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AppFolio

397 hedge funds and large institutions have $4.87B invested in AppFolio in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 154 increasing their positions, 129 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$61.4M
Puts
$11.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
201
American Century Companies
Missouri
$571K
Neuberger Berman Group
202
Neuberger Berman Group
New York
$565K
Lazard Asset Management
203
Lazard Asset Management
New York
$557K
US Bancorp
204
US Bancorp
Minnesota
$550K
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$549K
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$548K
XT
207
XTX Topco
Cayman Islands
$544K
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$528K
LAM
209
LECAP Asset Management
United Kingdom
$520K
BAM
210
Blueshift Asset Management
New Jersey
$509K
DFCM
211
Dark Forest Capital Management
Puerto Rico
$503K
VOYA Investment Management
212
VOYA Investment Management
Georgia
$501K
M1FG
213
Mach-1 Financial Group
Arkansas
$500K
ATPW
214
Ashton Thomas Private Wealth
Arizona
$500K
CJ
215
Caitlin John
Michigan
$499K
Aviva
216
Aviva
United Kingdom
$492K
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$490K
VCM
218
Virtue Capital Management
Tennessee
$487K
STA
219
Summit Trail Advisors
New York
$476K
NYLIM
220
New York Life Investment Management
New York
$475K
GPGA
221
Grandeur Peak Global Advisors
Utah
$472K
Federated Hermes
222
Federated Hermes
Pennsylvania
$451K
BPA
223
Beacon Pointe Advisors
California
$443K
JFG
224
Jefferies Financial Group
New York
$436K
MFS
225
Mirabella Financial Services
United Kingdom
$434K