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AppFolio

385 hedge funds and large institutions have $4.73B invested in AppFolio in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 118 increasing their positions, 156 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

491% more call options, than puts

Call options by funds: $23.5M | Put options by funds: $3.98M

13% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 56

8% more capital invested

Capital invested by funds: $4.39B → $4.73B (+$346M)

3.35% more ownership

Funds ownership: 85.81%89.16% (+3.4%)

1% more funds holding

Funds holding: 381385 (+4)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

24% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 156

Holders
385
Holders Change
+4
Holders Change %
+1.05%
% of All Funds
5.07%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
63
Increased
118
Reduced
156
Closed
56
Calls
$23.5M
Puts
$3.98M
Net Calls
+$19.5M
Net Calls Change
+$9.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$554M -$7.57M -34,712 -1%
BlackRock
2
BlackRock
New York
$543M -$10.6M -48,715 -2%
ACM
3
Ashe Capital Management
New Jersey
$307M +$42.5M +195,148 +17%
Principal Financial Group
4
Principal Financial Group
Iowa
$192M +$93.9M +431,003 +107%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$169M +$67.8M +310,834 +74%
State Street
6
State Street
Massachusetts
$159M -$4.77M -21,883 -3%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$158M -$19M -87,119 -11%
BCM
8
Brown Capital Management
Maryland
$133M -$7.21M -33,084 -5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$132M -$59.2M -271,815 -32%
GGHC
10
Gilder Gagnon Howe & Co
New York
$121M -$1.58M -7,266 -1%
NCM
11
Nellore Capital Management
California
$117M +$22.7M +104,153 +26%
DDC
12
DF Dent & Co
Maryland
$114M +$22.4M +102,915 +26%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$105M +$87.2M +399,838 +732%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$101M +$318K +1,458 +0.3%
Morgan Stanley
15
Morgan Stanley
New York
$86.5M +$23.6M +108,215 +40%
Invesco
16
Invesco
Georgia
$72.3M -$7.25M -33,252 -10%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$67.4M -$1.12M -5,125 -2%
LWM
18
Long Walk Management
Connecticut
$63.6M +$26.5M +121,525 +79%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$61.3M +$3.73M +17,092 +7%
CIA
20
Caledonia Investments (Australia)
Australia
$55M +$52.1M +238,880 New
Renaissance Technologies
21
Renaissance Technologies
New York
$52.8M -$10.4M -47,800 -17%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$51.8M -$160K -735 -0.3%
Brown Advisory
23
Brown Advisory
Maryland
$51.3M +$21M +96,470 +76%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$51.1M +$2.94M +13,493 +6%
Northern Trust
25
Northern Trust
Illinois
$44M -$550K -2,521 -1%

APPF Hedge Fund Activity: Q2 2025 in Review

385 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q2 2025, worth a combined $4.73B — up 7.9% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new APPF positions and 56 closed out — a net gain of 7 holders — while 118 added to existing stakes and 156 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $93.9M. The largest seller was Fidelity Investments, cutting an estimated $59.2M.

  • 385 institutional investors held AppFolio (APPF) as of Q2 2025, up from 381 in Q1 2025.
  • Funds reported $4.73B of AppFolio stock for Q2 2025, up 7.9% quarter-over-quarter.
  • 63 funds opened new AppFolio positions in Q2 2025 and 56 closed out, a net change of +7 holders.
  • The largest AppFolio buyer in Q2 2025 was Principal Financial Group, an estimated $93.9M added.
  • The largest AppFolio seller in Q2 2025 was Fidelity Investments, an estimated $59.2M sold.

Based on aggregated 13F filings for Q2 2025.