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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
BWA
451
Basecamp Wealth Advisors
Washington
-$6.51K -28 Closed
CAM
452
Chesapeake Asset Management
New York
-$6.51K -28 Closed
EP
453
Essential Partners
California
-$4.42K -19 Closed
JFGIW
454
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$4.42K -19 Closed
AS
455
Altshuler Shaham
Israel
-$3.96K -17 Closed
CIA
456
Cape Investment Advisory
Georgia
-$3.02K -13 Closed
GSWM
457
Golden State Wealth Management
California
-$2.79K -12 Closed
T. Rowe Price Investment Management
458
T. Rowe Price Investment Management
Maryland
-$3K -10 Closed
AIS
459
Advocate Investing Services
Maryland
-$1.16K -5 Closed
Toronto Dominion Bank
460
Toronto Dominion Bank
Ontario, Canada
-$1.15K -5 Closed
SWM
461
Spire Wealth Management
Virginia
-$1.01K -4 Closed
SS
462
Sunbelt Securities
Texas
-$931 -4 Closed
SC
463
SouthState Corp
Florida
-$698 -3 Closed
AWM
464
Activest Wealth Management
Florida
-$465 -2 Closed
OC
465
Optima Capital
Oregon
-$465 -2 Closed
AF
466
Advisornet Financial
Minnesota
-$233 -1 Closed
BHWM
467
Bay Harbor Wealth Management
Maryland
-$232 -1 Closed
HIA
468
HFM Investment Advisors
New Jersey
-$233 -1 Closed
RWM
469
Rialto Wealth Management
New York
-$233 -1 Closed
TPBG
470
Turning Point Benefit Group
Maryland
-$232 -1 Closed