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AppFolio

385 hedge funds and large institutions have $4.73B invested in AppFolio in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 118 increasing their positions, 156 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

491% more call options, than puts

Call options by funds: $23.5M | Put options by funds: $3.98M

13% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 56

8% more capital invested

Capital invested by funds: $4.39B → $4.73B (+$346M)

3.35% more ownership

Funds ownership: 85.81%89.16% (+3.4%)

1% more funds holding

Funds holding: 381385 (+4)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

24% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 156

Holders
385
Holders Change
+4
Holders Change %
+1.05%
% of All Funds
5.07%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
63
Increased
118
Reduced
156
Closed
56
Calls
$23.5M
Puts
$3.98M
Net Calls
+$19.5M
Net Calls Change
+$9.93M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
351
Parkside Financial Bank & Trust
Missouri
$2.99K -$1.09K -5 -28%
PAS
352
Point72 Asia (Singapore)
Singapore
$2.8K +$2.62K +12 New
WTC
353
WhitTier Trust Company
Nevada
$2.76K
CIA
354
Cape Investment Advisory
Georgia
$2.76K +$2.62K +12 New
NC
355
NewSquare Capital
Pennsylvania
$2.3K +$218 +1 +11%
ACM
356
Anfield Capital Management
California
$2.07K
CT
357
Clearstead Trust
Maine
$2.07K +$1.96K +9 New
CAL
358
Capital Advisors Ltd
Ohio
$2K
HWM
359
Hemington Wealth Management
Virginia
$2K +$872 +4 +67%
FFA
360
Farther Finance Advisors
California
$1.84K -$436 -2 -20%
FDCDDQ
361
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.61K +$1.09K +5 +250%
PTC
362
Private Trust Company
Ohio
$1.38K
TPCW
363
TD Private Client Wealth
New York
$1.38K +$1.31K +6 New
SO
364
Sierra Ocean
California
$1.15K
BFS
365
Bare Financial Services
Pennsylvania
$1.15K +$1.09K +5 New
SWM
366
Spire Wealth Management
Virginia
$1K +$872 +4 New
AWM
367
Abound Wealth Management
Tennessee
$922
JWA
368
JFS Wealth Advisors
Pennsylvania
$922
TWD
369
True Wealth Design
Ohio
$691 -$40.8K -187 -98%
SC
370
SouthState Corp
Florida
$691 -$436 -2 -40%
GWM
371
Geneos Wealth Management
Colorado
$691 +$654 +3 New
LFG
372
Larson Financial Group
Missouri
$461 -$872 -4 -67%
WA
373
WPG Advisers
Maryland
$461 -$436 -2 -50%
HIA
374
HFM Investment Advisors
New Jersey
$461 +$218 +1 +100%
SC
375
Stephens Consulting
Michigan
$461 +$436 +2 New

APPF Hedge Fund Activity: Q2 2025 in Review

385 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q2 2025, worth a combined $4.73B — up 7.9% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new APPF positions and 56 closed out — a net gain of 7 holders — while 118 added to existing stakes and 156 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $93.9M. The largest seller was Fidelity Investments, cutting an estimated $59.2M.

  • 385 institutional investors held AppFolio (APPF) as of Q2 2025, up from 381 in Q1 2025.
  • Funds reported $4.73B of AppFolio stock for Q2 2025, up 7.9% quarter-over-quarter.
  • 63 funds opened new AppFolio positions in Q2 2025 and 56 closed out, a net change of +7 holders.
  • The largest AppFolio buyer in Q2 2025 was Principal Financial Group, an estimated $93.9M added.
  • The largest AppFolio seller in Q2 2025 was Fidelity Investments, an estimated $59.2M sold.

Based on aggregated 13F filings for Q2 2025.