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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q2 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
29.2KNew |
$3.6M - $4.36M
|
29.2K
$6.72M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-40Closed |
$4.93K - $5.97K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-54KClosed |
$6.65M - $8.05M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-10.1KClosed |
$1.25M - $1.51M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Arbiter Partners Capital Management LLC
New York, NY |
SELL
|
PUT |
-5KClosed |
$616K - $746K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-1.43KClosed |
$177K - $214K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-2.3KClosed |
$283K - $343K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-33.3KClosed |
$4.1M - $4.97M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
10New |
$1.23K - $1.49K
|
10
$2.3K
|
|
|
Aug 06, 2021
Q2 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-81Closed |
$9.98K - $12.1K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Glynn Capital Management LLC
|
SELL
|
- |
-206KClosed |
$25.4M - $30.8M
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-280Closed |
$34.5K - $41.8K
|
0
$0
|
|
|
Jul 07, 2021
Q2 2021
|
Arlington Partners LLC
|
SELL
|
- |
-2Closed |
$246 - $298
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.3KClosed |
$171K - $236K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-1.46KClosed |
$193K - $266K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.25KClosed |
$164K - $226K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Granite Investment Partners, LLC
|
SELL
|
- |
-22.9KClosed |
$3.03M - $4.16M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-2KClosed |
$264K - $363K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Sepio Capital, LP
|
SELL
|
- |
-284Closed |
$37.5K - $51.5K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.21KClosed |
$160K - $220K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-296Closed |
$39.1K - $53.7K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-570Closed |
$75.3K - $103K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Fortis Capital Management LLC
|
SELL
|
- |
-13.4KClosed |
$1.77M - $2.43M
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-34Closed |
$4.49K - $6.17K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-7.39KClosed |
$1.05M - $1.36M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-156KClosed |
$22.1M - $28.7M
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
150New |
$21.4K - $27.6K
|
150
$34.5K
|
|
|
Jan 29, 2021
Q4 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-5.42KClosed |
$772K - $999K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-70Closed |
$9.96K - $12.9K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Dorsey Wright & Associates
|
SELL
|
- |
-191Closed |
$27.2K - $35.2K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 23, 2022
Q3 2020
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
2.49K+ 210.74% |
$339K - $435K
|
3.67K
$845K
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-500Closed |
$68.1K - $87.4K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.45KClosed |
$333K - $427K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-23Closed |
$3.13K - $4.02K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 20, 2020
Q2 2020
|
Diker Management LLC
New York, NY |
SELL
|
- |
-93.5KClosed |
$8.15M - $16.2M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-9KClosed |
$785K - $1.56M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-29.1KClosed |
$2.54M - $5.03M
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-8.96KClosed |
$781K - $1.55M
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-150Closed |
$13.1K - $26K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Brown Advisory Inc
|
SELL
|
- |
-192KClosed |
$16.3M - $27.9M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-100Closed |
$8.5K - $14.5K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Js Capital Management LLC
New York, NY |
SELL
|
- |
-2.6KClosed |
$221K - $377K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Cutler Group LP
|
SELL
|
CALL |
-300Closed |
$25.5K - $43.5K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-2KClosed |
$173K - $231K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
326New |
$28.2K - $37.6K
|
326
$75K
|
|
|
Feb 06, 2020
Q4 2019
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-92Closed |
$7.95K - $10.6K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Mar 24, 2023
Q3 2019
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-519Closed |
$48K - $55.8K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Cat Rock Capital Management LP
Greenwich, CT |
SELL
|
- |
-49.7KClosed |
$4.59M - $5.35M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.15KClosed |
$291K - $338K
|
0
$0
|
|