A detailed history of Cresset Asset Management, LLC transactions in Appfolio Inc stock. As of the latest transaction made, Cresset Asset Management, LLC holds 1,218 shares of APPF stock, worth $278,373. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,218
Previous 955 27.54%
Holding current value
$278,373
Previous $233,000 22.75%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$204.33 - $270.02 $53,738 - $71,015
263 Added 27.54%
1,218 $286,000
Q2 2024

Aug 14, 2024

BUY
$208.5 - $249.87 $12,927 - $15,491
62 Added 6.94%
955 $233,000
Q1 2024

May 15, 2024

BUY
$164.35 - $248.71 $146,764 - $222,098
893 New
893 $220,000
Q3 2023

Nov 14, 2023

BUY
$164.69 - $196.84 $183,794 - $219,673
1,116 New
1,116 $203,000

Others Institutions Holding APPF

About APPFOLIO INC


  • Ticker APPF
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 20,174,600
  • Market Cap $4.61B
  • Description
  • AppFolio, Inc., together with its subsidiaries, provides cloud business management solutions for the real estate industry. The company offers AppFolio Property Manager, a platform to leverage process automation, easy to use interface, and the optimization of common workflows for property management companies, as well as completes and records cri...
More about APPF
Track This Portfolio

Track Cresset Asset Management, LLC Portfolio

Follow Cresset Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cresset Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cresset Asset Management, LLC with notifications on news.