APPF icon

AppFolio

405 hedge funds and large institutions have $5.51B invested in AppFolio in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 132 increasing their positions, 138 reducing their positions, and 48 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: $ → $

6% more funds holding

Funds holding: 382405 (+23)

4% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 138

1.72% less ownership

Funds ownership: 89.18%87.46% (-1.7%)

Holders
405
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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 +$92M
2 +$53.4M
3 +$32.1M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$24.4M
5
Invesco
Invesco
Georgia
+$22.5M

Top Sellers

1 -$65.3M
2 -$50.9M
3 -$50M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$46.1M
5
Morgan Stanley
Morgan Stanley
New York
-$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
426
Precision Wealth Strategies
Missouri
WP
427
Woodline Partners
California
RG
428
Rathbones Group
United Kingdom
RAM
429
Readystate Asset Management
Illinois
SGI
430
Summit Global Investments
Utah
TC
431
TownSquare Capital
Utah
BC
432
Bridgefront Capital
Texas
TSS
433
Two Sigma Securities
New York
WAG
434
Wallace Advisory Group
California
GCM
435
Gallacher Capital Management
Colorado
IC
436
IEQ Capital
California
DWA
437
Delap Wealth Advisory
Oregon
CCA
438
Cottonwood Capital Advisors
Utah
ACM
439
Aster Capital Management
United Arab Emirates
Mirae Asset Global ETFs Holdings
440
Mirae Asset Global ETFs Holdings
Hong Kong
MYIA
441
Mount Yale Investment Advisors
Colorado
Fuller & Thaler Asset Management
442
Fuller & Thaler Asset Management
California
BIG
443
Brooklyn Investment Group
New York
PSFG
444
Park Square Financial Group
Georgia
MAFA
445
MJT & Associates Financial Advisory
Minnesota
TPWA
446
Twin Peaks Wealth Advisors
California
PAS
447
Point72 Asia (Singapore)
Singapore
NC
448
NewSquare Capital
Pennsylvania
SO
449
Sierra Ocean
California
GWM
450
Geneos Wealth Management
Colorado