Latest Institutional Transactions on Appfolio Inc (APPF)
This table provides information on the latest institutional transactions involving Appfolio Inc (APPF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| 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
$219
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.32KNew |
$479K - $604K
|
2.32K
$507K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.39KNew |
$287K - $362K
|
1.39K
$304K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-7.4K- 12.16% |
$1.53M - $1.93M
|
53.4K
$11.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-178- 27.73% |
$36.8K - $46.4K
|
464
$102K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
10+ 0.22% |
$2.07K - $2.61K
|
4.59K
$1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.85K- 62.49% |
$1.41M - $1.78M
|
4.11K
$899K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6+ 75.0% |
$1.24K - $1.56K
|
14
$3.06K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
4New |
$827 - $1.04K
|
4
$875
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
6.84K+ 79.09% |
$1.41M - $1.78M
|
15.5K
$3.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
62+ 52.99% |
$12.8K - $16.2K
|
179
$39.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.2K+ 40.74% |
$455K - $573K
|
7.6K
$1.66M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-233- 16.98% |
$48.2K - $60.7K
|
1.14K
$249K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
122+ 73.05% |
$25.2K - $31.8K
|
289
$63.2K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
9New |
$1.86K - $2.35K
|
9
$1.97K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.52KNew |
$728K - $918K
|
3.52K
$770K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.78K- 65.21% |
$575K - $725K
|
1.48K
$324K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 900.0% |
$1.86K - $2.35K
|
10
$2.19K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-148- 1.83% |
$30.6K - $38.6K
|
7.93K
$1.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-77.3K- 99.55% |
$16M - $20.1M
|
353
$77.2K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.26KNew |
$259K - $327K
|
1.26K
$275K
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
4KNew |
$827K - $1.04M
|
4K
$875K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2New |
$413 - $521
|
2
$438
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
437+ 0.69% |
$90.3K - $114K
|
64.2K
$14.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
213+ 25.88% |
$44K - $55.5K
|
1.04K
$227K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2New |
$413 - $521
|
2
$438
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
40+ 2.48% |
$8.27K - $10.4K
|
1.65K
$361K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
463+ 79.83% |
$95.7K - $121K
|
1.04K
$228K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 300.0% |
$620 - $782
|
4
$875
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
199+ 4975.0% |
$41.1K - $51.9K
|
203
$44.4K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26+ 86.67% |
$5.37K - $6.78K
|
56
$12.3K
|
|
| Q4 2024 | |||||||
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
19.7KNew |
$3.79M - $5.31M
|
19.7K
$4.31M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
44New |
$8.45K - $11.8K
|
44
$9.63K
|
|
|
Feb 19, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
SELL
|
- |
-17K- 95.06% |
$3.26M - $4.58M
|
883
$193K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-537- 6.09% |
$103K - $145K
|
8.29K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-37.3K- 50.18% |
$7.17M - $10.1M
|
37.1K
$8.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Crosslink Capital Inc
Menlo Park, CA |
BUY
|
- |
61.5KNew |
$11.8M - $16.6M
|
61.5K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-252- 11.18% |
$48.4K - $67.9K
|
2K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-99.6K- 59.88% |
$19.1M - $26.8M
|
66.7K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
502+ 0.43% |
$96.4K - $135K
|
118K
$25.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
28.5K+ 17.41% |
$5.48M - $7.68M
|
192K
$42.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-6.76K- 13.22% |
$1.3M - $1.82M
|
44.3K
$9.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.09K+ 90.58% |
$209K - $293K
|
2.29K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
30.2K+ 126.12% |
$5.81M - $8.14M
|
54.2K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-295- 1.54% |
$56.7K - $79.4K
|
18.8K
$4.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.81K- 4.08% |
$348K - $488K
|
42.6K
$9.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.22KNew |
$427K - $599K
|
2.22K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-2.53K- 28.44% |
$486K - $681K
|
6.37K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
66.4K+ 710.34% |
$12.8M - $17.9M
|
75.8K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-732- 6.44% |
$141K - $197K
|
10.6K
$2.33M
|
|