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AppFolio
APPF

Overview Fund Activity

379 hedge funds and large institutions have $4.33B invested in AppFolio in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 134 increasing their positions, 128 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-7
Holders Change %
-1.81%
% of All Funds
5.15%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
74
Increased
134
Reduced
128
Closed
77
Calls
$16.6M
Puts
$6.95M
Net Calls
+$9.61M
Net Calls Change
+$3.27M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$92.9M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$170M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$186M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$88.4M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$38M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$39.7M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$17.2K
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
WC
4
Westwind Capital
New Mexico
$0
5
DAM
5
Deepwater Asset Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
176
Bessemer Group
New Jersey
$973K -$1.93M -8,783 -66%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$962K -$2.16M -9,799 -69%
SDIC
178
South Dakota Investment Council
South Dakota
$946K +$176K +800 +23%
NMERB
179
New Mexico Educational Retirement Board
New Mexico
$924K – – –
Wealth Enhancement Advisory Services
180
Wealth Enhancement Advisory Services
Minnesota
$904K -$1.51M -6,846 -62%
American Century Companies
181
American Century Companies
Missouri
$897K -$135K -614 -13%
AWF
182
Alpha Wealth Funds
Utah
$880K +$880K +4,000 New
IG
183
ING Group
Netherlands
$858K – – –
NG
184
Norden Group
Utah
$814K +$814K +3,701 New
CIS
185
Custom Index Systems
New York
$805K +$805K +3,663 New
AI
186
Atria Investments
North Carolina
$803K +$571K +2,596 +246%
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$799K -$9.9K -45 -1%
Truist Financial
188
Truist Financial
North Carolina
$799K +$249K +1,131 +45%
PWG
189
Portside Wealth Group
Utah
$774K +$774K +3,521 New
BFM
190
Boothbay Fund Management
New York
$771K +$771K +3,508 New
Pictet Asset Management
191
Pictet Asset Management
Switzerland
$758K +$69.1K +314 +10%
TI
192
Tidal Investments
Wisconsin
$724K +$396K +1,801 +121%
IMRF
193
Illinois Municipal Retirement Fund
Illinois
$721K – – –
Mariner
194
Mariner
Kansas
$666K +$203K +922 +44%
Loomis, Sayles & Company
195
Loomis, Sayles & Company
Massachusetts
$646K – – –
P
196
&Partners
Tennessee
$636K +$636K +2,852 New
VCA
197
Verdence Capital Advisors
Maryland
$636K +$2.2K +10 +0.3%
HighTower Advisors
198
HighTower Advisors
Illinois
$634K +$307K +1,397 +94%
FCM
199
Fieldview Capital Management
Michigan
$625K -$1.85M -8,399 -75%
CFMC
200
Curbstone Financial Management Corp
New Hampshire
$625K – – –
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8
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