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 05, 2025
Q3 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-12.1K- 76.0% |
$2.78M - $3.89M
|
3.83K
$948K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-41- 6.74% |
$9.42K - $13.2K
|
567
$141K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-84- 7.79% |
$19.3K - $27K
|
994
$246K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-200- 4.08% |
$46K - $64.3K
|
4.71K
$1.17M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-79- 3.37% |
$18.2K - $25.4K
|
2.27K
$562K
|
|
|
Nov 05, 2025
Q3 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
46+ 3.13% |
$10.6K - $14.8K
|
1.52K
$376K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
7.04K+ 16.7% |
$1.62M - $2.26M
|
49.2K
$12.2M
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
82+ 7.36% |
$18.8K - $26.3K
|
1.2K
$297K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
58+ 14.65% |
$13.3K - $18.6K
|
454
$113K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
334K+ 40.08% |
$76.7M - $107M
|
1.17M
$289M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
11+ 3.81% |
$2.53K - $3.53K
|
300
$74.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-295- 18.15% |
$67.8K - $94.8K
|
1.33K
$330K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.8K+ 346.89% |
$4.33M - $6.05M
|
24.2K
$6.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-2.36K- 16.48% |
$542K - $758K
|
12K
$2.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-100- 3.42% |
$23K - $32.1K
|
2.83K
$701K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 5.88% |
$230 - $321
|
18
$4.46K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.39K- 3.52% |
$549K - $767K
|
65.3K
$16.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
112+ 373.33% |
$25.7K - $36K
|
142
$35.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
811+ 80.3% |
$186K - $261K
|
1.82K
$452K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4New |
$919 - $1.29K
|
4
$992
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2New |
$460 - $643
|
2
$496
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.91K- 70.22% |
$439K - $614K
|
810
$201K
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-237K- 40.92% |
$54.4M - $76.1M
|
342K
$84.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-1.8K- 13.3% |
$413K - $577K
|
11.7K
$2.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
43+ 1.11% |
$9.88K - $13.8K
|
3.93K
$974K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
443+ 26.29% |
$102K - $142K
|
2.13K
$528K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-167K- 74.36% |
$38.4M - $53.7M
|
57.6K
$14.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-44- 36.67% |
$10.1K - $14.1K
|
76
$18.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
2New |
$460 - $643
|
2
$496
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
SELL
|
- |
-32- 0.49% |
$7.35K - $10.3K
|
6.46K
$1.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
210+ 14.91% |
$48.3K - $67.5K
|
1.62K
$401K
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-332- 7.9% |
$76.3K - $107K
|
3.87K
$960K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.65KNew |
$379K - $530K
|
1.65K
$409K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
422+ 9.26% |
$97K - $136K
|
4.98K
$1.23M
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-516- 1.83% |
$119K - $166K
|
27.7K
$6.86M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-899- 7.84% |
$207K - $289K
|
10.6K
$2.62M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
914+ 38.26% |
$210K - $294K
|
3.3K
$819K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
840New |
$193K - $270K
|
840
$208K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-4.18K- 38.0% |
$961K - $1.34M
|
6.83K
$1.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-53- 4.85% |
$12.2K - $17K
|
1.04K
$258K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
1+ 0.19% |
$230 - $321
|
526
$130K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 53.85% |
$1.61K - $2.25K
|
20
$4.96K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-381- 3.25% |
$87.6K - $122K
|
11.3K
$2.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
SELL
|
- |
-46- 0.5% |
$10.6K - $14.8K
|
9.18K
$2.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-286- 1.74% |
$65.7K - $91.9K
|
16.2K
$4M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-88- 1.56% |
$20.2K - $28.3K
|
5.55K
$1.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
BUY
|
- |
34.4K+ 38.16% |
$7.91M - $11.1M
|
125K
$30.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-34- 2.21% |
$7.81K - $10.9K
|
1.5K
$373K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
200+ 4.77% |
$46K - $64.3K
|
4.4K
$1.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
46+ 0.42% |
$10.6K - $14.8K
|
11.1K
$2.74M
|
|