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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
36+ 7.76% |
$6.91K - $8.45K
|
500
$123K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.76K- 38.31% |
$337K - $412K
|
2.83K
$697K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
409New |
$78.5K - $96K
|
409
$101K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
418New |
$80.3K - $98.1K
|
418
$103K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.31K- 7.35% |
$252K - $308K
|
16.5K
$4.07M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
104+ 8.65% |
$20K - $24.4K
|
1.31K
$322K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-35- 62.5% |
$6.72K - $8.21K
|
21
$5.17K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
98+ 9.9% |
$18.8K - $23K
|
1.09K
$268K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-59- 29.06% |
$11.3K - $13.8K
|
144
$35.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
69+ 6.66% |
$13.2K - $16.2K
|
1.11K
$272K
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-52- 3.27% |
$9.99K - $12.2K
|
1.54K
$379K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-131- 12.56% |
$25.2K - $30.7K
|
912
$225K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.05K- 48.66% |
$202K - $247K
|
1.11K
$273K
|
|
| Q1 2025 | |||||||
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.51K- 51.8% |
$312K - $394K
|
1.41K
$346K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-312- 47.71% |
$64.5K - $81.3K
|
342
$84.3K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.15K+ 42.63% |
$1.06M - $1.34M
|
17.2K
$4.24M
|
|
|
May 20, 2025
Q1 2025
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
26.5KNew |
$5.47M - $6.9M
|
26.5K
$6.52M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-45.5K- 38.48% |
$9.4M - $11.9M
|
72.7K
$17.9M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$207 - $261
|
1
$246
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-7.22K- 39.93% |
$1.49M - $1.88M
|
10.9K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-610- 6.46% |
$126K - $159K
|
8.84K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-587- 38.59% |
$121K - $153K
|
934
$230K
|
|
|
May 15, 2025
Q1 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-1.02K- 2.29% |
$210K - $265K
|
43.3K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
5.79K+ 16.32% |
$1.2M - $1.51M
|
41.3K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.16K+ 81.11% |
$1.27M - $1.61M
|
13.8K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
22.7KNew |
$4.7M - $5.93M
|
22.7K
$5.6M
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
SELL
|
- |
-8.4K- 74.7% |
$1.74M - $2.19M
|
2.84K
$701K
|
|
|
May 15, 2025
Q1 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
50+ 2.93% |
$10.3K - $13K
|
1.75K
$432K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
73.4K+ 96.83% |
$15.2M - $19.1M
|
149K
$36.8M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-735- 11.54% |
$152K - $192K
|
5.63K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-16.8K- 14.23% |
$3.48M - $4.38M
|
101K
$25M
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-70.2K- 10.29% |
$14.5M - $18.3M
|
612K
$151M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
83.6K+ 158.67% |
$17.3M - $21.8M
|
136K
$33.6M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.5K+ 7.02% |
$3.62M - $4.57M
|
267K
$65.8M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
836+ 4.08% |
$173K - $218K
|
21.3K
$5.26M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-15- 0.68% |
$3.1K - $3.91K
|
2.19K
$539K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-4.04K- 59.04% |
$835K - $1.05M
|
2.8K
$691K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-2.79K- 21.89% |
$577K - $728K
|
9.96K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-40.3K- 7.04% |
$8.33M - $10.5M
|
533K
$131M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-13.7K- 4.29% |
$2.84M - $3.58M
|
307K
$75.6M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
374+ 15.27% |
$77.3K - $97.5K
|
2.82K
$696K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
41+ 0.22% |
$8.47K - $10.7K
|
18.9K
$4.65M
|
|
|
May 15, 2025
Q1 2025
|
Melqart Asset Management (Uk) LTD
London, X0 |
BUY
|
- |
13.6KNew |
$2.82M - $3.55M
|
13.6K
$3.36M
|
|
|
May 15, 2025
Q1 2025
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
9.75KNew |
$2.01M - $2.54M
|
9.75K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
157+ 0.3% |
$32.4K - $40.9K
|
52.8K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Ranger Investment Management, L.P.
Dallas, TX |
SELL
|
- |
-1.81K- 1.48% |
$373K - $470K
|
120K
$29.5M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-2- 33.33% |
$413 - $521
|
4
$986
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.8K- 74.0% |
$372K - $470K
|
633
$156K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
17.2K+ 2.46% |
$3.55M - $4.47M
|
714K
$176M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.15KNew |
$445K - $561K
|
2.15K
$530K
|
|