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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.15KNew |
$189K - $286K
|
1.15K
$290K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.13KNew |
$185K - $280K
|
1.13K
$284K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.1KNew |
$180K - $273K
|
1.1K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.04KNew |
$170K - $258K
|
1.04K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
1.01K+ 9.18% |
$166K - $251K
|
12K
$3.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.01K+ 38.34% |
$166K - $251K
|
3.64K
$917K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1KNew |
$164K - $249K
|
1K
$252K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
1KNew |
$164K - $249K
|
1K
$252K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1KNew |
$164K - $249K
|
1K
$252K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1KNew |
$164K - $249K
|
1K
$252K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1KNew |
$164K - $249K
|
1K
$252K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1KNew |
$164K - $249K
|
1K
$252K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
995New |
$164K - $247K
|
995
$251K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
995New |
$164K - $247K
|
995
$251K
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
970+ 17.68% |
$159K - $241K
|
6.46K
$1.63M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
964+ 200.83% |
$158K - $240K
|
1.44K
$364K
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
964New |
$158K - $240K
|
964
$243K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
948New |
$156K - $236K
|
948
$239K
|
|
|
Apr 15, 2024
Q1 2024
|
Legato Capital Management LLC
|
BUY
|
- |
935+ 16.78% |
$154K - $233K
|
6.51K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
900New |
$148K - $224K
|
900
$227K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
893New |
$147K - $222K
|
893
$225K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
864+ 1.29% |
$142K - $215K
|
68.1K
$17.2M
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
860+ 48.18% |
$141K - $214K
|
2.65K
$666K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
858+ 14.92% |
$141K - $213K
|
6.61K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
850New |
$140K - $211K
|
850
$214K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
846New |
$139K - $210K
|
846
$213K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
840New |
$138K - $209K
|
840
$212K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
792+ 33.39% |
$130K - $197K
|
3.16K
$797K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
773+ 2862.96% |
$127K - $192K
|
800
$202K
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
708New |
$116K - $176K
|
708
$178K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
634+ 5.88% |
$104K - $158K
|
11.4K
$2.88M
|
|
|
May 13, 2024
Q1 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
595+ 1.39% |
$97.8K - $148K
|
43.5K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
581+ 40.6% |
$95.5K - $145K
|
2.01K
$507K
|
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
561+ 5.66% |
$92.2K - $140K
|
10.5K
$2.64M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
549+ 14.5% |
$90.2K - $137K
|
4.34K
$1.09M
|
|
|
May 03, 2024
Q1 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
485+ 265.03% |
$79.7K - $121K
|
668
$168K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
467+ 2.41% |
$76.8K - $116K
|
19.9K
$5M
|
|
|
May 13, 2024
Q1 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
452+ 5.97% |
$74.3K - $112K
|
8.02K
$2.02M
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
449+ 2.59% |
$73.8K - $112K
|
17.8K
$4.49M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
395+ 4.1% |
$64.9K - $98.2K
|
10K
$2.53M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
343+ 29.7% |
$56.4K - $85.3K
|
1.5K
$377K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
339New |
$55.7K - $84.3K
|
339
$85.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
336New |
$55.2K - $83.6K
|
336
$84.6K
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
300+ 14.44% |
$49.3K - $74.6K
|
2.38K
$599K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
296New |
$48.6K - $73.6K
|
296
$74.6K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
293+ 114.01% |
$48.2K - $72.9K
|
550
$139K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
271+ 8.32% |
$44.5K - $67.4K
|
3.53K
$889K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
254+ 21.62% |
$41.7K - $63.2K
|
1.43K
$360K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
234+ 88.3% |
$38.5K - $58.2K
|
499
$126K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
227+ 10.74% |
$37.3K - $56.5K
|
2.34K
$590K
|