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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
5.74K+ 134.62% |
$1.32M - $1.84M
|
10K
$2.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
114New |
$26.2K - $36.6K
|
114
$28.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2New |
$460 - $643
|
2
$496
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
429+ 17.57% |
$98.6K - $138K
|
2.87K
$712K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
127+ 2116.67% |
$29.2K - $40.8K
|
133
$33K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 13.33% |
$460 - $643
|
17
$4.22K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
22New |
$5.06K - $7.07K
|
22
$5.46K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
318+ 28.04% |
$73.1K - $102K
|
1.45K
$360K
|
|
|
Oct 24, 2025
Q3 2025
|
Parnassus Investments, LLC
|
BUY
|
- |
530+ 7.73% |
$122K - $170K
|
7.39K
$1.83M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
1+ 10.0% |
$230 - $321
|
11
$2.73K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
609+ 70.08% |
$140K - $196K
|
1.48K
$366K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
200+ 2.24% |
$46K - $64.3K
|
9.14K
$2.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
8New |
$1.84K - $2.57K
|
8
$1.98K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
132+ 1466.67% |
$30.3K - $42.4K
|
141
$35K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 5.59% |
$23K - $32.1K
|
1.69K
$419K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
300+ 6.38% |
$68.9K - $96.4K
|
5K
$1.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 11.48% |
$247K - $346K
|
10.4K
$2.59M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
975+ 37.57% |
$224K - $313K
|
3.57K
$885K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-121- 2.56% |
$27.8K - $38.9K
|
4.61K
$1.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31+ 2.31% |
$7.12K - $9.96K
|
1.37K
$340K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.54% |
$23K - $32.1K
|
6.4K
$1.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
761New |
$175K - $244K
|
761
$189K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-805- 16.22% |
$185K - $259K
|
4.16K
$1.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-10- 0.5% |
$2.3K - $3.21K
|
1.97K
$489K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
65+ 33.68% |
$14.9K - $20.9K
|
258
$64K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 3.92% |
$460 - $643
|
49
$12.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
873New |
$201K - $280K
|
873
$216K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-600- 6.24% |
$138K - $193K
|
9.02K
$2.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
8+ 0.72% |
$1.84K - $2.57K
|
1.11K
$276K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.29KNew |
$527K - $737K
|
2.29K
$569K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-13- 0.94% |
$2.99K - $4.18K
|
1.37K
$339K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-6- 0.35% |
$1.38K - $1.93K
|
1.71K
$423K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24New |
$5.52K - $7.71K
|
24
$5.95K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 17.65% |
$689 - $964
|
20
$4.96K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
226+ 88.28% |
$51.9K - $72.6K
|
482
$120K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
5.2KNew |
$1.2M - $1.67M
|
5.2K
$1.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-7- 0.26% |
$1.61K - $2.25K
|
2.71K
$672K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
288+ 3.74% |
$66.2K - $92.5K
|
8K
$1.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
16+ 1.11% |
$3.68K - $5.14K
|
1.46K
$361K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-627- 16.5% |
$144K - $201K
|
3.17K
$787K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-540- 17.48% |
$124K - $173K
|
2.55K
$632K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-148- 11.97% |
$34K - $47.5K
|
1.09K
$270K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.03KNew |
$696K - $973K
|
3.03K
$751K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
447+ 62.87% |
$103K - $144K
|
1.16K
$287K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-580- 7.5% |
$133K - $186K
|
7.15K
$1.77M
|
|
|
Oct 14, 2025
Q3 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
500+ 14.71% |
$115K - $161K
|
3.9K
$967K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
176+ 2200.0% |
$40.4K - $56.5K
|
184
$45.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
107+ 21.4% |
$24.6K - $34.4K
|
607
$151K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 7.14% |
$230 - $321
|
15
$3.72K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$230 - $321
|
1
$248
|
|