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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
7+ 0.25% |
$1.21K - $1.48K
|
2.84K
$701K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-19.6K- 46.71% |
$3.4M - $4.14M
|
22.4K
$5.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Dynamo Internacional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-142K- 67.08% |
$24.6M - $30M
|
69.8K
$17.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-3.96K- 16.0% |
$686K - $836K
|
20.8K
$5.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
9.88KNew |
$1.71M - $2.08M
|
9.88K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
53New |
$9.18K - $11.2K
|
53
$13.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.1K+ 54.85% |
$190K - $231K
|
3.1K
$763K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
CALL |
-1.4K- 8.33% |
$242K - $295K
|
15.4K
$3.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
86New |
$14.9K - $18.1K
|
86
$21.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1New |
$173 - $211
|
1
$246
|
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
38.4KNew |
$6.65M - $8.1M
|
38.4K
$9.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-21- 17.8% |
$3.64K - $4.43K
|
97
$23.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
5.19KNew |
$899K - $1.1M
|
5.19K
$1.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
57.3KNew |
$9.93M - $12.1M
|
57.3K
$14.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14New |
$2.42K - $2.95K
|
14
$3.45K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
493New |
$85.4K - $104K
|
493
$121K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-76- 3.95% |
$13.2K - $16K
|
1.85K
$456K
|
|
| Q3 2023 | |||||||
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
5.2K+ 208.0% |
$856K - $1.02M
|
7.7K
$1.9M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
11New |
$1.81K - $2.17K
|
11
$2.71K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
480New |
$79.1K - $94.5K
|
480
$118K
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
181+ 9.83% |
$29.8K - $35.6K
|
2.02K
$498K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-755K- 46.66% |
$124M - $149M
|
863K
$213M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-50- 13.33% |
$8.23K - $9.84K
|
325
$80.1K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
3.04KNew |
$501K - $598K
|
3.04K
$749K
|
|
|
Nov 09, 2023
Q3 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
3.5KNew |
$576K - $689K
|
3.5K
$862K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.42KNew |
$234K - $280K
|
1.42K
$350K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9+ 0.18% |
$1.48K - $1.77K
|
5K
$1.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
3.28KNew |
$540K - $646K
|
3.28K
$808K
|
|
|
Oct 26, 2023
Q3 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
1.55KNew |
$255K - $305K
|
1.55K
$382K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
36New |
$5.93K - $7.09K
|
36
$8.87K
|
|
| Q2 2023 | |||||||
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
20New |
$2.46K - $3.51K
|
20
$4.93K
|
|
|
Aug 14, 2023
Q2 2023
|
Long Path Partners LP
Stamford, CT |
SELL
|
- |
-19.5K- 83.65% |
$2.4M - $3.42M
|
3.8K
$937K
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
120+ 4.52% |
$14.8K - $21.1K
|
2.77K
$683K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
37New |
$4.56K - $6.5K
|
37
$9.12K
|
|
|
Aug 11, 2023
Q2 2023
|
Shannon River Fund Management LLC
|
SELL
|
- |
-1.7K- 3.0% |
$209K - $298K
|
54.9K
$13.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
2New |
$246 - $351
|
2
$493
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.56K- 24.9% |
$192K - $274K
|
4.71K
$1.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
18New |
$2.22K - $3.16K
|
18
$4.44K
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
BUY
|
- |
1.2KNew |
$148K - $211K
|
1.2K
$296K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$369 - $527
|
3
$739
|
|
| Q1 2023 | |||||||
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4New |
$424 - $528
|
4
$986
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.05KNew |
$535K - $667K
|
5.05K
$1.24M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-600- 97.56% |
$63.6K - $79.2K
|
15
$3.7K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
152KNew |
$16.1M - $20M
|
152K
$37.4M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4New |
$424 - $528
|
4
$986
|
|
|
May 05, 2023
Q1 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-20- 0.32% |
$2.12K - $2.64K
|
6.16K
$1.52M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-2- 16.67% |
$212 - $264
|
10
$2.46K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
8.7KNew |
$922K - $1.15M
|
8.7K
$2.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
15New |
$1.59K - $1.98K
|
15
$3.7K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-293- 13.13% |
$31.1K - $38.7K
|
1.94K
$478K
|
|