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

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$39.7M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$17.2K
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
4
WC
Westwind Capital
New Mexico
$0
5
DAM
Deepwater Asset Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Aviva
201
Aviva
United Kingdom
$621K +$82.2K +374 +15%
VA
202
Vident Advisory
Georgia
$617K -$889K -4,042 -59%
SOADOR
203
State of Alaska Department of Revenue
Alaska
$598K +$18.7K +85 +3%
VPIM
204
Vanguard Personalized Indexing Management
California
$570K +$115K +521 +25%
TSS
205
Two Sigma Securities
New York
$557K +$557K +2,535 New
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$555K -$671K -3,051 -55%
Skandinaviska Enskilda Banken (SEB)
207
Skandinaviska Enskilda Banken (SEB)
Sweden
$550K +$550K +2,500 New
BWM
208
Bosman Wealth Management
California
$545K -$1.46M -6,641 -73%
LI
209
LVZ Inc
Michigan
$536K +$40.7K +185 +8%
GAM
210
Gotham Asset Management
New York
$523K -$313K -1,423 -37%
NYLIM
211
New York Life Investment Management
New York
$522K +$522K +2,374 New
Deutsche Bank
212
Deutsche Bank
Germany
$519K +$16.5K +75 +3%
Public Employees Retirement Association of Colorado
213
Public Employees Retirement Association of Colorado
Colorado
$518K – – –
PWS
214
Precision Wealth Strategies
Missouri
$510K +$510K +2,319 New
N
215
Natixis
France
$502K -$3.93K -18 -0.8%
IAA
216
Independent Advisor Alliance
North Carolina
$493K -$80.3K -365 -14%
SOW
217
State of Wyoming
Wyoming
$489K -$149K -676 -23%
GEM
218
Global Endowment Management
North Carolina
$482K -$958K -4,355 -66%
Baird Financial Group
219
Baird Financial Group
Wisconsin
$481K -$3.3K -15 -0.7%
GCM
220
Gallacher Capital Management
Colorado
$475K +$294K +1,338 +163%
Marshall Wace
221
Marshall Wace
United Kingdom
$473K +$473K +2,152 New
BPC
222
Banque Pictet & Cie
Switzerland
$466K +$466K +2,118 New
Two Sigma Advisers
223
Two Sigma Advisers
New York
$462K -$22K -100 -5%
CB
224
Commerce Bank
Missouri
$450K -$4.62K -21 -1%
RG
225
Rathbones Group
United Kingdom
$440K -$921K -4,187 -68%
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