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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
YCM
151
Yousif Capital Management
Michigan
$1.12M -$2.27K -12 -0.2%
CIS
152
Custom Index Systems
New York
$1.11M +$71.6K +378 +6%
VI
153
Vestcor Inc
New Brunswick, Canada
$1.09M +$964K +5,086 +275%
Handelsbanken Fonder
154
Handelsbanken Fonder
Sweden
$1.05M
SDIC
155
South Dakota Investment Council
South Dakota
$1.05M +$341K +1,800 +37%
TC
156
TwinBeech Capital
New York
$1.04M +$1.25M +6,600 New
AC
157
AXQ Capital
New Jersey
$1.02M +$491K +2,593 +68%
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.01M -$137K -722 -10%
TRSOTSOK
159
Teachers Retirement System of the State of Kentucky
Kentucky
$979K
COPPSERS
160
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$962K +$61.2K +323 +6%
Universal-Beteiligungs- und Servicegesellschaft
161
Universal-Beteiligungs- und Servicegesellschaft
Germany
$960K +$125K +661 +12%
AssetMark Inc
162
AssetMark Inc
California
$953K -$34.1K -180 -3%
ASRS
163
Arizona State Retirement System
Arizona
$950K -$3.6K -19 -0.3%
EAM
164
Evanson Asset Management
California
$947K
SOMRS
165
State of Michigan Retirement System
Michigan
$931K +$75.8K +400 +7%
VCA
166
Verdence Capital Advisors
Maryland
$892K +$231K +1,218 +27%
NMIMC
167
Northwestern Mutual Investment Management Company
Wisconsin
$860K +$54.9K +290 +6%
SOADOR
168
State of Alaska Department of Revenue
Alaska
$858K +$12.3K +65 +1%
VIA
169
Vanguard Investments Australia
Australia
$829K +$995K +5,250 New
X
170
Xponance
Pennsylvania
$828K +$127K +670 +15%
GC
171
Guggenheim Capital
Illinois
$827K +$705K +3,719 +245%
NAAA
172
New Age Alpha Advisors
New York
$813K -$28.2K -149 -3%
JF
173
Jump Financial
Illinois
$809K -$569K -3,002 -37%
Truist Financial
174
Truist Financial
North Carolina
$805K +$303K +1,599 +46%
AC
175
Aristides Capital
Kentucky
$789K +$947K +5,000 New