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AppFolio
APPF

Overview Fund Activity

379 hedge funds and large institutions have $4.73B invested in AppFolio in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 154 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
–
Holders Change %
0%
% of All Funds
5.08%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
62
Increased
116
Reduced
154
Closed
58
Calls
$23.5M
Puts
$3.98M
Net Calls
+$19.5M
Net Calls Change
+$9.93M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$192M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$105M
3
William Blair Investment Management
William Blair Investment Management
Illinois
$169M
4
CIA
Caledonia Investments (Australia)
Australia
$55M
5
ACM
Ashe Capital Management
New Jersey
$307M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$132M
2
Macquarie Group
Macquarie Group
Australia
$12.6M
3
AQR Capital Management
AQR Capital Management
Connecticut
$1.94M
4
Franklin Resources
Franklin Resources
California
$4.97M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
101
LPL Financial
California
$2.69M +$318K +1,383 +13%
MOACM
102
Mutual of America Capital Management
New York
$2.64M -$115K -500 -4%
AB
103
Amalgamated Bank
New York
$2.54M -$10.1K -44 -0.4%
Universal-Beteiligungs- und Servicegesellschaft
104
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.53M +$6.91K +30 +0.3%
State of Tennessee, Department of Treasury
105
State of Tennessee, Department of Treasury
Tennessee
$2.52M +$461K +2,000 +22%
Creative Planning
106
Creative Planning
Kansas
$2.47M -$314K -1,363 -11%
Barclays
107
Barclays
United Kingdom
$2.46M -$44.9K -195 -2%
Daiwa Securities Group
108
Daiwa Securities Group
Japan
$2.4M -$184K -800 -7%
Treasurer of the State of North Carolina
109
Treasurer of the State of North Carolina
North Carolina
$2.37M -$22.3K -97 -0.9%
Neuberger Berman Group
110
Neuberger Berman Group
New York
$2.34M -$316K -1,371 -12%
MAM
111
Martingale Asset Management
Massachusetts
$2.32M -$5.59M -24,269 -71%
VRS
112
Virginia Retirement Systems
Virginia
$2.22M -$714K -3,100 -24%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$2.2M -$37.8K -164 -2%
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$2.16M +$834K +3,621 +63%
DKCM
115
Davidson Kahn Capital Management
California
$2.13M +$131K +569 +7%
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
$2.08M +$10.1K +44 +0.5%
New York State Teachers Retirement System (NYSTRS)
117
New York State Teachers Retirement System (NYSTRS)
New York
$2.06M +$38.5K +167 +2%
AQR Capital Management
118
AQR Capital Management
Connecticut
$1.94M -$39.9M -175,535 -95%
IIM
119
INTECH Investment Management
Florida
$1.94M +$1.94M +8,415 New
PFSRSONJ
120
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.89M -$5.99K -26 -0.3%
Luther King Capital Management (LKCM)
121
Luther King Capital Management (LKCM)
Texas
$1.78M +$1.78M +7,744 New
YCM
122
Yousif Capital Management
Michigan
$1.78M -$44K -191 -2%
NRD
123
Nebula Research & Development
New York
$1.78M +$1.78M +7,711 New
BC
124
Burney Company
Virginia
$1.78M -$207K -899 -10%
Ensign Peak Advisors
125
Ensign Peak Advisors
Utah
$1.76M -$1.63M -7,098 -48%
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