Latest Institutional Purchases of Appfolio Inc (APPF)
This list provides information on the latest institutional transactions involving Appfolio Inc (APPF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
2.51KNew |
$413K - $624K
|
2.51K
$641K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
2.04KNew |
$335K - $507K
|
2.04K
$521K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.83K+ 5.77% |
$301K - $455K
|
33.5K
$8.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.68KNew |
$277K - $419K
|
1.68K
$430K
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1.47KNew |
$242K - $366K
|
1.47K
$376K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
1.25KNew |
$206K - $312K
|
1.25K
$320K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.24KNew |
$204K - $308K
|
1.24K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.18KNew |
$193K - $292K
|
1.18K
$300K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.1KNew |
$180K - $273K
|
1.1K
$281K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1KNew |
$164K - $249K
|
1K
$255K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1KNew |
$164K - $249K
|
1K
$255K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1KNew |
$164K - $249K
|
1K
$255K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
1KNew |
$164K - $249K
|
1K
$255K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
948New |
$156K - $236K
|
948
$242K
|
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
900New |
$148K - $224K
|
900
$230K
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
708New |
$116K - $176K
|
708
$181K
|
|
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
625New |
$103K - $155K
|
625
$160K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
48New |
$7.89K - $11.9K
|
48
$12.3K
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
10+ 2.69% |
$1.64K - $2.49K
|
382
$97.6K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
1New |
$164 - $249
|
1
$255
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$164 - $249
|
1
$255
|
|
| Q4 2023 | |||||||
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
57.3KNew |
$9.93M - $12.1M
|
57.3K
$14.6M
|
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
38.4KNew |
$6.65M - $8.1M
|
38.4K
$9.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
26.2K+ 176.52% |
$4.53M - $5.52M
|
41K
$10.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
PUT |
25KNew |
$4.33M - $5.27M
|
25K
$6.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
9.88KNew |
$1.71M - $2.08M
|
9.88K
$2.52M
|
|
|
Feb 02, 2024
Q4 2023
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
5.19KNew |
$899K - $1.1M
|
5.19K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.28K+ 86.98% |
$221K - $269K
|
2.74K
$701K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.16KNew |
$201K - $245K
|
1.16K
$297K
|
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.1K+ 54.85% |
$190K - $231K
|
3.1K
$791K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
493New |
$85.4K - $104K
|
493
$126K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
86New |
$14.9K - $18.1K
|
86
$22K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
53New |
$9.18K - $11.2K
|
53
$13.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14New |
$2.42K - $2.95K
|
14
$3.58K
|
|
|
Feb 14, 2024
Q4 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
7+ 0.25% |
$1.21K - $1.48K
|
2.84K
$727K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1New |
$173 - $211
|
1
$255
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
3.5KNew |
$576K - $689K
|
3.5K
$894K
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
3.28KNew |
$540K - $646K
|
3.28K
$838K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
3.04KNew |
$501K - $598K
|
3.04K
$777K
|
|
|
Oct 26, 2023
Q3 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
1.55KNew |
$255K - $305K
|
1.55K
$396K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.42KNew |
$234K - $280K
|
1.42K
$363K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
480New |
$79.1K - $94.5K
|
480
$123K
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
181+ 9.83% |
$29.8K - $35.6K
|
2.02K
$517K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
36New |
$5.93K - $7.09K
|
36
$9.2K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
11New |
$1.81K - $2.17K
|
11
$2.81K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9+ 0.18% |
$1.48K - $1.77K
|
5K
$1.28M
|
|
| Q2 2023 | |||||||
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
BUY
|
- |
1.2KNew |
$148K - $211K
|
1.2K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
120+ 4.52% |
$14.8K - $21.1K
|
2.77K
$708K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
37New |
$4.56K - $6.5K
|
37
$9.45K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
20New |
$2.46K - $3.51K
|
20
$5.11K
|
|