We are live on ! Find out more
APPF icon

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
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$14.1M +$100K +437 +0.7%
SEI Investments
52
SEI Investments
Pennsylvania
$13.6M +$3.66M +15,971 +35%
Man Group
53
Man Group
United Kingdom
$13.6M -$452K -1,970 -3%
Jennison Associates
54
Jennison Associates
New York
$13.5M +$137K +599 +1%
William Blair & Company
55
William Blair & Company
Illinois
$12.4M -$45.9K -200 -0.4%
EAM
56
EULAV Asset Management
Florida
$12.2M
Wellington Management Group
57
Wellington Management Group
Massachusetts
$12.2M -$8.16M -35,581 -39%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$12M -$2.77M -12,095 -18%
MWM
59
Mission Wealth Management
California
$11.8M -$1.7M -7,400 -12%
Axa
60
Axa
France
$11.6M +$36K +157 +0.3%
JP Morgan Chase
61
JP Morgan Chase
New York
$10.9M -$7.14M -31,140 -38%
BA
62
Bridgewater Associates
Connecticut
$10.2M -$7.1M -30,933 -40%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$9.99M +$1.92M +8,367 +23%
ACM
64
Atika Capital Management
New York
$9.79M -$2.94M -12,800 -22%
NIP
65
Nicholas Investment Partners
California
$9.52M -$233K -1,016 -2%
DZ Bank
66
DZ Bank
Germany
$9.36M
Swiss National Bank
67
Swiss National Bank
Switzerland
$9.35M -$115K -500 -1%
Canada Life
68
Canada Life
Manitoba, Canada
$9.09M +$1.33M +5,793 +16%
Citadel Advisors
69
Citadel Advisors
Florida
$8.06M -$7.27M -31,685 -46%
AllianceBernstein
70
AllianceBernstein
Tennessee
$7.96M +$1.25M +5,428 +18%
Legal & General Group
71
Legal & General Group
United Kingdom
$7.88M +$249K +1,086 +3%
MAM
72
Martingale Asset Management
Massachusetts
$7.56M +$3.67K +16 +0%
Ameriprise
73
Ameriprise
Minnesota
$7.4M -$3.92M -17,082 -34%
AG
74
Algert Global
California
$6.97M -$5.16M -22,502 -42%
Retirement Systems of Alabama
75
Retirement Systems of Alabama
Alabama
$6.22M +$51.6K +225 +0.8%