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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
HSBC Holdings
426
HSBC Holdings
United Kingdom
-$271K -1,163 Closed
URS
427
Utah Retirement Systems
Utah
-$270K -1,162 Closed
BC
428
Burney Company
Virginia
-$267K -1,146 Closed
CIM
429
Cambria Investment Management
California
-$261K -1,121 Closed
LAM
430
Lewis Asset Management
California
-$259K -1,115 Closed
FFA
431
First Foundation Advisors
California
-$255K -1,098 Closed
MAP
432
Moody Aldrich Partners
Massachusetts
-$252K -1,085 Closed
MFAM
433
Motley Fool Asset Management
Virginia
-$249K -1,069 Closed
MSRPS
434
Maryland State Retirement & Pension System
Maryland
-$246K -1,059 Closed
IAA
435
Independent Advisor Alliance
North Carolina
-$243K -1,045 Closed
DO
436
denkapparat Operations
Germany
-$241K -1,036 Closed
NA
437
Navellier & Associates
Nevada
-$233K -1,000 Closed
RMDI
438
R.M. Davis Inc
Maine
-$233K -1,000 Closed
SW
439
SteelPeak Wealth
California
-$233K -1,000 Closed
ProShare Advisors
440
ProShare Advisors
Maryland
-$223K -958 Closed
AFA
441
Arlington Financial Advisors
California
-$221K -952 Closed
SA
442
Sanctuary Advisors
Indiana
-$220K -944 Closed
GC
443
Gilbert & Cook
Iowa
-$210K -901 Closed
KIC
444
Kensington Investment Counsel
California
-$209K -900 Closed
VCM
445
Virtue Capital Management
Tennessee
-$487K -788 Closed
HIA
446
Harbor Investment Advisory
Maryland
-$109K -467 Closed
KAS
447
Kestra Advisory Services
Texas
-$72.4K -311 Closed
AAP
448
Arax Advisory Partners
Colorado
-$54.9K -236 Closed
WETS
449
Wealth Enhancement Trust Services
South Dakota
-$16.8K -72 Closed
HPC
450
HM Payson & Co
Maine
-$9.07K -39 Closed