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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2020
Q2 2020
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-29.1KClosed |
$2.54M - $5.03M
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-8.96KClosed |
$781K - $1.55M
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-150Closed |
$13.1K - $26K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Brown Advisory Inc
|
SELL
|
- |
-192KClosed |
$16.3M - $27.9M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Js Capital Management LLC
New York, NY |
SELL
|
- |
-2.6KClosed |
$221K - $377K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-100Closed |
$8.5K - $14.5K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Cutler Group LP
|
SELL
|
CALL |
-300Closed |
$25.5K - $43.5K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
326New |
$28.2K - $37.6K
|
326
$75.5K
|
|
|
Feb 14, 2020
Q4 2019
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-2KClosed |
$173K - $231K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-92Closed |
$7.95K - $10.6K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Mar 24, 2023
Q3 2019
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-519Closed |
$48K - $55.8K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Cat Rock Capital Management LP
Greenwich, CT |
SELL
|
- |
-49.7KClosed |
$4.59M - $5.35M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.15KClosed |
$291K - $338K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-26Closed |
$2.4K - $2.8K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Donoghue Forlines LLC
|
SELL
|
- |
-26.2KClosed |
$2.42M - $2.82M
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
10KNew |
$786K - $1.08M
|
10K
$2.32M
|
|
|
Aug 14, 2019
Q2 2019
|
Southport Management, L.L.C.
Wilson, WY |
SELL
|
- |
-2.5KClosed |
$196K - $269K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-2.1KClosed |
$165K - $226K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-13Closed |
$1.02K - $1.4K
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Optimum Investment Advisors
|
SELL
|
PUT |
-1KClosed |
$78.6K - $108K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Moody National Bank Trust Division
|
SELL
|
- |
-50Closed |
$3.93K - $5.39K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-100Closed |
$7.86K - $10.8K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-120Closed |
$9.43K - $12.9K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 08, 2019
Q1 2019
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-350Closed |
$19.7K - $27.8K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-89.1KClosed |
$4.84M - $6.77M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Dragoneer Investment Group, LLC
San Francisco, CA |
SELL
|
- |
-133KClosed |
$7.25M - $10.1M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Ibex Investors LLC
|
SELL
|
- |
-2.59KClosed |
$141K - $197K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Wildcat Capital Management, LLC
|
SELL
|
- |
-5.97KClosed |
$325K - $454K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-700Closed |
$38.1K - $53.2K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-64.2KClosed |
$3.49M - $4.88M
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Cutler Group LP
|
BUY
|
- |
48New |
$2.61K - $3.65K
|
48
$11.1K
|
|
|
Jan 29, 2019
Q4 2018
|
Hanseatic Management Services Inc
|
SELL
|
- |
-58Closed |
$3.15K - $4.41K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Keenan Capital, LLC
Burlingame, CA |
SELL
|
- |
-126KClosed |
$7.75M - $11.4M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
37.3KNew |
$2.3M - $3.39M
|
37.3K
$8.64M
|
|
|
Nov 14, 2018
Q3 2018
|
Beryl Capital Management LLC
Redondo Beach, CA |
SELL
|
- |
-4KClosed |
$246K - $363K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-6.65KClosed |
$409K - $604K
|
0
$0
|
|
|
Oct 26, 2018
Q3 2018
|
James Investment Research Inc
|
SELL
|
- |
-36.1KClosed |
$2.22M - $3.28M
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 13, 2018
Q2 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.26KClosed |
$89.9K - $151K
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
Bailard, Inc.
|
SELL
|
- |
-40.5KClosed |
$1.62M - $2.71M
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
SELL
|
- |
-241Closed |
$9.41K - $10.9K
|
0
$0
|
|
|
May 07, 2018
Q1 2018
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
SELL
|
- |
-163KClosed |
$6.36M - $7.38M
|
0
$0
|
|
|
Apr 05, 2018
Q1 2018
|
Evanson Asset Management, LLC
|
BUY
|
- |
6KNew |
$234K - $272K
|
6K
$1.39M
|
|
| Q4 2017 | |||||||
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-46.4KClosed |
$1.85M - $2.4M
|
0
$0
|
|
|
Jan 26, 2018
Q4 2017
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-4.58KClosed |
$183K - $237K
|
0
$0
|
|