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
May 17, 2021 Q1 2021
Zebra Capital Management LLC

Stamford, CT
SELL
 -
-1.46K
Closed
$193K - $266K
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 $37.2K
Jan 29, 2021 Q4 2020
Concorde Asset Management, LLC

SELL
 -
-5.42K
Closed
$772K - $999K
0 $0
Jan 29, 2021 Q4 2020
Weaver Consulting Group

SELL
 -
-70
Closed
$9.96K - $12.9K
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 $911K
Nov 13, 2020 Q3 2020
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-500
Closed
$68.1K - $87.4K
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
Q1 2020
May 15, 2020 Q1 2020
Js Capital Management LLC

New York, NY
SELL
 -
-2.6K
Closed
$221K - $377K
0 $0
May 15, 2020 Q1 2020
Brown Brothers Harriman & CO

New York, NY
SELL
 -
-100
Closed
$8.5K - $14.5K
0 $0
May 07, 2020 Q1 2020
Cutler Group LP

SELL
 CALL
-300
Closed
$25.5K - $43.5K
0 $0
Q4 2019
Feb 14, 2020 Q4 2019
Prelude Capital Management, LLC

New York, NY
SELL
 PUT
-2K
Closed
$173K - $231K
0 $0
Feb 14, 2020 Q4 2019
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
326
New
$28.2K - $37.6K
326 $80.8K
Feb 06, 2020 Q4 2019
Catalyst Capital Advisors LLC

Huntington, NY
SELL
 -
-92
Closed
$7.95K - $10.6K
0 $0
Q3 2019
Mar 24, 2023 Q3 2019
American Portfolios Advisors

Holbrook, NY
SELL
 -
-519
Closed
$48K - $55.8K
0 $0
Nov 14, 2019 Q3 2019
Cat Rock Capital Management LP

Greenwich, CT
SELL
 -
-49.7K
Closed
$4.59M - $5.35M
0 $0
Oct 29, 2019 Q3 2019
Donoghue Forlines LLC

SELL
 -
-26.2K
Closed
$2.42M - $2.82M
0 $0
Q2 2019
Aug 14, 2019 Q2 2019
Southport Management, L.L.C.

Wilson, WY
SELL
 -
-2.5K
Closed
$196K - $269K
0 $0
Aug 14, 2019 Q2 2019
Parallax Volatility Advisers, L.P.

San Francisco, CA
SELL
 -
-2.1K
Closed
$165K - $226K
0 $0
Aug 07, 2019 Q2 2019
Alera Investment Advisors, LLC

SELL
 -
-13
Closed
$1.02K - $1.4K
0 $0
Jul 29, 2019 Q2 2019
Optimum Investment Advisors

SELL
 PUT
-1K
Closed
$78.6K - $108K
0 $0
Jul 22, 2019 Q2 2019
Moody National Bank Trust Division

SELL
 -
-50
Closed
$3.93K - $5.39K
0 $0
Jul 19, 2019 Q2 2019
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-100
Closed
$7.86K - $10.8K
0 $0
Jul 10, 2019 Q2 2019
Dubuque Bank & Trust CO

SELL
 -
-120
Closed
$9.43K - $12.9K
0 $0
Q4 2018
Feb 14, 2019 Q4 2018
Osterweis Capital Management Inc

San Francisco, CA
SELL
 -
-89.1K
Closed
$4.84M - $6.77M
0 $0
Feb 14, 2019 Q4 2018
Dragoneer Investment Group, LLC

San Francisco, CA
SELL
 -
-133K
Closed
$7.25M - $10.1M
0 $0
Feb 13, 2019 Q4 2018
Ibex Investors LLC

SELL
 -
-2.59K
Closed
$141K - $197K
0 $0
Feb 13, 2019 Q4 2018
Wildcat Capital Management, LLC

SELL
 -
-5.97K
Closed
$325K - $454K
0 $0
Feb 12, 2019 Q4 2018
Patton Albertson Miller Group, LLC

SELL
 -
-700
Closed
$38.1K - $53.2K
0 $0
Feb 07, 2019 Q4 2018
De Burlo Group Inc

Boston, MA
SELL
 -
-64.2K
Closed
$3.49M - $4.88M
0 $0
Feb 05, 2019 Q4 2018
Cutler Group LP

BUY
 -
48
New
$2.61K - $3.65K
48 $11.9K
Jan 29, 2019 Q4 2018
Hanseatic Management Services Inc

SELL
 -
-58
Closed
$3.15K - $4.41K
0 $0
Q3 2018
Nov 14, 2018 Q3 2018
Hbk Investments L P

Dallas, TX
BUY
 -
37.3K
New
$2.3M - $3.39M
37.3K $9.25M
Nov 14, 2018 Q3 2018
Beryl Capital Management LLC

Redondo Beach, CA
SELL
 -
-4K
Closed
$246K - $363K
0 $0

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