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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
AS
376
Altshuler Shaham
Israel
$4.13K
CIA
377
Cape Investment Advisory
Georgia
$3.31K
HWM
378
Hemington Wealth Management
Virginia
$3K
T. Rowe Price Investment Management
379
T. Rowe Price Investment Management
Maryland
$3K
WTC
380
WhitTier Trust Company
Nevada
$3K
ACM
381
Anfield Capital Management
California
$2.48K
CT
382
Clearstead Trust
Maine
$2.48K
MAM
383
Marquette Asset Management
Minnesota
$2.21K
CAL
384
Capital Advisors Ltd
Ohio
$2K
BFS
385
Bare Financial Services
Pennsylvania
$1.93K
LFG
386
Larson Financial Group
Missouri
$1.93K
PTC
387
Private Trust Company
Ohio
$1.65K
RIL
388
Rothschild Investment LLC
Illinois
$1.65K
TPBG
389
Turning Point Benefit Group
Maryland
$1.28K
SWM
390
Spire Wealth Management
Virginia
$1.2K
AWM
391
Abound Wealth Management
Tennessee
$1.1K
JWA
392
JFS Wealth Advisors
Pennsylvania
$1.1K
BAM
393
Bellevue Asset Management
Washington
$1.1K
SC
394
SouthState Corp
Florida
$827
TWD
395
True Wealth Design
Ohio
$827
TIM
396
Tortoise Investment Management
New York
$827
PWA
397
Physician Wealth Advisors
Utah
$552
WA
398
WPG Advisers
Maryland
$551
PEAK6
399
PEAK6
Illinois
$546
HIA
400
HFM Investment Advisors
New Jersey
$276