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, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-20- 54.05% |
$1.91K - $2.51K
|
17
$4.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
9New |
$859 - $1.13K
|
9
$2.22K
|
|
|
Feb 14, 2023
Q4 2022
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
291+ 9.6% |
$27.8K - $36.5K
|
3.32K
$819K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-75- 3.55% |
$7.16K - $9.4K
|
2.04K
$502K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
32New |
$3.06K - $4.01K
|
32
$7.88K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.08KNew |
$198K - $261K
|
2.08K
$512K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
69+ 3.31% |
$6.59K - $8.65K
|
2.15K
$530K
|
|
|
Feb 07, 2023
Q4 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
2.73KNew |
$261K - $342K
|
2.73K
$673K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-302- 12.02% |
$28.8K - $37.9K
|
2.21K
$545K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-33- 55.0% |
$3.15K - $4.14K
|
27
$6.65K
|
|
|
Jan 24, 2023
Q4 2022
|
Baillie Gifford & CO
|
BUY
|
- |
18+ 8.49% |
$1.72K - $2.26K
|
230
$56.7K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
3.49KNew |
$333K - $438K
|
3.49K
$860K
|
|
| Q3 2022 | |||||||
|
May 08, 2023
Q3 2022
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
BUY
|
- |
21K+ 525.0% |
$1.94M - $2.37M
|
25K
$6.16M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
49+ 188.46% |
$4.52K - $5.54K
|
75
$18.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
29New |
$2.67K - $3.28K
|
29
$7.15K
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.4KNew |
$221K - $271K
|
2.4K
$591K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-146K- 54.44% |
$13.4M - $16.5M
|
122K
$30M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$184 - $226
|
2
$493
|
|
|
Nov 07, 2022
Q3 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
18New |
$1.66K - $2.03K
|
18
$4.44K
|
|
|
Nov 03, 2022
Q3 2022
|
Equitable Trust CO
|
SELL
|
- |
-487- 7.57% |
$44.9K - $55K
|
5.95K
$1.47M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
41New |
$3.78K - $4.63K
|
41
$10.1K
|
|
|
Oct 11, 2022
Q3 2022
|
Ownership Capital B.V.
|
SELL
|
- |
-20K- 6.89% |
$1.84M - $2.26M
|
270K
$66.5M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.95KClosed |
$243K - $345K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Skye Global Management LP
West Palm Beach, FL |
SELL
|
- |
-23.6K- 12.6% |
$1.94M - $2.76M
|
164K
$40.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-11Closed |
$905 - $1.28K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Jeneq Management LP
New York, NY |
SELL
|
- |
-4.4KClosed |
$362K - $514K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
1K+ 24.89% |
$82.3K - $117K
|
5.02K
$1.24M
|
|
|
Aug 05, 2022
Q2 2022
|
Mqs Management LLC
|
SELL
|
- |
-2KClosed |
$164K - $233K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8New |
$658 - $934
|
8
$1.97K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
615New |
$50.6K - $71.8K
|
615
$152K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
220New |
$18.1K - $25.7K
|
220
$54.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
43New |
$3.54K - $5.02K
|
43
$10.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-17Closed |
$1.4K - $1.98K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-2KClosed |
$165K - $233K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-28Closed |
$2.3K - $3.27K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-263KClosed |
$28.2M - $32.9M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Steadfast Capital Management LP
New York, NY |
SELL
|
- |
-2.24KClosed |
$240K - $279K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-89Closed |
$9.55K - $11.1K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-3.91KClosed |
$420K - $489K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Weil Company, Inc.
|
SELL
|
- |
-1.69KClosed |
$182K - $212K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-2.99KClosed |
$321K - $374K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
SELL
|
- |
-6.04KClosed |
$648K - $755K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-60- 16.9% |
$6.44K - $7.5K
|
295
$72.7K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
138New |
$16K - $18.9K
|
138
$34K
|
|
|
Feb 14, 2022
Q4 2021
|
Gobi Capital LLC
San Francisco, CA |
SELL
|
- |
-148KClosed |
$17.1M - $20.2M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
50New |
$5.79K - $6.83K
|
50
$12.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-83Closed |
$9.6K - $11.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-20Closed |
$2.31K - $2.73K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
20New |
$2.31K - $2.73K
|
20
$4.93K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3Closed |
$347 - $410
|
0
$0
|
|