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 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.49K+ 0.78% |
$309K - $389K
|
194K
$50.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
44.6K+ 174.85% |
$9.21M - $11.6M
|
70.1K
$18.3M
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
73New |
$15.1K - $19K
|
73
$19.1K
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
1.54KNew |
$318K - $402K
|
1.54K
$403K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24- 21.05% |
$4.96K - $6.26K
|
90
$23.5K
|
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-680- 40.38% |
$141K - $177K
|
1K
$262K
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-185K- 99.96% |
$38.2M - $48.2M
|
78
$20.4K
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-4.36K- 66.5% |
$900K - $1.14M
|
2.19K
$574K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
55.3KNew |
$11.4M - $14.4M
|
55.3K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.76KNew |
$363K - $458K
|
1.76K
$460K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-30.7K- 25.06% |
$6.34M - $7.99M
|
91.7K
$24M
|
|
|
May 12, 2025
Q1 2025
|
Zeno Equity Partners LLP
London, X0 |
SELL
|
- |
-40.5K- 31.31% |
$8.36M - $10.5M
|
88.8K
$23.2M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$207 - $261
|
1
$261
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
21.9KNew |
$4.52M - $5.7M
|
21.9K
$5.71M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-85- 7.6% |
$17.6K - $22.2K
|
1.03K
$270K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5New |
$1.03K - $1.3K
|
5
$1.31K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-31.1K- 38.49% |
$6.44M - $8.12M
|
49.8K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
17.9K+ 696.57% |
$3.69M - $4.65M
|
20.4K
$5.34M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.53K- 27.53% |
$523K - $659K
|
6.66K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-500- 1.16% |
$103K - $130K
|
42.5K
$11.1M
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
56New |
$11.6K - $14.6K
|
56
$14.6K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-365- 14.0% |
$75.4K - $95.1K
|
2.24K
$586K
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
133+ 16.18% |
$27.5K - $34.7K
|
955
$250K
|
|
|
May 12, 2025
Q1 2025
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-6.58K- 99.74% |
$1.36M - $1.72M
|
17
$4.44K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.4K+ 94.07% |
$289K - $364K
|
2.88K
$753K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
244+ 27.2% |
$50.4K - $63.6K
|
1.14K
$298K
|
|
|
May 12, 2025
Q1 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-950- 4.53% |
$196K - $248K
|
20K
$5.23M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
125KNew |
$25.8M - $32.6M
|
125K
$32.7M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.53K+ 1.92% |
$1.35M - $1.7M
|
347K
$90.7M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
5New |
$1.03K - $1.3K
|
5
$1.31K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
51K+ 322.45% |
$10.5M - $13.3M
|
66.8K
$17.5M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-384- 7.59% |
$79.4K - $100K
|
4.68K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
423KNew |
$87.3M - $110M
|
423K
$110M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5- 14.71% |
$1.03K - $1.3K
|
29
$7.58K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 21.59% |
$248K - $312K
|
6.75K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Jupiter Asset Management LTD
|
SELL
|
- |
-46.9K- 79.29% |
$9.68M - $12.2M
|
12.2K
$3.2M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
328+ 21.45% |
$67.8K - $85.5K
|
1.86K
$485K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-57.1K- 2.29% |
$11.8M - $14.9M
|
2.44M
$637M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
2+ 50.0% |
$413 - $521
|
6
$1.57K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
25New |
$5.17K - $6.52K
|
25
$6.54K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-7.3K- 4.37% |
$1.51M - $1.9M
|
160K
$41.7M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-197- 15.68% |
$40.7K - $51.3K
|
1.06K
$277K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.37KNew |
$491K - $619K
|
2.37K
$621K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-85- 7.55% |
$17.6K - $22.2K
|
1.04K
$272K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 1700.0% |
$3.51K - $4.43K
|
18
$4.71K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
453+ 41.91% |
$93.6K - $118K
|
1.53K
$401K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.36K- 41.59% |
$1.73M - $2.18M
|
11.7K
$3.07M
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
162+ 18.12% |
$33.5K - $42.2K
|
1.06K
$276K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-637- 2.59% |
$132K - $166K
|
24K
$6.26M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-78- 0.35% |
$16.1K - $20.3K
|
22.4K
$5.85M
|