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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
OPERF
176
Oregon Public Employees Retirement Fund
Oregon
$777K +$62.5K +330 +7%
WAM
177
Weiss Asset Management
Massachusetts
$776K +$932K +4,920 New
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$764K +$343K +1,809 +60%
FCBT
179
First Citizens Bank & Trust
North Carolina
$760K -$52.7K -278 -5%
Envestnet Portfolio Solutions
180
Envestnet Portfolio Solutions
Illinois
$758K -$154K -811 -14%
OAM
181
Oppenheimer Asset Management
New York
$737K +$75.4K +398 +9%
OQS
182
Occudo Quantitative Strategies
Florida
$730K +$828K +4,369 New
AIP
183
Ameritas Investment Partners
Nebraska
$708K +$48.1K +254 +6%
AAM
184
Azzad Asset Management
Virginia
$706K +$144K +760 +20%
LIP
185
Lighthouse Investment Partners
Florida
$698K +$838K +4,423 New
AI
186
Atria Investments
North Carolina
$695K +$111K +585 +15%
STA
187
Summit Trail Advisors
New York
$693K +$445K +2,347 +115%
AAM
188
AMI Asset Management
California
$685K +$308K +1,627 +60%
Teacher Retirement System of Texas
189
Teacher Retirement System of Texas
Texas
$678K -$1.59M -8,398 -66%
ITG
190
Index Technologies Group
New York
$667K +$37.5K +198 +5%
NMERB
191
New Mexico Educational Retirement Board
New Mexico
$663K
HSA
192
Hussman Strategic Advisors
Maryland
$663K +$796K +4,200 New
I
193
InceptionR
California
$638K +$765K +4,040 New
BHCM
194
Brevan Howard Capital Management
Jersey
$625K +$751K +3,963 New
NAM
195
NorthCrest Asset Manangement
Minnesota
$620K -$255K -1,347 -25%
Amundi
196
Amundi
France
$609K +$427K +2,251 +140%
II
197
Inspire Investing
Idaho
$601K +$456K +2,406 +172%
RAM
198
Resona Asset Management
Japan
$590K
KIA
199
KCM Investment Advisors
California
$586K -$3.03M -15,970 -81%
BAM
200
Blueshift Asset Management
New Jersey
$580K +$282K +1,486 +68%