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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
Pictet Asset Management
201
Pictet Asset Management
Switzerland
$570K +$41.3K +218 +6%
SAM
202
Stansberry Asset Management
Texas
$569K +$82.4K +435 +14%
LI
203
LVZ Inc
Michigan
$556K +$39.8K +210 +6%
AAIS
204
ABN AMRO Investment Solutions
$546K +$655K +3,457 New
Lazard Asset Management
205
Lazard Asset Management
New York
$537K +$191K +1,009 +42%
EGM
206
Engineers Gate Manager
New York
$537K +$644K +3,400 New
BBHC
207
Brown Brothers Harriman & Co
New York
$528K +$633K +3,343 New
OAM
208
OP Asset Management
$525K +$630K +3,327 New
M&T Bank
209
M&T Bank
New York
$506K -$137K -725 -18%
Baird Financial Group
210
Baird Financial Group
Wisconsin
$496K +$125K +662 +27%
TSW
211
Three Seasons Wealth
Utah
$495K
HT
212
Headlands Technologies
Illinois
$488K +$585K +3,090 New
CFO
213
Callan Family Office
Pennsylvania
$481K +$69.3K +366 +14%
MAM
214
Martingale Asset Management
Massachusetts
$475K -$107K -563 -16%
ZBNA
215
Zions Bancorporation, National Association
Utah
$470K -$482K -2,543 -46%
FCM
216
Fieldview Capital Management
Michigan
$464K +$315K +1,662 +130%
ATPW
217
Ashton Thomas Private Wealth
Arizona
$462K +$148K +783 +36%
FC
218
FORA Capital
Florida
$462K +$555K +2,930 New
P
219
&Partners
Tennessee
$460K -$105K -554 -16%
NYLIM
220
New York Life Investment Management
New York
$458K +$162K +857 +42%
Canada Pension Plan Investment Board
221
Canada Pension Plan Investment Board
Ontario, Canada
$458K +$500K +2,640 +1,015%
BNP Paribas Financial Markets
222
BNP Paribas Financial Markets
France
$456K -$1.6M -8,445 -74%
DCM
223
DGS Capital Management
New Jersey
$455K +$29.9K +158 +6%
AA
224
ALPS Advisors
Colorado
$453K +$229K +1,210 +73%
Balyasny Asset Management
225
Balyasny Asset Management
Illinois
$452K -$4.28M -22,595 -89%