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AppFolio
APPF

Overview Fund Activity

379 hedge funds and large institutions have $4.73B invested in AppFolio in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 154 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
–
Holders Change %
0%
% 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
62
Increased
116
Reduced
154
Closed
58
Calls
$23.5M
Puts
$3.98M
Net Calls
+$19.5M
Net Calls Change
+$9.93M

Top Buyers

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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$132M
2
Macquarie Group
Macquarie Group
Australia
$12.6M
3
AQR Capital Management
AQR Capital Management
Connecticut
$1.94M
4
Franklin Resources
Franklin Resources
California
$4.97M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
351
Anfield Capital Management
California
$2.07K – – –
CT
352
Clearstead Trust
Maine
$2.07K +$2.07K +9 New
CAL
353
Capital Advisors Ltd
Ohio
$2K – – –
HWM
354
Hemington Wealth Management
Virginia
$2K +$800 +4 +67%
FFA
355
Farther Finance Advisors
California
$1.84K -$461 -2 -20%
FDCDDQ
356
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.61K +$1.15K +5 +250%
PTC
357
Private Trust Company
Ohio
$1.38K – – –
TPCW
358
TD Private Client Wealth
New York
$1.38K +$1.38K +6 New
SO
359
Sierra Ocean
California
$1.15K – – –
BFS
360
Bare Financial Services
Pennsylvania
$1.15K +$1.15K +5 New
SWM
361
Spire Wealth Management
Virginia
$1K +$1K +4 New
JWA
362
JFS Wealth Advisors
Pennsylvania
$922 – – –
AWM
363
Abound Wealth Management
Tennessee
$922 – – –
TWD
364
True Wealth Design
Ohio
$691 -$43.1K -187 -98%
SC
365
SouthState Corp
Florida
$691 -$461 -2 -40%
GWM
366
Geneos Wealth Management
Colorado
$691 +$691 +3 New
LFG
367
Larson Financial Group
Missouri
$461 -$922 -4 -67%
WA
368
WPG Advisers
Maryland
$461 -$461 -2 -50%
HIA
369
HFM Investment Advisors
New Jersey
$461 +$231 +1 +100%
SC
370
Stephens Consulting
Michigan
$461 +$461 +2 New
MCM
371
Manchester Capital Management
Vermont
$231 -$2.08K -9 -90%
SIC
372
SJS Investment Consulting
Ohio
$231 -$231 -1 -50%
RWM
373
Rialto Wealth Management
New York
$231 +$231 +1 New
AF
374
Advisornet Financial
Minnesota
$230 -$230 -1 -50%
RS
375
Rakuten Securities
Japan
$230 – – –
13 14
15
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