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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
FCM
201
Fieldview Capital Management
Michigan
$625K -$1.93M -8,399 -75%
CFMC
202
Curbstone Financial Management Corp
New Hampshire
$625K
Aviva
203
Aviva
United Kingdom
$621K +$85.8K +374 +15%
VA
204
Vident Advisory
Georgia
$617K -$927K -4,042 -59%
SOADOR
205
State of Alaska Department of Revenue
Alaska
$598K +$19.5K +85 +3%
VPIM
206
Vanguard Personalized Indexing Management
California
$570K +$120K +521 +25%
TSS
207
Two Sigma Securities
New York
$557K +$582K +2,535 New
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$555K -$700K -3,051 -55%
UWS
209
Unique Wealth Strategies
Illinois
$552K +$575K +2,508 New
Skandinaviska Enskilda Banken (SEB)
210
Skandinaviska Enskilda Banken (SEB)
Sweden
$550K +$574K +2,500 New
BWM
211
Bosman Wealth Management
California
$545K -$1.52M -6,641 -73%
LI
212
LVZ Inc
Michigan
$536K +$42.4K +185 +8%
GAM
213
Gotham Asset Management
New York
$523K -$326K -1,423 -37%
NYLIM
214
New York Life Investment Management
New York
$522K +$545K +2,374 New
Deutsche Bank
215
Deutsche Bank
Germany
$519K +$17.2K +75 +3%
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$518K
PWS
217
Precision Wealth Strategies
Missouri
$510K +$532K +2,319 New
N
218
Natixis
France
$502K -$4.13K -18 -0.8%
IAA
219
Independent Advisor Alliance
North Carolina
$493K -$83.7K -365 -14%
SOW
220
State of Wyoming
Wyoming
$489K -$155K -676 -23%
GEM
221
Global Endowment Management
North Carolina
$482K -$999K -4,355 -66%
Baird Financial Group
222
Baird Financial Group
Wisconsin
$481K -$3.44K -15 -0.7%
GCM
223
Gallacher Capital Management
Colorado
$475K +$307K +1,338 +163%
Marshall Wace
224
Marshall Wace
United Kingdom
$473K +$494K +2,152 New
BPC
225
Banque Pictet & Cie
Switzerland
$466K +$486K +2,118 New