Institutional Ownership Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF). We have compiled data on the 406 institutions that hold shares in the stock, with a total of 18.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
1,216
shares
|
$279,704
0.0% of portfolio
|
Q2 2024
Reduced 2.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,210
shares
|
$278,324
0.0% of portfolio
|
Q3 2024
Reduced 34.27%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
1,200
shares
|
$276,024
0.0% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
1,200
shares
|
$276,024
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
1,200
shares
|
$276,024
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
1,200
shares
|
$276,024
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
1,199
shares
|
$275,793
0.03% of portfolio
|
Q3 2024
Added 15.85%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
1,173
shares
|
$269,813
0.05% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
1,158
shares
|
$266,363
0.0% of portfolio
|
Q3 2024
Reduced 82.99%
|
|
|
Clear Alpha Technologies LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
1,140
shares
|
$262,222
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,102
shares
|
$253,482
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2024 Q3 2024 |
1,102
shares
|
$253,482
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
1,098
shares
|
$252,561
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
1,069
shares
|
$245,891
0.04% of portfolio
|
Q3 2024
Reduced 91.43%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Oct 17, 2024 Q3 2024 |
1,065
shares
|
$244,971
0.03% of portfolio
|
Q3 2024
Added 26.63%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,047
shares
|
$240,830
0.01% of portfolio
|
Q3 2024
Reduced 49.05%
|
|
|
Pro Share Advisors LLC
|
Nov 13, 2024 Q3 2024 |
1,045
shares
|
$240,370
0.0% of portfolio
|
Q3 2024
Reduced 71.21%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
1,013
shares
|
$233,010
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
1,006
shares
|
$231,400
0.01% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 09, 2024 Q2 2024 |
1,000
shares
|
$230,020
0.02% of portfolio
|
Q2 2024
Reduced 48.05%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$230,020
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$230,020
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
1,000
shares
|
$230,020
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
991
shares
|
$227,949
0.0% of portfolio
|
Q3 2024
Reduced 53.73%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
982
shares
|
$225,879
0.0% of portfolio
|
Q3 2024
New holding
|