Purchases and Sales Made in Q3 2024 in Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
320+ 7.37% |
$65.4K - $86.4K
|
4.66K
$1.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
307+ 62.4% |
$62.7K - $82.9K
|
799
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
298+ 9.55% |
$60.9K - $80.5K
|
3.42K
$861K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
291+ 2.66% |
$59.5K - $78.6K
|
11.2K
$2.83M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
280+ 10.94% |
$57.2K - $75.6K
|
2.84K
$715K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
263+ 27.54% |
$53.7K - $71K
|
1.22K
$307K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
224+ 59.26% |
$45.8K - $60.5K
|
602
$152K
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
224+ 26.63% |
$45.8K - $60.5K
|
1.07K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
220+ 4.89% |
$45K - $59.4K
|
4.72K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
215+ 2.35% |
$43.9K - $58.1K
|
9.35K
$2.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
207+ 6.14% |
$42.3K - $55.9K
|
3.58K
$902K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
200+ 2.97% |
$40.9K - $54K
|
6.93K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
190New |
$38.8K - $51.3K
|
190
$47.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
164+ 15.85% |
$33.5K - $44.3K
|
1.2K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
144+ 1440.0% |
$29.4K - $38.9K
|
154
$38.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
141+ 56.63% |
$28.8K - $38.1K
|
390
$98.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
123+ 10.21% |
$25.1K - $33.2K
|
1.33K
$335K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
112+ 22.13% |
$22.9K - $30.2K
|
618
$156K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
109+ 6.49% |
$22.3K - $29.4K
|
1.79K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
109+ 4.06% |
$22.3K - $29.4K
|
2.8K
$704K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
100+ 16.0% |
$20.4K - $27K
|
725
$183K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
87New |
$17.8K - $23.5K
|
87
$21.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
73+ 2.96% |
$14.9K - $19.7K
|
2.54K
$640K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
66+ 3.66% |
$13.5K - $17.8K
|
1.87K
$471K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
63New |
$12.9K - $17K
|
63
$15.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
59+ 236.0% |
$12.1K - $15.9K
|
84
$21.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
54+ 85.71% |
$11K - $14.6K
|
117
$29.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
44+ 338.46% |
$8.99K - $11.9K
|
57
$14.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
43New |
$8.79K - $11.6K
|
43
$10.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
42+ 1.59% |
$8.58K - $11.3K
|
2.68K
$675K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
40+ 2.89% |
$8.17K - $10.8K
|
1.43K
$359K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
26+ 19.85% |
$5.31K - $7.02K
|
157
$39.6K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
24New |
$4.9K - $6.48K
|
24
$6.05K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
23+ 2.74% |
$4.7K - $6.21K
|
863
$217K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
20+ 100.0% |
$4.09K - $5.4K
|
40
$10.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
19+ 22.62% |
$3.88K - $5.13K
|
103
$25.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
17+ 0.04% |
$3.47K - $4.59K
|
43.8K
$11M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
12New |
$2.45K - $3.24K
|
12
$3.02K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 5.85% |
$2.25K - $2.97K
|
199
$50.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11+ 12.22% |
$2.25K - $2.97K
|
101
$25.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9+ 4.23% |
$1.84K - $2.43K
|
222
$55.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6+ 0.6% |
$1.23K - $1.62K
|
1.01K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
5+ 14.29% |
$1.02K - $1.35K
|
40
$10.1K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5+ 20.83% |
$1.02K - $1.35K
|
29
$7.31K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4+ 25.0% |
$817 - $1.08K
|
20
$5.04K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.51% |
$613 - $810
|
596
$150K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
2New |
$409 - $540
|
2
$504
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2New |
$409 - $540
|
2
$504
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 50.0% |
$409 - $540
|
6
$1.51K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2+ 0.01% |
$409 - $540
|
17.9K
$4.5M
|