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 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5- 14.71% |
$1.03K - $1.3K
|
29
$7.15K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-200- 0.35% |
$41.3K - $52.1K
|
56.5K
$13.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 21.59% |
$248K - $312K
|
6.75K
$1.66M
|
|
|
May 09, 2025
Q1 2025
|
Jupiter Asset Management LTD
|
SELL
|
- |
-46.9K- 79.29% |
$9.68M - $12.2M
|
12.2K
$3.02M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
328+ 21.45% |
$67.8K - $85.5K
|
1.86K
$458K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
51K+ 322.45% |
$10.5M - $13.3M
|
66.8K
$16.5M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-57.1K- 2.29% |
$11.8M - $14.9M
|
2.44M
$601M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
2+ 50.0% |
$413 - $521
|
6
$1.48K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
25New |
$5.17K - $6.52K
|
25
$6.16K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-7.3K- 4.37% |
$1.51M - $1.9M
|
160K
$39.3M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-197- 15.68% |
$40.7K - $51.3K
|
1.06K
$261K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.37KNew |
$491K - $619K
|
2.37K
$585K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-85- 7.55% |
$17.6K - $22.2K
|
1.04K
$256K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.36K- 41.59% |
$1.73M - $2.18M
|
11.7K
$2.89M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
453+ 41.91% |
$93.6K - $118K
|
1.53K
$378K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 1700.0% |
$3.51K - $4.43K
|
18
$4.44K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.63K- 30.52% |
$542K - $684K
|
5.98K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
162+ 18.12% |
$33.5K - $42.2K
|
1.06K
$260K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-637- 2.59% |
$132K - $166K
|
24K
$5.9M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.66K+ 2549.23% |
$342K - $432K
|
1.72K
$424K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-78- 0.35% |
$16.1K - $20.3K
|
22.4K
$5.51M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-21- 1.02% |
$4.34K - $5.47K
|
2.05K
$504K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.5KNew |
$517K - $652K
|
2.5K
$616K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
315+ 5.8% |
$65.1K - $82.1K
|
5.74K
$1.41M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.83K+ 131.14% |
$1.21M - $1.52M
|
10.3K
$2.53M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.7KNew |
$765K - $965K
|
3.7K
$912K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
163KNew |
$33.7M - $42.5M
|
163K
$40.2M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
23New |
$4.75K - $5.99K
|
23
$5.67K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
11KNew |
$2.27M - $2.86M
|
11K
$2.7M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-300- 5.08% |
$62K - $78.2K
|
5.6K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-56- 1.03% |
$11.6K - $14.6K
|
5.4K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-1.65K- 16.06% |
$340K - $429K
|
8.61K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.84KNew |
$379K - $478K
|
1.84K
$452K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.6K+ 245.83% |
$536K - $677K
|
3.65K
$900K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
6.77K+ 263.46% |
$1.4M - $1.76M
|
9.34K
$2.3M
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-31- 2.77% |
$6.41K - $8.08K
|
1.09K
$268K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-6.98K- 3.7% |
$1.44M - $1.82M
|
182K
$44.8M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
800+ 22.86% |
$165K - $209K
|
4.3K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
314+ 10.02% |
$64.9K - $81.8K
|
3.45K
$849K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
623+ 3278.95% |
$129K - $162K
|
642
$158K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
235+ 313.33% |
$48.6K - $61.3K
|
310
$76.4K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-10.9K- 66.29% |
$2.26M - $2.85M
|
5.55K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-46.3K- 40.47% |
$9.57M - $12.1M
|
68.1K
$16.8M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
12New |
$2.48K - $3.13K
|
12
$2.96K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 100.0% |
$620 - $782
|
6
$1.48K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5+ 20.83% |
$1.03K - $1.3K
|
29
$7.15K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10+ 0.35% |
$2.07K - $2.61K
|
2.89K
$713K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
103+ 7.74% |
$21.3K - $26.8K
|
1.43K
$353K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
599+ 0.99% |
$124K - $156K
|
61.2K
$15.1M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-317- 93.79% |
$65.5K - $82.6K
|
21
$5.17K
|