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AppFolio

381 hedge funds and large institutions have $4.39B invested in AppFolio in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 135 increasing their positions, 130 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $6.95M

3.29% more ownership

Funds ownership: 82.52%85.81% (+3.3%)

4% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 130

8% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 78

2% less funds holding

Funds holding: 388381 (-7)

7% less capital invested

Capital invested by funds: $4.7B → $4.39B (-$312M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
381
Holders Change
-7
Holders Change %
-1.8%
% of All Funds
5.11%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
72
Increased
135
Reduced
130
Closed
78
Calls
$16.6M
Puts
$6.95M
Net Calls
+$9.61M
Net Calls Change
+$3.27M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
26
GW&K Investment Management
Massachusetts
$39.9M -$1.6M -6,982 -4%
AQR Capital Management
27
AQR Capital Management
Connecticut
$39.7M -$108M -471,558 -72%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$38M +$38.8M +169,016 +4,272%
Fiera Capital (Canada)
29
Fiera Capital (Canada)
Quebec, Canada
$35.9M +$37.4M +163,238 New
Charles Schwab
30
Charles Schwab
California
$35.1M -$1.67M -7,299 -4%
LWM
31
Long Walk Management
Connecticut
$34M +$20.5M +89,300 +136%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$33M +$16.8M +73,388 +97%
Bank of America
33
Bank of America
North Carolina
$30M +$19.2M +83,631 +159%
Caisse de Depot et Placement du Quebec (CDPQ)
34
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$28.7M +$23.5M +102,586 +364%
Brown Advisory
35
Brown Advisory
Maryland
$27.8M +$29M +126,419 New
N
36
Nuveen
North Carolina
$27.5M -$3.84M -16,746 -12%
RIM
37
Ranger Investment Management
Texas
$26.4M -$414K -1,805 -1%
GPC
38
Greenstone Partners & Co
California
$24.6M -$304K -1,327 -1%
Wells Fargo
39
Wells Fargo
California
$22.4M +$21.8M +95,114 +1,408%
Squarepoint
40
Squarepoint
New York
$22.3M -$3.86M -16,823 -14%
Raymond James Financial
41
Raymond James Financial
Florida
$20.2M -$7.04M -30,670 -25%
ZEP
42
Zeno Equity Partners
United Kingdom
$19.5M -$9.28M -40,467 -31%
SGM
43
Sellaronda Global Management
New York
$17.6M +$14.9M +65,000 +433%
UBS AM
44
UBS AM
Illinois
$16M -$10.4M -45,494 -38%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$15.5M +$11.4M +49,508 +237%
UBS Group
46
UBS Group
Switzerland
$15.4M +$10.2M +44,577 +175%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$15.3M +$8.21M +35,804 +106%
Victory Capital Management
48
Victory Capital Management
Texas
$15.3M -$1.66M -7,250 -9%
Los Angeles Capital Management
49
Los Angeles Capital Management
California
$15M -$10.6M -46,327 -40%
Goldman Sachs
50
Goldman Sachs
New York
$14.7M +$11.7M +50,970 +322%