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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
5.69K+ 10.89% |
$1.31M - $1.83M
|
58K
$14.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-30- 7.18% |
$6.89K - $9.64K
|
388
$96.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.23K- 10.42% |
$283K - $396K
|
10.6K
$2.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
2.81KNew |
$647K - $904K
|
2.81K
$698K
|
|
|
Nov 12, 2025
Q3 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
1K+ 23.26% |
$230K - $321K
|
5.3K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57+ 0.49% |
$13.1K - $18.3K
|
11.7K
$2.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2- 5.13% |
$460 - $643
|
37
$9.17K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
12.5K+ 4.71% |
$2.88M - $4.02M
|
279K
$69.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.41K+ 53.29% |
$324K - $453K
|
4.06K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-51- 0.86% |
$11.7K - $16.4K
|
5.87K
$1.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-35- 14.17% |
$8.04K - $11.2K
|
212
$52.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.46K- 0.92% |
$336K - $470K
|
158K
$39.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-331- 20.37% |
$76.1K - $106K
|
1.29K
$321K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
742New |
$171K - $238K
|
742
$184K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
9.13K+ 140.3% |
$2.1M - $2.93M
|
15.6K
$3.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Jupiter Asset Management LTD
|
SELL
|
- |
-19.1K- 66.45% |
$4.39M - $6.14M
|
9.65K
$2.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-188- 4.2% |
$43.2K - $60.4K
|
4.29K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22+ 66.67% |
$5.06K - $7.07K
|
55
$13.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
214+ 10.58% |
$49.2K - $68.7K
|
2.24K
$554K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-101- 6.35% |
$23.2K - $32.4K
|
1.49K
$369K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2+ 40.0% |
$460 - $643
|
7
$1.74K
|
|
|
Nov 10, 2025
Q3 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.18KNew |
$272K - $380K
|
1.18K
$294K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
11.9K+ 140.96% |
$2.73M - $3.81M
|
20.3K
$5.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
179+ 3.83% |
$41.1K - $57.5K
|
4.85K
$1.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
24+ 126.32% |
$5.52K - $7.71K
|
43
$10.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
471+ 21.39% |
$108K - $151K
|
2.67K
$663K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.16K- 12.85% |
$267K - $373K
|
7.88K
$1.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.57K+ 9.19% |
$1.05M - $1.47M
|
54.3K
$13.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
95+ 59.01% |
$21.8K - $30.5K
|
256
$63.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-48- 0.93% |
$11K - $15.4K
|
5.1K
$1.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
55.3K+ 2.3% |
$12.7M - $17.8M
|
2.46M
$610M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.29K- 1.98% |
$755K - $1.06M
|
163K
$40.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
349+ 1.82% |
$80.2K - $112K
|
19.6K
$4.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
794New |
$182K - $255K
|
794
$197K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6New |
$1.38K - $1.93K
|
6
$1.49K
|
|
|
Nov 07, 2025
Q3 2025
|
Long Walk Management LP
|
BUY
|
- |
12.2K+ 4.41% |
$2.8M - $3.91M
|
289K
$71.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.43K- 25.89% |
$788K - $1.1M
|
9.81K
$2.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
79+ 3.63% |
$18.2K - $25.4K
|
2.26K
$560K
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
SELL
|
- |
-2.31K- 45.2% |
$531K - $742K
|
2.8K
$695K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
25+ 5.95% |
$5.75K - $8.03K
|
445
$110K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.49K- 2.32% |
$342K - $478K
|
62.5K
$15.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-54- 0.81% |
$12.4K - $17.3K
|
6.63K
$1.64M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
199+ 5.2% |
$45.7K - $63.9K
|
4.03K
$999K
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
3.08K+ 50.35% |
$708K - $989K
|
9.19K
$2.28M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-342- 13.41% |
$78.6K - $110K
|
2.21K
$548K
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 1.82% |
$23K - $32.1K
|
5.4K
$1.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Ranger Investment Management, L.P.
Dallas, TX |
SELL
|
- |
-26.1K- 18.54% |
$6M - $8.38M
|
115K
$28.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.18K- 30.83% |
$271K - $379K
|
2.65K
$657K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
215+ 9.76% |
$49.4K - $69.1K
|
2.42K
$600K
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-25- 1.49% |
$5.75K - $8.03K
|
1.66K
$410K
|
|