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AppFolio
APPF

Overview Fund Activity

379 hedge funds and large institutions have $4.33B invested in AppFolio in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 134 increasing their positions, 128 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-7
Holders Change %
-1.81%
% of All Funds
5.15%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
74
Increased
134
Reduced
128
Closed
77
Calls
$16.6M
Puts
$6.95M
Net Calls
+$9.61M
Net Calls Change
+$3.27M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$92.9M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$170M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$186M
4
Principal Financial Group
Principal Financial Group
Iowa
$88.4M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$38M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$39.7M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$17.2K
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
4
WC
Westwind Capital
New Mexico
$0
5
DAM
Deepwater Asset Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
426
SYM Financial Corp
Indiana
– -$292K -1,182 Closed
CPA
427
Capital Performance Advisors
California
– -$256K -1,037 Closed
AI
428
Atom Investors
Texas
– -$256K -1,036 Closed
PCM
429
Polymer Capital Management
New York
– -$253K -1,026 Closed
CPIG
430
Chicago Partners Investment Group
Illinois
– -$257K -1,012 Closed
SWA
431
Sax Wealth Advisors
New Jersey
– -$247K -1,002 Closed
PAG
432
Poinciana Advisors Group
Florida
– -$245K -995 Closed
ATPW
433
Ashton Thomas Private Wealth
Arizona
– -$235K -953 Closed
FPAS
434
Focus Partners Advisor Solutions
Missouri
– -$227K -921 Closed
CWM
435
Congress Wealth Management
Massachusetts
– -$226K -916 Closed
Pathstone Holdings
436
Pathstone Holdings
New Jersey
– -$225K -914 Closed
WorldQuant Millennium Advisors
437
WorldQuant Millennium Advisors
New York
– -$222K -901 Closed
KIC
438
Kensington Investment Counsel
California
– -$222K -900 Closed
CA
439
Cache Advisors
California
– -$218K -883 Closed
SCM
440
Shelton Capital Management
Colorado
– -$210K -853 Closed
SCM
441
Stevens Capital Management
Pennsylvania
– -$202K -820 Closed
DWA
442
Delap Wealth Advisory
Oregon
– -$201K -814 Closed
SIC
443
Salem Investment Counselors
North Carolina
– -$123K -500 Closed
NEI
444
Northwest & Ethical Investments
Ontario, Canada
– -$111K -450 Closed
VWM
445
Venturi Wealth Management
Texas
– -$98.7K -400 Closed
Walleye Trading
446
Walleye Trading
New York
– -$78.7K -319 Closed
CMBA
447
C.M. Bidwell & Associates
Hawaii
– -$76.7K -311 Closed
QL
448
Quarry LP
New York
– -$52.3K -212 Closed
AIM
449
Arcadia Investment Management
Michigan
– -$50.1K -203 Closed
MB
450
Mizuho Bank
Japan
– -$46.9K -190 Closed
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