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

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$39.7M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$17.2K
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
WC
4
Westwind Capital
New Mexico
$0
5
DAM
5
Deepwater Asset Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
26
AQR Capital Management
Connecticut
$39.7M -$102M -471,558 -72%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$38M +$37.2M +169,016 +4,272%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$35.9M +$35.9M +163,238 New
Charles Schwab
29
Charles Schwab
California
$35.1M -$1.61M -7,299 -4%
LWM
30
Long Walk Management
Connecticut
$34M +$19.6M +89,300 +136%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$33M +$16.2M +73,388 +97%
Bank of America
32
Bank of America
North Carolina
$30M +$18.4M +83,631 +159%
Caisse de Depot et Placement du Quebec (CDPQ)
33
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$28.7M +$22.6M +102,586 +364%
Brown Advisory
34
Brown Advisory
Maryland
$27.8M +$27.8M +126,419 New
NL
35
Nuveen LLC
North Carolina
$27.5M +$27.5M +124,894 New
RIM
36
Ranger Investment Management
Texas
$26.4M -$397K -1,805 -1%
GPC
37
Greenstone Partners & Co
California
$24.6M -$292K -1,327 -1%
Wells Fargo
38
Wells Fargo
California
$22.4M +$20.9M +95,114 +1,408%
Squarepoint
39
Squarepoint
New York
$22.3M -$3.7M -16,823 -14%
Raymond James Financial
40
Raymond James Financial
Florida
$20.2M -$6.74M -30,670 -25%
ZEP
41
Zeno Equity Partners
United Kingdom
$19.5M -$8.9M -40,467 -31%
SGM
42
Sellaronda Global Management
New York
$17.6M +$14.3M +65,000 +433%
UBS AM
43
UBS AM
Illinois
$16M -$10M -45,494 -38%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$15.5M +$10.9M +49,508 +237%
UBS Group
45
UBS Group
Switzerland
$15.4M +$9.8M +44,577 +175%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$15.3M +$7.87M +35,804 +106%
Victory Capital Management
47
Victory Capital Management
Texas
$15.3M -$1.59M -7,250 -9%
Los Angeles Capital Management
48
Los Angeles Capital Management
California
$15M -$10.2M -46,327 -40%
Goldman Sachs
49
Goldman Sachs
New York
$14.7M +$11.2M +50,970 +322%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$14.1M +$96.1K +437 +0.7%
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