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AppFolio
APPF

Overview Fund Activity

379 hedge funds and large institutions have $4.33B invested in AppFolio in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 134 increasing their positions, 128 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-7
Holders Change %
-1.81%
% of All Funds
5.15%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
74
Increased
134
Reduced
128
Closed
77
Calls
$16.6M
Puts
$6.95M
Net Calls
+$9.61M
Net Calls Change
+$3.27M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$92.9M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$170M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$186M
4
Principal Financial Group
Principal Financial Group
Iowa
$88.4M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$38M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$39.7M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$17.2K
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
4
WC
Westwind Capital
New Mexico
$0
5
DAM
Deepwater Asset Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
351
CIBC Private Wealth Group
Georgia
$2.92K +$2.92K +14 New
WTC
352
WhitTier Trust Company
Nevada
$2.64K +$2.64K +12 New
FFA
353
Farther Finance Advisors
California
$2.22K +$2K +9 +900%
MCM
354
Manchester Capital Management
Vermont
$2.2K – – –
CAL
355
Capital Advisors Ltd
Ohio
$2K – – –
ACM
356
Anfield Capital Management
California
$1.98K – – –
NC
357
NewSquare Capital
Pennsylvania
$1.98K +$1.98K +9 New
PTC
358
Private Trust Company
Ohio
$1.32K – – –
LFG
359
Larson Financial Group
Missouri
$1.32K +$659 +3 +100%
SO
360
Sierra Ocean
California
$1.1K – – –
SC
361
SouthState Corp
Florida
$1.1K +$1.1K +5 New
AWM
362
Activest Wealth Management
Florida
$1.1K +$1.1K +5 New
HWM
363
Hemington Wealth Management
Virginia
$1K +$333 +2 +50%
HFS
364
Hantz Financial Services
Michigan
$1K +$1K +5 New
WA
365
WPG Advisers
Maryland
$880 -$440 -2 -33%
JWA
366
JFS Wealth Advisors
Pennsylvania
$880 – – –
AWM
367
Abound Wealth Management
Tennessee
$880 – – –
GFPC
368
Global Financial Private Client
Florida
$880 +$660 +3 +300%
CFO
369
CVA Family Office
Colorado
$880 +$880 +4 New
FDCDDQ
370
Federation des caisses Desjardins du Quebec
Quebec, Canada
$440 – – –
SIC
371
SJS Investment Consulting
Ohio
$440 – – –
FMP
372
Financial Management Professionals
Texas
$440 +$440 +2 New
AF
373
Advisornet Financial
Minnesota
$440 +$440 +2 New
CFD
374
Creative Financial Designs
Indiana
$440 +$440 +2 New
WCM
375
WealthTrak Capital Management
Virginia
$220 +$220 +1 New
13 14
15
16 17