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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
149+ 1.73% |
$30.8K - $38.8K
|
8.76K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Atika Capital Management LLC
New York, NY |
SELL
|
- |
-12.8K- 22.34% |
$2.65M - $3.34M
|
44.5K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
928New |
$192K - $242K
|
928
$230K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4.19K- 67.67% |
$865K - $1.09M
|
2K
$496K
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.45KNew |
$300K - $378K
|
1.45K
$360K
|
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-680- 40.38% |
$141K - $177K
|
1K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Oberndorf William E
San Francisco, CA |
BUY
|
- |
20.2K+ 513.96% |
$4.18M - $5.28M
|
24.2K
$6M
|
|
|
May 13, 2025
Q1 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
220New |
$45.5K - $57.3K
|
220
$54.6K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
244+ 27.2% |
$50.4K - $63.6K
|
1.14K
$283K
|
|
|
May 12, 2025
Q1 2025
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-6.58K- 99.74% |
$1.36M - $1.72M
|
17
$4.22K
|
|
|
May 12, 2025
Q1 2025
|
Zeno Equity Partners LLP
London, X0 |
SELL
|
- |
-40.5K- 31.31% |
$8.36M - $10.5M
|
88.8K
$22M
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
56New |
$11.6K - $14.6K
|
56
$13.9K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-197- 15.68% |
$40.7K - $51.3K
|
1.06K
$263K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.63K- 30.52% |
$542K - $684K
|
5.98K
$1.48M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
23New |
$4.75K - $5.99K
|
23
$5.7K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.5KNew |
$517K - $652K
|
2.5K
$620K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
235+ 313.33% |
$48.6K - $61.3K
|
310
$76.9K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5+ 20.83% |
$1.03K - $1.3K
|
29
$7.19K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-317- 93.79% |
$65.5K - $82.6K
|
21
$5.21K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
12New |
$2.48K - $3.13K
|
12
$2.98K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-61- 72.62% |
$12.6K - $15.9K
|
23
$5.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-6- 0.6% |
$1.24K - $1.56K
|
1K
$248K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$207 - $261
|
1
$248
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3New |
$620 - $782
|
3
$744
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2New |
$413 - $521
|
2
$496
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-12K- 91.8% |
$2.48M - $3.13M
|
1.07K
$266K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
4.72K+ 114.66% |
$976K - $1.23M
|
8.84K
$2.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
10New |
$2.07K - $2.61K
|
10
$2.48K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11+ 122.22% |
$2.27K - $2.87K
|
20
$4.96K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30+ 250.0% |
$6.2K - $7.82K
|
42
$10.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$207 - $261
|
1
$248
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
4New |
$827 - $1.04K
|
4
$992
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-233- 16.98% |
$48.2K - $60.7K
|
1.14K
$282K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.78K- 65.21% |
$575K - $725K
|
1.48K
$368K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2New |
$413 - $521
|
2
$496
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 300.0% |
$620 - $782
|
4
$992
|
|
| Q4 2024 | |||||||
|
Apr 30, 2025
Q4 2024
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
6.64K+ 268.11% |
$1.28M - $1.79M
|
9.12K
$2.26M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
44New |
$8.45K - $11.8K
|
44
$10.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Crosslink Capital Inc
Menlo Park, CA |
BUY
|
- |
61.5KNew |
$11.8M - $16.6M
|
61.5K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
2.42K+ 42.69% |
$464K - $650K
|
8.07K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
50New |
$9.6K - $13.5K
|
50
$12.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
114New |
$21.9K - $30.7K
|
114
$28.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
684+ 54.03% |
$131K - $184K
|
1.95K
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.04KNew |
$199K - $279K
|
1.04K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Miura Global Management, LLC
New York, NY |
SELL
|
- |
-9K- 47.37% |
$1.73M - $2.42M
|
10K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-224- 13.68% |
$43K - $60.3K
|
1.41K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-17.8K- 11.19% |
$3.43M - $4.8M
|
142K
$35.1M
|
|
|
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
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.22KNew |
$427K - $599K
|
2.22K
$551K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
921New |
$177K - $248K
|
921
$228K
|
|