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AppFolio

412 hedge funds and large institutions have $5.55B invested in AppFolio in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 132 increasing their positions, 142 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more call options, than puts

Call options by funds: $60.3M | Put options by funds: $11.1M

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

17% more capital invested

Capital invested by funds: $4.73B → $5.55B (+$820M)

7% more funds holding

Funds holding: 385412 (+27)

0.96% less ownership

Funds ownership: 89.16%88.2% (-0.96%)

7% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 142

Holders
412
Holders Change
+27
Holders Change %
+7.01%
% of All Funds
5.41%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
78
Increased
132
Reduced
142
Closed
47
Calls
$60.3M
Puts
$11.1M
Net Calls
+$49.2M
Net Calls Change
+$29.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
351
Transamerica Financial Advisors
Florida
$14.1K +$13.8K +51 New
MCM
352
MAI Capital Management
Ohio
$13.8K
GRP
353
Global Retirement Partners
California
$13.5K -$540 -2 -4%
PPC
354
Park Place Capital
Alabama
$13.2K
RA
355
Rise Advisors
New York
$13.2K
Optiver Holding
356
Optiver Holding
Netherlands
$11.9K +$6.48K +24 +126%
BIA
357
Bell Investment Advisors
California
$11.6K
WWM
358
Wolff Wiese Magana
California
$11.6K
CI Investments Inc
359
CI Investments Inc
Ontario, Canada
$10K -$540 -2 -5%
CA
360
CoreCap Advisors
Michigan
$9.65K
SCM
361
Sterling Capital Management
North Carolina
$9.1K +$270 +1 +3%
PWMG
362
Private Wealth Management Group
New Jersey
$7.17K
MG
363
Mather Group
Illinois
$6.62K +$6.48K +24 New
ADL
364
Asset Dedication LLC
California
$6.34K
JWM
365
JPL Wealth Management
Colorado
$6.07K +$5.94K +22 New
MPWT
366
MassMutual Private Wealth & Trust
Connecticut
$6.07K +$270 +1 +5%
QC
367
Quent Capital
New York
$6.07K +$5.94K +22 New
PFBT
368
Parkside Financial Bank & Trust
Missouri
$5.51K +$1.89K +7 +54%
FMII
369
Farmers & Merchants Investments Inc
Nebraska
$5.51K +$810 +3 +18%
JFGIW
370
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.24K +$5.13K +19 New
CIAM
371
Caitong International Asset Management
Hong Kong
$4.96K -$7.02K -26 -59%
SS
372
SBI Securities
Japan
$4.96K +$270 +1 +6%
GC
373
Globeflex Capital
California
$4.69K
BWL
374
Bogart Wealth LLC
Virginia
$4.69K +$540 +2 +13%
FFO
375
Fortitude Family Office
Arizona
$4.13K

APPF Hedge Fund Activity: Q3 2025 in Review

412 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q3 2025, worth a combined $5.55B — up 17% from $4.73B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new APPF positions and 47 closed out — a net gain of 31 holders — while 132 added to existing stakes and 142 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $90.2M. The largest seller was Brown Capital Management, cutting an estimated $64M.

  • 412 institutional investors held AppFolio (APPF) as of Q3 2025, up from 385 in Q2 2025.
  • Funds reported $5.55B of AppFolio stock for Q3 2025, up 17% quarter-over-quarter.
  • 78 funds opened new AppFolio positions in Q3 2025 and 47 closed out, a net change of +31 holders.
  • The largest AppFolio buyer in Q3 2025 was Principal Financial Group, an estimated $90.2M added.
  • The largest AppFolio seller in Q3 2025 was Brown Capital Management, an estimated $64M sold.

Based on aggregated 13F filings for Q3 2025.