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AppFolio

409 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, 140 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

7% more funds holding

Funds holding: 382409 (+27)

0.95% less ownership

Funds ownership: 89.13%88.18% (-0.95%)

6% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 140

Holders
409
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.3M
Puts
$11.1M
Net Calls
Net Calls Change

Top Buyers

1 +$90.2M
2 +$52.3M
3 +$31.5M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$23.9M
5
Invesco
Invesco
Georgia
+$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
351
Global Retirement Partners
California
$13.5K
RA
352
Rise Advisors
New York
$13.2K
PPC
353
Park Place Capital
Alabama
$13.2K
Optiver Holding
354
Optiver Holding
Netherlands
$11.9K
WWM
355
Wolff Wiese Magana
California
$11.6K
BIA
356
Bell Investment Advisors
California
$11.6K
CI Investments Inc
357
CI Investments Inc
Ontario, Canada
$10K
CA
358
CoreCap Advisors
Michigan
$9.65K
SCM
359
Sterling Capital Management
North Carolina
$9.1K
PWMG
360
Private Wealth Management Group
New Jersey
$7.17K
MG
361
Mather Group
Illinois
$6.62K
ADL
362
Asset Dedication LLC
California
$6.34K
JWM
363
JPL Wealth Management
Colorado
$6.07K
MPWT
364
MassMutual Private Wealth & Trust
Connecticut
$6.07K
QC
365
Quent Capital
New York
$6.07K
PFBT
366
Parkside Financial Bank & Trust
Missouri
$5.51K
FMII
367
Farmers & Merchants Investments Inc
Nebraska
$5.51K
JFGIW
368
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.24K
CIAM
369
Caitong International Asset Management
Hong Kong
$4.96K
SS
370
SBI Securities
Japan
$4.96K
GC
371
Globeflex Capital
California
$4.69K
BWL
372
Bogart Wealth LLC
Virginia
$4.69K
HCM
373
Hollencrest Capital Management
California
$4.13K
FFO
374
Fortitude Family Office
Arizona
$4.13K
NC
375
North Capital
Utah
$4.13K