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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
NIP
401
Nicholas Investment Partners
California
-$9.21M -39,591 Closed
Verition Fund Management
402
Verition Fund Management
Connecticut
-$8.76M -37,651 Closed
PAM
403
Panagora Asset Management
Massachusetts
-$6.35M -27,288 Closed
Two Sigma Advisers
404
Two Sigma Advisers
New York
-$6.19M -26,606 Closed
Luther King Capital Management (LKCM)
405
Luther King Capital Management (LKCM)
Texas
-$2.14M -9,184 Closed
LCM
406
Legato Capital Management
California
-$1.57M -6,738 Closed
CM
407
Caption Management
Oklahoma
-$1.23M -5,300 Closed
Twin Tree Management
408
Twin Tree Management
Texas
-$994K -5,244 Closed
AWF
409
Alpha Wealth Funds
Utah
-$921K -4,000 Closed
GCM
410
Graham Capital Management
Connecticut
-$827K -3,555 Closed
ET
411
Entropy Technologies
New York
-$724K -3,110 Closed
Simplex Trading
412
Simplex Trading
Illinois
-$499K -2,632 Closed
DFCM
413
Dark Forest Capital Management
Puerto Rico
-$503K -2,163 Closed
JFG
414
Jefferies Financial Group
New York
-$436K -1,874 Closed
HighTower Advisors
415
HighTower Advisors
Illinois
-$419K -1,802 Closed
PWG
416
Portside Wealth Group
Utah
-$374K -1,606 Closed
BPC
417
Banque Pictet & Cie
Switzerland
-$371K -1,596 Closed
NG
418
Norden Group
Utah
-$344K -1,480 Closed
SFA
419
Sequoia Financial Advisors
Ohio
-$316K -1,358 Closed
A
420
AlphaQuest
New York
-$308K -1,323 Closed
MA
421
Mutual Advisors
Nebraska
-$300K -1,288 Closed
EF
422
Empowered Funds
Pennsylvania
-$296K -1,273 Closed
PAS
423
Park Avenue Securities
New York
-$286K -1,231 Closed
CA
424
Cullinan Associates
Kentucky
-$279K -1,200 Closed
ST
425
Somerset Trust
Pennsylvania
-$274K -1,176 Closed