Purchases and Sales Made in Q3 2023 in Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2- 1.25% |
$329 - $394
|
158
$39.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 10.0% |
$329 - $394
|
18
$4.53K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4- 2.11% |
$659 - $787
|
186
$46.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-5- 0.19% |
$823 - $984
|
2.56K
$645K
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-6- 0.09% |
$988 - $1.18K
|
6.53K
$1.65M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-8- 27.59% |
$1.32K - $1.57K
|
21
$5.29K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-10- 11.63% |
$1.65K - $1.97K
|
76
$19.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-28- 1.22% |
$4.61K - $5.51K
|
2.27K
$572K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-30- 1.15% |
$4.94K - $5.91K
|
2.57K
$648K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-30- 8.43% |
$4.94K - $5.91K
|
326
$82.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-50- 13.33% |
$8.23K - $9.84K
|
325
$81.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-58- 0.62% |
$9.55K - $11.4K
|
9.23K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-60- 33.71% |
$9.88K - $11.8K
|
118
$29.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-73- 1.6% |
$12K - $14.4K
|
4.48K
$1.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-100- 2.45% |
$16.5K - $19.7K
|
3.98K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-146- 50.69% |
$24K - $28.7K
|
142
$35.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-200- 2.9% |
$32.9K - $39.4K
|
6.7K
$1.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-267- 4.64% |
$44K - $52.6K
|
5.49K
$1.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-273- 4.03% |
$45K - $53.7K
|
6.5K
$1.64M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-298- 20.44% |
$49.1K - $58.7K
|
1.16K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-308- 13.79% |
$50.7K - $60.6K
|
1.93K
$485K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-357- 9.74% |
$58.8K - $70.3K
|
3.31K
$834K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-375- 9.36% |
$61.8K - $73.8K
|
3.63K
$915K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-472- 1.94% |
$77.7K - $92.9K
|
23.9K
$6.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-600- 15.56% |
$98.8K - $118K
|
3.26K
$820K
|
|
|
Nov 02, 2023
Q3 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-741- 8.72% |
$122K - $146K
|
7.76K
$1.95M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-763- 6.85% |
$126K - $150K
|
10.4K
$2.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-770- 3.23% |
$127K - $152K
|
23.1K
$5.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-918- 1.39% |
$151K - $181K
|
65.2K
$16.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.05K- 9.45% |
$173K - $207K
|
10.1K
$2.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-1.23K- 6.2% |
$202K - $241K
|
18.5K
$4.67M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.6K- 30.59% |
$264K - $316K
|
3.64K
$916K
|
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-1.84K- 11.28% |
$304K - $363K
|
14.5K
$3.65M
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.98K- 8.69% |
$326K - $389K
|
20.8K
$5.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.9K- 52.47% |
$478K - $571K
|
2.63K
$662K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.58K- 27.61% |
$590K - $705K
|
9.4K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.66K- 16.71% |
$603K - $721K
|
18.2K
$4.6M
|
|
|
Nov 08, 2023
Q3 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.74K- 22.32% |
$615K - $735K
|
13K
$3.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.31K- 33.25% |
$710K - $849K
|
8.66K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Ranger Investment Management, L.P.
Dallas, TX |
SELL
|
- |
-5.24K- 3.49% |
$862K - $1.03M
|
145K
$36.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-5.26K- 13.17% |
$866K - $1.03M
|
34.7K
$8.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-5.28K- 12.19% |
$870K - $1.04M
|
38.1K
$9.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-6.47K- 11.46% |
$1.07M - $1.27M
|
50K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-9.11K- 85.92% |
$1.5M - $1.79M
|
1.49K
$376K
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-9.43K- 63.16% |
$1.55M - $1.86M
|
5.5K
$1.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-10.4K- 81.45% |
$1.71M - $2.05M
|
2.37K
$597K
|
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-12.5K- 58.21% |
$2.06M - $2.47M
|
9K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-15K- 45.43% |
$2.47M - $2.95M
|
18K
$4.54M
|