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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.24KNew |
$204K - $308K
|
1.24K
$285K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
1.25KNew |
$206K - $312K
|
1.25K
$288K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
948New |
$156K - $236K
|
948
$218K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
1KNew |
$164K - $249K
|
1K
$230K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
47.1KNew |
$7.74M - $11.7M
|
47.1K
$10.8M
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
10+ 2.69% |
$1.64K - $2.49K
|
382
$87.9K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.43KNew |
$236K - $357K
|
1.43K
$330K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
1New |
$164 - $249
|
1
$230
|
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
3KNew |
$493K - $746K
|
3K
$690K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-102- 1.98% |
$16.8K - $25.4K
|
5.06K
$1.16M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.4KNew |
$559K - $846K
|
3.4K
$782K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.98KNew |
$490K - $741K
|
2.98K
$685K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$164 - $249
|
1
$230
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.68KNew |
$277K - $419K
|
1.68K
$387K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-246- 72.78% |
$40.4K - $61.2K
|
92
$21.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
2.04KNew |
$335K - $507K
|
2.04K
$469K
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
1.59KNew |
$261K - $395K
|
1.59K
$366K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-473- 34.15% |
$77.7K - $118K
|
912
$210K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.65KNew |
$600K - $908K
|
3.65K
$840K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1KNew |
$164K - $249K
|
1K
$230K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
2.51KNew |
$413K - $624K
|
2.51K
$577K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
5.25KNew |
$862K - $1.3M
|
5.25K
$1.21M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-19- 76.0% |
$3.12K - $4.73K
|
6
$1.38K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-85- 15.4% |
$14K - $21.1K
|
467
$107K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
2.66KNew |
$436K - $660K
|
2.66K
$611K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
48New |
$7.89K - $11.9K
|
48
$11K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
PUT |
25KNew |
$4.33M - $5.27M
|
25K
$5.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$1.77M - $2.15M
|
10.2K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
26.2K+ 176.52% |
$4.53M - $5.52M
|
41K
$9.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.16KNew |
$201K - $245K
|
1.16K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
7+ 0.25% |
$1.21K - $1.48K
|
2.84K
$654K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-19.6K- 46.71% |
$3.4M - $4.14M
|
22.4K
$5.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Dynamo Internacional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-142K- 67.08% |
$24.6M - $30M
|
69.8K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-3.96K- 16.0% |
$686K - $836K
|
20.8K
$4.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
53New |
$9.18K - $11.2K
|
53
$12.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
9.88KNew |
$1.71M - $2.08M
|
9.88K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.28K+ 86.98% |
$221K - $269K
|
2.74K
$631K
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.7KNew |
$294K - $359K
|
1.7K
$391K
|
|
|
Feb 13, 2024
Q4 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
6.61KNew |
$1.14M - $1.39M
|
6.61K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
CALL |
-1.4K- 8.33% |
$242K - $295K
|
15.4K
$3.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.1K+ 54.85% |
$190K - $231K
|
3.1K
$712K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
114New |
$19.7K - $24.1K
|
114
$26.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
86New |
$14.9K - $18.1K
|
86
$19.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1New |
$173 - $211
|
1
$230
|
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
38.4KNew |
$6.65M - $8.1M
|
38.4K
$8.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-21- 17.8% |
$3.64K - $4.43K
|
97
$22.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
5.19KNew |
$899K - $1.1M
|
5.19K
$1.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
57.3KNew |
$9.93M - $12.1M
|
57.3K
$13.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14New |
$2.42K - $2.95K
|
14
$3.22K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
493New |
$85.4K - $104K
|
493
$113K
|
|