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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
N
51
Nuveen
North Carolina
$12.2M +$2.79M +14,703 +24%
Jennison Associates
52
Jennison Associates
New York
$12M -$10.1M -53,291 -41%
Pacer Advisors
53
Pacer Advisors
Pennsylvania
$11.3M +$12.9M +68,224 +1,913%
CC
54
Crosslink Capital
California
$11.3M +$8.8M +46,465 +186%
Citadel Advisors
55
Citadel Advisors
Florida
$11.2M -$54.6M -288,136 -80%
SEI Investments
56
SEI Investments
Pennsylvania
$11.1M +$5.78M +30,488 +76%
EP
57
Edgestream Partners
New Jersey
$11.1M +$6.32M +33,331 +91%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$11.1M +$1.78M +9,399 +15%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$10.1M +$638K +3,369 +6%
Loomis, Sayles & Company
60
Loomis, Sayles & Company
Massachusetts
$9.84M -$307K -1,622 -3%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$9.54M +$540K +2,849 +5%
UBS AM
62
UBS AM
Illinois
$9.12M +$2.08K +11 +0%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$9.05M +$937K +4,943 +9%
EAM
64
EULAV Asset Management
Florida
$8.75M
TCM
65
Tensile Capital Management
California
$8.36M +$10M +53,000 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$8.28M +$1.63M +8,582 +20%
TM
67
TFJ Management
Massachusetts
$8.17M +$2.95M +15,573 +43%
YIH
68
Y-Intercept (HK)
Hong Kong
$8.09M +$7.39M +38,995 +318%
TI
69
Tidal Investments
Wisconsin
$8.01M +$760K +4,011 +9%
William Blair & Company
70
William Blair & Company
Illinois
$7.98M -$574K -3,030 -6%
QCM
71
Quantinno Capital Management
New York
$7.96M +$1.75M +9,225 +22%
GIP
72
Granite Investment Partners
California
$7.7M +$9.24M +48,774 New
ACM
73
Atika Capital Management
New York
$7.5M +$568K +3,000 +7%
LPL Financial
74
LPL Financial
California
$7.27M +$276K +1,454 +3%
Man Group
75
Man Group
United Kingdom
$7.06M +$2.41M +12,705 +40%