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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
Swiss National Bank
76
Swiss National Bank
Switzerland
$6.84M +$98.5K +520 +1%
XT
77
XTX Topco
Cayman Islands
$6.57M +$7.44M +39,275 +1,680%
Creative Planning
78
Creative Planning
Kansas
$6.4M -$87.5K -462 -1%
AllianceBernstein
79
AllianceBernstein
Tennessee
$6.13M +$315K +1,662 +7%
ZCI
80
Zevenbergen Capital Investments
Washington
$6.04M +$2.75M +14,500 +61%
Nordea Investment Management
81
Nordea Investment Management
Sweden
$5.73M -$156K -822 -2%
LEP
82
Langdon Equity Partners
$5.56M +$6.68M +35,250 New
Natixis Advisors
83
Natixis Advisors
Massachusetts
$5.39M +$352K +1,860 +6%
QCMNJ
84
Quantum Capital Management (New Jersey)
New Jersey
$5.35M -$86.6K -457 -1%
Canada Life
85
Canada Life
Manitoba, Canada
$5.3M +$1.51M +7,982 +31%
Jones Financial Companies
86
Jones Financial Companies
Missouri
$5.14M +$6.15M +32,474 +6,116%
D.E. Shaw & Co
87
D.E. Shaw & Co
New York
$4.92M +$4.8M +25,310 +431%
Legal & General Group
88
Legal & General Group
United Kingdom
$4.81M -$565K -2,983 -9%
Retirement Systems of Alabama
89
Retirement Systems of Alabama
Alabama
$4.71M +$406K +2,142 +8%
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$4.49M +$5.39M +28,457 New
TI
91
Trexquant Investment
Connecticut
$4.13M +$4.95M +26,145 New
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$4.07M +$969K +5,115 +25%
Barclays
93
Barclays
United Kingdom
$3.98M -$866K -4,571 -15%
SG Americas Securities
94
SG Americas Securities
New York
$3.98M +$4.15M +21,898 +666%
Victory Capital Management
95
Victory Capital Management
Texas
$3.58M +$49.3K +260 +1%
KA
96
Kerrisdale Advisers
Florida
$3.53M +$1.2M +6,328 +40%
AM
97
AGF Management
Ontario, Canada
$3.33M +$1.54M +8,153 +63%
ACM
98
Advisors Capital Management
New Jersey
$3.13M +$102K +539 +3%
Franklin Resources
99
Franklin Resources
California
$3.08M -$26K -137 -0.7%
VAM
100
Vanguard Asset Management
$3.08M +$3.69M +19,495 New