Latest Institutional Transactions on Appfolio Inc (APPF)

APPF Quotes by TradingView

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
Feb 03, 2022 Q4 2021
Arkadios Wealth Advisors

SELL
 -
-3
Closed
$347 - $410
0 $0
Q3 2021
Nov 15, 2021 Q3 2021
Luminus Management LLC

Houston, TX
SELL
 -
-50K
Closed
$5.91M - $7.15M
0 $0
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-94
- 96.91%
$11.1K - $13.4K
3 $750
Nov 12, 2021 Q3 2021
Castle Hook Partners LP

New York, NY
SELL
 -
-50K
Closed
$5.91M - $7.15M
0 $0
Nov 12, 2021 Q3 2021
Wolverine Asset Management LLC

SELL
 -
-1
Closed
$118 - $143
0 $0
Nov 09, 2021 Q3 2021
Sterling Investment Advisors, Ltd.

SELL
 -
-86
Closed
$10.2K - $12.3K
0 $0
Nov 08, 2021 Q3 2021
Banco Santander, S.A.

SELL
 -
-6.38K
Closed
$753K - $912K
0 $0
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
19
New
$2.24K - $2.72K
19 $4.75K
Oct 18, 2021 Q3 2021
Walter & Keenan Wealth Management LLC

SELL
 -
-2.6K
Closed
$307K - $372K
0 $0
Oct 12, 2021 Q3 2021
Rosenberg Matthew Hamilton

SELL
 -
-30
- 50.0%
$3.54K - $4.29K
30 $7.5K
Q2 2021
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-40
Closed
$4.93K - $5.97K
0 $0
Aug 16, 2021 Q2 2021
Arbiter Partners Capital Management LLC

New York, NY
SELL
 PUT
-5K
Closed
$616K - $746K
0 $0
Aug 16, 2021 Q2 2021
Capital International Investors

Los Angeles, CA
SELL
 -
-54K
Closed
$6.65M - $8.05M
0 $0
Aug 16, 2021 Q2 2021
Athanor Capital, LP

New York, NY
SELL
 -
-10.1K
Closed
$1.25M - $1.51M
0 $0
Aug 16, 2021 Q2 2021
Cerro Pacific Wealth Advisors LLC

SELL
 -
-1.43K
Closed
$177K - $214K
0 $0
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
10
New
$1.23K - $1.49K
10 $2.5K
Aug 13, 2021 Q2 2021
Mackay Shields LLC

SELL
 -
-2.3K
Closed
$283K - $343K
0 $0
Aug 13, 2021 Q2 2021
California Public Employees Retirement System

Sacramento, CA
SELL
 -
-33.3K
Closed
$4.1M - $4.97M
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-81
Closed
$9.98K - $12.1K
0 $0
Aug 03, 2021 Q2 2021
Glynn Capital Management LLC

SELL
 -
-206K
Closed
$25.4M - $30.8M
0 $0
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

SELL
 -
-280
Closed
$34.5K - $41.8K
0 $0
Jul 07, 2021 Q2 2021
Arlington Partners LLC

SELL
 -
-2
Closed
$246 - $298
0 $0
Q1 2021
Jan 10, 2025 Q1 2021
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
0
New
$0 - $0
0 $0
May 17, 2021 Q1 2021
Zebra Capital Management LLC

Stamford, CT
SELL
 -
-1.46K
Closed
$193K - $266K
0 $0
May 17, 2021 Q1 2021
Quantinno Capital Management LP

New York, NY
SELL
 -
-1.3K
Closed
$171K - $236K
0 $0
May 14, 2021 Q1 2021
Cibc Asset Management Inc

Toronto, A6
SELL
 -
-1.25K
Closed
$164K - $226K
0 $0
May 13, 2021 Q1 2021
Granite Investment Partners, LLC

SELL
 -
-22.9K
Closed
$3.03M - $4.16M
0 $0
May 10, 2021 Q1 2021
L & S Advisors Inc

Los Angeles, CA
SELL
 -
-2K
Closed
$264K - $363K
0 $0
May 10, 2021 Q1 2021
Sepio Capital, LP

SELL
 -
-284
Closed
$37.5K - $51.5K
0 $0
May 06, 2021 Q1 2021
Meitav Dash Investments LTD

SELL
 -
-1.21K
Closed
$160K - $220K
0 $0
Apr 29, 2021 Q1 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-296
Closed
$39.1K - $53.7K
0 $0
Apr 27, 2021 Q1 2021
Harel Insurance Investments & Financial Services Ltd.

SELL
 -
-570
Closed
$75.3K - $103K
0 $0
Apr 21, 2021 Q1 2021
Fortis Capital Management LLC

SELL
 -
-13.4K
Closed
$1.77M - $2.43M
0 $0
Apr 14, 2021 Q1 2021
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-34
Closed
$4.49K - $6.17K
0 $0
Q4 2020
Feb 16, 2021 Q4 2020
Lee Capital Holdings LLC

New York, NY
SELL
 -
-7.39K
Closed
$1.05M - $1.36M
0 $0
Feb 12, 2021 Q4 2020
Caas Capital Management LP

New York, NY
SELL
 -
-156K
Closed
$22.1M - $28.7M
0 $0
Feb 05, 2021 Q4 2020
Tompkins Financial Corp

BUY
 -
150
New
$21.4K - $27.6K
150 $37.5K
Jan 29, 2021 Q4 2020
Weaver Consulting Group

SELL
 -
-70
Closed
$9.96K - $12.9K
0 $0
Jan 29, 2021 Q4 2020
Concorde Asset Management, LLC

SELL
 -
-5.42K
Closed
$772K - $999K
0 $0
Jan 28, 2021 Q4 2020
Dorsey Wright & Associates

SELL
 -
-191
Closed
$27.2K - $35.2K
0 $0
Q3 2020
Nov 23, 2022 Q3 2020
Karani Asset Management LLC

New York, NY
BUY
 -
2.49K
+ 210.74%
$339K - $435K
3.67K $918K
Nov 13, 2020 Q3 2020
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-500
Closed
$68.1K - $87.4K
0 $0
Nov 04, 2020 Q3 2020
Alps Advisors Inc

Denver, CO
SELL
 -
-2.45K
Closed
$333K - $427K
0 $0
Oct 08, 2020 Q3 2020
Engrave Wealth Partners LLC

SELL
 -
-23
Closed
$3.13K - $4.02K
0 $0
Q2 2020
Aug 20, 2020 Q2 2020
Diker Management LLC

New York, NY
SELL
 -
-93.5K
Closed
$8.15M - $16.2M
0 $0
Aug 14, 2020 Q2 2020
Circle Wealth Management, LLC

Summit, NJ
SELL
 -
-9K
Closed
$785K - $1.56M
0 $0
Aug 12, 2020 Q2 2020
Spark Investment Management LLC

New York, NY
SELL
 -
-29.1K
Closed
$2.54M - $5.03M
0 $0
Jul 23, 2020 Q2 2020
Stone Ridge Asset Management LLC

SELL
 -
-8.96K
Closed
$781K - $1.55M
0 $0
Jul 10, 2020 Q2 2020
Whittier Trust CO Of Nevada Inc

SELL
 -
-150
Closed
$13.1K - $26K
0 $0

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