Advisors
Pennsylvania
$922 4 – –
TWD
363
True Wealth Design
Ohio
$691 3 -187 -98%
SC
364
SouthState Corp
Florida
$691 3 -2 -40%
GWM
365
Geneos Wealth Management
Colorado
$691 3 +3 New
LFG
366
Larson Financial Group
Missouri
$461 2 -4 -67%
WA
367
WPG Advisers
Maryland
$461 2 -2 -50%
HIA
368
HFM Investment Advisors
New Jersey
$461 2 +1 +100%
SC
369
Stephens Consulting
Michigan
$461 2 +2 New
MCM
370
Manchester Capital Management
Vermont
$231 1 -9 -90%
SIC
371
SJS Investment Consulting
Ohio
$231 1 -1 -50%
RWM
372
Rialto Wealth Management
New York
$231 1 +1 New
AF
373
Advisornet Financial
Minnesota
$230 1 -1 -50%
RS
374
Rakuten Securities
Japan
$230 1 – –
CH
375
Cromwell Holdings
Wyoming
$230 1 +1 New
13 14
15
16 17