Purchases and Sales Made in Q1 2024 in Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
4.09KNew |
$672K - $1.02M
|
4.09K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.88K+ 86.48% |
$638K - $966K
|
8.37K
$2.11M
|
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
3.7KNew |
$608K - $920K
|
3.7K
$932K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.68KNew |
$605K - $916K
|
3.68K
$928K
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.66K+ 7.75% |
$601K - $910K
|
50.8K
$12.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.65KNew |
$600K - $908K
|
3.65K
$920K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.4KNew |
$559K - $846K
|
3.4K
$857K
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
3.18KNew |
$522K - $790K
|
3.18K
$800K
|
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
3KNew |
$493K - $746K
|
3K
$756K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.98KNew |
$490K - $741K
|
2.98K
$751K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.81KNew |
$462K - $700K
|
2.81K
$709K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.77KNew |
$454K - $688K
|
2.77K
$697K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
2.66KNew |
$436K - $660K
|
2.66K
$669K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
2.51KNew |
$413K - $624K
|
2.51K
$632K
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.49KNew |
$410K - $620K
|
2.49K
$628K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
2.41KNew |
$397K - $600K
|
2.41K
$608K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.38KNew |
$391K - $592K
|
2.38K
$600K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.32KNew |
$382K - $578K
|
2.32K
$585K
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.3KNew |
$378K - $572K
|
2.3K
$579K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.2K+ 8.53% |
$361K - $546K
|
27.9K
$7.04M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
2.05K+ 173.33% |
$338K - $511K
|
3.24K
$816K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
2.04KNew |
$335K - $507K
|
2.04K
$514K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.01K+ 9.9% |
$330K - $500K
|
22.3K
$5.62M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2K+ 65.66% |
$329K - $497K
|
5.05K
$1.27M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.83K+ 5.77% |
$301K - $455K
|
33.5K
$8.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
1.8KNew |
$296K - $448K
|
1.8K
$454K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.68KNew |
$277K - $419K
|
1.68K
$424K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
1.68KNew |
$276K - $418K
|
1.68K
$423K
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
1.59KNew |
$261K - $395K
|
1.59K
$401K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.54KNew |
$253K - $382K
|
1.54K
$387K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.48KNew |
$244K - $369K
|
1.48K
$373K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.48KNew |
$243K - $368K
|
1.48K
$373K
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1.47KNew |
$242K - $366K
|
1.47K
$370K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.43KNew |
$236K - $357K
|
1.43K
$361K
|
|
|
May 13, 2024
Q1 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.41KNew |
$232K - $351K
|
1.41K
$355K
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.36KNew |
$224K - $338K
|
1.36K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
1.36KNew |
$224K - $338K
|
1.36K
$343K
|
|
|
May 02, 2024
Q1 2024
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
1.31K+ 3.25% |
$215K - $325K
|
41.6K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.3KNew |
$214K - $324K
|
1.3K
$328K
|
|
|
May 07, 2024
Q1 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.3K+ 3.5% |
$214K - $323K
|
38.4K
$9.67M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.28KNew |
$210K - $317K
|
1.28K
$321K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
1.25KNew |
$206K - $312K
|
1.25K
$316K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.25KNew |
$205K - $310K
|
1.25K
$314K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.24KNew |
$204K - $308K
|
1.24K
$312K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.23K+ 13.11% |
$202K - $306K
|
10.6K
$2.67M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
1.21KNew |
$198K - $300K
|
1.21K
$304K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.19KNew |
$195K - $295K
|
1.19K
$299K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.19KNew |
$195K - $295K
|
1.19K
$299K
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.18KNew |
$195K - $294K
|
1.18K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.18KNew |
$193K - $292K
|
1.18K
$296K
|