AppFolio
APPF
393 hedge funds and large institutions have $3.77B invested in AppFolio in 2026 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 157 increasing their positions, 135 reducing their positions, and 64 closing their positions.
67% more call options, than puts
Call options by funds: $26.1M | Put options by funds: $15.7M
16% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 135
11% more capital invested
Capital invested by funds: $3.41B → $3.77B (+$359M)
9.09% more ownership
Funds ownership: 88.85% → 97.94% (+9.1%)
3% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 64
2% less funds holding
Funds holding: 399 → 393 (-6)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
+$112M |
| 2 |
Neuberger Berman Group
New York
|
+$62.7M |
| 3 |
Morgan Stanley
New York
|
+$43.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$36.5M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$35.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$54.4M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$24M |
| 3 |
Two Sigma Investments
New York
|
-$17.3M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$16.4M |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$15M |
APPF Hedge Fund Activity: Q2 2026 in Review
393 of the 8,303 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q2 2026, worth a combined $3.77B — up 11% from $3.41B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new APPF positions and 64 closed out — a net gain of 2 holders — while 157 added to existing stakes and 135 trimmed.
The largest buyer was London Company of Virginia, opening a new position worth an estimated $112M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $54.4M.
- 393 institutional investors held AppFolio (APPF) as of Q2 2026, down from 399 in Q1 2026.
- Funds reported $3.77B of AppFolio stock for Q2 2026, up 11% quarter-over-quarter.
- 66 funds opened new AppFolio positions in Q2 2026 and 64 closed out, a net change of +2 holders.
- The largest AppFolio buyer in Q2 2026 was London Company of Virginia, an estimated $112M added.
- The largest AppFolio seller in Q2 2026 was Jacobs Levy Equity Management, an estimated $54.4M sold.
Based on aggregated 13F filings for Q2 2026.