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
OPS
101
Orion Portfolio Solutions
Nebraska
$3.03M +$1.41M +6,161 +81%
MAM
102
Melqart Asset Management
United Kingdom
$3M +$3.13M +13,633 New
EAM
103
EFG Asset Management
Oregon
$2.99M +$641K +2,796 +26%
Teacher Retirement System of Texas
104
Teacher Retirement System of Texas
Texas
$2.99M -$1.6M -6,962 -34%
Stifel Financial
105
Stifel Financial
Missouri
$2.85M +$2.73M +11,882 +1,115%
Balyasny Asset Management
106
Balyasny Asset Management
Illinois
$2.84M +$520K +2,268 +21%
VRS
107
Virginia Retirement Systems
Virginia
$2.8M +$2.92M +12,721 New
Allspring Global Investments
108
Allspring Global Investments
North Carolina
$2.76M -$270K -1,177 -9%
IC
109
IEQ Capital
California
$2.73M -$5.86M -25,525 -67%
JAM
110
Jupiter Asset Management
United Kingdom
$2.69M -$10.7M -46,861 -79%
Creative Planning
111
Creative Planning
Kansas
$2.66M -$589K -2,568 -18%
MOACM
112
Mutual of America Capital Management
New York
$2.63M -$52.5K -229 -2%
GCM
113
Graham Capital Management
Connecticut
$2.61M +$95.7K +417 +4%
Federated Hermes
114
Federated Hermes
Pennsylvania
$2.58M -$1.92M -8,355 -42%
Neuberger Berman Group
115
Neuberger Berman Group
New York
$2.53M +$2.39M +10,400 +924%
ACM
116
Alamar Capital Management
California
$2.5M +$2.61M +11,375 New
Daiwa Securities Group
117
Daiwa Securities Group
Japan
$2.47M +$961K +4,191 +60%
AB
118
Amalgamated Bank
New York
$2.43M -$44.5K -194 -2%
Universal-Beteiligungs- und Servicegesellschaft
119
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.41M +$2.52M +10,978 New
Barclays
120
Barclays
United Kingdom
$2.39M -$1.66M -7,221 -40%
JIC
121
Johnson Investment Counsel
Ohio
$2.38M +$2.48M +10,820 New
Treasurer of the State of North Carolina
122
Treasurer of the State of North Carolina
North Carolina
$2.28M +$94.1K +410 +4%
LPL Financial
123
LPL Financial
California
$2.23M +$1.34M +5,832 +131%
Verition Fund Management
124
Verition Fund Management
Connecticut
$2.19M -$640K -2,792 -22%
KA
125
Kerrisdale Advisers
Florida
$2.14M +$2.24M +9,748 New