Latest Institutional Transactions on Appfolio Inc (APPF)
This table provides information on the latest institutional transactions involving Appfolio Inc (APPF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-996- 25.45% |
$191K - $268K
|
2.92K
$735K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.07% |
$192 - $269
|
1.45K
$365K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.67K+ 385.72% |
$1.09M - $1.53M
|
7.15K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.37KNew |
$264K - $370K
|
1.37K
$346K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
65+ 11.8% |
$12.5K - $17.5K
|
616
$155K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12+ 60.0% |
$2.3K - $3.23K
|
32
$8.06K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 3.45% |
$192 - $269
|
30
$7.56K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-68- 4.73% |
$13.1K - $18.3K
|
1.37K
$345K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
110+ 192.98% |
$21.1K - $29.6K
|
167
$42.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-86- 4.86% |
$16.5K - $23.2K
|
1.68K
$424K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-187- 3.43% |
$35.9K - $50.4K
|
5.27K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-197- 16.43% |
$37.8K - $53K
|
1K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.27KNew |
$436K - $611K
|
2.27K
$571K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
823New |
$158K - $222K
|
823
$207K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
5.99K+ 13.0% |
$1.15M - $1.61M
|
52K
$13.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-28K- 73.16% |
$5.37M - $7.53M
|
10.3K
$2.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-25- 0.14% |
$4.8K - $6.73K
|
17.8K
$4.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$192 - $269
|
1
$252
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
SELL
|
- |
-862- 31.41% |
$166K - $232K
|
1.88K
$474K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
642+ 17.73% |
$123K - $173K
|
4.26K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
500New |
$96K - $135K
|
500
$126K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
123+ 9.85% |
$23.6K - $33.1K
|
1.37K
$346K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
157+ 2.43% |
$30.2K - $42.3K
|
6.62K
$1.67M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
646+ 18.04% |
$124K - $174K
|
4.23K
$1.06M
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
370+ 0.48% |
$71.1K - $99.6K
|
77.6K
$19.5M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11+ 7.01% |
$2.11K - $2.96K
|
168
$42.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 33.33% |
$384 - $539
|
4
$1.01K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.08K+ 3.25% |
$1.04M - $1.37M
|
161K
$40.6M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
2.05K+ 7.9% |
$418K - $553K
|
28K
$7.04M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.83KNew |
$579K - $765K
|
2.83K
$714K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
24New |
$4.9K - $6.48K
|
24
$6.05K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-180- 2.67% |
$36.8K - $48.6K
|
6.55K
$1.65M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-127- 12.14% |
$25.9K - $34.3K
|
919
$232K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-12.8K- 76.31% |
$2.62M - $3.47M
|
3.99K
$1M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
442+ 5.27% |
$90.3K - $119K
|
8.82K
$2.22M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.68K+ 20.48% |
$343K - $454K
|
9.89K
$2.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 12.5% |
$204 - $270
|
9
$2.27K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.32K- 14.52% |
$270K - $356K
|
7.76K
$1.96M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.1KNew |
$634K - $838K
|
3.1K
$782K
|
|
|
Nov 15, 2024
Q3 2024
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-18.2K- 47.74% |
$3.72M - $4.91M
|
19.9K
$5.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Miura Global Management, LLC
New York, NY |
BUY
|
- |
1K+ 5.56% |
$204K - $270K
|
19K
$4.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$2.32M - $3.07M
|
11.4K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.56K- 5.75% |
$727K - $961K
|
58.4K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.1K- 33.33% |
$225K - $297K
|
2.2K
$554K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.68KNew |
$344K - $455K
|
1.68K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-755- 25.63% |
$154K - $204K
|
2.19K
$552K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.15K- 94.41% |
$1.67M - $2.2M
|
483
$122K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.99KNew |
$406K - $537K
|
1.99K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Nellore Capital Management LLC
Palo Alto, CA |
BUY
|
- |
34.2K+ 12.23% |
$6.98M - $9.23M
|
314K
$79M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.9K+ 30.83% |
$11M - $14.5M
|
229K
$57.6M
|
|