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, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
708New |
$116K - $176K
|
708
$176K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
17.2KNew |
$2.83M - $4.29M
|
17.2K
$4.28M
|
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
3.7KNew |
$608K - $920K
|
3.7K
$917K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1KNew |
$164K - $249K
|
1K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-97- 8.77% |
$15.9K - $24.1K
|
1.01K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
6K+ 42.86% |
$986K - $1.49M
|
20K
$4.96M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
26.8K+ 280.73% |
$4.41M - $6.67M
|
36.4K
$9.02M
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1KNew |
$164K - $249K
|
1K
$248K
|
|
|
May 10, 2024
Q1 2024
|
M&G PLC
London, X0 |
BUY
|
- |
36KNew |
$5.91M - $8.95M
|
36K
$8.92M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1KNew |
$164K - $249K
|
1K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.83K+ 5.77% |
$301K - $455K
|
33.5K
$8.31M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-278- 20.06% |
$45.7K - $69.1K
|
1.11K
$275K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.1KNew |
$180K - $273K
|
1.1K
$272K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
1.25KNew |
$206K - $312K
|
1.25K
$311K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.24KNew |
$204K - $308K
|
1.24K
$307K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
47.1KNew |
$7.74M - $11.7M
|
47.1K
$11.7M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
948New |
$156K - $236K
|
948
$235K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
1KNew |
$164K - $249K
|
1K
$248K
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
10+ 2.69% |
$1.64K - $2.49K
|
382
$94.7K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
1New |
$164 - $249
|
1
$248
|
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
3KNew |
$493K - $746K
|
3K
$744K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$164 - $249
|
1
$248
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-246- 72.78% |
$40.4K - $61.2K
|
92
$22.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.98KNew |
$490K - $741K
|
2.98K
$739K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.68KNew |
$277K - $419K
|
1.68K
$417K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
2.04KNew |
$335K - $507K
|
2.04K
$506K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-473- 34.15% |
$77.7K - $118K
|
912
$226K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
2.51KNew |
$413K - $624K
|
2.51K
$622K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-19- 76.0% |
$3.12K - $4.73K
|
6
$1.49K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-85- 15.4% |
$14K - $21.1K
|
467
$116K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
2.66KNew |
$436K - $660K
|
2.66K
$658K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
48New |
$7.89K - $11.9K
|
48
$11.9K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
PUT |
25KNew |
$4.33M - $5.27M
|
25K
$6.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.16KNew |
$201K - $245K
|
1.16K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-19.6K- 46.71% |
$3.4M - $4.14M
|
22.4K
$5.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
7+ 0.25% |
$1.21K - $1.48K
|
2.84K
$705K
|
|
|
Feb 14, 2024
Q4 2023
|
Dynamo Internacional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-142K- 67.08% |
$24.6M - $30M
|
69.8K
$17.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-3.96K- 16.0% |
$686K - $836K
|
20.8K
$5.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
9.88KNew |
$1.71M - $2.08M
|
9.88K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
53New |
$9.18K - $11.2K
|
53
$13.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
26.2K+ 176.52% |
$4.53M - $5.52M
|
41K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
CALL |
-1.4K- 8.33% |
$242K - $295K
|
15.4K
$3.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.1K+ 54.85% |
$190K - $231K
|
3.1K
$768K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
86New |
$14.9K - $18.1K
|
86
$21.3K
|
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
38.4KNew |
$6.65M - $8.1M
|
38.4K
$9.52M
|
|
|
Feb 02, 2024
Q4 2023
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
5.19KNew |
$899K - $1.1M
|
5.19K
$1.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
57.3KNew |
$9.93M - $12.1M
|
57.3K
$14.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14New |
$2.42K - $2.95K
|
14
$3.47K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
493New |
$85.4K - $104K
|
493
$122K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-76- 3.95% |
$13.2K - $16K
|
1.85K
$459K
|
|