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 |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
75
shares
|
$17,251
0.0% of portfolio
|
Q3 2022
Added 188.46%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
63
shares
|
$14,491
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
60
shares
|
$13,801
0.0% of portfolio
|
Q3 2024
Reduced 32.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
60
shares
|
$13,801
0.0% of portfolio
|
Q2 2024
Added 7.14%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
57
shares
|
$13,111
0.0% of portfolio
|
Q3 2024
Added 338.46%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
54
shares
|
$12,421
0.0% of portfolio
|
Q3 2024
Reduced 37.93%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
48
shares
|
$11,040
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
43
shares
|
$9,890
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
41
shares
|
$9,430
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
41
shares
|
$9,430
0.0% of portfolio
|
Q2 2023
Added 57.69%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
40
shares
|
$9,200
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
40
shares
|
$9,200
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
38
shares
|
$8,740
0.0% of portfolio
|
Q2 2024
Added 26.67%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
36
shares
|
$8,280
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
29
shares
|
$6,670
0.0% of portfolio
|
Q3 2024
Added 20.83%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
26
shares
|
$5,980
0.0% of portfolio
|
Q3 2024
Reduced 29.73%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
25
shares
|
$5,750
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
20
shares
|
$4,600
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
20
shares
|
$4,600
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
16
shares
|
$3,680
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
15
shares
|
$3,450
0.0% of portfolio
|
Q1 2023
Reduced 97.56%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
15
shares
|
$3,450
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
14
shares
|
$3,220
0.0% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
12
shares
|
$2,760
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
10
shares
|
$2,300
0.0% of portfolio
|
Q3 2024
Reduced 58.33%
|