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AppFolio
APPF

Overview Fund Activity

379 hedge funds and large institutions have $4.73B invested in AppFolio in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 154 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
–
Holders Change %
0%
% of All Funds
5.08%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
62
Increased
116
Reduced
154
Closed
58
Calls
$23.5M
Puts
$3.98M
Net Calls
+$19.5M
Net Calls Change
+$9.93M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$192M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$105M
3
William Blair Investment Management
William Blair Investment Management
Illinois
$169M
4
CIA
Caledonia Investments (Australia)
Australia
$55M
5
ACM
Ashe Capital Management
New Jersey
$307M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$132M
2
Macquarie Group
Macquarie Group
Australia
$12.6M
3
AQR Capital Management
AQR Capital Management
Connecticut
$1.94M
4
Franklin Resources
Franklin Resources
California
$4.97M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
201
Cetera Investment Advisers
Illinois
$512K +$89.1K +387 +21%
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$507K +$79.4K +345 +19%
Bessemer Group
203
Bessemer Group
New Jersey
$507K -$512K -2,223 -50%
GEM
204
Global Endowment Management
North Carolina
$505K – – –
BPC
205
Bryce Point Capital
New York
$502K +$502K +2,178 New
Aviva
206
Aviva
United Kingdom
$496K -$155K -671 -24%
BNP Paribas Financial Markets
207
BNP Paribas Financial Markets
France
$492K -$1.35M -5,848 -73%
GPGA
208
Grandeur Peak Global Advisors
Utah
$485K +$485K +2,106 New
WP
209
Woodline Partners
California
$477K +$72.8K +316 +18%
CB
210
Commerce Bank
Missouri
$471K – – –
US Bancorp
211
US Bancorp
Minnesota
$466K +$69.1K +300 +17%
RG
212
Rathbones Group
United Kingdom
$461K – – –
BPA
213
Beacon Pointe Advisors
California
$459K – – –
BPC
214
Banque Pictet & Cie
Switzerland
$457K -$30.9K -134 -6%
DWM
215
Diversify Wealth Management
Utah
$433K -$37.3K -137 -8%
GAM
216
Gotham Asset Management
New York
$430K -$118K -511 -21%
Prudential Financial
217
Prudential Financial
New Jersey
$430K -$856K -3,722 -67%
RAM
218
Readystate Asset Management
Illinois
$423K +$423K +1,837 New
Deutsche Bank
219
Deutsche Bank
Germany
$422K -$122K -530 -22%
GC
220
Guggenheim Capital
Illinois
$413K -$33.6K -146 -8%
SAM
221
Securian Asset Management
Minnesota
$412K – – –
MAP
222
Moody Aldrich Partners
Massachusetts
$394K -$6.22K -27 -2%
Bank of Nova Scotia
223
Bank of Nova Scotia
Ontario, Canada
$390K +$390K +1,691 New
Federated Hermes
224
Federated Hermes
Pennsylvania
$388K -$2.31M -10,051 -86%
AA
225
ALPS Advisors
Colorado
$387K +$4.61K +20 +1%
7 8
9
10 11