We are live on ! Find out more
APPF icon

AppFolio

396 hedge funds and large institutions have $3.41B invested in AppFolio in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 183 increasing their positions, 106 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more call options, than puts

Call options by funds: $26M | Put options by funds: $4.25M

73% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 106

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

0% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 74

2% less funds holding

Funds holding: 403396 (-7)

2.06% less ownership

Funds ownership: 90.83%88.78% (-2.1%)

30% less capital invested

Capital invested by funds: $4.88B → $3.41B (-$1.47B)

Holders
396
Holders Change
-7
Holders Change %
-1.74%
% of All Funds
4.88%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.12%
New
74
Increased
183
Reduced
106
Closed
74
Calls
$26M
Puts
$4.25M
Net Calls
+$21.8M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
376
True Wealth Design
Ohio
$947 +$379 +2 +50%
PWMG
377
Private Wealth Management Group
New Jersey
$632 -$4.17K -22 -85%
AWM
378
Abound Wealth Management
Tennessee
$632
RS
379
Rakuten Securities
Japan
$631 +$379 +2 +100%
CH
380
Cromwell Holdings
Wyoming
$631 +$568 +3 +300%
TFA
381
Transamerica Financial Advisors
Florida
$473 -$9.1K -48 -94%
CFM
382
Cornerstone Financial Management
Massachusetts
$473
BFS
383
Bare Financial Services
Pennsylvania
$473 +$568 +3 New
HFS
384
Hughes Financial Services
Virginia
$473 +$568 +3 New
CPG
385
Cornerstone Planning Group
New Jersey
$346 +$379 +2 New
HI
386
Horizon Investments
North Carolina
$316 -$136K -720 -100%
WA
387
WPG Advisers
Maryland
$316
CCWM
388
Cassaday & Co Wealth Management
Virginia
$316 +$379 +2 New
DF
389
Dunhill Financial
United Kingdom
$241
FFO
390
Fortitude Family Office
Arizona
$158 -$3.41K -18 -95%
JWA
391
JFS Wealth Advisors
Pennsylvania
$158 -$1.52K -8 -89%
MCM
392
Manchester Capital Management
Vermont
$158
MCM
393
MV Capital Management
Maryland
$158 +$189 +1 New
OA
394
Operose Advisors
Wisconsin
$158 +$189 +1 New
TPWA
395
Twin Peaks Wealth Advisors
California
$158 +$189 +1 New
RF
396
Rossby Financial
Florida
$154 -$189 -1 -50%
HWCM
397
Hudson Way Capital Management
Texas
-$47.2M -202,853 Closed
CIA
398
Capital Impact Advisors
Massachusetts
-$29.9M -128,314 Closed
Norges Bank
399
Norges Bank
Norway
-$22.8M -97,976 Closed
IHG
400
Insight Holdings Group
New York
-$10.4M -44,550 Closed