Purchases and Sales Made in Q1 2025 in Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF) during Q1 2025. 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, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.16K+ 81.11% |
$1.27M - $1.61M
|
13.8K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Parnassus Investments, LLC
|
BUY
|
- |
5.86KNew |
$1.21M - $1.53M
|
5.86K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.83K+ 131.14% |
$1.21M - $1.52M
|
10.3K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
5.79K+ 16.32% |
$1.2M - $1.51M
|
41.3K
$10.5M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
5.53KNew |
$1.14M - $1.44M
|
5.53K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.43K+ 17.65% |
$1.12M - $1.41M
|
36.2K
$9.19M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.15K+ 42.63% |
$1.06M - $1.34M
|
17.2K
$4.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
5.13K+ 833.28% |
$1.06M - $1.34M
|
5.75K
$1.46M
|
|
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
5.02K+ 65.21% |
$1.04M - $1.31M
|
12.7K
$3.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
4.72K+ 114.66% |
$976K - $1.23M
|
8.84K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.19K+ 59.68% |
$866K - $1.09M
|
11.2K
$2.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
4KNew |
$827K - $1.04M
|
4K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
3.92K+ 80.85% |
$811K - $1.02M
|
8.77K
$2.23M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.7KNew |
$765K - $965K
|
3.7K
$940K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
3.66KNew |
$757K - $955K
|
3.66K
$930K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.52KNew |
$728K - $918K
|
3.52K
$894K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.51KNew |
$725K - $914K
|
3.51K
$891K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.85KNew |
$589K - $743K
|
2.85K
$724K
|
|
|
May 14, 2025
Q1 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
2.8K+ 25.85% |
$578K - $729K
|
13.6K
$3.46M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.6K+ 245.83% |
$536K - $677K
|
3.65K
$927K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.54KNew |
$524K - $661K
|
2.54K
$644K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.5KNew |
$517K - $652K
|
2.5K
$635K
|
|
|
Apr 30, 2025
Q1 2025
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
2.48KNew |
$512K - $646K
|
2.48K
$629K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.37KNew |
$491K - $619K
|
2.37K
$603K
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.32KNew |
$479K - $604K
|
2.32K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.27K+ 21.34% |
$469K - $591K
|
12.9K
$3.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.2K+ 40.74% |
$455K - $573K
|
7.6K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.15KNew |
$445K - $561K
|
2.15K
$547K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.12KNew |
$438K - $552K
|
2.12K
$538K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.91KNew |
$394K - $497K
|
1.91K
$485K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.84KNew |
$379K - $478K
|
1.84K
$466K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.8K+ 120.71% |
$372K - $469K
|
3.29K
$836K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.76KNew |
$363K - $458K
|
1.76K
$446K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.66KNew |
$343K - $433K
|
1.66K
$422K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.66K+ 2549.23% |
$342K - $432K
|
1.72K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.55KNew |
$319K - $403K
|
1.55K
$392K
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
1.54KNew |
$318K - $402K
|
1.54K
$391K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.49K+ 0.78% |
$309K - $389K
|
194K
$49.2M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.46KNew |
$303K - $382K
|
1.46K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.45KNew |
$300K - $379K
|
1.45K
$369K
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.45KNew |
$300K - $378K
|
1.45K
$369K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.41KNew |
$290K - $366K
|
1.41K
$357K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.4K+ 94.07% |
$289K - $364K
|
2.88K
$732K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.39KNew |
$287K - $362K
|
1.39K
$353K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.34K+ 162.77% |
$277K - $349K
|
2.16K
$549K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.3K+ 34.82% |
$269K - $340K
|
5.05K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.26KNew |
$259K - $327K
|
1.26K
$319K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 21.59% |
$248K - $312K
|
6.75K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.13K+ 45.22% |
$234K - $295K
|
3.63K
$922K
|
|
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1.1K+ 23.89% |
$227K - $287K
|
5.7K
$1.45M
|