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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
814New |
$156K - $219K
|
814
$201K
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
3.9KNew |
$749K - $1.05M
|
3.9K
$961K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
203New |
$39K - $54.7K
|
203
$50K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12- 20.0% |
$2.3K - $3.23K
|
48
$11.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
400New |
$76.8K - $108K
|
400
$98.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
125+ 4.41% |
$24K - $33.7K
|
2.96K
$729K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
375+ 56.65% |
$72K - $101K
|
1.04K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 100.0% |
$384 - $539
|
4
$986
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
5New |
$960 - $1.35K
|
5
$1.23K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
4.2K+ 257.67% |
$807K - $1.13M
|
5.83K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-7- 87.5% |
$1.34K - $1.88K
|
1
$246
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
8+ 80.0% |
$1.54K - $2.15K
|
18
$4.44K
|
|
|
Jan 24, 2025
Q4 2024
|
Loup Funds, LLC
Minneapolis, MN |
BUY
|
- |
62.8KNew |
$12.1M - $16.9M
|
62.8K
$15.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.18KNew |
$227K - $318K
|
1.18K
$291K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.01KNew |
$194K - $272K
|
1.01K
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-83- 2.43% |
$15.9K - $22.3K
|
3.33K
$821K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 100.0% |
$192 - $269
|
2
$493
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-1.27K- 24.29% |
$245K - $343K
|
3.97K
$979K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12+ 60.0% |
$2.3K - $3.23K
|
32
$7.88K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.67K+ 385.72% |
$1.09M - $1.53M
|
7.15K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.37KNew |
$264K - $370K
|
1.37K
$339K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-197- 16.43% |
$37.8K - $53K
|
1K
$247K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.27KNew |
$436K - $611K
|
2.27K
$559K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
5.99K+ 13.0% |
$1.15M - $1.61M
|
52K
$12.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
SELL
|
- |
-862- 31.41% |
$166K - $232K
|
1.88K
$464K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
500New |
$96K - $135K
|
500
$123K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
646+ 18.04% |
$124K - $174K
|
4.23K
$1.04M
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
370+ 0.48% |
$71.1K - $99.6K
|
77.6K
$19.1M
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
24New |
$4.9K - $6.48K
|
24
$5.91K
|
|
|
Nov 15, 2024
Q3 2024
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-18.2K- 47.74% |
$3.72M - $4.91M
|
19.9K
$4.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
207K+ 82.2% |
$42.3M - $55.9M
|
459K
$113M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.3K- 75.5% |
$3.74M - $4.95M
|
5.95K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
263+ 27.54% |
$53.7K - $71K
|
1.22K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Insight Holdings Group, LLC
New York, NY |
SELL
|
- |
-35.4K- 40.94% |
$7.23M - $9.56M
|
51.1K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
1.01KNew |
$207K - $274K
|
1.01K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-11.9K- 31.32% |
$2.44M - $3.22M
|
26.1K
$6.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
5.31KNew |
$1.08M - $1.43M
|
5.31K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
1.14KNew |
$233K - $308K
|
1.14K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-1.01K- 49.05% |
$206K - $272K
|
1.05K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-14.6K- 6.43% |
$2.99M - $3.96M
|
213K
$52.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.35K+ 24.84% |
$275K - $364K
|
6.77K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-52.2K- 98.3% |
$10.7M - $14.1M
|
904
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
27.5KNew |
$5.62M - $7.43M
|
27.5K
$6.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-690- 44.4% |
$141K - $186K
|
864
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
CALL |
-200- 10.0% |
$40.9K - $54K
|
1.8K
$444K
|
|
|
Nov 14, 2024
Q3 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-1.11K- 3.51% |
$227K - $300K
|
30.5K
$7.51M
|
|
|
Nov 13, 2024
Q3 2024
|
12 West Capital Management LP
New York, NY |
SELL
|
- |
-20K- 25.0% |
$4.09M - $5.4M
|
60K
$14.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-7.87K- 9.52% |
$1.61M - $2.13M
|
74.8K
$18.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
109+ 6.49% |
$22.3K - $29.4K
|
1.79K
$441K
|
|
|
Nov 13, 2024
Q3 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
190New |
$38.8K - $51.3K
|
190
$46.8K
|
|