Purchases and Sales Made in Q2 2025 in Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
6.92KNew |
$1.33M - $1.62M
|
6.92K
$1.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.25KNew |
$240K - $294K
|
1.25K
$318K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
727New |
$140K - $171K
|
727
$185K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
418New |
$80.3K - $98.1K
|
418
$106K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
409New |
$78.5K - $96K
|
409
$104K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
253+ 6.97% |
$48.6K - $59.4K
|
3.89K
$987K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
104+ 8.65% |
$20K - $24.4K
|
1.31K
$332K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
100+ 2.7% |
$19.2K - $23.5K
|
3.8K
$965K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
98+ 9.9% |
$18.8K - $23K
|
1.09K
$276K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
69+ 6.66% |
$13.2K - $16.2K
|
1.11K
$281K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
36+ 7.76% |
$6.91K - $8.45K
|
500
$127K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
17+ 1.56% |
$3.26K - $3.99K
|
1.11K
$281K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
15New |
$2.88K - $3.52K
|
15
$3.81K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
7+ 0.49% |
$1.34K - $1.64K
|
1.44K
$366K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6New |
$1.15K - $1.41K
|
6
$1.52K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
5+ 0.21% |
$960 - $1.17K
|
2.44K
$620K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 21.43% |
$576 - $704
|
17
$4.32K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 50.0% |
$192 - $235
|
1
$254
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 50.0% |
$192 - $235
|
1
$254
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 20.0% |
$384 - $469
|
8
$2.03K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-8- 0.34% |
$1.54K - $1.88K
|
2.31K
$587K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-18- 10.06% |
$3.46K - $4.22K
|
161
$40.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-24- 6.8% |
$4.61K - $5.63K
|
329
$83.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-35- 62.5% |
$6.72K - $8.21K
|
21
$5.33K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-50- 20.58% |
$9.6K - $11.7K
|
193
$49K
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-52- 3.27% |
$9.99K - $12.2K
|
1.54K
$391K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-59- 29.06% |
$11.3K - $13.8K
|
144
$36.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-87- 1.43% |
$16.7K - $20.4K
|
6K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-125- 4.6% |
$24K - $29.3K
|
2.6K
$659K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-131- 12.56% |
$25.2K - $30.7K
|
912
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-134- 6.33% |
$25.7K - $31.4K
|
1.98K
$504K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-144- 1.92% |
$27.7K - $33.8K
|
7.34K
$1.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-255- 18.36% |
$49K - $59.8K
|
1.13K
$288K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.05K- 48.66% |
$202K - $247K
|
1.11K
$282K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.31K- 7.35% |
$252K - $308K
|
16.5K
$4.2M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.76K- 38.31% |
$337K - $412K
|
2.83K
$718K
|
|
|
Jul 18, 2025
Q2 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-2.31K- 45.99% |
$444K - $543K
|
2.72K
$690K
|