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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11+ 122.22% |
$2.27K - $2.87K
|
20
$4.93K
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
8.66KNew |
$1.79M - $2.26M
|
8.66K
$2.13M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
85+ 3.23% |
$17.6K - $22.2K
|
2.72K
$670K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10.8KNew |
$2.24M - $2.82M
|
10.8K
$2.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.91KNew |
$394K - $497K
|
1.91K
$470K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
208+ 330.16% |
$43K - $54.2K
|
271
$66.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
87+ 1.45% |
$18K - $22.7K
|
6.09K
$1.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
225+ 0.8% |
$46.5K - $58.6K
|
28.3K
$6.97M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$207 - $261
|
1
$246
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-7.4K- 12.16% |
$1.53M - $1.93M
|
53.4K
$13.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.39KNew |
$287K - $362K
|
1.39K
$342K
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.32KNew |
$479K - $604K
|
2.32K
$571K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6+ 75.0% |
$1.24K - $1.56K
|
14
$3.45K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.85K- 62.49% |
$1.41M - $1.78M
|
4.11K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
6.84K+ 79.09% |
$1.41M - $1.78M
|
15.5K
$3.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
4New |
$827 - $1.04K
|
4
$986
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
62+ 52.99% |
$12.8K - $16.2K
|
179
$44.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.2K+ 40.74% |
$455K - $573K
|
7.6K
$1.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 900.0% |
$1.86K - $2.35K
|
10
$2.46K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-233- 16.98% |
$48.2K - $60.7K
|
1.14K
$281K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.52KNew |
$728K - $918K
|
3.52K
$868K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
9New |
$1.86K - $2.35K
|
9
$2.22K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.26KNew |
$259K - $327K
|
1.26K
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-148- 1.83% |
$30.6K - $38.6K
|
7.93K
$1.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-77.3K- 99.55% |
$16M - $20.1M
|
353
$87K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.78K- 65.21% |
$575K - $725K
|
1.48K
$365K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
122+ 73.05% |
$25.2K - $31.8K
|
289
$71.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
4KNew |
$827K - $1.04M
|
4K
$986K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2New |
$413 - $521
|
2
$493
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2New |
$413 - $521
|
2
$493
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
40+ 2.48% |
$8.27K - $10.4K
|
1.65K
$407K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 300.0% |
$620 - $782
|
4
$986
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-75- 3.18% |
$14.4K - $20.2K
|
2.29K
$563K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.01K+ 666.89% |
$193K - $271K
|
1.16K
$285K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-437- 0.68% |
$83.9K - $118K
|
63.8K
$15.7M
|
|
|
Apr 30, 2025
Q4 2024
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
6.64K+ 268.11% |
$1.28M - $1.79M
|
9.12K
$2.25M
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
19.7KNew |
$3.79M - $5.31M
|
19.7K
$4.86M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
44New |
$8.45K - $11.8K
|
44
$10.8K
|
|
|
Feb 19, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
SELL
|
- |
-17K- 95.06% |
$3.26M - $4.58M
|
883
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Crosslink Capital Inc
Menlo Park, CA |
BUY
|
- |
61.5KNew |
$11.8M - $16.6M
|
61.5K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
2.42K+ 42.69% |
$464K - $650K
|
8.07K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
50New |
$9.6K - $13.5K
|
50
$12.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
114New |
$21.9K - $30.7K
|
114
$28.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
684+ 54.03% |
$131K - $184K
|
1.95K
$480K
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.04KNew |
$199K - $279K
|
1.04K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Miura Global Management, LLC
New York, NY |
SELL
|
- |
-9K- 47.37% |
$1.73M - $2.42M
|
10K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.24KNew |
$430K - $603K
|
2.24K
$552K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-224- 13.68% |
$43K - $60.3K
|
1.41K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
40.6K+ 57.72% |
$7.81M - $10.9M
|
111K
$27.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-17.8K- 11.19% |
$3.43M - $4.8M
|
142K
$34.9M
|
|