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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
858+ 2.17% |
$175K - $232K
|
40.3K
$9.28M
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-83- 2.57% |
$17K - $22.4K
|
3.15K
$725K
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
141+ 56.63% |
$28.8K - $38.1K
|
390
$89.7K
|
|
Nov 08, 2024
Q3 2024
|
Jennison Associates LLC
|
BUY
|
- |
3.94K+ 4.61% |
$806K - $1.06M
|
89.4K
$20.6M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4- 22.22% |
$817 - $1.08K
|
14
$3.22K
|
|
Nov 08, 2024
Q3 2024
|
Eulav Asset Management
|
BUY
|
- |
16K+ 40.56% |
$3.27M - $4.32M
|
55.4K
$12.8M
|
|
Nov 07, 2024
Q3 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
3K+ 37.5% |
$613K - $810K
|
11K
$2.53M
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-237- 27.34% |
$48.4K - $64K
|
630
$145K
|
|
Nov 07, 2024
Q3 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-935- 13.24% |
$191K - $252K
|
6.13K
$1.41M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.21K- 39.14% |
$859K - $1.14M
|
6.54K
$1.5M
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-11.4K- 91.43% |
$2.33M - $3.08M
|
1.07K
$246K
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
800+ 1.97% |
$163K - $216K
|
41.5K
$9.55M
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-11.6K- 4.22% |
$2.36M - $3.12M
|
262K
$60.4M
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
420+ 9.03% |
$85.8K - $113K
|
5.07K
$1.17M
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.62K- 25.75% |
$330K - $436K
|
4.66K
$1.07M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
982New |
$201K - $265K
|
982
$226K
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.69KNew |
$549K - $725K
|
2.69K
$618K
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
46K+ 54.63% |
$9.39M - $12.4M
|
130K
$29.9M
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-386- 13.55% |
$78.9K - $104K
|
2.46K
$567K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1New |
$204 - $270
|
1
$230
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
112+ 22.13% |
$22.9K - $30.2K
|
618
$142K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.61% |
$204 - $270
|
164
$37.7K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4+ 25.0% |
$817 - $1.08K
|
20
$4.6K
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.61K- 56.75% |
$328K - $433K
|
1.22K
$281K
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
200+ 2.97% |
$40.9K - $54K
|
6.93K
$1.59M
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
419+ 3.49% |
$85.6K - $113K
|
12.4K
$2.86M
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- 50.0% |
$817 - $1.08K
|
4
$920
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.53K+ 19.03% |
$722K - $954K
|
22.1K
$5.08M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.18K- 9.77% |
$650K - $859K
|
29.4K
$6.76M
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
20+ 100.0% |
$4.09K - $5.4K
|
40
$9.2K
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-8.12K- 64.75% |
$1.66M - $2.19M
|
4.42K
$1.02M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.07K- 20.8% |
$219K - $289K
|
4.08K
$938K
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-629- 29.08% |
$129K - $170K
|
1.53K
$353K
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-6.32K- 6.3% |
$1.29M - $1.71M
|
94K
$21.6M
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-50- 86.21% |
$10.2K - $13.5K
|
8
$1.84K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
23+ 2.74% |
$4.7K - $6.21K
|
863
$199K
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
400+ 7.84% |
$81.7K - $108K
|
5.5K
$1.27M
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.29K+ 28.28% |
$264K - $349K
|
5.86K
$1.35M
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
446+ 33.69% |
$91.1K - $120K
|
1.77K
$407K
|
|
Nov 04, 2024
Q3 2024
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
38.5K+ 44.85% |
$7.87M - $10.4M
|
124K
$28.6M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
9.74KNew |
$1.99M - $2.63M
|
9.74K
$2.24M
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-4.79K- 4.36% |
$979K - $1.29M
|
105K
$24.2M
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
412+ 5.11% |
$84.2K - $111K
|
8.48K
$1.95M
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
1.63KNew |
$333K - $440K
|
1.63K
$375K
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-19.3K- 21.78% |
$3.95M - $5.22M
|
69.4K
$16M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
662New |
$135K - $179K
|
662
$152K
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-5.4K- 67.5% |
$1.1M - $1.46M
|
2.6K
$598K
|
|
Nov 01, 2024
Q3 2024
|
Long Walk Management LP
|
SELL
|
- |
-38.8K- 43.3% |
$7.92M - $10.5M
|
50.8K
$11.7M
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
307+ 62.4% |
$62.7K - $82.9K
|
799
$184K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-22- 2.33% |
$4.5K - $5.94K
|
922
$212K
|