Purchases and Sales Made in Q1 2023 in Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF) during Q1 2023. The information is specifically focused on institutions that hold shares of APPFOLIO INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
49+ 119.51% |
$5.19K - $6.47K
|
90
$22.7K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
35+ 0.45% |
$3.71K - $4.62K
|
7.73K
$1.95M
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
32+ 0.3% |
$3.39K - $4.23K
|
10.9K
$2.74M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
26New |
$2.76K - $3.43K
|
26
$6.55K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
20New |
$2.12K - $2.64K
|
20
$5.04K
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
20+ 0.98% |
$2.12K - $2.64K
|
2.06K
$518K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
15New |
$1.59K - $1.98K
|
15
$3.78K
|
|
|
May 15, 2023
Q1 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
13+ 0.12% |
$1.38K - $1.72K
|
11.3K
$2.84M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7New |
$742 - $924
|
7
$1.76K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 1.04% |
$636 - $792
|
584
$147K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 8.2% |
$530 - $660
|
66
$16.6K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4New |
$424 - $528
|
4
$1.01K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4New |
$424 - $528
|
4
$1.01K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.63% |
$106 - $132
|
160
$40.3K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-2- 16.67% |
$212 - $264
|
10
$2.52K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2- 10.0% |
$212 - $264
|
18
$4.53K
|
|
|
May 05, 2023
Q1 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-20- 0.32% |
$2.12K - $2.64K
|
6.16K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-21- 0.18% |
$2.23K - $2.77K
|
11.4K
$2.87M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-30- 14.22% |
$3.18K - $3.96K
|
181
$45.6K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-52- 2.12% |
$5.51K - $6.87K
|
2.4K
$606K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-84- 0.34% |
$8.9K - $11.1K
|
24.3K
$6.13M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-101- 8.58% |
$10.7K - $13.3K
|
1.08K
$271K
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-139- 3.6% |
$14.7K - $18.4K
|
3.72K
$938K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-177- 7.62% |
$18.8K - $23.4K
|
2.15K
$541K
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-198- 7.74% |
$21K - $26.1K
|
2.36K
$594K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-216- 7.28% |
$22.9K - $28.5K
|
2.75K
$693K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-293- 13.13% |
$31.1K - $38.7K
|
1.94K
$488K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-300- 1.3% |
$31.8K - $39.6K
|
22.8K
$5.75M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-359- 1.48% |
$38.1K - $47.4K
|
24K
$6.04M
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-379- 7.7% |
$40.2K - $50.1K
|
4.54K
$1.14M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-440- 13.75% |
$46.6K - $58.1K
|
2.76K
$696K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-506- 47.2% |
$53.6K - $66.8K
|
566
$143K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-600- 97.56% |
$63.6K - $79.2K
|
15
$3.78K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-635- 0.93% |
$67.3K - $83.9K
|
67.3K
$17M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-673- 2.97% |
$71.3K - $88.9K
|
22K
$5.54M
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-700- 2.27% |
$74.2K - $92.4K
|
30.2K
$7.61M
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-959- 17.26% |
$102K - $127K
|
4.6K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-1.15K- 1.94% |
$121K - $151K
|
57.9K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-1.68K- 4.6% |
$179K - $222K
|
34.9K
$8.8M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.74K- 8.74% |
$185K - $230K
|
18.2K
$4.58M
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-1.97K- 24.98% |
$209K - $260K
|
5.92K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.05K- 16.23% |
$217K - $271K
|
10.6K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.12K- 30.09% |
$225K - $280K
|
4.93K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.2K- 45.67% |
$233K - $290K
|
2.61K
$659K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.29K- 31.19% |
$243K - $302K
|
5.05K
$1.27M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.75K- 30.49% |
$292K - $363K
|
6.27K
$1.58M
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2.9K- 4.67% |
$308K - $383K
|
59.3K
$14.9M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-3.4K- 49.28% |
$360K - $449K
|
3.5K
$882K
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.83K- 0.87% |
$406K - $506K
|
439K
$110M
|