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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$207 - $261
|
1
$254
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1New |
$207 - $261
|
1
$254
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$207 - $261
|
1
$254
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$207 - $261
|
1
$254
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$207 - $261
|
1
$254
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-2- 33.33% |
$413 - $521
|
4
$1.02K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5- 14.71% |
$1.03K - $1.3K
|
29
$7.37K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-6- 0.6% |
$1.24K - $1.56K
|
1K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7- 0.35% |
$1.45K - $1.82K
|
2K
$507K
|
|
|
Apr 15, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-13- 0.15% |
$2.69K - $3.39K
|
8.64K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-15- 0.68% |
$3.1K - $3.91K
|
2.19K
$555K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-17- 1.66% |
$3.51K - $4.43K
|
1.01K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-18- 0.78% |
$3.72K - $4.69K
|
2.3K
$584K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-21- 1.02% |
$4.34K - $5.47K
|
2.05K
$519K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24- 21.05% |
$4.96K - $6.26K
|
90
$22.9K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-31- 2.77% |
$6.41K - $8.08K
|
1.09K
$276K
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-33- 0.38% |
$6.82K - $8.6K
|
8.64K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-41- 7.4% |
$8.47K - $10.7K
|
513
$130K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-45- 1.22% |
$9.3K - $11.7K
|
3.64K
$923K
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-56- 1.03% |
$11.6K - $14.6K
|
5.4K
$1.37M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-60- 0.95% |
$12.4K - $15.6K
|
6.27K
$1.59M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-61- 72.62% |
$12.6K - $15.9K
|
23
$5.84K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-75- 4.45% |
$15.5K - $19.5K
|
1.61K
$409K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-78- 0.35% |
$16.1K - $20.3K
|
22.4K
$5.68M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-85- 7.55% |
$17.6K - $22.2K
|
1.04K
$264K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-85- 7.6% |
$17.6K - $22.2K
|
1.03K
$262K
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-100- 4.55% |
$20.7K - $26.1K
|
2.1K
$533K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-119- 0.85% |
$24.6K - $31K
|
13.9K
$3.53M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
- |
-141- 59.75% |
$29.1K - $36.8K
|
95
$24.1K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-144- 64.86% |
$29.8K - $37.5K
|
78
$19.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-148- 1.83% |
$30.6K - $38.6K
|
7.93K
$2.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-172- 11.87% |
$35.5K - $44.8K
|
1.28K
$324K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-178- 27.73% |
$36.8K - $46.4K
|
464
$118K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-188- 2.05% |
$38.9K - $49K
|
9K
$2.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-194- 1.72% |
$40.1K - $50.6K
|
11.1K
$2.81M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-197- 15.68% |
$40.7K - $51.3K
|
1.06K
$269K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-200- 0.35% |
$41.3K - $52.1K
|
56.5K
$14.3M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-229- 1.88% |
$47.3K - $59.7K
|
12K
$3.04M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-233- 16.98% |
$48.2K - $60.7K
|
1.14K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-239- 4.53% |
$49.4K - $62.3K
|
5.03K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-290- 79.23% |
$59.9K - $75.6K
|
76
$19.3K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-297- 13.29% |
$61.4K - $77.4K
|
1.94K
$492K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-300- 5.08% |
$62K - $78.2K
|
5.6K
$1.42M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-312- 47.71% |
$64.5K - $81.3K
|
342
$86.9K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-317- 93.79% |
$65.5K - $82.6K
|
21
$5.33K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-348- 3.46% |
$71.9K - $90.7K
|
9.72K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-362- 65.58% |
$74.8K - $94.4K
|
190
$48.3K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-365- 14.0% |
$75.4K - $95.1K
|
2.24K
$569K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-384- 7.59% |
$79.4K - $100K
|
4.68K
$1.19M
|