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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
Bessemer Group
176
Bessemer Group
New Jersey
$973K -$2.01M -8,783 -66%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$962K -$2.25M -9,799 -69%
SDIC
178
South Dakota Investment Council
South Dakota
$946K +$184K +800 +23%
NMERB
179
New Mexico Educational Retirement Board
New Mexico
$924K
Wealth Enhancement Advisory Services
180
Wealth Enhancement Advisory Services
Minnesota
$904K -$1.57M -6,846 -62%
American Century Companies
181
American Century Companies
Missouri
$897K -$141K -614 -13%
AWF
182
Alpha Wealth Funds
Utah
$880K +$918K +4,000 New
IG
183
ING Group
Netherlands
$858K
NG
184
Norden Group
Utah
$814K +$849K +3,701 New
NPT
185
National Philanthropic Trust
Pennsylvania
$814K
CIS
186
Custom Index Systems
New York
$805K +$840K +3,663 New
AI
187
Atria Investments
North Carolina
$803K +$596K +2,596 +246%
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$799K -$10.3K -45 -1%
Truist Financial
189
Truist Financial
North Carolina
$799K +$259K +1,131 +45%
PWG
190
Portside Wealth Group
Utah
$774K +$808K +3,521 New
BFM
191
Boothbay Fund Management
New York
$771K +$805K +3,508 New
Pictet Asset Management
192
Pictet Asset Management
Switzerland
$758K +$72K +314 +10%
TI
193
Tidal Investments
Wisconsin
$724K +$413K +1,801 +121%
IMRF
194
Illinois Municipal Retirement Fund
Illinois
$721K
Mariner
195
Mariner
Kansas
$666K +$212K +922 +44%
DCM
196
DGS Capital Management
New Jersey
$664K -$219K -954 -24%
Loomis, Sayles & Company
197
Loomis, Sayles & Company
Massachusetts
$646K
P
198
&Partners
Tennessee
$636K +$654K +2,852 New
VCA
199
Verdence Capital Advisors
Maryland
$636K +$2.29K +10 +0.3%
HighTower Advisors
200
HighTower Advisors
Illinois
$634K +$320K +1,397 +94%