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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.

Holders
379
Holders Change
–
Holders Change %
0%
% of All Funds
5.09%
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
1
Principal Financial Group
Iowa
$192M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$105M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$169M
4
CIA
4
Caledonia Investments (Australia)
Australia
$55M
5
ACM
5
Ashe Capital Management
New Jersey
$307M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$132M
2
Macquarie Group
2
Macquarie Group
Australia
$12.6M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$1.94M
4
Franklin Resources
4
Franklin Resources
California
$4.97M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
M1FG
176
Mach-1 Financial Group
Arkansas
$803K +$803K +3,488 New
IFA
177
Index Fund Advisors
California
$777K +$777K +3,373 New
Pictet Asset Management
178
Pictet Asset Management
Switzerland
$774K -$18.9K -82 -2%
AWF
179
Alpha Wealth Funds
Utah
$773K -$136K -600 -15%
VA
180
Vident Advisory
Georgia
$741K +$95.6K +415 +15%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$739K -$97.9K -425 -12%
P
182
&Partners
Tennessee
$735K +$77.8K +338 +12%
CFMC
183
Curbstone Financial Management Corp
New Hampshire
$712K +$57.6K +250 +9%
Allianz Asset Management
184
Allianz Asset Management
Germany
$674K -$605K -2,626 -47%
NAM
185
NorthCrest Asset Manangement
Minnesota
$666K -$414K -1,757 -38%
ET
186
Entropy Technologies
New York
$629K +$629K +2,730 New
CFO
187
Callan Family Office
Pennsylvania
$626K +$626K +2,720 New
AAM
188
AMI Asset Management
California
$626K -$533K -2,314 -46%
EP
189
Edgestream Partners
New Jersey
$610K -$2.66M -11,533 -81%
SOADOR
190
State of Alaska Department of Revenue
Alaska
$597K -$28.8K -125 -5%
HighTower Advisors
191
HighTower Advisors
Illinois
$588K -$76.2K -331 -11%
Baird Financial Group
192
Baird Financial Group
Wisconsin
$583K +$79K +343 +16%
LI
193
LVZ Inc
Michigan
$562K +$1.15K +5 +0.2%
Lazard Asset Management
194
Lazard Asset Management
New York
$557K -$3.9M -16,971 -87%
VPIM
195
Vanguard Personalized Indexing Management
California
$550K -$46.7K -203 -8%
IFU
196
iSAM Funds (UK)
United Kingdom
$549K +$549K +2,385 New
N
197
Natixis
France
$546K +$17K +74 +3%
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$542K – – –
NYLIM
199
New York Life Investment Management
New York
$540K -$6.68K -29 -1%
PWS
200
Precision Wealth Strategies
Missouri
$532K -$1.84K -8 -0.3%
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