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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.59K- 14.49% |
$540K - $648K
|
15.3K
$3.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-4.12K- 25.37% |
$859K - $1.03M
|
12.1K
$3.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 26.67% |
$1.67K - $2K
|
38
$9.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
200New |
$41.7K - $50K
|
200
$50K
|
|
|
Aug 06, 2024
Q2 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
4.2KNew |
$876K - $1.05M
|
4.2K
$1.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-37.2K- 73.17% |
$7.75M - $9.29M
|
13.6K
$3.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 2.96% |
$5.21K - $6.25K
|
871
$218K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8New |
$1.67K - $2K
|
8
$2K
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
22+ 18.03% |
$4.59K - $5.5K
|
144
$36K
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
SELL
|
- |
-1.25K- 22.67% |
$260K - $312K
|
4.25K
$1.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.84K+ 185.33% |
$384K - $461K
|
2.84K
$710K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.84K+ 185.33% |
$384K - $461K
|
2.84K
$710K
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.07KNew |
$224K - $268K
|
1.07K
$268K
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
4.2KNew |
$876K - $1.05M
|
4.2K
$1.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-75- 1.04% |
$15.6K - $18.7K
|
7.12K
$1.78M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4+ 7.14% |
$834 - $999
|
60
$15K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
9New |
$1.88K - $2.25K
|
9
$2.25K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
69New |
$14.4K - $17.2K
|
69
$17.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2New |
$417 - $500
|
2
$500
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2- 1.47% |
$417 - $500
|
134
$33.5K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-20- 6.71% |
$4.17K - $5K
|
278
$69.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
4.31KNew |
$898K - $1.08M
|
4.31K
$1.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-30- 2.41% |
$6.26K - $7.5K
|
1.22K
$304K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
50New |
$10.4K - $12.5K
|
50
$12.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-609- 22.53% |
$127K - $152K
|
2.09K
$524K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-32- 50.79% |
$6.67K - $8K
|
31
$7.75K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4.3K- 40.7% |
$706K - $1.07M
|
6.26K
$1.57M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
100New |
$16.4K - $24.9K
|
100
$25K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
234+ 88.3% |
$38.5K - $58.2K
|
499
$125K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-700- 41.18% |
$115K - $174K
|
1K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-20.1K- 98.27% |
$3.3M - $4.99M
|
353
$88.3K
|
|
|
May 15, 2024
Q1 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
4.09KNew |
$672K - $1.02M
|
4.09K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-1.53K- 63.01% |
$251K - $380K
|
897
$224K
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-592- 29.93% |
$97.3K - $147K
|
1.39K
$347K
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-2.1K- 17.87% |
$345K - $522K
|
9.65K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-2.24K- 54.22% |
$369K - $558K
|
1.89K
$474K
|
|
|
May 15, 2024
Q1 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
13.8KNew |
$2.28M - $3.44M
|
13.8K
$3.46M
|
|
|
May 15, 2024
Q1 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.18KNew |
$193K - $292K
|
1.18K
$294K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-34.6K- 92.3% |
$5.68M - $8.6M
|
2.89K
$722K
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
8KNew |
$1.31M - $1.99M
|
8K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.3K+ 298.61% |
$707K - $1.07M
|
5.74K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.85KNew |
$1.13M - $1.7M
|
6.85K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1.47KNew |
$242K - $366K
|
1.47K
$368K
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
708New |
$116K - $176K
|
708
$177K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
17.2KNew |
$2.83M - $4.29M
|
17.2K
$4.31M
|
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
3.7KNew |
$608K - $920K
|
3.7K
$925K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1KNew |
$164K - $249K
|
1K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-97- 8.77% |
$15.9K - $24.1K
|
1.01K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
11.4KNew |
$1.88M - $2.84M
|
11.4K
$2.86M
|
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
900New |
$148K - $224K
|
900
$225K
|
|