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AppFolio
APPF

Overview Fund Activity

378 hedge funds and large institutions have $4.73B invested in AppFolio in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 116 increasing their positions, 154 reducing their positions, and 57 closing their positions.

Holders
378
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.08%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
61
Increased
116
Reduced
154
Closed
57
Calls
$13.6M
Puts
$2.14M
Net Calls
+$11.5M
Net Calls Change
+$1.84M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$192M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$105M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$169M
4
CIA
4
Caledonia Investments (Australia)
Australia
$55M
5
ACM
5
Ashe Capital Management
New Jersey
$307M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$132M
2
Macquarie Group
2
Macquarie Group
Australia
$12.6M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$1.94M
4
Franklin Resources
4
Franklin Resources
California
$4.97M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$158M
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
401
Bosman Wealth Management
California
– – -2,477 Closed
Two Sigma Advisers
402
Two Sigma Advisers
New York
– – -2,100 Closed
HW
403
Hancock Whitney
Mississippi
– – -1,920 Closed
Focus Partners Wealth
404
Focus Partners Wealth
Massachusetts
– – -1,785 Closed
Holocene Advisors
405
Holocene Advisors
New York
– – -1,695 Closed
PCA
406
Pallas Capital Advisors
Massachusetts
– – -1,483 Closed
AC
407
AXQ Capital
New Jersey
– – -1,451 Closed
QCG
408
Quadrant Capital Group
Ohio
– – -1,449 Closed
USAA
409
United Services Automobile Association
Texas
– – -1,405 Closed
AIM
410
Aigen Investment Management
New York
– – -1,141 Closed
CCAL
411
City Center Advisors LLC
Michigan
– – -1,139 Closed
Robeco Institutional Asset Management
412
Robeco Institutional Asset Management
Netherlands
– – -1,073 Closed
OR
413
Olympiad Research
Connecticut
– – -1,004 Closed
Corient Private Wealth
414
Corient Private Wealth
Florida
– – -981 Closed
PCM
415
Prelude Capital Management
New York
– – -934 Closed
GSC
416
Ground Swell Capital
South Carolina
– – -928 Closed
CCM
417
Coldstream Capital Management
Washington
– – -790 Closed
PEAK6
418
PEAK6
Illinois
– – -95 Closed
SSG
419
Summit Securities Group
New York
– – -73 Closed
SW
420
SVB Wealth
Massachusetts
– – -42 Closed
CFB
421
Cullen/Frost Bankers
Texas
– – -29 Closed
MG
422
Mather Group
Illinois
– – -23 Closed
T
423
Transce3nd
Texas
– – -21 Closed
CA
424
Continuum Advisory
Idaho
– – -20 Closed
BT
425
Banque Transatlantique
France
– – -18 Closed
14 15 16
17
18