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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
11New |
$1.81K - $2.17K
|
11
$2.73K
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
181+ 9.83% |
$29.8K - $35.6K
|
2.02K
$501K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
480New |
$79.1K - $94.5K
|
480
$119K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-755K- 46.66% |
$124M - $149M
|
863K
$214M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
3.04KNew |
$501K - $598K
|
3.04K
$754K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-50- 13.33% |
$8.23K - $9.84K
|
325
$80.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
3.5KNew |
$576K - $689K
|
3.5K
$868K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.42KNew |
$234K - $280K
|
1.42K
$353K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9+ 0.18% |
$1.48K - $1.77K
|
5K
$1.24M
|
|
|
Oct 26, 2023
Q3 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
1.55KNew |
$255K - $305K
|
1.55K
$384K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
36New |
$5.93K - $7.09K
|
36
$8.93K
|
|
| Q2 2023 | |||||||
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
20New |
$2.46K - $3.51K
|
20
$4.96K
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
120+ 4.52% |
$14.8K - $21.1K
|
2.77K
$687K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
37New |
$4.56K - $6.5K
|
37
$9.17K
|
|
|
Aug 14, 2023
Q2 2023
|
Long Path Partners LP
Stamford, CT |
SELL
|
- |
-19.5K- 83.65% |
$2.4M - $3.42M
|
3.8K
$943K
|
|
|
Aug 11, 2023
Q2 2023
|
Shannon River Fund Management LLC
|
SELL
|
- |
-1.7K- 3.0% |
$209K - $298K
|
54.9K
$13.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
2New |
$246 - $351
|
2
$496
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.56K- 24.9% |
$192K - $274K
|
4.71K
$1.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
18New |
$2.22K - $3.16K
|
18
$4.46K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$369 - $527
|
3
$744
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
BUY
|
- |
1.2KNew |
$148K - $211K
|
1.2K
$298K
|
|
| Q1 2023 | |||||||
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4New |
$424 - $528
|
4
$992
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.05KNew |
$535K - $667K
|
5.05K
$1.25M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-600- 97.56% |
$63.6K - $79.2K
|
15
$3.72K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
152KNew |
$16.1M - $20M
|
152K
$37.6M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4New |
$424 - $528
|
4
$992
|
|
|
May 05, 2023
Q1 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-20- 0.32% |
$2.12K - $2.64K
|
6.16K
$1.53M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-2- 16.67% |
$212 - $264
|
10
$2.48K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
8.7KNew |
$922K - $1.15M
|
8.7K
$2.16M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-293- 13.13% |
$31.1K - $38.7K
|
1.94K
$481K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
291+ 9.6% |
$27.8K - $36.5K
|
3.32K
$824K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
9New |
$859 - $1.13K
|
9
$2.23K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-75- 3.55% |
$7.16K - $9.4K
|
2.04K
$506K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-20- 54.05% |
$1.91K - $2.51K
|
17
$4.22K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.08KNew |
$198K - $261K
|
2.08K
$515K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
32New |
$3.06K - $4.01K
|
32
$7.93K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
69+ 3.31% |
$6.59K - $8.65K
|
2.15K
$534K
|
|
|
Feb 07, 2023
Q4 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
2.73KNew |
$261K - $342K
|
2.73K
$677K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-302- 12.02% |
$28.8K - $37.9K
|
2.21K
$548K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-33- 55.0% |
$3.15K - $4.14K
|
27
$6.69K
|
|
|
Jan 24, 2023
Q4 2022
|
Baillie Gifford & CO
|
BUY
|
- |
18+ 8.49% |
$1.72K - $2.26K
|
230
$57K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
3.49KNew |
$333K - $438K
|
3.49K
$865K
|
|
| Q3 2022 | |||||||
|
May 08, 2023
Q3 2022
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
BUY
|
- |
21K+ 525.0% |
$1.94M - $2.37M
|
25K
$6.2M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
49+ 188.46% |
$4.52K - $5.54K
|
75
$18.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
29New |
$2.67K - $3.28K
|
29
$7.19K
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.4KNew |
$221K - $271K
|
2.4K
$595K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-146K- 54.44% |
$13.4M - $16.5M
|
122K
$30.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$184 - $226
|
2
$496
|
|
|
Nov 07, 2022
Q3 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
18New |
$1.66K - $2.03K
|
18
$4.46K
|
|
|
Nov 03, 2022
Q3 2022
|
Equitable Trust CO
|
SELL
|
- |
-487- 7.57% |
$44.9K - $55K
|
5.95K
$1.48M
|
|