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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
120+ 4.52% |
$14.8K - $21.1K
|
2.77K
$698K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
37New |
$4.56K - $6.5K
|
37
$9.32K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
20New |
$2.46K - $3.51K
|
20
$5.04K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
18New |
$2.22K - $3.16K
|
18
$4.53K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
15+ 57.69% |
$1.85K - $2.63K
|
41
$10.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$369 - $527
|
3
$756
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
2New |
$246 - $351
|
2
$504
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
152KNew |
$16.1M - $20M
|
152K
$38.2M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
8.7KNew |
$922K - $1.15M
|
8.7K
$2.19M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.05KNew |
$535K - $667K
|
5.05K
$1.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
15New |
$1.59K - $1.98K
|
15
$3.78K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4New |
$424 - $528
|
4
$1.01K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4New |
$424 - $528
|
4
$1.01K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
3.49KNew |
$333K - $438K
|
3.49K
$879K
|
|
|
Feb 07, 2023
Q4 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
2.73KNew |
$261K - $342K
|
2.73K
$688K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.08KNew |
$198K - $261K
|
2.08K
$523K
|
|
|
Feb 14, 2023
Q4 2022
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
291+ 9.6% |
$27.8K - $36.5K
|
3.32K
$837K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
69+ 3.31% |
$6.59K - $8.65K
|
2.15K
$542K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
32New |
$3.06K - $4.01K
|
32
$8.06K
|
|
|
Jan 24, 2023
Q4 2022
|
Baillie Gifford & CO
|
BUY
|
- |
18+ 8.49% |
$1.72K - $2.26K
|
230
$57.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
9New |
$859 - $1.13K
|
9
$2.27K
|
|
| Q3 2022 | |||||||
|
May 08, 2023
Q3 2022
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
BUY
|
- |
21K+ 525.0% |
$1.94M - $2.37M
|
25K
$6.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.4KNew |
$221K - $271K
|
2.4K
$605K
|
|
|
Nov 14, 2022
Q3 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
756+ 10.16% |
$69.7K - $85.4K
|
8.2K
$2.06M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
49+ 188.46% |
$4.52K - $5.54K
|
75
$18.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
41New |
$3.78K - $4.63K
|
41
$10.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
29New |
$2.67K - $3.28K
|
29
$7.31K
|
|
|
Nov 07, 2022
Q3 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
18New |
$1.66K - $2.03K
|
18
$4.53K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$184 - $226
|
2
$504
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.02KNew |
$248K - $352K
|
3.02K
$760K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
1K+ 24.89% |
$82.3K - $117K
|
5.02K
$1.26M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
615New |
$50.6K - $71.8K
|
615
$155K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
220New |
$18.1K - $25.7K
|
220
$55.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
43New |
$3.54K - $5.02K
|
43
$10.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8New |
$658 - $934
|
8
$2.02K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
138New |
$16K - $18.9K
|
138
$34.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
50New |
$5.79K - $6.83K
|
50
$12.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
20New |
$2.31K - $2.73K
|
20
$5.04K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
19New |
$2.24K - $2.72K
|
19
$4.79K
|
|
| Q2 2021 | |||||||
|
Sep 21, 2023
Q2 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
29.2KNew |
$3.6M - $4.36M
|
29.2K
$7.36M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
10New |
$1.23K - $1.49K
|
10
$2.52K
|
|
| Q1 2021 | |||||||
|
Jan 10, 2025
Q1 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
150New |
$21.4K - $27.6K
|
150
$37.8K
|
|
| Q3 2020 | |||||||
|
Nov 23, 2022
Q3 2020
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
2.49K+ 210.74% |
$339K - $435K
|
3.67K
$925K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
326New |
$28.2K - $37.6K
|
326
$82.1K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
10KNew |
$786K - $1.08M
|
10K
$2.52M
|
|
| Q4 2018 | |||||||
|
Feb 05, 2019
Q4 2018
|
Cutler Group LP
|
BUY
|
- |
48New |
$2.61K - $3.65K
|
48
$12.1K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
37.3KNew |
$2.3M - $3.39M
|
37.3K
$9.4M
|
|
| Q1 2018 | |||||||
|
Apr 05, 2018
Q1 2018
|
Evanson Asset Management, LLC
|
BUY
|
- |
6KNew |
$234K - $272K
|
6K
$1.51M
|
|