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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
224+ 26.63% |
$45.8K - $60.5K
|
1.07K
$245K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
164+ 15.85% |
$33.5K - $44.3K
|
1.2K
$276K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
19+ 22.62% |
$3.88K - $5.13K
|
103
$23.7K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
54+ 85.71% |
$11K - $14.6K
|
117
$26.9K
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
10.9KNew |
$2.23M - $2.94M
|
10.9K
$2.51M
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1New |
$204 - $270
|
1
$230
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
12New |
$2.45K - $3.24K
|
12
$2.76K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-200- 13.33% |
$40.9K - $54K
|
1.3K
$299K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-29- 32.58% |
$5.93K - $7.83K
|
60
$13.8K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
59+ 236.0% |
$12.1K - $15.9K
|
84
$19.3K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.15K- 53.73% |
$235K - $311K
|
991
$228K
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
224+ 59.26% |
$45.8K - $60.5K
|
602
$138K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
3.91KNew |
$800K - $1.06M
|
3.91K
$900K
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.3KNew |
$265K - $350K
|
1.3K
$298K
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-72K- 48.26% |
$14.7M - $19.4M
|
77.2K
$17.8M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
44+ 338.46% |
$8.99K - $11.9K
|
57
$13.1K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
8.92K+ 5985.23% |
$1.82M - $2.41M
|
9.07K
$2.09M
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-202- 2.96% |
$41.3K - $54.5K
|
6.61K
$1.52M
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 50.0% |
$409 - $540
|
6
$1.38K
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.25KNew |
$255K - $337K
|
1.25K
$287K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
26+ 19.85% |
$5.31K - $7.02K
|
157
$36.1K
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
800+ 22.22% |
$163K - $216K
|
4.4K
$1.01M
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.42K- 62.23% |
$495K - $655K
|
1.47K
$338K
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
280+ 10.94% |
$57.2K - $75.6K
|
2.84K
$653K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5+ 20.83% |
$1.02K - $1.35K
|
29
$6.67K
|
|
Q2 2024 | |||||||
Aug 30, 2024
Q2 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1.08KNew |
$226K - $270K
|
1.08K
$249K
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
6.73KNew |
$1.4M - $1.68M
|
6.73K
$1.55M
|
|
Aug 16, 2024
Q2 2024
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
1.63KNew |
$340K - $407K
|
1.63K
$375K
|
|
Aug 16, 2024
Q2 2024
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
3.02KNew |
$629K - $754K
|
3.02K
$694K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
903New |
$188K - $226K
|
903
$208K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
40.1KNew |
$8.36M - $10M
|
40.1K
$9.22M
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-83.2K- 97.53% |
$17.4M - $20.8M
|
2.11K
$485K
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.2KNew |
$250K - $300K
|
1.2K
$276K
|
|
Aug 14, 2024
Q2 2024
|
Manchester Global Management (Uk) LTD
London, X0 |
BUY
|
- |
38K+ 83.35% |
$7.92M - $9.5M
|
83.6K
$19.2M
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
3New |
$626 - $750
|
3
$690
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.67KNew |
$347K - $416K
|
1.67K
$383K
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
4.83KNew |
$1.01M - $1.21M
|
4.83K
$1.11M
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5New |
$1.04K - $1.25K
|
5
$1.15K
|
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
1.31KNew |
$273K - $327K
|
1.31K
$301K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-36.5K- 99.61% |
$7.62M - $9.13M
|
143
$32.9K
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.7K+ 68.79% |
$563K - $675K
|
6.63K
$1.52M
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2New |
$417 - $500
|
2
$460
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
CALL |
1.4KNew |
$292K - $350K
|
1.4K
$322K
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-89- 3.83% |
$18.6K - $22.2K
|
2.24K
$514K
|
|
Aug 14, 2024
Q2 2024
|
Ashe Capital Management, LP
Englewood Cliffs, NJ |
SELL
|
- |
-50.7K- 3.5% |
$10.6M - $12.7M
|
1.4M
$321M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-265- 20.46% |
$55.3K - $66.2K
|
1.03K
$237K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-7.23K- 78.14% |
$1.51M - $1.81M
|
2.02K
$465K
|
|
Aug 14, 2024
Q2 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
17.9KNew |
$3.74M - $4.48M
|
17.9K
$4.13M
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.69K+ 211.54% |
$1.4M - $1.67M
|
9.86K
$2.27M
|